Dollar change -1.72
Percentage change -0.45	%

Peers: SCHW MS RJF AMP STT NTRS BK WFC GS UBS

| Held by: VTI VO VXF VUG VOT IWP IWF IWR VFH SCHG

Index	-	P/E	26.15	EPS (ttm)	14.45	Insider Own	1.99%	Shs Outstand	79.98M	Perf Week	2.95%
Market Cap	30.22B	Forward P/E	16.24	EPS next Y	23.27	Insider Trans	-2.83%	Shs Float	78.39M	Perf Month	-0.45%
Enterprise Value	33.60B	PEG	1.27	EPS next Q	4.23	Inst Own	96.75%	Short Float	2.20%	Perf Quarter	28.81%
Income	1.09B	P/S	2.29	EPS this Y	14.21%	Inst Trans	9.60%	Short Ratio	2.58	Perf Half Y	8.29%
Sales	13.22B	P/B	9.02	EPS next Y	23.40%	ROA	8.71%	Short Interest	1.72M	Perf YTD	15.73%
Book/sh	41.88	P/C	10.57	EPS next 5Y	20.57%	ROE	40.36%	52W High	396.25 -4.64%	Perf Year	72.61%
Cash/sh	35.76	P/FCF	-	EPS past 3/5Y	35.63% 16.23%	ROIC	11.98%	52W Low	187.19 101.86%	Perf 3Y	111.30%
Dividend Est.	1.23 (0.33%)	EV/EBITDA	14.21	Sales past 3/5Y	17.06% 17.10%	Gross Margin	31.97%	Volatility	4.34% 3.09%	Perf 5Y	376.51%
Dividend TTM	1.20 (0.32%)	EV/Sales	2.54	EPS Y/Y TTM	8.63%	Oper. Margin	14.22%	ATR (14)	11.87	Perf 10Y	715.25%
Dividend Ex-Date	May 30, 2025	Quick Ratio	2.02	Sales Y/Y TTM	26.32%	Profit Margin	8.23%	RSI (14)	51.61	Recom	1.75
Dividend Gr. 3/5Y	6.27% 3.71%	Current Ratio	2.02	EPS Q/Q	10.84%	SMA20	0.96%	Beta	0.65	Target Price	446.08
Payout	8.55%	Debt/Eq	2.00	Sales Q/Q	29.56%	SMA50	0.03%	Rel Volume	0.44	Prev Close	379.59
Employees	9000	LT Debt/Eq	1.91	Earnings	Jul 31 AMC	SMA200	12.84%	Avg Volume	668.81K	Price	377.87
IPO	Nov 18, 2010	Option/Short	Yes / Yes	EPS/Sales Surpr.	10.05% 1.66%	Trades		Volume	216,614	Change	-0.45%

Date	Action	Analyst	Rating Change	Price Target Change
Jul-09-25	Downgrade	Citigroup	Neutral → Sell	$80
Jun-09-25	Upgrade	Redburn Atlantic	Neutral → Buy	$460
Jun-09-25	Downgrade	Citigroup	Buy → Neutral	$400
Jan-07-25	Upgrade	JP Morgan	Neutral → Overweight	$288 → $397
Jan-06-25	Upgrade	UBS	Neutral → Buy	$390
Dec-19-24	Upgrade	TD Cowen	Hold → Buy	$277 → $413
Oct-09-24	Upgrade	Wells Fargo	Equal Weight → Overweight	$235 → $285
Sep-12-24	Initiated	Wells Fargo	Equal Weight	$235
Jul-30-24	Upgrade	BofA Securities	Neutral → Buy	$268
Apr-09-24	Upgrade	Morgan Stanley	Equal-Weight → Overweight	$254 → $315
Apr-04-24	Initiated	Raymond James	Underperform
Jan-04-24	Initiated	TD Cowen	Market Perform	$224
Dec-01-23	Initiated	Redburn Atlantic	Neutral	$240
Sep-07-23	Initiated	Barclays	Overweight	$275
Apr-03-23	Downgrade	Credit Suisse	Outperform → Neutral	$245 → $205
Nov-30-22	Downgrade	Morgan Stanley	Overweight → Equal-Weight	$281 → $239
Nov-17-22	Downgrade	UBS	Buy → Neutral
Nov-01-22	Upgrade	Credit Suisse	Neutral → Outperform	$315
Oct-19-22	Initiated	Credit Suisse	Neutral	$262
Oct-12-22	Initiated	Citigroup	Buy	$290

Show Previous Ratings

Today 09:13AM	Treasury Yields Fall Amid Worries Around Feds Independence (The Wall Street Journal)
08:55AM	LPL Financial Welcomes Gallagher Wealth Management (GlobeNewswire)
07:13AM	German Bond Yields Little Changed, Seen Rangebound (The Wall Street Journal)
02:42AM	Eurozone Bond Yields Edge Up, Reversing Mondays Falls (The Wall Street Journal)
02:21AM	U.S. Treasury Curve Steepness Still Below Historical Standards (The Wall Street Journal)
09:50AM	Loading…
Jul-21-25 09:50AM	Here's Why LPL Financial Holdings Inc. (LPLA) is a Strong Momentum Stock (Zacks)
Jul-19-25 11:16AM	Toast, Five Below Lead 5 Fast-Growers Near Buy Points (Investor's Business Daily)
Jul-18-25 06:01PM	Stock Market Week Ahead: Tesla, Alphabet, GE Vernova And Defense Stocks (Investor's Business Daily)
12:34PM	Week's Best: Best Investing Moves Now (Barrons.com)
07:12AM	Maridea acquires Pinnacle Wealth Management (Private Banker International)
Jul-17-25 09:45AM	Why This 1 Growth Stock Could Be a Great Addition to Your Portfolio (Zacks)
09:05AM	Maridea Expands Midwest Presence With Strategic Acquisition of Pinnacle Wealth Management (Business Wire)
Jul-16-25 02:41PM	Stifel and Commonwealth Lead J.D. Power's 2025 Advisor Satisfaction Rankings (Barrons.com)
11:21AM	Goldman Gains as Q2 Earnings Beat Estimates, Boosts Dividend 33.3% (Zacks)
06:00AM	The Wealth Consulting Group Names Highly Respected Industry Leaders to New Advisory Board (PR Newswire)
12:32PM	Loading…
Jul-15-25 12:32PM	LPL Recruits $750 Million Advisory Team From Osaic (Barrons.com)
08:55AM	LPL Financial Welcomes Waznik Heike Group (GlobeNewswire)
07:40AM	JPMorgan Chase & Co. (JPM) Beats Q2 Earnings and Revenue Estimates (Zacks)
Jul-14-25 02:26PM	To Stay With LPL or to Go? What This $450 Million Commonwealth Advisor Chose-And Why. (Barrons.com)
Jul-11-25 11:16AM	HOOD Faces Legal Probe in Florida: Will Regulatory Woes Derail Growth? (Zacks)
Jul-10-25 06:06PM	Profit from the Wealth Management Revolution with Binah Capital Group Exec Edge Research Initiation Report (Exec Edge)
04:36PM	LPL Hires Two Advisors From Baird for Its Employee Channel (Barrons.com)
04:05PM	LPL Financial Announces Second Quarter 2025 Earnings Release Date and Conference Call (GlobeNewswire)
02:30PM	Partial Victory for LPL Financial in Legal Battle Over Cash Sweep (Barrons.com)
08:55AM	LPL Financial Welcomes The Narmi Group Investment Management to Linsco Channel (GlobeNewswire)
06:00AM	Osaic Touts Advisor Addition Amid Commonwealth Talent Rush (The Daily Upside)
Jul-08-25 11:00AM	Schwab Stock Touches 52-Week High: Is This the Right Time to Buy SCHW? (Zacks)
09:00AM	LPL Research Team Releases Midyear Outlook 2025: Pragmatic Optimism, Measured Expectations (GlobeNewswire)
08:45AM	Bell Wealth Partners Launches with Support of LPL Strategic Wealth Services (GlobeNewswire)
Jul-03-25 08:09AM	Digital platform Savvy Wealth secures $72m in series B funding (Private Banker International)
02:45PM	Loading…
Jul-02-25 02:45PM	Why Its Time to Start Paying Attention to ADP Jobs Data (Barrons.com)
07:00AM	Savvy Wealth Raises $72 Million to Drive the Shift Toward AI-Augmented, Human-Centered Financial Advice (Business Wire)
Jul-01-25 03:48PM	Why Commonwealth Advisors Arent LeavingYet (Barrons.com)
03:48PM	LPL's Rivals Dangle Lucrative Recruiting Deals for Commonwealth Advisors. Will They Bite? (Barrons.com)
08:55AM	LPL Financial Welcomes Resilient Wealth Management (GlobeNewswire)
Jun-30-25 09:00AM	LPL Financial Appoints Mike Holtschlag as Executive Vice President of Banking and Lending (GlobeNewswire)
Jun-27-25 12:06PM	Stifel Reports Y/Y Rise in Client & Fee-Based Assets for May 2025 (Zacks)
Jun-26-25 09:45AM	Here's Why LPL Financial Holdings Inc. (LPLA) is a Strong Growth Stock (Zacks)
08:55AM	LPL Financial Welcomes Wyatt Wealth Management (GlobeNewswire)
Jun-24-25 09:50AM	Why LPL Financial Holdings Inc. (LPLA) is a Top Momentum Stock for the Long-Term (Zacks) -5.41%
08:55AM	LPL Financial and Strategic Wealth Group Welcome Financial Advisors Mike Trudeau, Matt Merrick, Ben Ollila and Ben Prchal (GlobeNewswire)
07:37AM	LPL Financial's May Brokerage & Advisory Assets Rise Y/Y (Zacks)
Jun-23-25 04:05PM	LPL Financial Reports Monthly Activity for May 2025 (GlobeNewswire)
Jun-17-25 08:55AM	EverMark Investment Partners Launches with Support from LPL Strategic Wealth (GlobeNewswire)
Jun-13-25 02:08PM	Weeks Best: Charles Schwab Is Cutting ETF Fees (Barrons.com)
Jun-12-25 08:55AM	LPL Financial Welcomes Runyan Capital (GlobeNewswire)
Jun-11-25 09:07AM	$1.5 Billion Advisor Team Joined Commonwealth Just as Company Sold Itself to LPL Financial (Barrons.com)
Jun-10-25 10:14AM	LPLA, SF & Others to Face Penalty for Overcharging Retail Investors (Zacks)
09:45AM	Tesla, Intuitive Surgical downgraded: Wall Streets top analyst calls (TipRanks)
09:45AM	Why LPL Financial Holdings Inc. (LPLA) is a Top Growth Stock for the Long-Term (Zacks)
Jun-09-25 03:51PM	Edward Jones, LPL, Other Firms Settle Accusations of Charging Excessive Commissions (Barrons.com)
09:41AM	Tesla, Intuitive Surgical downgraded: Wall Street's top analyst calls (The Fly)
Jun-07-25 10:15AM	Robinhood continues rally ahead of S&P 500 rebalance (TipRanks)
Jun-06-25 12:19PM	Week's Best: Advisors Reject LPL-Ameriprise Settlement (Barrons.com)
Jun-05-25 08:55AM	LPL Financial Welcomes Loomis Wealth Management (GlobeNewswire)
Jun-04-25 01:30PM	Stock Of The Day Stalls. Why That Could Be A Good Thing. (Investor's Business Daily)
Jun-03-25 12:21PM	Interactive Brokers Reports Y/Y Increase in May Client DARTs (Zacks)
11:08AM	Robinhood Markets Hits 52-Week High: Should You Buy the Stock Now? (Zacks)
11:06AM	LPL Advisors Drawn Into Legal Battle Between LPL And Ameriprise (Barrons.com)
Jun-02-25 08:55AM	Arv Private Wealth Launches with Support from LPL Strategic Wealth (GlobeNewswire)
May-29-25 03:58PM	LPL Financial Is Narrowing the Gap With Wirehouse Rivals, CEO Says (Barrons.com)
10:18AM	Stock Market Today: Nasdaq, S&P Climb After Trump Tariff Ruling, Nvidia Earnings; Dow Edges Higher (Investor's Business Daily)
07:30AM	Best Buy Delivers Mixed Q1 Report, Cuts Outlook On Trump Tariffs (Investor's Business Daily)
May-28-25 06:11PM	Small Caps, Semiconductor Stocks Lead Stock Market Cooling, But These Growth Stocks Underscore The Uptrend's Strength (Investor's Business Daily)
04:05PM	LPL Financial to Present at the William Blair Growth Stock Conference (GlobeNewswire)
12:05PM	Financial Services Stock Awaits Next Move, Flirts With Buy Point (Investor's Business Daily)
08:55AM	LPL Financial Welcomes Mai Park Capital to Linsco Channel (GlobeNewswire)
May-27-25 08:55AM	LPL Financial Welcomes Beamish Wealth Management to Linsco Channel (GlobeNewswire)
May-23-25 08:00AM	Massive Deals Drive Finance Stock To All-Time High After Earnings; Stock Gains 16% Year-To-Date (Investor's Business Daily)
07:06AM	LPL Financial's April Brokerage & Advisory Assets Fall Sequentially (Zacks)
06:21AM	Big Money Buys LPL Financial Shares (FX Empire)
May-22-25 04:05PM	LPL Financial Reports Monthly Activity for April 2025 (GlobeNewswire)
08:55AM	LPL Financial and Momentum Wealth Partners Welcome Beacon Financial (GlobeNewswire)
May-21-25 04:05PM	LPL Financial to Present at the Bernstein Strategic Decisions Conference (GlobeNewswire)
02:40PM	LPL Financial Is On Track To Meet Commonwealth Retention Goals, Executive Says (Barrons.com)
08:00AM	LPL Financial Expands Wealth Planning Leadership with New EVP Tara Thompson Popernik (GlobeNewswire)
May-20-25 08:30AM	LPL Financial Announces Q1 2025 Technology Updates (GlobeNewswire)
08:00AM	LPL Financial Welcomes PCC Wealth Partners (GlobeNewswire)
May-15-25 08:30AM	LPL Financial Asks What If You Could? in New Brand Campaign (GlobeNewswire)
May-14-25 08:30AM	LPL Financial Launches Comprehensive Alts Learning Hub (GlobeNewswire)
May-12-25 04:45PM	Does the Stock Rally Have Legs? Heres a Key Level One Expert Is Watching (Investopedia)
May-09-25 12:26PM	LPL Shares Jump on Earnings Beat. CEO Upbeat on Retaining Commonwealth Advisors. (Barrons.com) +6.32%
11:28AM	Analyst Report: LPL Financial Holdings Inc. (Morningstar Research)
09:21AM	Q1 2025 LPL Financial Holdings Inc Earnings Call (Thomson Reuters StreetEvents)
08:02AM	LPL Financial's Q1 Earnings Beat on Higher Revenues, Expenses Soar (Zacks)
03:47AM	LPL Financial Holdings Inc (LPLA) Q1 2025 Earnings Call Highlights: Record Asset Growth and ... (GuruFocus.com)
May-08-25 08:30PM	LPL Financial (LPLA) Q1 Earnings: Taking a Look at Key Metrics Versus Estimates (Zacks)
05:55PM	LPL Financial Holdings Inc. (LPLA) Q1 Earnings and Revenues Surpass Estimates (Zacks)
04:05PM	LPL Financial Announces First Quarter 2025 Results (GlobeNewswire)
May-07-25 08:55AM	LPL Financial Welcomes Women-Led West Texas Investments (GlobeNewswire)
07:40AM	MarketAxess (MKTX) Q1 Earnings Surpass Estimates (Zacks)
May-06-25 12:10PM	Will LPL Financial (LPLA) Beat Estimates Again in Its Next Earnings Report? (Zacks)
May-05-25 09:15AM	Ahead of LPL Financial (LPLA) Q1 Earnings: Get Ready With Wall Street Estimates for Key Metrics (Zacks)
09:00AM	LPL Financial Launches WealthVision Essentials to Empower Advisors with Best-in-Class Financial Planning Software (GlobeNewswire)
08:00AM	LPL Financial Welcomes Northern Advisory Group (GlobeNewswire)
May-02-25 08:46AM	Interactive Brokers Reports Y/Y Increase in April Client DARTs (Zacks)
08:15AM	Piper Sandler Companies (PIPR) Tops Q1 Earnings and Revenue Estimates (Zacks)
May-01-25 04:41PM	Former $2.1 Billion Commonwealth Team Launches RIA (Barrons.com)
10:01AM	LPL Financial Holdings Inc. (LPLA) Earnings Expected to Grow: What to Know Ahead of Next Week's Release (Zacks)
08:55AM	LPL Financial Welcomes Barlow Capital Advisors (GlobeNewswire)

LPL Financial Holdings, Inc. serves the advisor-mediated marketplace as the nation's independent broker-dealer and is an investment advisory firm and a custodian. It offers integrated technology solutions, brokerage & advisory platforms, clearing, compliance, business and planning and advice services, consultative practice management programs and training. The company provides personalized financial guidance to millions of American families seeking wealth management, retirement planning, financial planning and asset management solutions. LPL Financial Holdings was founded in 1989 and is headquartered in San Diego, CA.

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
Gates Greg	Group Managing Director	Jul 03 '25	Sale	382.63	1,500	573,952	20,620	Jul 08 04:14 PM
Gates Greg	Officer	Jul 03 '25	Proposed Sale	382.63	1,500	573,947		Jul 03 01:17 PM
Gates Greg	Group Managing Director	Jun 05 '25	Sale	378.87	1,500	568,300	22,354	Jun 09 04:12 PM
Gates Greg	Officer	Jun 05 '25	Proposed Sale	379.22	1,500	568,830		Jun 05 04:13 PM
Jambusaria Aneri	Group Managing Director	Jun 02 '25	Sale	383.99	80	30,719	5,662	Jun 04 04:13 PM
Jambusaria Aneri	Officer	Jun 02 '25	Proposed Sale	383.99	80	30,719		Jun 02 11:04 AM
Jambusaria Aneri	Managing Director	Mar 14 '25	Sale	311.87	80	24,950	5,742	Mar 17 04:24 PM
Jambusaria Aneri	Officer	Mar 14 '25	Proposed Sale	311.87	80	24,950		Mar 14 09:45 AM
Cohen Marc Eliot	Managing Director	Feb 26 '25	Sale	365.85	1,100	402,435	4,075	Feb 27 06:14 PM
Audette Matthew J	President and CFO	Feb 26 '25	Sale	360.07	4,588	1,652,001	16,538	Feb 27 06:05 PM
Cohen Marc Eliot	Officer	Feb 26 '25	Proposed Sale	365.85	1,100	402,435		Feb 26 12:01 PM
Audette Matthew J	Officer	Feb 26 '25	Proposed Sale	360.07	4,588	1,652,001		Feb 26 09:44 AM
Steinmeier Richard	Chief Executive Officer	Feb 18 '25	Sale	373.79	3,500	1,308,265	21,396	Feb 20 04:13 PM
Steinmeier Richard	Officer	Feb 18 '25	Proposed Sale	373.79	3,500	1,308,265		Feb 18 01:07 PM
Enyedi Matthew	Managing Director	Feb 10 '25	Option Exercise	39.48	5,154	203,480	15,649	Feb 12 04:13 PM
Enyedi Matthew	Managing Director	Feb 10 '25	Sale	369.33	5,154	1,903,527	10,495	Feb 12 04:13 PM
Enyedi Matthew	Officer	Feb 10 '25	Proposed Sale	369.33	5,154	1,903,527		Feb 10 10:12 AM
Audette Matthew J	President and CFO	Feb 05 '25	Option Exercise	70.89	28,777	2,040,117	42,440	Feb 07 04:15 PM
Audette Matthew J	President and CFO	Feb 05 '25	Sale	365.14	28,777	10,507,676	13,663	Feb 07 04:15 PM
Audette Matthew J	Officer	Feb 05 '25	Proposed Sale	365.14	28,777	10,507,676		Feb 05 04:20 PM
Arnold Dan H.	Former Officer and Director	Dec 19 '24	Proposed Sale	330.00	47,894	15,805,020		Dec 19 10:13 AM
Arnold Dan H.	Former Officer	Dec 18 '24	Proposed Sale	330.00	100	33,000		Dec 18 04:07 PM
Jambusaria Aneri	Managing Director	Dec 05 '24	Sale	331.94	305	101,242	3,920	Dec 09 05:11 PM
Jambusaria Aneri	Officer	Dec 05 '24	Proposed Sale	331.94	305	101,242		Dec 05 05:05 PM

Dollar change -0.62
Percentage change -0.69	%

Peers: ICE SPGI SCHW CME MSCI MOOD CBOE FDS MKTX NLY

| Held by: VTI VOO VO SPY IVV VTV VOE XLF VIG RSP

Index	S&P 500	P/E	40.18	EPS (ttm)	2.21	Insider Own	25.30%	Shs Outstand	573.94M	Perf Week	0.22%
Market Cap	50.88B	Forward P/E	24.32	EPS next Y	3.64	Insider Trans	-0.06%	Shs Float	428.89M	Perf Month	2.93%
Enterprise Value	59.95B	PEG	3.10	EPS next Q	0.81	Inst Own	68.33%	Short Float	1.54%	Perf Quarter	25.42%
Income	1.28B	P/S	6.51	EPS this Y	15.69%	Inst Trans	-6.63%	Short Ratio	1.89	Perf Half Y	12.42%
Sales	7.81B	P/B	4.41	EPS next Y	11.71%	ROA	4.20%	Short Interest	6.63M	Perf YTD	14.63%
Book/sh	20.12	P/C	71.86	EPS next 5Y	12.96%	ROE	11.43%	52W High	90.83 -2.44%	Perf Year	41.84%
Cash/sh	1.23	P/FCF	27.43	EPS past 3/5Y	-6.38% 4.53%	ROIC	6.13%	52W Low	62.43 41.95%	Perf 3Y	69.26%
Dividend Est.	1.05 (1.19%)	EV/EBITDA	22.25	Sales past 3/5Y	7.93% 11.67%	Gross Margin	53.18%	Volatility	2.29% 1.55%	Perf 5Y	109.61%
Dividend TTM	0.99 (1.12%)	EV/Sales	7.67	EPS Y/Y TTM	16.37%	Oper. Margin	26.64%	ATR (14)	1.47	Perf 10Y	419.67%
Dividend Ex-Date	Jun 13, 2025	Quick Ratio	0.98	Sales Y/Y TTM	25.89%	Profit Margin	16.36%	RSI (14)	52.99	Recom	1.76
Dividend Gr. 3/5Y	10.33% 8.68%	Current Ratio	0.98	EPS Q/Q	68.48%	SMA20	-0.71%	Beta	1.00	Target Price	96.06
Payout	48.74%	Debt/Eq	0.85	Sales Q/Q	24.85%	SMA50	3.17%	Rel Volume	0.39	Prev Close	89.24
Employees	9162	LT Debt/Eq	0.81	Earnings	Jul 24 BMO	SMA200	11.55%	Avg Volume	3.51M	Price	88.62
IPO	Jul 01, 2002	Option/Short	Yes / Yes	EPS/Sales Surpr.	2.46% 0.53%	Trades		Volume	1,014,968	Change	-0.69%

Date	Action	Analyst	Rating Change	Price Target Change
Apr-17-25	Upgrade	Redburn Atlantic	Neutral → Buy	$91
Apr-08-25	Downgrade	Morgan Stanley	Overweight → Equal-Weight	$74
Jan-08-25	Upgrade	Deutsche Bank	Hold → Buy	$80 → $98
Nov-25-24	Initiated	William Blair	Outperform
Oct-14-24	Upgrade	Raymond James	Mkt Perform → Outperform	$82
Sep-27-24	Initiated	RBC Capital Mkts	Outperform	$88
Sep-26-24	Initiated	TD Cowen	Hold	$83
Sep-09-24	Reiterated	Oppenheimer	Outperform	$78 → $80
Sep-04-24	Upgrade	BofA Securities	Underperform → Buy	$53 → $90
May-08-24	Downgrade	Rosenblatt	Buy → Neutral	$76 → $64
Apr-11-24	Initiated	Barclays	Overweight	$76
Apr-09-24	Upgrade	Morgan Stanley	Equal-Weight → Overweight	$59 → $80
Apr-03-24	Initiated	Edward Jones	Buy
Mar-26-24	Upgrade	Goldman	Neutral → Buy	$73
Dec-01-23	Resumed	Goldman	Neutral	$58
Apr-11-23	Downgrade	Morgan Stanley	Overweight → Equal-Weight	$70 → $60
Jan-26-23	Downgrade	Deutsche Bank	Buy → Hold	$72 → $60
Nov-14-22	Initiated	Redburn	Neutral
Nov-02-22	Downgrade	Credit Suisse	Outperform → Neutral	$66 → $57
Oct-14-22	Downgrade	BofA Securities	Buy → Underperform	$65 → $58

Show Previous Ratings

Today 11:46AM	Will Nasdaq Pull Off a Surprise This Earnings Season? (Zacks)
Jul-21-25 01:02PM	Analyst Report: Nasdaq, Inc. (Morningstar Research)
10:20AM	Is a Beat in the Cards for CME Group This Earnings Season? (Zacks)
09:15AM	Ahead of Nasdaq (NDAQ) Q2 Earnings: Get Ready With Wall Street Estimates for Key Metrics (Zacks)
07:30AM	Nasdaq Verafin Announces Launch of its Agentic AI Workforce, Delivering a Step Change in AML Compliance Efficiency (GlobeNewswire)
08:00PM	Loading…
Jul-18-25 08:00PM	Thomson Reuters Corp to Join the Nasdaq-100 Index Beginning July 28, 2025 (GlobeNewswire)
04:41PM	Analyst Report: Nasdaq, Inc. (Morningstar Research)
01:25PM	Nasdaq statement on the preliminary proxy filed by Invesco QQQ Trust and the proposals contained within it (GlobeNewswire)
11:16AM	Invesco stock soars after seeking to convert QQQ Trust to open-ended fund (Investing.com)
Jul-17-25 10:00AM	Nasdaq (NDAQ) Earnings Expected to Grow: What to Know Ahead of Next Week's Release (Zacks)
Jul-16-25 04:05PM	Nasdaq Halts Bowen Acquisition Corp. (GlobeNewswire)
Jul-15-25 02:31PM	LA CorpGov Forum Sept 4: Featuring Sports, Entertainment, IPOs, VCs, Activism & Asia (CorpGov.com)
Jul-11-25 04:05PM	Delisting of Securities from The Nasdaq Stock Market (GlobeNewswire)
Jul-10-25 04:05PM	Nasdaq Announces End-of-Month Open Short Interest Positions in Nasdaq Stocks as of Settlement Date June 30, 2025 (GlobeNewswire)
10:13AM	NDAQ Outperforms Industry, Trades at Premium: How to Play the Stock (Zacks)
08:32AM	Loading…
Jul-09-25 08:32AM	Nasdaq's Quarterly Earnings Preview: What You Need to Know (Barchart)
Jul-08-25 04:05PM	Nasdaq Reports June 2025 Volumes and 2Q25 Statistics (GlobeNewswire)
12:15PM	IPO Edge to Host Nasdaq Firesides Aug-Oct 2025 (IPO-Edge.com)
10:21AM	OTC Markets Group (OTCM) Soars 6.1%: Is Further Upside Left in the Stock? (Zacks)
Jul-02-25 04:05PM	Delisting of Securities from The Nasdaq Stock Market (GlobeNewswire)
03:54PM	LA CorpGov Forum Sept 4: Featuring Sports, Entertainment, IPOs, VCs, Activism & Asia (IPO-Edge.com)
03:39AM	Nasdaq Tops NYSE in H1 IPOs With $21.3 Billion Raised (GuruFocus.com)
02:11AM	Why Opendoor Technologies Stock Swooned in June (Motley Fool)
Jul-01-25 04:05PM	Nasdaq Announces the Board of Directors of its U.S. Exchanges (GlobeNewswire)
08:05AM	Nasdaq Welcomes 142 IPOs in the First Half of 2025 (GlobeNewswire)
Jun-27-25 04:56PM	Record Notional Value of Shares Traded on the Nasdaq Closing Cross During the 2025 Russell US Indexes Reconstitution (GlobeNewswire)
Jun-26-25 04:05PM	Nasdaq to Hold Second Quarter 2025 Investor Conference Call (GlobeNewswire)
09:58AM	ICE Hits 52-Week High, Trades at a Discount: How to Play the Stock (Zacks)
02:00AM	Nasdaq and QCP Set New Standard of Capital Efficiency by Connecting Canton Network to Nasdaq Calypso (GlobeNewswire)
Jun-25-25 04:05PM	Nasdaq Announces Mid-Month Open Short Interest Positions in Nasdaq Stocks as of Settlement Date June 13, 2025 (GlobeNewswire)
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Jun-19-25 12:01AM	Is the Stock Market Open Today? Here Are the Trading Hours for Juneteenth. (Barrons.com)
Jun-16-25 04:30PM	Nasdaq Announces Results from 2025 Annual Meeting of Shareholders (GlobeNewswire)
Jun-11-25 04:05PM	Delisting of Securities of Blue Star Foods Corp.; Altamira Therapeutics Ltd.; Evergreen Corporation; Fresh2 Group Limited; Coliseum Acquisition Corp.; The Real Good Food Company, Inc.; Mynaric AG; byNordic Acquisition Corporation; Avinger Inc.; MultiMetaVerse Holdings Limited; Nature's Miracle Holding Inc.; and SPI Energy Co., Ltd. from the Nasdaq Stock Market (GlobeNewswire)
Jun-10-25 04:05PM	Nasdaq Announces End-of-Month Open Short Interest Positions in Nasdaq Stocks as of Settlement Date May 30, 2025 (GlobeNewswire)
Jun-09-25 09:29AM	NDAQ Hits 52-Week High, Trades at a Discount: How to Play the Stock (Zacks)
Jun-04-25 10:35AM	Nasdaq Launches Exclusive Access to Nasdaq Private Market's Tape D API to Deliver Advanced Visibility into Private Markets (GlobeNewswire)
06:56AM	Why Newsmax Stock Fell by Nearly 21% in May (Motley Fool)
Jun-03-25 04:05PM	Nasdaq Reports May 2025 Volumes (GlobeNewswire)
May-28-25 04:05PM	Nasdaq Executives to Present at Upcoming Investor Conferences (GlobeNewswire)
05:22AM	Zacks Industry Outlook Highlights Intercontinental Exchange, CME Group, Nasdaq and Cboe Global Markets (Zacks)
May-27-25 04:05PM	Nasdaq Announces Mid-Month Open Short Interest Positions in Nasdaq Stocks as of Settlement Date May 15, 2025 (GlobeNewswire)
11:37AM	4 Stocks to Watch From the Prospering Securities and Exchanges Industry (Zacks)
May-23-25 04:05PM	Delisting of Securities from The Nasdaq Stock Market (GlobeNewswire)
09:52AM	ICE Stock Trades Near 52-Week High: Time to Add it for Better Returns? (Zacks)
May-22-25 05:01AM	Philippine Stock Exchange Adopts Nasdaq Eqlipse Trading to Enhance Market Infrastructure (GlobeNewswire)
May-16-25 12:30PM	Nasdaq Resumes Trading in Damon Inc. (GlobeNewswire)
11:45AM	Thoma Bravo sold out of remaining 7% stake in Nasdaq, Bloomberg reports (TipRanks)
May-15-25 04:20PM	Thoma Bravo Sells Remaining $3.4 Billion Nasdaq Stake (Bloomberg)
02:40PM	Thoma Bravo Exits Nasdaq with $3.4B Finale -- And a Fat Paycheck (GuruFocus.com)
May-14-25 04:05PM	Nasdaq Announces 2025 Annual Meeting of Shareholders (GlobeNewswire)
03:12PM	Nasdaq Applauds Signing of Senate Bill 29, Strengthening Texas' Standing as a National Leader in Corporate Governance and Innovation (GlobeNewswire)
May-13-25 09:00AM	Fincom Announces Series B Financing Led by Nasdaq Ventures with Participation from Macquarie Group and G1 Ventures (PR Newswire)
02:00AM	The Stock Exchange of Thailand Expands Strategic Partnership with Nasdaq to Modernize Capital Market Ecosystem (GlobeNewswire)
May-09-25 08:00PM	Shopify Inc to Join the Nasdaq-100 Index Beginning May 19, 2025 (GlobeNewswire)
04:05PM	Nasdaq Announces End-of-Month Open Short Interest Positions in Nasdaq Stocks as of Settlement Date April 30, 2025 (GlobeNewswire)
May-08-25 08:48AM	White Men in the Minority as US Boardrooms Enter New Era (Bloomberg)
May-06-25 10:53AM	This zero-day options craze could finally be coming to popular stocks like Nvidia and Tesla. Heres what to know. (MarketWatch)
May-05-25 04:05PM	Nasdaq Reports April 2025 Volumes (GlobeNewswire)
May-02-25 07:30PM	Analyst Report: Nasdaq, Inc. (Morningstar Research)
12:39PM	Cboe Global's Q1 Earnings Beat Estimates, Revenue Guidance Raised (Zacks)
May-01-25 02:51PM	Intercontinental Exchange Beats on Q1 Earnings and Revenues (Zacks)
12:52PM	The Fed's Reaction To GDP Data: Key Momentum For Markets (Seeking Alpha)
08:34AM	Nasdaq Plan Will Bring Zero-Day Option Boom Closer to Single Stocks (Bloomberg)
Apr-30-25 04:05PM	Delisting of Securities of TLGY Acquisition Corporation; Target Global Acquisition I Corp.; Inception Growth Acquisition Limited; Healthcare AI Acquisition Corp.; Globalink Investment Inc.; BurTech Acquisition Corp; Mountain & Co. I Acquisition Corp.; Pearl Holdings Acquisition Corp; Alpha Star Acquisition Corporation; CF Acquisition Corp. VII; Kairous Acquisition Corp. Limited; Finnovate Acquisition Corp.; Exela Technologies, Inc.; Investcorp Europe Acquisition Corp I; Molecular Templates, Inc. (GlobeNewswire)
Apr-28-25 09:45AM	3 Industry Behemoths Are Rewarding Investors With Dividend Bumps (MarketBeat)
01:32AM	Nasdaq: Take The Bet On Solutions (Seeking Alpha)
Apr-26-25 01:53AM	Dividend Champion, Contender, And Challenger Highlights: Week Of April 27 (Seeking Alpha)
Apr-25-25 04:05PM	Nasdaq Announces Mid-Month Open Short Interest Positions in Nasdaq Stocks as of Settlement Date April 15, 2025 (GlobeNewswire)
10:24AM	Nasdaq Is Not A Typical Stock Exchange Business (Seeking Alpha)
09:24AM	Nasdaq: Re-Rating After Coming Through (Seeking Alpha)
Apr-24-25 11:12PM	Q1 2025 Nasdaq Inc Earnings Call (Thomson Reuters StreetEvents)
01:58PM	NDAQ Beats on Q1 Earnings, Tweaks Expense View, Raises Dividend (Zacks)
12:00PM	Nasdaq, Inc. (NDAQ) Q1 2025 Earnings Call Transcript (Seeking Alpha)
11:34AM	Analyst Report: Nasdaq, Inc. (Morningstar Research)
09:30AM	Here's What Key Metrics Tell Us About Nasdaq (NDAQ) Q1 Earnings (Zacks)
08:10AM	Nasdaq (NDAQ) Q1 Earnings and Revenues Top Estimates (Zacks)
07:09AM	Nasdaq: Q1 Earnings Snapshot (Associated Press Finance)
07:01AM	Nasdaq Announces 13% Increase in Quarterly Dividend to $0.27 Per Share (GlobeNewswire)
07:00AM	Nasdaq Reports First Quarter 2025 Results; Diversified Business Model Driving Broad-Based Revenue Growth (GlobeNewswire)
07:00AM	Nasdaq and AWS Unlock New Era of Growth for Global Capital Markets with Next Generation Infrastructure Solutions (GlobeNewswire)
Apr-23-25 11:44AM	CME Q1 Earnings Beat Estimates on Higher Trading Volume, Revenues Lag (Zacks)
Apr-22-25 08:49AM	Nasdaq Gears Up to Report Q1 Earnings: Here's What to Expect (Zacks)
Apr-21-25 02:03PM	Will Trading Volume Aid CME Group to Deliver Q1 Earnings Beat? (Zacks)
12:10PM	Will Nasdaq (NDAQ) Beat Estimates Again in Its Next Earnings Report? (Zacks)
Apr-19-25 07:12AM	Big Mac Vs. CPI: An Alternative View Of U.S. Inflation (Seeking Alpha)
Apr-18-25 09:15AM	Curious about Nasdaq (NDAQ) Q1 Performance? Explore Wall Street Estimates for Key Metrics (Zacks)
Apr-17-25 01:10PM	Redburn Atlantic upgrades Nasdaq on upside from fintech strategy (Investing.com)
10:01AM	Nasdaq (NDAQ) Earnings Expected to Grow: What to Know Ahead of Next Week's Release (Zacks)
Apr-14-25 03:15PM	Aristotle Small/Mid Cap Equity Q1 2025 Commentary (Seeking Alpha)
Apr-10-25 09:41AM	Nasdaq (NDAQ) Surges 8.4%: Is This an Indication of Further Gains? (Zacks)
Apr-09-25 07:06PM	WSJ Markets Reporter Answers Your Questions About Markets Wild Swings (WSJ) +8.42%
04:05PM	Nasdaq Announces End-of-Month Open Short Interest Positions in Nasdaq Stocks as of Settlement Date March 31, 2025 (GlobeNewswire)
Apr-08-25 12:00PM	Nasdaq (NDAQ) Upgraded to Buy: What Does It Mean for the Stock? (Zacks)
Apr-07-25 04:15PM	Nasdaq Reports March 2025 Volumes and 1Q25 Statistics (GlobeNewswire)
01:36PM	NDAQ Stock Trades Below 50-Day SMA: What Should You Do Now? (Zacks)
07:18AM	Trade War: It's Not As Bad As It Could Be (Seeking Alpha)
Apr-04-25 07:22PM	Analyst Report: Nasdaq, Inc. (Morningstar Research) -7.51%
Apr-03-25 09:45AM	Nasdaq price target raised to $105 from $103 at BofA (TipRanks) -5.76%
Apr-02-25 01:58PM	Crypto Market Update: Bitcoin's Relative Strength Amid U.S. Equities Decline (Seeking Alpha)
Mar-31-25 08:00AM	Nasdaq Champions Smart Regulatory Reform to Strengthen the World's Leading Capital Markets and Drive American Economic Growth (GlobeNewswire)

Nasdaq, Inc. is a holding company, which engages in trading, clearing, exchange technology, regulatory, securities listing, information, and public and private company services. It operates through the following segments: Capital Access Platforms, Financial Technology, and Market Services. The Capital Access Platforms segment delivers liquidity, transparency, and integrity to the corporate issuer and investment community by empowering clients to effectively navigate the capital markets, achieve their sustainability goals, and drive governance excellence. The Financial Technology segment offers platforms that improve the liquidity, transparency, and integrity of the global economy by architecting and operating the markets. The Market Services segment includes equity derivative trading and clearing, cash equity trading, fixed income, currency, and commodities trading. The company was founded by Gordon S. Macklin in 1971 and is headquartered in New York, NY.

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
Peterson Bradley J	EVP, CIO	Jul 02 '25	Sale	88.87	11,508	1,022,716	111,035	Jul 03 01:11 PM
SKULE JEREMY	EVP, CSO	Jul 01 '25	Sale	89.17	2,105	187,703	94,656	Jul 03 01:09 PM
BRADLEY J PETERSON	Officer	Jul 02 '25	Proposed Sale	88.87	11,508	1,022,763		Jul 02 04:33 PM
JEREMY SKULE	Officer	Jul 01 '25	Proposed Sale	89.17	2,105	187,703		Jul 01 04:02 PM
Griggs PC Nelson	Pres. Capital Access Platforms	Jun 06 '25	Sale	85.22	4,000	340,880	207,405	Jun 09 04:04 PM
SKULE JEREMY	EVP, CSO	Jun 06 '25	Sale	85.00	2,104	178,840	96,438	Jun 09 04:03 PM
P C GRIGGS	Officer	Jun 06 '25	Proposed Sale	85.22	4,000	340,880		Jun 06 05:15 PM
JEREMY SKULE	Officer	Jun 06 '25	Proposed Sale	85.00	2,104	178,840		Jun 06 04:05 PM
SKULE JEREMY	EVP, CSO	Jun 02 '25	Sale	83.28	1,053	87,694	98,542	Jun 04 04:04 PM
JEREMY SKULE	Officer	Jun 02 '25	Proposed Sale	83.28	1,053	87,694		Jun 02 04:19 PM
Griggs PC Nelson	Pres. Capital Access Platforms	May 27 '25	Sale	83.03	8,000	664,240	211,405	May 29 04:15 PM
P C GRIGGS	Officer	May 27 '25	Proposed Sale	83.03	8,000	664,252		May 27 04:08 PM
SKULE JEREMY	EVP, CSO	May 12 '25	Sale	81.52	1,053	85,841	99,595	May 14 04:00 PM
JEREMY SKULE	Officer	May 12 '25	Proposed Sale	81.52	1,053	85,841		May 12 04:11 PM
Smith Bryan Everard	EVP, CPO	Apr 04 '25	Sale	71.81	657	47,179	61,980	Apr 07 04:05 PM
BRYAN SMITH	Officer	Apr 04 '25	Proposed Sale	71.81	657	47,179		Apr 04 04:01 PM
Smith Bryan Everard	EVP, CPO	Apr 01 '25	Sale	75.71	2,000	151,420	58,752	Apr 03 04:39 PM
Smith Bryan Everard	EVP, CPO	Apr 02 '25	Sale	75.67	1,132	85,658	63,450	Apr 03 04:39 PM
Peterson Bradley J	EVP, CIO	Apr 02 '25	Sale	75.67	2,308	174,646	134,772	Apr 03 04:20 PM
BRYAN SMITH	Officer	Apr 02 '25	Proposed Sale	75.67	1,132	85,658		Apr 02 04:04 PM
BRADLEY PETERSON	Officer	Apr 02 '25	Proposed Sale	75.67	2,308	174,646		Apr 02 04:03 PM
BRYAN SMITH	Officer	Apr 01 '25	Proposed Sale	75.71	2,000	151,420		Apr 01 04:03 PM
Youngwood Sarah	Executive Vice President	Mar 17 '25	Sale	73.68	14,959	1,102,179	59,694	Mar 19 04:08 PM
SARAH YOUNGWOOD	Officer	Mar 17 '25	Proposed Sale	73.68	14,959	1,102,246		Mar 17 04:17 PM
Smith Bryan Everard	Executive Vice President	Mar 03 '25	Sale	82.78	3,500	289,730	60,752	Mar 05 04:03 PM
BRYAN SMITH	Officer	Mar 03 '25	Proposed Sale	82.78	3,500	289,730		Mar 03 04:16 PM
Peterson Bradley J	Executive Vice President	Feb 26 '25	Sale	79.79	17,056	1,360,898	131,075	Feb 27 04:05 PM
BRADLEY PETERSON	Officer	Feb 26 '25	Proposed Sale	79.79	17,056	1,360,876		Feb 26 04:03 PM
Tal Cohen	President, Market Platforms	Feb 06 '25	Sale	83.75	8,955	749,981	127,940	Feb 10 04:07 PM
Tal Cohen	Officer	Feb 06 '25	Proposed Sale	82.80	8,955	741,474		Feb 06 04:30 PM
Smith Bryan Everard	Executive Vice President	Feb 03 '25	Sale	81.56	3,500	285,460	55,576	Feb 04 04:27 PM
BRYAN SMITH	Officer	Feb 03 '25	Proposed Sale	81.56	3,500	285,460		Feb 03 04:03 PM
SKULE JEREMY	Executive Vice President	Dec 09 '24	Sale	80.88	12,074	976,485	86,305	Dec 10 04:18 PM
JEREMY SKULE	Officer	Dec 09 '24	Proposed Sale	80.88	12,074	976,564		Dec 09 04:05 PM
SKULE JEREMY	Executive Vice President	Nov 18 '24	Sale	78.75	12,075	950,906	102,505	Nov 20 04:18 PM
JEREMY SKULE	Officer	Nov 18 '24	Proposed Sale	78.76	12,075	950,975		Nov 18 04:31 PM
ZOLLAR ALFRED W	Director	Nov 13 '24	Buy	80.24	2,542	203,970	49,293	Nov 14 04:29 PM
Peterson Bradley J	Executive Vice President	Nov 13 '24	Sale	79.58	11,820	940,636	131,010	Nov 14 04:23 PM
BRADLEY PETERSON	Officer	Nov 13 '24	Proposed Sale	79.58	11,820	940,663		Nov 13 04:03 PM
Griggs PC Nelson	President, Capital Access Plat	Nov 11 '24	Sale	80.21	5,000	401,050	195,821	Nov 12 04:08 PM
Griggs PC Nelson	President, Capital Access Plat	Nov 08 '24	Sale	79.51	5,000	397,550	200,821	Nov 12 04:08 PM
Griggs PC Nelson	Officer	Nov 11 '24	Proposed Sale	80.21	5,000	401,054		Nov 12 10:47 AM
Griggs PC Nelson	Officer	Nov 08 '24	Proposed Sale	79.51	5,000	397,573		Nov 08 05:39 PM
Griggs PC Nelson	President, Capital Access Plat	Nov 06 '24	Sale	77.34	5,742	444,086	205,821	Nov 08 04:29 PM
SKULE JEREMY	Executive Vice President	Nov 06 '24	Sale	77.92	12,000	935,040	114,580	Nov 08 04:21 PM
Griggs PC Nelson	Officer	Nov 06 '24	Proposed Sale	77.34	5,742	444,095		Nov 06 06:14 PM
JEREMY SKULE	Officer	Nov 06 '24	Proposed Sale	77.92	12,000	935,082		Nov 06 04:04 PM
Tal Cohen	President, Market Platforms	Nov 01 '24	Sale	74.00	6,900	510,600	136,826	Nov 04 04:08 PM
Tal Cohen	President, Market Platforms	Oct 31 '24	Sale	74.31	3,984	296,051	143,376	Nov 04 04:08 PM
Tal Cohen	Officer	Oct 31 '24	Proposed Sale	74.25	10,884	808,137		Oct 31 06:34 PM
Griggs PC Nelson	President, Capital Access Plat	Oct 28 '24	Sale	75.71	6,000	454,260	215,563	Oct 30 04:07 PM
Griggs PC Nelson	President, Capital Access Plat	Oct 29 '24	Sale	76.05	4,000	304,200	211,563	Oct 30 04:07 PM
Peterson Bradley J	Executive Vice President	Oct 28 '24	Sale	75.32	13,642	1,027,448	142,830	Oct 30 04:05 PM
Griggs PC Nelson	Officer	Oct 29 '24	Proposed Sale	76.06	4,000	304,238		Oct 29 05:40 PM
Griggs PC Nelson	Officer	Oct 28 '24	Proposed Sale	75.71	6,000	454,282		Oct 28 05:12 PM
Peterson Bradley J	Officer	Oct 28 '24	Proposed Sale	75.32	13,642	1,027,478		Oct 28 04:59 PM
Zecca John	Executive Vice President	Sep 12 '24	Sale	71.97	11,000	791,670	113,263	Sep 16 04:13 PM
JOHN ZECCA	Officer	Sep 12 '24	Proposed Sale	71.98	11,000	791,761		Sep 12 04:51 PM
Peterson Bradley J	Executive Vice President	Aug 09 '24	Sale	67.79	40,000	2,711,600	156,472	Aug 13 04:24 PM
BRADLEY PETERSON	Officer	Aug 09 '24	Proposed Sale	67.79	40,000	2,711,788		Aug 09 04:03 PM
Argus Seller, LP	10% Owner	Jul 29 '24	Sale	64.58	42,804,207	2,764,295,688	42,804,207	Jul 30 05:51 PM

Dollar change -1.16
Percentage change -0.64	%

ICE Intercontinental Exchange Inc daily Stock Chart

Peers: CME SPGI NDAQ CBOE MSCI MKTX AON INFO BR

| Held by: VTI VOO SPY IVV VTV XLF VIG IWD VFH SPLG

Index	S&P 500	P/E	37.20	EPS (ttm)	4.83	Insider Own	0.69%	Shs Outstand	574.00M	Perf Week	-0.08%
Market Cap	103.05B	Forward P/E	23.31	EPS next Y	7.71	Insider Trans	-14.12%	Shs Float	569.66M	Perf Month	0.68%
Enterprise Value	121.11B	PEG	3.13	EPS next Q	1.77	Inst Own	92.46%	Short Float	1.05%	Perf Quarter	15.88%
Income	2.78B	P/S	9.11	EPS this Y	14.56%	Inst Trans	-0.42%	Short Ratio	2.43	Perf Half Y	20.48%
Sales	11.31B	P/B	3.69	EPS next Y	10.83%	ROA	2.03%	Short Interest	5.98M	Perf YTD	20.56%
Book/sh	48.74	P/C	39.11	EPS next 5Y	11.89%	ROE	10.27%	52W High	183.99 -2.36%	Perf Year	21.58%
Cash/sh	4.59	P/FCF	24.93	EPS past 3/5Y	-12.68% 6.92%	ROIC	6.10%	52W Low	142.29 26.26%	Perf 3Y	87.47%
Dividend Est.	1.93 (1.08%)	EV/EBITDA	19.80	Sales past 3/5Y	2.98% 12.43%	Gross Margin	69.97%	Volatility	1.22% 1.32%	Perf 5Y	92.67%
Dividend TTM	1.86 (1.04%)	EV/Sales	10.70	EPS Y/Y TTM	10.82%	Oper. Margin	40.39%	ATR (14)	2.35	Perf 10Y	293.99%
Dividend Ex-Date	Sep 16, 2025	Quick Ratio	1.00	Sales Y/Y TTM	13.25%	Profit Margin	24.60%	RSI (14)	47.74	Recom	1.68
Dividend Gr. 3/5Y	10.89% 10.35%	Current Ratio	1.00	EPS Q/Q	3.55%	SMA20	-0.97%	Beta	1.12	Target Price	205.00
Payout	37.65%	Debt/Eq	0.74	Sales Q/Q	8.52%	SMA50	0.37%	Rel Volume	0.54	Prev Close	180.81
Employees	12920	LT Debt/Eq	0.63	Earnings	Jul 31 BMO	SMA200	8.29%	Avg Volume	2.46M	Price	179.65
IPO	Nov 16, 2005	Option/Short	Yes / Yes	EPS/Sales Surpr.	0.96% 0.52%	Trades		Volume	981,790	Change	-0.64%

Date	Action	Analyst	Rating Change	Price Target Change
Oct-14-24	Downgrade	Raymond James	Strong Buy → Outperform	$185
Sep-27-24	Initiated	RBC Capital Mkts	Outperform	$200
Sep-26-24	Initiated	TD Cowen	Buy	$182
Aug-02-24	Downgrade	Deutsche Bank	Buy → Hold	$155 → $152
Jul-01-24	Upgrade	Goldman	Neutral → Buy	$143 → $167
Jan-08-24	Upgrade	Barclays	Equal Weight → Overweight	$120 → $148
Sep-22-23	Resumed	Goldman	Neutral	$125
Aug-04-23	Upgrade	Citigroup	Neutral → Buy	$117 → $130
Jun-28-23	Initiated	Barclays	Equal Weight	$123
Nov-17-22	Upgrade	BofA Securities	Neutral → Buy	$116 → $132
Oct-12-22	Initiated	Citigroup	Neutral	$102
Aug-17-22	Initiated	Rosenblatt	Buy	$164
Feb-15-22	Initiated	Credit Suisse	Outperform	$160
Dec-16-21	Initiated	BofA Securities	Neutral	$158
Jun-25-21	Resumed	Credit Suisse	Outperform	$131
Jun-11-21	Initiated	Morgan Stanley	Equal-Weight	$122
Nov-19-20	Upgrade	Raymond James	Outperform → Strong Buy	$115 → $125
Oct-20-20	Resumed	Goldman	Buy	$123
Sep-11-20	Initiated	Loop Capital	Buy
Aug-18-20	Downgrade	Oppenheimer	Outperform → Perform

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06:00AM	ICE First Look at Mortgage Performance: Delinquencies Held Steady in May but Continue to Trend Higher on an Annual Basis (Business Wire)
Jun-20-25 08:55AM	NYSE Content Advisory: Pre-Market update + Wall Street reopens after Juneteenth (PR Newswire)
Jun-18-25 08:55AM	NYSE Content Advisory: Pre-Market update + Fed Decision on deck (PR Newswire)
Jun-17-25 01:20PM	Intercontinental Exchange Announces the Launch of its First Futures Contracts (Insider Monkey)
08:55AM	NYSE Content Advisory: Pre-Market update + ICE begins trading on NYSE Texas (PR Newswire)
08:30AM	ICE Launches Average Prime Offer Rates (APOR) Index (Business Wire)
Jun-16-25 11:23PM	Intercontinental Exchange Reports 13% Rise in May Average Daily Volume (Insider Monkey)
08:55AM	NYSE Content Advisory: Pre-Market update + Wall Street readies for key economic data (PR Newswire)
07:54AM	NYSE-parent Intercontinental Exchange to dual list on NYSE Texas (Reuters)
07:30AM	ICE to dual-list on NYSE Texas (Business Wire)
Jun-13-25 10:07AM	CBOE Outperforms Industry, Trades at a Discount: How to Play the Stock (Zacks)
08:58AM	NYSE Content Advisory: Pre-Market update + Wall Street responds to geopolitical events (PR Newswire)
Jun-12-25 08:55AM	NYSE Content Advisory: Pre-Market update + Voyager, Ategrity pop double digits in debuts (PR Newswire)
Jun-11-25 08:55AM	NYSE Content Advisory: Pre-Market update + Voyager Technologies, Ategrity to debut at NYSE (PR Newswire)
Jun-10-25 08:55AM	NYSE Content Advisory: Pre-Market update + Small business optimism improves (PR Newswire)
Jun-09-25 09:29AM	NDAQ Hits 52-Week High, Trades at a Discount: How to Play the Stock (Zacks)
09:05AM	Beat the Market the Zacks Way: Ryanair, Monster Beverage, Ulta Beauty in Focus (Zacks)
08:55AM	NYSE Content Advisory: Pre-Market update + KPMG hosts IPO Bootcamp at NYSE (PR Newswire)
Jun-06-25 08:55AM	NYSE Content Advisory: Pre-Market update + Circle shares surge in first day of trading (PR Newswire)
Jun-05-25 10:33AM	Oil Traders Flock to Niche Options Market to Bet on Glut (Bloomberg)
08:55AM	NYSE Content Advisory: Pre-Market update + Circle makes NYSE debut (PR Newswire)
Jun-04-25 08:55AM	NYSE Content Advisory: Pre-Market update + U.S. & China expected to speak (PR Newswire)
08:30AM	Intercontinental Exchange Reports May Statistics (Business Wire)
Jun-03-25 02:35PM	NYSE Content Advisory: NYSE, Money20/20, FINTECH.TV, and Cheddar create "Taking Stock" (PR Newswire)
08:55AM	NYSE Content Advisory: Pre-Market update + NYSE co-creates 'Taking Stock' content series (PR Newswire)
05:11AM	STOXX and ICE collaborate on New Suite of Fixed Income Indices (Business Wire)
Jun-02-25 09:00AM	ICE Mortgage Monitor: Record Levels of Home Equity and Falling Rates Drive Highest HELOC Withdraws Since 2008 (Business Wire)
08:55AM	NYSE Content Advisory: Pre-Market update + U.S. - China trade tensions escalate (PR Newswire)
08:00AM	ICE Launches its first Futures Contracts Based on Battery Materials (Business Wire)
May-30-25 08:55AM	NYSE Content Advisory: Pre-Market update + April inflation data released (PR Newswire)
05:17AM	Zacks.com featured highlights StoneCo, Intercontinental Exchange, Southwest Gas Holdings and The Mosaic (Zacks)
May-29-25 09:11AM	4 Stocks With Solid Sales Growth to Bet on Amid Market Uncertainty (Zacks)
08:55AM	NYSE Content Advisory: Pre-Market update + Nvidia, Salesforce beat on earnings (PR Newswire)
May-28-25 04:54PM	Top Analyst Reports for Alphabet, Bank of America & Roche (Zacks)
03:02PM	IPO Market Misperceptions Princeton CorpGov Forum (CorpGov.com)
08:55AM	NYSE Content Advisory: Pre-Market update + CEO survey reveals growth as top priority (PR Newswire)
05:22AM	Zacks Industry Outlook Highlights Intercontinental Exchange, CME Group, Nasdaq and Cboe Global Markets (Zacks)
May-27-25 11:37AM	4 Stocks to Watch From the Prospering Securities and Exchanges Industry (Zacks)
08:55AM	NYSE Content Advisory: Pre-Market update + Hinge Health, MNTN rise in their first full day of trade (PR Newswire)
May-23-25 09:52AM	ICE Stock Trades Near 52-Week High: Time to Add it for Better Returns? (Zacks)
09:00AM	ICE First Look at Mortgage Performance: Foreclosure Activity Edges Higher Following Recent Record Lows (Business Wire)
08:55AM	NYSE Content Advisory: Pre-Market update + Hinge Health, MNTN pop double digits in trading debuts (PR Newswire)
May-22-25 04:30PM	NYSE President and ICE Fixed Income and Data Services Chair Lynn Martin to Present at the Piper Sandler Global Exchange and Trading Conference on June 5 (Business Wire)
02:06PM	CME Group vs. Intercontinental: Which Exchange Stock is a Better Buy? (Zacks)
12:00PM	All You Need to Know About ICE (ICE) Rating Upgrade to Buy (Zacks)
08:55AM	NYSE Content Advisory: Pre-Market update + Hinge Health, MNTN go public (PR Newswire)
May-21-25 08:55AM	NYSE Content Advisory: Pre-Market update + Retailers report earnings (PR Newswire)
May-20-25 04:30PM	Intercontinental Exchange Announces Results from 2025 Annual Meeting of Stockholders (Business Wire)
08:55AM	NYSE Content Advisory: Pre-Market update + Home Depot reaffirms full-year outlook (PR Newswire)
May-19-25 08:55AM	NYSE Content Advisory: Pre-Market update (PR Newswire)
May-16-25 08:55AM	NYSE Content Advisory: Pre-Market update + NYSE celebrates 233 years forward (PR Newswire)
May-15-25 08:55AM	NYSE Content Advisory: Pre-Market update + Dick's Sporting Goods to acquire Foot Locker (PR Newswire)
May-14-25 04:30PM	Intercontinental Exchange Chair & CEO Jeffrey C. Sprecher to Present at the Bernstein 41st Annual Strategic Decisions Conference on May 28 (Business Wire)
08:55AM	NYSE Content Advisory: Pre-Market update + S&P 500 turns positive for 2025 (PR Newswire)
May-13-25 09:51AM	Intercontinental Exchange, Inc. (ICE): A Bull Case Theory (Insider Monkey)
08:55AM	NYSE Content Advisory: Pre-Market update + April Consumer Inflation Data released (PR Newswire)
May-12-25 12:00PM	What Makes IntercontinentalExchange (ICE) a Strong Momentum Stock: Buy Now? (Zacks)
08:55AM	NYSE Content Advisory: Pre-Market update + U.S. & China agree to ease tariffs (PR Newswire)

Intercontinental Exchange, Inc. engages in the provision of market infrastructure, data services and technology solutions. It operates through the following segments: Exchanges, Fixed Income and Data Services, and Mortgage Technology. The Exchanges segment operates marketplace technology for the listing, trading, and clearing of derivatives contracts and financial securities, as well as data and connectivity services. The Fixed Income and Data Services segment provides fixed income pricing, reference data, indices, analytics, and execution services as well as global credit default swap, or CDS, clearing, and multi-asset class data delivery technology. The Mortgage Technology segment provides a technology platform that offers digital workflow tools to address inefficiencies and mitigate risks that exist in the US residential mortgage market lifecycle from application through closing, servicing, and the secondary market. The company was founded by Jeffrey C. Sprecher in 2000 and is headquartered in Atlanta, GA.

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
Bowen Sharon	Director	Jul 01 '25	Sale	183.30	795	145,724	15,000	Jul 02 04:30 PM
SHARON BOWEN	Director	Jul 01 '25	Proposed Sale	183.47	795	145,859		Jul 01 04:32 PM
Kapani Mayur	Chief Technology Officer	Jun 13 '25	Option Exercise	50.01	5,662	283,157	79,875	Jun 17 04:30 PM
Kapani Mayur	Chief Technology Officer	Jun 13 '25	Sale	178.65	9,973	1,781,678	69,902	Jun 17 04:30 PM
MAYUR KAPANI	Officer	Jun 13 '25	Proposed Sale	179.08	9,973	1,785,965		Jun 13 04:45 PM
Foley Douglas	SVP, HR & Administration	Jun 12 '25	Sale	177.48	1,600	283,968	27,313	Jun 13 04:30 PM
Foley Douglas	Director	Jun 12 '25	Proposed Sale	180.00	4,800	864,000		Jun 12 08:01 AM
Hague William Jefferson	Director	Jun 09 '25	Sale	177.80	476	84,633	20,122	Jun 11 04:30 PM
Hague William Jefferson	Director	Jun 10 '25	Sale	176.00	54	9,504	20,068	Jun 11 04:30 PM
WILLIAM JEFFERSON HAGUE	Director	Jun 09 '25	Proposed Sale	178.68	530	94,700		Jun 09 04:27 PM
Surdykowski Andrew J	General Counsel	Jun 05 '25	Option Exercise	50.01	1,770	88,518	52,328	Jun 06 04:45 PM
Surdykowski Andrew J	General Counsel	Jun 05 '25	Sale	179.12	3,848	689,247	48,480	Jun 06 04:45 PM
Sprecher Jeffrey C	Chief Executive Officer	Jun 04 '25	Option Exercise	57.31	68,315	3,915,133	1,231,223	Jun 06 04:40 PM
Sprecher Jeffrey C	Chief Executive Officer	Jun 04 '25	Sale	179.22	150,000	26,882,992	2,101,705	Jun 06 04:40 PM
Sprecher Jeffrey C	Chief Executive Officer	Jun 04 '25	Sale	179.25	68,315	12,245,602	1,162,908	Jun 06 04:40 PM
ANDREW SURDYKOWSKI	Officer	Jun 05 '25	Proposed Sale	179.13	7,698	1,378,943		Jun 05 05:05 PM
JEFFREY C SPRECHER	Director	Jun 04 '25	Proposed Sale	179.34	68,315	12,251,612		Jun 04 04:22 PM
CONTINENTAL POWER EXCHANGE, IN	Director	Jun 04 '25	Proposed Sale	179.34	150,000	26,901,000		Jun 04 04:21 PM
Foley Douglas	SVP, HR & Administration	May 30 '25	Option Exercise	57.31	8,259	473,323	33,992	Jun 03 04:30 PM
Foley Douglas	SVP, HR & Administration	Jun 03 '25	Option Exercise	57.31	3,180	182,246	28,913	Jun 03 04:30 PM
Foley Douglas	SVP, HR & Administration	May 30 '25	Sale	179.75	8,259	1,484,555	25,733	Jun 03 04:30 PM
Foley Douglas	Officer	May 30 '25	Proposed Sale	179.75	8,259	1,484,555		Jun 03 11:43 AM
Namkung James W	Chief Accounting Officer	May 30 '25	Sale	180.00	612	110,160	13,220	Jun 02 04:30 PM
CHRISTOPHER EDMONDS	Officer	May 30 '25	Proposed Sale	178.53	5,000	892,650		May 30 04:41 PM
JAMES NAMKUNG	Officer	May 30 '25	Proposed Sale	178.53	612	109,260		May 30 04:41 PM
Tirinnanzi Martha A	Director	May 28 '25	Sale	177.62	397	70,515	4,129	May 29 04:30 PM
Tirinnanzi Martha A	Director	May 27 '25	Sale	177.11	397	70,313	4,526	May 29 04:30 PM
MARTHA TIRINNANZI	Director	May 27 '25	Proposed Sale	176.12	794	139,839		May 27 04:38 PM
Edmonds Christopher Scott	President, Fixed Income & Data	May 22 '25	Sale	174.52	552	96,335	15,658	May 23 05:26 PM
SPRIESER JUDITH A	Director	May 21 '25	Sale	175.85	1,769	311,079	21,069	May 22 04:30 PM
CHRISTOPHER EDMONDS	Officer	May 22 '25	Proposed Sale	174.72	552	96,445		May 22 04:20 PM
Gardiner Warren	Chief Financial Officer	May 20 '25	Sale	175.90	1,568	275,811	23,676	May 21 04:30 PM
King Elizabeth Kathryn	Global Head of Clearing & CRO	May 19 '25	Option Exercise	92.63	10,930	1,012,446	33,175	May 20 04:30 PM
King Elizabeth Kathryn	Global Head of Clearing & CRO	May 19 '25	Sale	175.47	16,768	2,942,207	16,407	May 20 04:30 PM
ELIZABETH KING	Officer	May 19 '25	Proposed Sale	176.25	16,768	2,955,360		May 19 04:22 PM
Edmonds Christopher Scott	President, Fixed Income & Data	May 09 '25	Option Exercise	67.00	5,691	381,297	23,663	May 12 04:30 PM
Edmonds Christopher Scott	President, Fixed Income & Data	May 09 '25	Sale	178.38	6,987	1,246,349	16,676	May 12 04:30 PM
CHRISTOPHER SCOTT EDMONDS	Officer	May 09 '25	Proposed Sale	178.38	6,987	1,246,349		May 09 04:10 PM
SPRIESER JUDITH A	Director	Apr 16 '25	Sale	159.00	2,630	418,175	21,364	Apr 17 04:30 PM
Namkung James W	Chief Accounting Officer	Mar 20 '25	Sale	175.00	1,206	211,050	13,832	Mar 24 04:30 PM
JAMES NAMKUNG	Officer	Mar 20 '25	Proposed Sale	173.69	1,206	209,470		Mar 20 04:20 PM
Jackson Benjamin	President	Mar 17 '25	Option Exercise	71.29	2,805	199,962	150,079	Mar 19 04:30 PM
Kapani Mayur	Chief Technology Officer	Mar 14 '25	Option Exercise	50.01	5,662	283,157	84,186	Mar 17 04:30 PM
Kapani Mayur	Chief Technology Officer	Mar 14 '25	Sale	170.52	9,973	1,700,575	74,213	Mar 17 04:30 PM
MAYUR KAPANI	Officer	Mar 14 '25	Proposed Sale	169.14	9,973	1,686,833		Mar 14 04:26 PM
Foley Douglas	SVP, HR & Administration	Mar 12 '25	Sale	169.14	1,600	270,624	25,733	Mar 13 04:30 PM
SPRIESER JUDITH A	Director	Mar 07 '25	Sale	169.35	2,255	381,884	23,994	Mar 10 04:34 PM
Namkung James W	Chief Accounting Officer	Mar 06 '25	Sale	169.86	4,402	747,718	15,038	Mar 10 04:32 PM
Williams Stuart Glen	Chief Operating Officer	Mar 05 '25	Sale	170.00	2,228	378,760	18,235	Mar 07 04:30 PM
Sprecher Jeffrey C	Chief Executive Officer	Mar 05 '25	Option Exercise	57.31	68,316	3,915,190	1,287,085	Mar 07 04:30 PM
Sprecher Jeffrey C	Chief Executive Officer	Mar 05 '25	Sale	170.75	150,000	25,611,784	2,251,705	Mar 07 04:30 PM
Sprecher Jeffrey C	Chief Executive Officer	Mar 05 '25	Sale	170.75	124,177	21,203,078	1,162,908	Mar 07 04:30 PM
JUDITH SPRIESER DECLARATION TR	Director	Mar 07 '25	Proposed Sale	169.65	6,654	1,128,851		Mar 07 04:16 PM
JAMES NAMKUNG	Officer	Mar 06 '25	Proposed Sale	171.61	4,402	755,427		Mar 06 04:21 PM
Martin Lynn C	President, NYSE Group	Mar 03 '25	Option Exercise	50.01	4,155	207,792	63,644	Mar 05 04:30 PM
Martin Lynn C	President, NYSE Group	Mar 03 '25	Sale	175.00	4,155	727,125	59,489	Mar 05 04:30 PM
JEFFREY C SPRECHER	Officer	Mar 05 '25	Proposed Sale	169.85	124,177	21,091,463		Mar 05 04:28 PM
STUART GLEN WILLIAMS	Officer	Mar 05 '25	Proposed Sale	169.85	2,228	378,426		Mar 05 04:27 PM
CONTINENTAL POWER EXCHANGE, IN	Officer	Mar 05 '25	Proposed Sale	169.85	150,000	25,477,500		Mar 05 04:27 PM
LYNN MARTIN	Officer	Mar 03 '25	Proposed Sale	173.23	4,155	719,771		Mar 03 04:27 PM
Jackson Benjamin	President	Feb 26 '25	Sale	171.43	7,900	1,354,308	147,274	Feb 28 04:30 PM
Surdykowski Andrew J	General Counsel	Feb 26 '25	Option Exercise	50.01	1,770	88,518	54,405	Feb 28 04:30 PM
Surdykowski Andrew J	General Counsel	Feb 26 '25	Sale	171.42	3,847	659,452	50,558	Feb 28 04:30 PM
WARREN GARDINER	Officer	Feb 28 '25	Proposed Sale	170.84	3,136	535,754		Feb 28 04:19 PM
Namkung James W	Chief Accounting Officer	Feb 25 '25	Sale	170.00	1,204	204,680	19,440	Feb 27 04:30 PM
ANDREW SURDYKOWSKI	Officer	Feb 26 '25	Proposed Sale	171.21	3,847	658,645		Feb 26 04:22 PM
JAMES NAMKUNG	Officer	Feb 25 '25	Proposed Sale	168.42	1,204	202,778		Feb 25 04:36 PM
Martin Lynn C	President, NYSE Group	Feb 20 '25	Option Exercise	57.31	3,183	182,418	70,122	Feb 20 08:28 PM
Martin Lynn C	President, NYSE Group	Feb 20 '25	Sale	166.63	10,481	1,746,439	59,641	Feb 20 08:28 PM
Jackson Benjamin	President	Feb 20 '25	Sale	166.62	17,104	2,849,931	155,174	Feb 20 08:26 PM
Jackson Benjamin	President	Feb 18 '25	Sale	166.36	7,900	1,314,272	160,059	Feb 20 08:26 PM
Edmonds Christopher Scott	President, Fixed Income & Data	Feb 19 '25	Sale	166.99	6,834	1,141,223	17,972	Feb 20 04:30 PM
BENJAMIN JACKSON	Officer	Feb 20 '25	Proposed Sale	166.96	25,004	4,174,668		Feb 20 04:23 PM
LYNN MARTIN	Officer	Feb 20 '25	Proposed Sale	166.96	10,481	1,749,908		Feb 20 04:20 PM
CHRISTOPHER EDMONDS	Officer	Feb 19 '25	Proposed Sale	166.50	6,834	1,137,861		Feb 19 04:28 PM
Foley Douglas	SVP, HR & Administration	Feb 11 '25	Option Exercise	50.01	2,070	103,521	25,857	Feb 12 04:30 PM
Foley Douglas	SVP, HR & Administration	Feb 07 '25	Option Exercise	50.01	10,580	529,106	32,572	Feb 10 04:58 PM
Foley Douglas	SVP, HR & Administration	Feb 07 '25	Sale	166.47	10,580	1,761,253	21,992	Feb 10 04:58 PM
Martin Lynn C	President, NYSE Group	Feb 06 '25	Option Exercise	50.01	4,155	207,792	61,531	Feb 10 04:30 PM
Martin Lynn C	President, NYSE Group	Feb 06 '25	Sale	165.60	4,155	688,086	57,376	Feb 10 04:30 PM
Jackson Benjamin	President	Feb 06 '25	Option Exercise	50.01	5,828	291,458	169,869	Feb 10 04:30 PM
Jackson Benjamin	President	Feb 06 '25	Sale	165.71	5,828	965,774	164,041	Feb 10 04:30 PM
BENJAMIN JACKSON	Officer	Feb 06 '25	Proposed Sale	160.70	13,728	2,206,090		Feb 06 04:22 PM
LYNN MARTIN	Officer	Feb 06 '25	Proposed Sale	160.70	4,155	667,708		Feb 06 04:21 PM
Edmonds Christopher Scott	President, Fixed Income & Data	Jan 15 '25	Sale	147.73	601	88,786	12,922	Jan 17 04:30 PM
Kapani Mayur	Chief Technology Officer	Jan 15 '25	Option Exercise	50.01	5,661	283,107	72,209	Jan 17 04:30 PM
Kapani Mayur	Chief Technology Officer	Jan 15 '25	Sale	147.59	5,661	835,503	66,548	Jan 17 04:30 PM
CHRISTOPHER EDMONDS	Officer	Jan 15 '25	Proposed Sale	145.25	601	87,295		Jan 15 04:22 PM
MAYUR KAPANI	Officer	Jan 15 '25	Proposed Sale	145.25	5,661	822,260		Jan 15 04:21 PM
Williams Stuart Glen	Chief Operating Officer	Dec 18 '24	Sale	152.99	750	114,742	12,780	Dec 20 04:30 PM
STUART GLEN WILLIAMS	Officer	Dec 18 '24	Proposed Sale	152.79	750	114,592		Dec 18 04:25 PM
Surdykowski Andrew J	General Counsel	Dec 10 '24	Option Exercise	67.00	792	53,064	45,657	Dec 12 06:06 PM
Surdykowski Andrew J	General Counsel	Dec 10 '24	Sale	156.08	955	149,056	44,702	Dec 12 06:06 PM
Gardiner Warren	Chief Financial Officer	Dec 09 '24	Sale	156.18	750	117,135	15,826	Dec 11 04:30 PM
WARREN GARDINER	Officer	Dec 09 '24	Proposed Sale	155.93	750	116,948		Dec 09 04:45 PM
Kapani Mayur	Chief Technology Officer	Nov 26 '24	Option Exercise	50.01	1,995	99,770	66,466	Nov 27 04:30 PM
Jackson Benjamin	President	Nov 25 '24	Option Exercise	50.01	5,828	291,458	161,991	Nov 27 04:30 PM
Jackson Benjamin	President	Nov 25 '24	Sale	160.00	5,828	932,480	156,163	Nov 27 04:30 PM
BENJAMIN R JACKSON	Officer	Nov 25 '24	Proposed Sale	159.29	5,828	928,342		Nov 25 04:41 PM
Sprecher Jeffrey C	Chief Executive Officer	Nov 13 '24	Sale	156.06	150,000	23,409,185	2,401,705	Nov 15 04:30 PM

Dollar change -1.15
Percentage change -0.42	%

Peers: ICE CBOE NDAQ MKTX MSCI SPGI MCO FDS INFO COIN

| Held by: VTI VOO SPY IVV VTV XLF VIG VYM QUAL JEPI

Index	S&P 500	P/E	27.53	EPS (ttm)	9.95	Insider Own	0.30%	Shs Outstand	359.65M	Perf Week	-0.42%
Market Cap	98.68B	Forward P/E	23.57	EPS next Y	11.62	Insider Trans	-6.77%	Shs Float	359.27M	Perf Month	-0.05%
Enterprise Value	100.95B	PEG	4.23	EPS next Q	2.91	Inst Own	91.34%	Short Float	1.46%	Perf Quarter	5.19%
Income	3.58B	P/S	15.70	EPS this Y	8.52%	Inst Trans	1.89%	Short Ratio	2.23	Perf Half Y	17.68%
Sales	6.28B	P/B	3.64	EPS next Y	4.35%	ROA	2.50%	Short Interest	5.24M	Perf YTD	17.92%
Book/sh	75.16	P/C	64.69	EPS next 5Y	6.51%	ROE	13.40%	52W High	290.79 -5.83%	Perf Year	39.90%
Cash/sh	4.23	P/FCF	25.79	EPS past 3/5Y	9.88% 10.36%	ROIC	11.64%	52W Low	188.56 45.23%	Perf 3Y	46.26%
Dividend Est.	11.18 (4.08%)	EV/EBITDA	22.87	Sales past 3/5Y	9.34% 4.67%	Gross Margin	82.68%	Volatility	1.56% 1.71%	Perf 5Y	79.95%
Dividend TTM	4.74 (1.73%)	EV/Sales	16.06	EPS Y/Y TTM	13.31%	Oper. Margin	64.92%	ATR (14)	4.56	Perf 10Y	246.82%
Dividend Ex-Date	Jun 09, 2025	Quick Ratio	1.02	Sales Y/Y TTM	11.72%	Profit Margin	56.99%	RSI (14)	46.90	Recom	2.55
Dividend Gr. 3/5Y	14.93% 13.59%	Current Ratio	1.02	EPS Q/Q	11.70%	SMA20	-0.61%	Beta	0.45	Target Price	283.94
Payout	107.52%	Debt/Eq	0.14	Sales Q/Q	10.38%	SMA50	-0.78%	Rel Volume	0.90	Prev Close	275.00
Employees	3760	LT Debt/Eq	0.14	Earnings	Jul 23 BMO	SMA200	9.62%	Avg Volume	2.35M	Price	273.85
IPO	Dec 06, 2002	Option/Short	Yes / Yes	EPS/Sales Surpr.	-0.13% -0.15%	Trades		Volume	1,562,200	Change	-0.42%

Date	Action	Analyst	Rating Change	Price Target Change
Apr-08-25	Upgrade	Morgan Stanley	Equal-Weight → Overweight	$301
Mar-10-25	Upgrade	Raymond James	Mkt Perform → Outperform	$287
Jan-06-25	Downgrade	Citigroup	Buy → Neutral	$255 → $250
Oct-08-24	Downgrade	Redburn Atlantic	Buy → Neutral	$244
Sep-27-24	Initiated	RBC Capital Mkts	Sector Perform	$235
Sep-26-24	Initiated	TD Cowen	Hold	$221
Sep-03-24	Downgrade	BofA Securities	Neutral → Underperform	$212 → $177
Jun-21-24	Downgrade	JP Morgan	Neutral → Underweight	$206 → $187
Jan-08-24	Downgrade	Barclays	Overweight → Equal Weight	$244 → $222
Jan-03-24	Downgrade	Goldman	Neutral → Sell	$195
Sep-06-23	Upgrade	BofA Securities	Underperform → Neutral	$167 → $204
Jun-28-23	Initiated	Barclays	Overweight	$215
Jan-05-23	Upgrade	Credit Suisse	Neutral → Outperform	$191
Oct-12-22	Upgrade	Deutsche Bank	Hold → Buy	$212 → $200
Oct-12-22	Initiated	Citigroup	Buy	$220
Aug-17-22	Initiated	Rosenblatt	Sell	$171
Aug-15-22	Downgrade	Raymond James	Outperform → Mkt Perform
Jun-10-22	Upgrade	Atlantic Equities	Neutral → Overweight	$235
May-25-22	Upgrade	Oppenheimer	Perform → Outperform	$223
May-16-22	Downgrade	Argus	Buy → Hold	$230

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05:41AM	Brazil Tariffs Mean Your Cup of Morning Joe Could Get More Expensive (The Wall Street Journal)
03:00AM	CME Group International Average Daily Volume Hits Record 9.2 Million Contracts in Q2 2025, Up 18% Year over Year (PR Newswire)
Jul-09-25 03:53PM	June Minutes Point to Divided Federal Reserve, and Rate Cuts by Year-End (Barrons.com)
02:20PM	June Minutes Point to Divided Fed, and Rate Cuts by Year-End (Barrons.com)
08:23AM	3 Crypto-Focused Stocks to Buy as Bitcoin Heads Toward New High (Zacks)
Jul-08-25 09:11AM	MarketAxess Hits $1T in Credit Trades in 2Q25, But FPM Slips (Zacks)
Jul-07-25 08:14AM	Old-School Floor Traders Finally Get Their Day in Court Against CME (The Wall Street Journal)
Jul-04-25 07:05AM	CME Group's Quarterly Earnings Preview: What You Need to Know (Barchart)
02:43AM	CME Group to Launch FX Tape+ for Enhanced Transparency in Foreign Exchange Markets (Insider Monkey)
Jul-03-25 04:40PM	Want to Know Where the Economy Is Heading? It's All About Earnings. (Barrons.com)
10:51AM	Trump Visits Iowa While 2028 Republicans Wait for Their Chance (Bloomberg)
09:16AM	That Sound You Hear Is Rate-Cut Odds Collapsing: Reactions to the Jobs Report (The Wall Street Journal)
08:51AM	Traders Bet on Fewer Rate Cuts After Solid Jobs Report (The Wall Street Journal)
06:22AM	S&P 500, Nasdaq close at records on jobs data; Nvidia market cap near $4 trillion (Reuters)
Jul-02-25 11:39AM	CME Group Completes First Delivery Cycle of Hard Red Spring Wheat Futures (PR Newswire)
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08:27AM	4 Crypto-Centric Stocks to Watch Closely Before the Next Bitcoin Rally (Zacks)
08:24AM	Capitalize on Volatility: 3 Finance Stocks Thriving in 2025 (MarketBeat)
07:30AM	CME Group Sets Record Quarterly and June ADV, Driven by Growth Across Asset Classes (PR Newswire)
Jul-01-25 09:30AM	Farmer sentiment weakens due to cloudy trade outlook (PR Newswire)
Jun-30-25 11:00AM	Lower Interest Rates in the 3rd Quarter? Opportunities for Traders and Consumers (Barchart)
08:35AM	HOOD Unveils Micro Futures for BTC, SOL, XRP: Riding on Crypto Demand? (Zacks)
08:32AM	dxFeed and ATAS Launch DOM Heatmap History: A New Era of Futures Market Analysis (PR Newswire)
04:00AM	CME Group to Launch FX Tape+ to Provide Centralized Reference Prices for the FX Market (PR Newswire)
Jun-27-25 12:09PM	Jobs Data, Spending Figures, Show Worrying Side of a Resilient Economy (Barrons.com)
Jun-26-25 04:01PM	Fed Officials Are Could Be Split On Whether To Cut Interest Rates In July (Investopedia)
02:00PM	Exxon Mobil: $55 Brent is Fine; Open to M&A, Including Permian (Hart Energy)
09:58AM	ICE Hits 52-Week High, Trades at a Discount: How to Play the Stock (Zacks)
Jun-25-25 05:19AM	The Zacks Analyst Blog Highlights CME, Accenture, Visa and PayPal (Zacks)
Jun-24-25 10:00AM	CME Group to Launch FTSE CoreCommodity CRB Futures on July 21 (PR Newswire)
08:11AM	4 Crypto-Centric Stocks to Watch as Bitcoin Rebounds to Resume Rally (Zacks)
Jun-23-25 10:54AM	CME Group Inc. (CME): A Bull Case Theory (Insider Monkey)
Jun-20-25 04:10PM	Stock market today: S&P 500, Nasdaq fall amid Fed rate uncertainty as Trump mulls Iran move (Yahoo Finance)
01:52PM	Stock market today: S&P 500, Nasdaq fall with focus on Trump Iran decision, Fed rate cuts, China chip tensions (Yahoo Finance)
01:52PM	Stock market today: Dow, S&P 500, Nasdaq fall with focus on Trump Iran decision, Fed rate cuts, China chip tensions (Yahoo Finance)
10:58AM	Stock market today: Dow, S&P 500, Nasdaq mixed with Trump's Iran decision, Fed rate cuts in focus (Yahoo Finance)
10:58AM	Stock market today: Dow, S&P 500, Nasdaq fall with Trump's Iran decision, Fed rate cuts in focus (Yahoo Finance)
09:37AM	Stock market today: Dow, S&P 500, Nasdaq rise with Trump's Iran decision, Fed rate cuts in focus (Yahoo Finance)
Jun-19-25 07:58PM	Stock market today: Dow, S&P 500, Nasdaq futures stall as Trump sets deadline for US joining Mideast conflict (Yahoo Finance)
07:58PM	Stock market today: Dow, S&P 500, Nasdaq futures slip as Trump sets deadline for US joining Mideast conflict (Yahoo Finance)
07:58PM	Stock market today: Dow, S&P 500, Nasdaq futures slip as Trump mulls US strikes on Iran (Yahoo Finance)
07:58PM	Stock market today: Dow, S&P 500, Nasdaq futures rise as Trump sets deadline for US joining Mideast conflict (Yahoo Finance)
Jun-18-25 09:00AM	US Financial 15 Split Corp. Preferred Dividend Declared (GlobeNewswire)
07:34AM	5 Things to Know Before the Stock Market Opens (Investopedia)
Jun-17-25 04:04PM	CME Group Inc. Announces Second-Quarter 2025 Earnings Release, Conference Call (PR Newswire)
09:19AM	3 Bitcoin-Centric Stocks in Focus Amid Ongoing Geopolitical Tensions (Zacks)
09:00AM	CME Group to Launch Futures on Mexico's IPC Index (PR Newswire)
Jun-13-25 05:44PM	What To Expect From Next Week's Federal Reserve Meeting on Interest Rates (Investopedia)
Jun-11-25 09:21AM	The Zacks Analyst Blog Highlights PayPal, Visa and CME (Zacks)
Jun-10-25 08:41AM	Bitcoin on Track to Hit New All-Time High: 3 Stocks in Focus (Zacks)
Jun-09-25 03:53PM	Hopes For Fed Rate Cuts Are Fading (Investopedia)
11:10AM	Best Cryptocurrency and Blockchain Stocks to Power Up Your Portfolio (Zacks)
09:29AM	NDAQ Hits 52-Week High, Trades at a Discount: How to Play the Stock (Zacks)
Jun-06-25 12:52AM	Oil Holds Gains After Trump-Xi Call Signals Easing Trade Tension (Bloomberg)
Jun-05-25 10:33AM	Oil Traders Flock to Niche Options Market to Bet on Glut (Bloomberg)
07:48AM	3 Crypto-Centric Stocks in Focus on the Ongoing Bitcoin Rally (Zacks)
Jun-04-25 04:33PM	Cracks Are Appearing in the Tariff-Era Economy. Think Stagflation. (Barrons.com)
Jun-03-25 05:05PM	The Fed's Word Of The Day: 'Uncertainty' (Investopedia)
09:30AM	Farmer sentiment reaches a four-year high in May (PR Newswire)
07:30AM	CME Group Sets New May ADV Record of 28.9 Million Contracts, Up 11% Year Over Year (PR Newswire)
Jun-02-25 09:36AM	Carry Trades Roar Back as Emerging Market Currencies Gain (Bloomberg)
09:03AM	Wall Street Is Looking to the Job Market for Tariffs' True Impact (Barrons.com)
04:00AM	CME Group Announces Record Volume, Open Interest Across Battery Metals Complex (PR Newswire)
May-30-25 10:14AM	CME Group Chairman and Chief Executive Officer Terry Duffy to Present at Piper Sandler Global Exchange and Trading Conference (PR Newswire)
May-29-25 03:56PM	CME Group Awards $125,000 to 25 Star Scholars Graduating from City Colleges of Chicago to Pursue Four-Year Degrees (PR Newswire)
11:00AM	CME Group and CF Benchmarks to Launch Four New Cryptocurrency Reference Rates and Real-Time Indices on June 2 (PR Newswire)
05:00AM	Farmers Press Trump for Biofuels Boost to Counter Tariff Losses (Bloomberg)
May-28-25 11:22AM	Compass Diversified Takes Decisive Steps Amid Lugano Probe, Stock Dips (Zacks)
05:22AM	Zacks Industry Outlook Highlights Intercontinental Exchange, CME Group, Nasdaq and Cboe Global Markets (Zacks)
May-27-25 05:16PM	What To Expect From Friday's Report On Inflation (Investopedia)
11:37AM	4 Stocks to Watch From the Prospering Securities and Exchanges Industry (Zacks)
May-25-25 09:47AM	Ripple CEO hails major Wall Street shift as XRP ETFs go mainstream (TheStreet)
May-23-25 11:30AM	CME (CME) Up 7.1% Since Last Earnings Report: Can It Continue? (Zacks)
09:52AM	ICE Stock Trades Near 52-Week High: Time to Add it for Better Returns? (Zacks)
09:27AM	Top Big Data Stocks to Bet on to Ride the Analytics Revolution (Zacks)
May-22-25 02:06PM	CME Group vs. Intercontinental: Which Exchange Stock is a Better Buy? (Zacks)
06:00AM	FX Spot+ Trades $1.4 Billion in a Single Day With Over 40 Clients Active in First Month (PR Newswire)
May-21-25 04:58PM	S&P 500 Gains & Losses Today: Index Slips as Congress Mulls Tax Bill, Treasury Yields Surge (Investopedia)
03:11AM	CME's XRP Futures Have Pulled In Nearly $30M Since Debut, Fueling XRP ETF Hopes (CoinDesk)
May-20-25 07:39PM	XRP futures bag $19M on launch day (TheStreet)
04:47PM	Fed Officials Throw Cold Water On Hopes of a Summer Interest Rate Cut (Investopedia)
01:40PM	CME Group Announces First Trades of XRP Futures (PR Newswire)
08:54AM	Wall Street Cuts Virtu Financial's Outlook: How to Play the Stock? (Zacks)
12:08AM	XRP Futures Rack Up $1.5M Trading Volumes on CME Debut (CoinDesk)
May-19-25 05:15PM	Ripple CEO responds to XRP debut on CME (TheStreet)
12:53PM	XRP Futures Start Trading on CME (CoinDesk)

CME Group, Inc. operates a derivatives marketplace, which offers a range of futures and options products for risk management. Its exchanges offer a range of global benchmark products across all major asset classes based on interest rates, equity indexes, foreign exchange (FX), energy, agricultural commodities and metals. It offers futures and options on futures trading across asset classes through the CME Globex platform, fixed income trading via BrokerTec and FX trading on the EBS platform. In addition, it also operates CME Clearing, a central counterparty clearing provider. The company was founded in 1898 and is headquartered in Chicago, IL.

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
SHEPARD WILLIAM R	Director	Jun 25 '25	Buy	270.53	256	69,282	258,196	Jun 26 06:11 PM
SHEPARD WILLIAM R	Director	Jun 25 '25	Buy	270.53	11	3,054	2,455	Jun 26 06:11 PM
Carey Charles P	Director	Jun 10 '25	Sale	265.35	500	132,676	4,900	Jun 11 09:10 AM
Carey Charles P	Director	May 28 '25	Proposed Sale	286.37	500	143,185		Jun 04 11:48 AM
Kaye Daniel G	Director	May 22 '25	Sale	282.42	500	141,210	3,668	May 23 12:20 PM
Kaye Daniel G	Director	May 22 '25	Proposed Sale	282.50	500	141,250		May 22 03:43 PM
Marcus Jonathan L	Sr MD General Counsel	May 20 '25	Sale	277.50	390	108,225	6,708	May 21 01:43 PM
JONATHAN MARCUS	Officer	May 20 '25	Proposed Sale	277.50	390	108,225		May 20 04:02 PM
Lockett Phyllis M	Director	May 19 '25	Sale	277.88	1,060	294,553	3,108	May 20 08:32 AM
Lockett Phyllis M	Director	May 19 '25	Proposed Sale	278.95	1,060	295,687		May 19 01:57 PM
GEPSMAN MARTIN J	Director	May 15 '25	Sale	273.17	300	81,951	24,767	May 19 09:08 AM
Carey Charles P	Director	May 15 '25	Sale	272.56	3,000	817,680	5,400	May 19 09:03 AM
Carey Charles P	Director	May 15 '25	Proposed Sale	266.60	3,000	799,800		May 15 10:54 AM
GEPSMAN MARTIN J	Director	May 13 '25	Proposed Sale	267.50	300	80,250		May 13 03:31 PM
Sammann Derek	Sr MD Gl Hd Commodities Mkts	May 05 '25	Sale	280.61	4,650	1,304,847	8,336	May 07 06:16 PM
Sammann Derek	Officer	May 02 '25	Proposed Sale	281.20	4,650	1,307,580		May 02 04:15 PM
Suskind Dennis	Director	Apr 29 '25	Sale	271.28	1,000	271,280	2,915	Apr 30 04:17 PM
Dennis Suskind	Director	Apr 29 '25	Proposed Sale	268.24	1,000	268,240		Apr 29 05:13 PM
GERDES LARRY G	Director	Apr 25 '25	Sale	266.12	2,000	532,239	36,651	Apr 28 12:02 PM
GERDES LARRY G	Director	Apr 24 '25	Sale	264.10	2,000	528,203	38,651	Apr 28 12:02 PM
LARRY G GERDES	Director	Apr 25 '25	Proposed Sale	266.12	2,000	532,239		Apr 25 04:28 PM
LARRY G GERDES	Director	Apr 24 '25	Proposed Sale	264.10	2,000	528,203		Apr 24 04:09 PM
SHEPARD WILLIAM R	Director	Mar 26 '25	Buy	262.62	263	68,954	257,061	Mar 27 07:19 PM
SHEPARD WILLIAM R	Director	Mar 26 '25	Buy	262.62	12	3,041	2,443	Mar 27 07:19 PM
Lucas Deborah J	Director	Mar 14 '25	Sale	256.95	1,500	385,425	3,356	Mar 18 12:19 PM
SIEGEL HOWARD J	Director	Mar 13 '25	Sale	260.00	10,000	2,600,000	21,873	Mar 17 02:01 PM
Lucas Deborah J	Director	Mar 14 '25	Proposed Sale	259.00	1,500	388,500		Mar 14 09:43 AM
SIEGEL HOWARD J	Director	Mar 12 '25	Proposed Sale	255.67	20,000	5,113,400		Mar 12 03:20 PM
DUFFY TERRENCE A	Chairman and CEO	Mar 11 '25	Sale	259.18	30,000	7,775,400	53,205	Mar 11 04:44 PM
DUFFY TERRENCE A	Officer	Mar 11 '25	Proposed Sale	258.67	30,000	7,760,000		Mar 11 03:43 PM
Sprague Suzanne	COO & Global Head of Clearing	Mar 03 '25	Sale	256.83	1,500	385,249	8,036	Mar 04 02:11 PM
Sprague Suzanne	Officer	Mar 03 '25	Proposed Sale	256.83	1,500	385,249		Mar 03 05:32 PM
Piell Hilda Harris	Sr MD & Chief HR Officer	Feb 27 '25	Sale	250.47	3,984	997,853	27,046	Feb 28 03:33 PM
Piell Hilda Harris	Officer	Feb 27 '25	Proposed Sale	250.47	3,984	997,853		Feb 27 06:22 PM
Vroman Ken	Chief Transformation Officer	Feb 13 '25	Sale	250.00	5,066	1,266,500	16,715	Feb 14 09:05 AM
Winkler Julie	Sr MD Chief Commercial Officer	Feb 13 '25	Sale	249.17	11,592	2,888,379	21,885	Feb 14 09:02 AM
Winkler Julie	Officer	Feb 13 '25	Proposed Sale	249.17	11,592	2,888,435		Feb 13 06:36 PM
Vroman Ken	Officer	Feb 13 '25	Proposed Sale	250.00	5,066	1,266,500		Feb 13 06:17 PM
SHEPARD WILLIAM R	Director	Jan 16 '25	Buy	227.96	1,369	312,041	256,805	Jan 17 12:12 PM
SHEPARD WILLIAM R	Director	Jan 16 '25	Buy	227.96	60	13,757	2,432	Jan 17 12:12 PM
SHEPARD WILLIAM R	Director	Dec 27 '24	Buy	232.89	264	61,568	255,436	Dec 30 04:49 PM
SHEPARD WILLIAM R	Director	Dec 27 '24	Buy	232.89	12	2,714	2,372	Dec 30 04:49 PM
Cook Elizabeth A	Director	Nov 12 '24	Sale	226.33	750	169,751	18,239	Nov 12 03:16 PM
Cook Elizabeth A	Director	Nov 12 '24	Proposed Sale	226.48	750	169,860		Nov 12 01:22 PM
GEPSMAN MARTIN J	Director	Nov 04 '24	Sale	222.92	400	89,168	25,067	Nov 04 08:05 PM
GEPSMAN MARTIN J	Director	Nov 01 '24	Proposed Sale	227.02	400	90,808		Nov 01 12:20 PM
Cutinho Sunil	Chief Information Officer	Oct 30 '24	Sale	226.64	4,500	1,019,879	27,053	Oct 30 05:33 PM
Bitsberger Timothy S.	Director	Oct 30 '24	Sale	226.96	1,000	226,957	10,589	Oct 30 05:20 PM
TIMOTHY BITSBERGER	Officer	Oct 30 '24	Proposed Sale	226.96	1,000	226,957		Oct 30 04:31 PM
Cutinho Sunil	Officer	Oct 30 '24	Proposed Sale	226.64	4,500	1,019,879		Oct 30 04:23 PM
McCourt Timothy Francis	Sr MD Global Head Equity & FX	Oct 28 '24	Sale	227.12	1,374	312,056	7,275	Oct 29 12:56 PM
McCourt Timothy Francis	Officer	Oct 28 '24	Proposed Sale	227.12	1,374	312,056		Oct 28 04:56 PM
SHEPARD WILLIAM R	Director	Sep 25 '24	Buy	218.50	280	61,245	255,172	Sep 27 11:43 AM
SHEPARD WILLIAM R	Director	Sep 25 '24	Buy	218.50	12	2,700	2,360	Sep 27 11:43 AM
Fitzpatrick Lynne	Sr MD Chief Financial Officer	Sep 15 '24	Sale	216.99	754	163,610	13,261	Sep 17 07:11 PM
Durkin Bryan T	Director	Aug 30 '24	Sale	214.59	7,593	1,629,382	55,607	Sep 03 05:45 PM
Durkin Bryan T	Officer	Aug 30 '24	Proposed Sale	213.52	7,593	1,621,257		Aug 30 05:09 PM

FRGE Forge Global Holdings Inc daily Stock Chart

Peers: MKTX ICE NDAQ CBOE CME MSCI FDS MORN SPGI COIN

| Held by: IWM VTI VXF IWN VTWO SCHA IWC VTWV AVSC RSSL

Index	RUT	P/E	-	EPS (ttm)	-5.17	Insider Own	37.00%	Shs Outstand	12.64M	Perf Week	9.93%
Market Cap	223.89M	Forward P/E	-	EPS next Y	-2.68	Insider Trans	-3.68%	Shs Float	7.77M	Perf Month	5.58%
Enterprise Value	146.67M	PEG	-	EPS next Q	-1.17	Inst Own	27.61%	Short Float	5.28%	Perf Quarter	47.64%
Income	-63.88M	P/S	2.62	EPS this Y	17.00%	Inst Trans	5.75%	Short Ratio	3.44	Perf Half Y	56.22%
Sales	85.38M	P/B	1.07	EPS next Y	40.25%	ROA	-23.31%	Short Interest	0.41M	Perf YTD	30.05%
Book/sh	16.89	P/C	2.38	EPS next 5Y	32.32%	ROE	-27.44%	52W High	23.85 -23.86%	Perf Year	-19.29%
Cash/sh	7.64	P/FCF	-	EPS past 3/5Y	-2.06% -12.26%	ROIC	-28.46%	52W Low	6.60 175.15%	Perf 3Y	-80.96%
Dividend Est.	-	EV/EBITDA	-	Sales past 3/5Y	-14.75% -	Gross Margin	-42.80%	Volatility	5.01% 5.20%	Perf 5Y	-
Dividend TTM	-	EV/Sales	1.72	EPS Y/Y TTM	30.99%	Oper. Margin	-85.33%	ATR (14)	0.93	Perf 10Y	-
Dividend Ex-Date	-	Quick Ratio	5.01	Sales Y/Y TTM	16.03%	Profit Margin	-74.82%	RSI (14)	59.66	Recom	1.67
Dividend Gr. 3/5Y	- -	Current Ratio	5.01	EPS Q/Q	16.90%	SMA20	1.26%	Beta	2.29	Target Price	33.60
Payout	-	Debt/Eq	0.06	Sales Q/Q	31.46%	SMA50	11.61%	Rel Volume	0.50	Prev Close	17.99
Employees	300	LT Debt/Eq	0.05	Earnings	Jul 30 AMC	SMA200	27.70%	Avg Volume	119.35K	Price	18.16
IPO	Feb 01, 2021	Option/Short	Yes / Yes	EPS/Sales Surpr.	5.57% 5.72%	Trades		Volume	43,541	Change	0.94%

Date	Action	Analyst	Rating Change	Price Target Change
May-14-25	Resumed	JP Morgan	Neutral	$18
May-12-25	Upgrade	Piper Sandler	Neutral → Overweight	$30
Jan-07-25	Downgrade	JP Morgan	Neutral → Underweight
Sep-03-24	Upgrade	UBS	Neutral → Buy	$3
Jan-05-23	Initiated	JP Morgan	Neutral
Nov-30-22	Initiated	UBS	Neutral	$1.75
Nov-22-22	Initiated	Piper Sandler	Neutral	$1.75
Aug-26-22	Initiated	William Blair	Mkt Perform
Aug-26-22	Initiated	JMP Securities	Mkt Outperform	$10

Jul-21-25 04:15PM	Forge Announces Employment Inducement Awards in Accordance With NYSE Rule 303A.08 (Business Wire)
Jul-17-25 08:00AM	Forge Global Holdings, Inc. to Report Second Quarter Fiscal 2025 Financial Results July 30, 2025 (Business Wire)
Jul-02-25 08:00AM	Forge Global Expands Investment Management and Wealth Capability with Completion of Accuidity Capital Management Acquisition (Business Wire)
Jun-26-25 04:25PM	Forge Global Partners with Fortune to Launch Private Market Lists and Rankings (Business Wire)
08:55AM	NYSE Content Advisory: Pre-Market update + S&P 500 nears record (PR Newswire)
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08:00AM	Forge Global Launches Next Generation Marketplace, Delivering a Smarter Way to Trade Private Stock (Business Wire)
Jun-23-25 08:23AM	Young Investor Demand for Alternative Assets Is Reshaping Wall Street's Playbook (Bloomberg)
Jun-03-25 05:00PM	Forge Global CEO to Speak at the Piper Sandler Global Exchange & Trading Conference June 5th, 2025 (Business Wire)
May-08-25 03:10AM	Forge Global Holdings Inc (FRGE) Q1 2025 Earnings Call Highlights: Record Revenue and Strategic ... (GuruFocus.com)
May-07-25 12:00PM	Forge Global (FRGE) Q1 Earnings: How Key Metrics Compare to Wall Street Estimates (Zacks) +11.01%
08:15AM	Forge Global Holdings, Inc. (FRGE) Reports Q1 Loss, Tops Revenue Estimates (Zacks)
07:00AM	Forge Global Holdings, Inc. Reports First Quarter Fiscal Year 2025 Results (Business Wire)
May-02-25 08:30AM	Forge Regains Compliance with NYSE Continued Listing Standard (Business Wire)
May-01-25 04:20PM	Forge Global Holdings, Inc. to Report First Quarter Fiscal 2025 Financial Results on May 7th, 2025 (Business Wire)
Apr-30-25 10:01AM	Earnings Preview: HA Sustainable Infrastructure Capital (HASI) Q1 Earnings Expected to Decline (Zacks)
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Apr-29-25 10:01AM	Will Forge Global Holdings, Inc. (FRGE) Report Negative Q1 Earnings? What You Should Know (Zacks) +12.96%
Apr-28-25 08:45AM	Forge Global: Hold Amid Uncertainty In The Market (Seeking Alpha)
Apr-25-25 08:55AM	Ponce Financial (PDLB) Q1 Earnings and Revenues Beat Estimates (Zacks)
Apr-24-25 04:15PM	Forge Global Announces Appointment of Greg Lee to Head the Forge Trading & Data Platform (Business Wire)
Apr-22-25 01:57PM	Forge Global (FRGE) Surges 41.5%: Is This an Indication of Further Gains? (Zacks)
09:34AM	Why Forge Global Holdings, Inc. (FRGE) Soared on Monday (Insider Monkey)
08:00AM	Forge Global and ICE to Bring Greater Transparency to Private Markets with Forge Price (Business Wire)
Apr-17-25 08:30AM	Forge Announces Non-Binding Letter of Intent for the Acquisition of Accuidity Capital Management (Business Wire)
Apr-10-25 04:15PM	Forge Global Holdings, Inc. Reports Preliminary First Quarter Fiscal Year 2025 Results (Business Wire) -6.69% +8.61%
Apr-01-25 12:06PM	Forge Global board approves 1-for-15 reverse stock split (TipRanks)
Mar-31-25 12:00PM	Forge Global Announces Reverse Stock Split (Business Wire) -15.46%
Mar-25-25 01:50PM	Forge Global and Yahoo Finance Launch Industrys First Private Market Hub, Expanding Access to Private Market Investment Opportunities (Business Wire) +13.51%
01:50PM	Forge Global and Launch Industrys First Private Market Hub, Expanding Access to Private Market Investment Opportunities (Business Wire)
01:22PM	Want to Invest in a Private Company? All It Takes Is $5,000 (The Wall Street Journal)
Mar-18-25 08:15AM	Forge Appoints Financial Services Veteran Brian McDonald to Its Board of Directors (Business Wire) +7.27%
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Mar-06-25 08:08AM	Q4 2024 Forge Global Holdings Inc Earnings Call (Thomson Reuters StreetEvents) -17.96%
02:11AM	Forge Global Holdings Inc (FRGE) Q4 2024 Earnings Call Highlights: Strong Revenue Growth Amid ... (GuruFocus.com)
Mar-05-25 06:00PM	Here's What Key Metrics Tell Us About Forge Global (FRGE) Q4 Earnings (Zacks) -8.26%
05:25PM	Forge Global Holdings, Inc. (FRGE) Reports Q4 Loss, Misses Revenue Estimates (Zacks)
04:10PM	Forge Global Holdings, Inc. Reports Fourth Quarter and Fiscal Year 2024 Results (Business Wire)
Mar-04-25 07:23AM	What To Expect From Forge Global Holdings Inc (FRGE) Q4 2024 Earnings (GuruFocus.com)
Feb-26-25 04:20PM	Forge Global CEO to Fireside Chat at the Citizen JMP Technology Conference (Business Wire) +7.98%
Feb-24-25 05:15PM	Forge Global Holdings, Inc. to Report Fourth Quarter and Full Year Fiscal 2024 Financial Results on March 5th, 2025 (Business Wire)
Jan-14-25 04:15PM	Forge Global Names Former London Stock Exchange Group Executive James Nevin as New CFO (Business Wire) +10.03%
Jan-03-25 04:20PM	Forge Global Receives Continued Listing Standards Notice from the NYSE (Business Wire) -8.53%
Nov-07-24 02:22AM	Forge Global Holdings Inc (FRGE) Q3 2024 Earnings Call Highlights: Surging Marketplace Revenue ... (GuruFocus.com) -13.74%
Nov-06-24 06:30PM	Forge Global Holdings, Inc. (FRGE) Reports Q3 Loss, Lags Revenue Estimates (Zacks) +10.08%
04:10PM	Forge Global Holdings, Inc. Reports Third Quarter Fiscal Year 2024 Results (Business Wire)
Oct-30-24 09:46AM	Forge Global Holdings, Inc. to Report Third Quarter 2024 Financial Results on November 6th, 2024 (Business Wire)
Sep-26-24 08:30AM	Forge Global Announces Forge Price, A New Standard for Pricing Pre-IPO Venture-Backed Late-Stage Companies, Now Integrated into Forge Pro and Related Data Products (Business Wire)
Sep-11-24 08:30AM	Forge Global Names the Private Magnificent 7 the High-Performing Unicorns Driving the U.S. Innovation Economy (Business Wire)
Aug-14-24 09:29AM	Forge Global CEO to Participate in a Fireside Chat at the Oppenheimer 27th Annual Technology, Internet & Communications Conference (Business Wire) -6.72%
Aug-07-24 07:05PM	Forge Global Holdings, Inc. (FRGE) Reports Q2 Loss, Tops Revenue Estimates (Zacks) +7.38%
04:10PM	Forge Global Holdings, Inc. Reports Second Quarter Fiscal Year 2024 Results (Business Wire)
03:15PM	UPDATED TIME: Forge Global Holdings, Inc. to Report Second Quarter 2024 Financial Results on August 7th, 2024 (Business Wire)
Jul-24-24 04:10PM	Forge Global Holdings, Inc. to Report Second Quarter 2024 Financial Results on August 7th, 2024 (Business Wire)
Jul-03-24 07:21AM	Today's Biggest Pre-Market Stock Movers: 10 Top Gainers and Losers on Wednesday (InvestorPlace)
Jun-05-24 10:41AM	This Is The Platform Nancy Pelosi Used To Make Her Private Investment In Databricks (Benzinga)
May-30-24 04:10PM	Forge Global CEO to Fireside Chat at the Piper Sandler & Co. Global Exchange & Trading Conference (Business Wire)
08:00AM	Forge Global CEO to Present at the William Blair 44th Annual Growth Stock Conference (Business Wire)
May-14-24 04:10PM	Forge Global to Attend the J.P. Morgan 52nd Annual Global Technology, Media and Communications Conference (Business Wire)
May-08-24 09:39AM	Forge Global Holdings, Inc. (NYSE:FRGE) Q1 2024 Earnings Call Transcript (Insider Monkey) -7.73%
09:05AM	Q1 2024 Forge Global Holdings Inc Earnings Call (Thomson Reuters StreetEvents)
04:20AM	Forge Global Holdings Inc (FRGE) (Q1 2024) Earnings Call Transcript Highlights: Navigating ... (GuruFocus.com)
May-07-24 09:54PM	FRGE Stock Earnings: Forge Global Holdings Beats EPS, Beats Revenue for Q1 2024 (InvestorPlace)
06:09PM	Forge Global Holdings Inc (FRGE) Q1 Fiscal 2024 Earnings: Narrower Net Loss Amidst Revenue Growth (GuruFocus.com)
04:10PM	Forge Global Holdings, Inc. Reports First Quarter Fiscal Year 2024 Results (Business Wire)
May-06-24 04:00PM	3 Financial Stocks to Sell in May Before They Crash & Burn (InvestorPlace)
Apr-24-24 04:10PM	Forge Global Holdings, Inc. to Report First Quarter 2024 Financial Results on May 7th, 2024 (Business Wire)
Apr-11-24 12:03PM	Destiny CEO Calls Private-Tech Funds Meme-Like Surge a Discovery Process (Bloomberg)
Apr-02-24 04:41PM	Index Fund for Private Firms Makes Backing Unicorns Easier (Bloomberg) -7.69% +9.52%
04:15PM	Forge Globals Private Market Index to be Tracked by Accuidity Strategy, Offering Diversified Exposure to Late-Stage Companies (Business Wire)
Mar-27-24 12:51PM	Forge Global Holdings, Inc. (NYSE:FRGE) Q4 2023 Earnings Call Transcript (Insider Monkey) -21.51%
10:30AM	Q4 2023 Forge Global Holdings Inc Earnings Call (Thomson Reuters StreetEvents)
Mar-26-24 08:53PM	FRGE Stock Earnings: Forge Global Holdings Misses EPS, Misses Revenue for Q4 2023 (InvestorPlace)
04:10PM	Forge Global Holdings, Inc. Reports Fourth Quarter and Fiscal Year 2023 Results (Business Wire)
Mar-21-24 08:00AM	Forge Releases Forge Pro, a Major Milestone Toward an Institutional Trade Order Management System for Private Company Securities (Business Wire)
Mar-18-24 04:10PM	Forge Global Holdings, Inc. to Report Fourth Quarter and Full Year 2023 Financial Results on March 26, 2024 (Business Wire)
Mar-14-24 04:10PM	Forge Global Appoints Capital Markets Veteran Larry Leibowitz to its Board of Directors (Business Wire) -6.70%
Mar-12-24 01:35PM	25 Most Powerful Passports in the World (Insider Monkey)
Feb-27-24 04:10PM	Forge Global to Attend the Citizens JMP Technology Conference (Business Wire)
08:30AM	Forge Strengthens Private Market Data Team and Capabilities with Two Key Hires (Business Wire)
Feb-07-24 08:00AM	Forge To Accelerate Product Vision and Commercial Strategy with Executive Appointment of James Brooks (Business Wire) -6.29%
Jan-10-24 09:35AM	After Plunging -16.4% in 4 Weeks, Here's Why the Trend Might Reverse for Forge Global Holdings, Inc. (FRGE) (Zacks)
Dec-21-23 08:30AM	Forge Bolsters Roster with Strategic Hires to Deliver Greater Value to Private Company Partners, Institutional Investors (Business Wire) +8.77%
Dec-20-23 08:30AM	Forge Enhances Institutional Focus with Appointment of Chris Lane (Business Wire) +7.67%
Dec-14-23 08:00AM	Forge Global Announces First-of-its-Kind Investable Private Market Index in Partnership with Accuidity to Provide Diversified Exposure to Late Stage Companies (Business Wire) +7.69%
Dec-04-23 04:10PM	Forge Global Announces Transitions to its Board of Directors (Business Wire) -7.23%
Nov-13-23 11:20AM	Forge Global Holdings, Inc. (NYSE:FRGE) Q3 2023 Earnings Call Transcript (Insider Monkey)
Nov-07-23 04:10PM	Forge Global Holdings, Inc. Reports Third Quarter Fiscal Year 2023 Results (Business Wire)
Oct-30-23 03:52PM	Billionaire Marc Lasrys Top 10 Stock Picks (Insider Monkey) +8.81%
Oct-24-23 04:10PM	Forge Global Holdings, Inc. to Report Third Quarter 2023 Financial Results on November 7, 2023 (Business Wire)
Aug-31-23 05:38PM	Forge Global Holdings, private securities marketplace, expands downtown San Francisco headquarters (American City Business Journals)
Aug-08-23 07:30PM	Forge Global Holdings, Inc. (FRGE) Reports Q2 Loss, Tops Revenue Estimates (Zacks)
04:10PM	Forge Global Holdings, Inc. Reports Second Quarter Fiscal Year 2023 Results (Business Wire)
Jul-31-23 01:29PM	What's in the Cards for Main Street (MAIN) in Q2 Earnings? (Zacks)
Jul-26-23 04:10PM	Forge Global to Attend the Upcoming Oppenheimer 26th Annual Technology, Internet & Communications Virtual Conference on Wednesday, August 9th, 2023 (Business Wire) +8.06% -5.76%
Jul-25-23 04:10PM	Forge Global Holdings, Inc. to Report Second Quarter 2023 Financial Results on August 8, 2023 (Business Wire)
Jul-24-23 06:54AM	The past year for Forge Global Holdings (NYSE:FRGE) investors has not been profitable (Simply Wall St.)
Jun-26-23 10:56AM	Rithm Capital (RITM) Reveals Q2 Dividends: What We Think (Zacks) -7.52%
08:30AM	Forge Global Added to U.S. Small-Cap Russell 2000® Index (Business Wire)
Jun-23-23 12:44PM	Virtu Financial (VIRT) Launches Alert+ to Enhance Liquidity (Zacks) +6.60%
Jun-20-23 10:22AM	Why Buying Virtu Financial (VIRT) is a Prudent Move Now (Zacks) +13.66%
Jun-19-23 08:00AM	SpaceX Investor Says It Has Already Made Money (Barrons.com)
Jun-02-23 09:00AM	Forge Global to Attend the Upcoming Piper Sandler Global Exchange & FinTech Conference (Business Wire) +12.10%

Forge Global Holdings, Inc. engages in providing marketplace infrastructure, data services, and technology solutions for private market participants. It also offers a financial services platform, proprietary data, and insights to inform investment strategies. The company was founded in 2014 and is headquartered in San Francisco, CA.

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
Phillips Jennifer	Chief Revenue & Growth Officer	Jun 17 '25	Sale	16.43	810	13,308	17,281	Jun 20 05:01 PM
Phillips Jennifer	Chief Revenue & Growth Officer	May 29 '25	Sale	15.02	1,126	16,913	18,933	Jun 02 05:13 PM
Phillips Jennifer	Chief Revenue & Growth Officer	May 19 '25	Sale	15.00	500	7,500	20,059	May 21 08:00 PM
Nevin James	Chief Financial Officer	May 16 '25	Buy	13.93	3,508	48,865	3,508	May 20 08:15 PM
Phillips Jennifer	Officer	May 19 '25	Proposed Sale	14.35	1,626	23,333		May 19 04:59 PM
Phillips Jennifer	Chief Revenue & Growth Officer	Apr 15 '25	Sale	15.11	16,150	244,104	22,226	Apr 17 05:44 PM
Phillips Jennifer	Officer	Apr 15 '25	Proposed Sale	9.63	16,150	155,500		Apr 15 04:00 PM
Phillips Jennifer	Chief Revenue & Growth Officer	Feb 18 '25	Sale	1.00	159,108	159,110	604,728	Feb 19 07:28 PM
Phillips Jennifer	Officer	Feb 18 '25	Proposed Sale	0.93	160,508	148,984		Feb 18 05:00 PM
Rodriques Kelly	Chief Executive Officer	Jan 15 '25	Sale	0.80	50,000	40,205	8,030,213	Jan 17 07:37 PM
Rodriques Kelly	Officer	Jan 15 '25	Proposed Sale	0.79	50,000	39,425		Jan 15 05:12 PM
Phillips Jennifer	Chief Revenue & Growth Officer	Dec 18 '24	Sale	1.00	1,400	1,400	724,591	Dec 20 07:34 PM
Rodriques Kelly	Chief Executive Officer	Dec 16 '24	Sale	1.04	25,000	25,945	8,153,110	Dec 17 07:19 PM
Rodriques Kelly	Chief Executive Officer	Dec 17 '24	Sale	0.99	25,000	24,628	8,128,110	Dec 17 07:19 PM
Rodriques Kelly	Officer	Dec 16 '24	Proposed Sale	1.06	50,000	53,000		Dec 16 04:28 PM
Rodriques Kelly	Officer	Dec 09 '24	Proposed Sale	1.06	65,000	68,900		Dec 09 05:08 PM
Rodriques Kelly	Chief Executive Officer	Dec 09 '24	Sale	1.12	65,000	72,618	8,221,112	Dec 09 04:29 PM
Rodriques Kelly	Chief Executive Officer	Dec 05 '24	Sale	1.02	25,634	26,252	8,301,835	Dec 09 04:29 PM
Rodriques Kelly	Chief Executive Officer	Dec 06 '24	Sale	1.02	15,723	16,078	8,286,112	Dec 09 04:29 PM
Phillips Jennifer	Chief Revenue & Growth Officer	Dec 02 '24	Sale	1.07	50,000	53,685	744,018	Dec 04 08:01 PM
Rodriques Kelly	Chief Executive Officer	Dec 02 '24	Sale	1.02	31,735	32,440	8,354,377	Dec 04 07:57 PM
Rodriques Kelly	Chief Executive Officer	Dec 03 '24	Sale	1.02	19,778	20,174	8,334,599	Dec 04 07:57 PM
Rodriques Kelly	Chief Executive Officer	Dec 04 '24	Sale	1.02	7,130	7,273	8,327,469	Dec 04 07:57 PM
Phillips Jennifer	Officer	Dec 02 '24	Proposed Sale	1.09	50,000	54,500		Dec 02 05:11 PM
Rodriques Kelly	Officer	Dec 02 '24	Proposed Sale	1.09	100,000	109,000		Dec 02 05:07 PM
Phillips Jennifer	Chief Revenue & Growth Officer	Nov 21 '24	Sale	1.00	12,292	12,292	800,555	Nov 25 04:53 PM
Phillips Jennifer	Chief Revenue & Growth Officer	Nov 22 '24	Sale	1.00	6,537	6,537	794,018	Nov 25 04:53 PM
Phillips Jennifer	Officer	Nov 21 '24	Proposed Sale	0.96	18,829	18,036		Nov 21 04:38 PM
Rodriques Kelly	Chief Executive Officer	Nov 15 '24	Sale	0.88	25,000	21,935	8,411,112	Nov 19 07:38 PM
Rodriques Kelly	Chief Executive Officer	Nov 18 '24	Sale	0.82	25,000	20,568	8,386,112	Nov 19 07:38 PM
Rodriques Kelly	Officer	Nov 15 '24	Proposed Sale	0.90	50,000	45,055		Nov 15 05:07 PM
Phillips Jennifer	Chief Revenue & Growth Officer	Nov 01 '24	Sale	1.14	25,000	28,470	854,581	Nov 05 03:09 PM
Phillips Jennifer	Chief Revenue & Growth Officer	Nov 04 '24	Sale	1.14	25,000	28,425	829,581	Nov 05 03:09 PM
Phillips Jennifer	Officer	Nov 01 '24	Proposed Sale	1.16	50,000	58,000		Nov 01 04:55 PM
Phillips Jennifer	Chief Revenue & Growth Officer	Oct 22 '24	Sale	1.28	50,000	63,845	968,497	Oct 24 06:05 PM
Phillips Jennifer	Chief Revenue & Growth Officer	Oct 23 '24	Sale	1.23	50,000	61,410	918,497	Oct 24 06:05 PM
Phillips Jennifer	Chief Revenue & Growth Officer	Oct 24 '24	Sale	1.21	38,916	47,174	879,581	Oct 24 06:05 PM
Phillips Jennifer	Officer	Oct 22 '24	Proposed Sale	1.32	138,916	183,369		Oct 22 04:44 PM
Rodriques Kelly	Officer	Oct 15 '24	Proposed Sale	1.33	50,000	66,500		Oct 15 05:07 PM
Rodriques Kelly	Chief Executive Officer	Oct 15 '24	Sale	1.33	50,000	66,440	8,476,028	Oct 15 05:05 PM
Sievers Drew	Chief Operating Officer	Sep 17 '24	Sale	1.36	18,958	25,851	781,362	Sep 18 05:25 PM
Sievers Drew	Chief Operating Officer	Sep 16 '24	Sale	1.36	11,042	14,992	800,320	Sep 18 05:25 PM
Rodriques Kelly	Chief Executive Officer	Sep 17 '24	Sale	1.36	31,595	43,083	8,569,400	Sep 18 05:13 PM
Rodriques Kelly	Chief Executive Officer	Sep 16 '24	Sale	1.36	18,405	24,988	8,600,995	Sep 18 05:13 PM
Sievers Drew	Officer	Sep 16 '24	Proposed Sale	1.42	30,000	42,600		Sep 16 05:52 PM
Rodriques Kelly	Chief Executive Officer	Sep 12 '24	Sale	1.32	85,000	112,056	8,619,400	Sep 12 06:49 PM
Rodriques Kelly	Chief Executive Officer	Sep 11 '24	Sale	1.28	40,000	51,164	8,704,400	Sep 12 06:49 PM
Rodriques Kelly	Chief Executive Officer	Sep 05 '24	Sale	1.29	60,000	77,586	8,827,772	Sep 09 05:59 PM
Rodriques Kelly	Chief Executive Officer	Sep 06 '24	Sale	1.27	40,000	50,696	8,787,772	Sep 09 05:59 PM
Rodriques Kelly	Officer	Sep 05 '24	Proposed Sale	1.34	275,000	368,500		Sep 05 04:57 PM
Sievers Drew	Chief Operating Officer	Aug 15 '24	Sale	1.30	24,051	31,334	832,444	Aug 19 07:27 PM
Sievers Drew	Chief Operating Officer	Aug 16 '24	Sale	1.32	5,949	7,827	826,495	Aug 19 07:27 PM
Rodriques Kelly	Chief Executive Officer	Aug 15 '24	Sale	1.30	40,084	52,221	8,897,688	Aug 19 07:26 PM
Rodriques Kelly	Chief Executive Officer	Aug 16 '24	Sale	1.32	9,916	13,045	8,887,772	Aug 19 07:26 PM
Sievers Drew	Officer	Aug 15 '24	Proposed Sale	1.25	30,000	37,500		Aug 15 04:44 PM
Rodriques Kelly	Chief Executive Officer	Aug 12 '24	Sale	1.23	108,646	133,798	9,055,936	Aug 13 08:21 PM
Rodriques Kelly	Chief Executive Officer	Aug 13 '24	Sale	1.27	74,792	94,761	8,937,772	Aug 13 08:21 PM
Rodriques Kelly	Chief Executive Officer	Aug 09 '24	Sale	1.31	24,562	32,098	9,164,582	Aug 13 08:21 PM
Short Johnathan H	Director	Aug 13 '24	Proposed Sale	1.31	75,000	98,250		Aug 13 03:22 PM
Short Johnathan H	Director	Aug 12 '24	Proposed Sale	1.23	50,000	61,250		Aug 12 03:12 PM
Rodriques Kelly	Officer	Aug 09 '24	Proposed Sale	1.36	258,000	350,880		Aug 09 04:30 PM
Rodriques Kelly	Chief Executive Officer	Jul 23 '24	Sale	1.46	66,162	96,345	9,189,144	Jul 24 07:15 PM

Open in Screener

SNEX

StoneX Group Inc

Jul 22 • 02:12PM ET

94.68

Dollar change 0.00
Percentage change 0.00	%

Financial • Capital Markets • USA • NASD

Peers: IBKR MS SCHW GS AMTD CME NDAQ ICE CBOE BX

| Held by: IJR VTI IWM AVUV VXF IWO SPSM RSMC VTWO XSMO

Index	RUT	P/E	16.05	EPS (ttm)	5.90	Insider Own	20.65%	Shs Outstand	48.77M	Perf Week	3.40%
Market Cap	4.63B	Forward P/E	14.45	EPS next Y	6.55	Insider Trans	-2.29%	Shs Float	38.82M	Perf Month	11.82%
Enterprise Value	15.55B	PEG	3.72	EPS next Q	1.39	Inst Own	80.81%	Short Float	3.32%	Perf Quarter	20.86%
Income	285.80M	P/S	0.04	EPS this Y	11.08%	Inst Trans	0.61%	Short Ratio	3.37	Perf Half Y	35.24%
Sales	123.04B	P/B	2.45	EPS next Y	9.66%	ROA	1.00%	Short Interest	1.29M	Perf YTD	44.96%
Book/sh	38.59	P/C	3.54	EPS next 5Y	4.31%	ROE	16.69%	52W High	99.08 -4.44%	Perf Year	78.82%
Cash/sh	26.73	P/FCF	-	EPS past 3/5Y	27.70% 22.11%	ROIC	9.63%	52W Low	47.69 98.52%	Perf 3Y	159.03%
Dividend Est.	-	EV/EBITDA	8.68	Sales past 3/5Y	32.92% 24.88%	Gross Margin	2.55%	Volatility	2.57% 2.83%	Perf 5Y	263.28%
Dividend TTM	-	EV/Sales	0.13	EPS Y/Y TTM	19.42%	Oper. Margin	1.39%	ATR (14)	2.64	Perf 10Y	539.15%
Dividend Ex-Date	-	Quick Ratio	0.70	Sales Y/Y TTM	67.71%	Profit Margin	0.23%	RSI (14)	60.66	Recom	1.00
Dividend Gr. 3/5Y	- -	Current Ratio	0.73	EPS Q/Q	30.08%	SMA20	2.16%	Beta	0.57	Target Price	111.00
Payout	0.00%	Debt/Eq	6.50	Sales Q/Q	66.88%	SMA50	6.84%	Rel Volume	0.50	Prev Close	94.68
Employees	4556	LT Debt/Eq	0.58	Earnings	May 07 AMC	SMA200	24.96%	Avg Volume	382.88K	Price	94.68
IPO	Mar 06, 1995	Option/Short	Yes / Yes	EPS/Sales Surpr.	6.82% 5.37%	Trades		Volume	139,762	Change	0.00%

Date	Action	Analyst	Rating Change	Price Target Change
Mar-26-25	Initiated	William Blair	Outperform
Nov-11-20	Initiated	Jefferies	Buy

Jul-17-25 03:53PM	Cocoa Prices Sink as Consumers Cut Down on High-Priced Chocolate (The Wall Street Journal)
Jul-11-25 08:50AM	Recent Price Trend in StoneX Group (SNEX) is Your Friend, Here's Why (Zacks) -5.10%
Jul-10-25 09:15AM	StoneX Group Inc. (SNEX) Soars to 52-Week High, Time to Cash Out? (Zacks)
Jul-08-25 01:25PM	Brokerage Firm StoneX Poised To Hit New Buy Point Amid 44% Advance (Investor's Business Daily)
Jun-30-25 08:49AM	StoneX Signs Letter of Intent to Acquire Intercam's U.S. Wealth Management Entities (Business Wire)
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08:18AM	What Makes StoneX Group (SNEX) a Defensive Financial Services Firm? (Insider Monkey)
Jun-27-25 05:18PM	MercadoLibre, SAP, Uber Among Stocks To Watch As Shares Approach Buy Points (Investor's Business Daily)
Jun-25-25 08:50AM	StoneX Group (SNEX) Is a Great Choice for 'Trend' Investors, Here's Why (Zacks)
Jun-23-25 04:52PM	StoneX Group Inc. Announces Pricing of $625.0 Million of Senior Secured Notes due 2032 (GlobeNewswire)
08:56AM	StoneX Group Inc. Announces Private Offering of $625.0 Million of Senior Secured Notes due 2032 (GlobeNewswire)
Jun-18-25 09:57AM	Canadian Annual Derivatives Conference Opens the Market (Newsfile)
Jun-13-25 06:20AM	Should Invesco S&P SmallCap Value with Momentum ETF (XSVM) Be on Your Investing Radar? (Zacks)
Jun-10-25 12:00PM	StoneX Group (SNEX) Upgraded to Buy: What Does It Mean for the Stock? (Zacks)
May-28-25 06:20AM	Is SPDR S&P Capital Markets ETF (KCE) a Strong ETF Right Now? (Zacks)
May-27-25 10:30PM	StoneX Group Taps AI-Powered LIQUID eKYC to Improve Onboarding Experience, Expecting to Double Account Openings (PR Newswire)
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May-13-25 11:18AM	StoneX Group to acquire Plantureux et Associes, term not disclosed (TipRanks)
May-12-25 11:08AM	StoneX to Acquire Plantureux et Associés, Enhancing Its Competitive Position in European Commodities Markets (GlobeNewswire)
11:08AM	StoneX to Acquire Plantureux et Associes, Enhancing Its Competitive Position in European Commodities Markets (GlobeNewswire)
May-09-25 03:22AM	StoneX Group Inc (SNEX) Q2 2025 Earnings Call Highlights: Record Revenues and Strategic ... (GuruFocus.com)
May-08-25 04:36PM	Stock Market Today: Dow Jones Finishes 250 Points Higher On U.S.-UK Trade Deal; Boeing Soars Past Buy Point, Bitcoin Races Past $100,000 (Live Coverage) (Investor's Business Daily) -6.73%
May-07-25 06:55PM	StoneX Group Inc. (SNEX) Beats Q2 Earnings and Revenue Estimates (Zacks)
04:40PM	StoneX Group Inc. Reports Fiscal 2025 Second Quarter Financial Results (GlobeNewswire)
09:44AM	Earnings To Watch: StoneX Group Inc (SNEX) Reports Q2 2025 Result (GuruFocus.com)
May-04-25 09:00PM	FOREX.com lands in Singapore, reflecting a new era in retail and self-directed CFD trading (PR Newswire)
May-01-25 10:01AM	Coinbase Global, Inc. (COIN) Reports Next Week: Wall Street Expects Earnings Growth (Zacks)
Apr-30-25 04:35PM	StoneX Group Inc. to Announce 2025 Fiscal Second Quarter Earnings on May 7, 2025 (GlobeNewswire)
Apr-22-25 07:00AM	StoneX Precious Metals Vault in New York is granted CME Registered Depository status for Gold, Silver, Platinum, and Palladium (GlobeNewswire)
Apr-17-25 12:38PM	Two Financial Services Names Shine Among IBD 50 (Investor's Business Daily)
Apr-15-25 10:05AM	StoneX Group: A Hidden Gem, Creating Lots Of Financial Value (Seeking Alpha)
Apr-14-25 07:28AM	R.J. O'Brien Agrees to Acquisition by StoneX Group (PR Newswire)
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07:00AM	StoneX to Acquire R.J. O'Brien, Creating a Market Leader in Global Derivatives (GlobeNewswire)
Apr-11-25 06:20AM	Should Invesco S&P SmallCap Value with Momentum ETF (XSVM) Be on Your Investing Radar? (Zacks)
12:30AM	Embark Small Cap Equity Fund Q4 2024 Commentary (Seeking Alpha)
Apr-10-25 05:30AM	Full S&P 500 recovery this year still far-fetched despite rally (Bloomberg)
Apr-04-25 11:23AM	Coffee Drops as Trump Tariffs Spur Market Selloff, Demand Fears (Bloomberg) -6.24%
Apr-03-25 01:45PM	US Coffee Drinkers Face Pricier Cup as Tariffs Hit Key Supplier (Bloomberg) -5.82%
Apr-01-25 10:00AM	StoneX Group Inc. Launches Shell Egg Contract to Address Price Volatility (GlobeNewswire)
Mar-26-25 08:50AM	Here's Why Momentum in StoneX Group (SNEX) Should Keep going (Zacks)
Mar-17-25 08:00AM	StoneX Payments and Bamboo Partner to Expand Cross-Border Payment Coverage in Latin America (GlobeNewswire)
Mar-11-25 08:00AM	StoneX to Acquire The Benchmark Company, Adding Capabilities in Investment Banking (GlobeNewswire)
Feb-26-25 07:29PM	The U.S. Plans to Import More Eggs. Will That Help Tame Rising Prices? (The Wall Street Journal)
02:19PM	Comex Copper Settles 1.25% Higher at $4.5420 (The Wall Street Journal)
08:28AM	Base Metal Prices Rise; Copper Gains on Trumps Tariff Comments (The Wall Street Journal)
Feb-21-25 11:00AM	StoneX Group CEO Philip Smith on Gold Market Volatility (GlobeNewswire)
07:29AM	StoneX Payments to Showcase Cross-Border FX Capabilities at BAFT Europe Bank-to-Bank Forum 2025 (GlobeNewswire)
07:13AM	2025's The Showdown 5 Sets Sales Pace Record (GlobeNewswire)
06:48AM	FOREX.com to Exhibit at Invest Cuffs Conference in Krakow (GlobeNewswire)
03:25AM	StoneX Unites with Women's Run Series to Champion Athletics Diversity (GlobeNewswire)
Feb-20-25 04:04PM	StoneX Hedge Reaches 1B Bushels Hedged (GlobeNewswire)
Feb-11-25 09:00AM	StoneX and Fiserv Partner to Enhance Cross-Border Payment Capabilities for Financial Institutions (GlobeNewswire)
Feb-07-25 12:38PM	Gold Has Smashed Record After Record. It Is Set to Continue Glittering in 2025 (The Wall Street Journal)
Feb-05-25 04:15PM	StoneX Group Inc. Reports Fiscal 2025 First Quarter Financial Results (GlobeNewswire) +8.03%
12:40PM	Gold Hits Fresh Record on Haven Demand as Tightness Persists (Bloomberg)
07:07AM	What To Expect From StoneX Group Inc (SNEX) Q1 2025 Earnings (GuruFocus.com)
Feb-04-25 07:08AM	StoneX Group Inc (SNEX) Q1 2025: Everything You Need To Know Ahead Of Earnings (GuruFocus.com)
Feb-03-25 09:12AM	StoneX Completes Acquisition of Octo Finances (GlobeNewswire)
Jan-29-25 04:06PM	StoneX Group Inc. to Announce 2025 Fiscal First Quarter Earnings on February 5, 2025 (GlobeNewswire)
Jan-22-25 11:01AM	Improving Corn Prices Offer a Kernel of Hope for Farmers (The Wall Street Journal)
Jan-15-25 04:15PM	Gold Posts Largest Gain in Nearly a Month (The Wall Street Journal)
02:02PM	Comex Gold Settles 1.31% Higher at $2712.50 (The Wall Street Journal)
09:01AM	Gold Futures Rise on Weak U.S. Dollar, Economic Data (The Wall Street Journal)
Jan-13-25 07:30AM	Traxys and HNK Alpha Execute First Nickel Sulphate Futures Block Trade on Abaxx Commodity Futures Exchange and Clearinghouse (GlobeNewswire)
Dec-31-24 01:29PM	Gold Heads for Biggest Gain Since 2010 in Mixed Year for Metals (Bloomberg)
Dec-20-24 02:47PM	Cocoa Prices Tripled in 2024. Climate Change May Keep Them High (The Wall Street Journal)
09:54AM	California Milk Output Down 9% in November on Bird Flu Outbreak (Bloomberg)
Dec-11-24 02:33PM	Front-Month Gold Charges Back Over $2,700/Oz (The Wall Street Journal)
Dec-09-24 08:10AM	StoneX Announces Management Changes (GlobeNewswire)
Dec-06-24 01:53PM	Jane Street-Millennium Trade Secrets Fight Ends in Settlement (Bloomberg)
Dec-04-24 04:09PM	StoneX Financial Limited Enters Commercial Clearing Partnership with Plantureux and Associ s SAS (GlobeNewswire)
04:09PM	StoneX Financial Limited Enters Commercial Clearing Partnership with Plantureux & Associés SAS (GlobeNewswire)
04:09PM	StoneX Financial Limited Enters Commercial Clearing Partnership with Plantureux & Associes SAS (GlobeNewswire)
09:53AM	StoneX Group Inc. Approved to Operate Digital Asset Business in Ireland as a Virtual Asset Service Provider (GlobeNewswire)
Nov-27-24 04:40PM	Gold Rises on Lingering Trump Uncertainty (The Wall Street Journal)
07:33AM	StoneX Financial Achieves GCM Status with ECC (GlobeNewswire)
Nov-20-24 12:00PM	StoneX Group Inc (SNEX) Q4 2024 Earnings Call Highlights: Record Net Income and Strategic ... (GuruFocus.com) +6.24%
Nov-19-24 04:15PM	StoneX Group Inc. Reports Fiscal 2024 Fourth Quarter Financial Results (GlobeNewswire)
Nov-18-24 10:22PM	What To Expect From StoneX Group Inc (SNEX) Q4 2024 Earnings (GuruFocus.com)
Nov-13-24 04:05PM	StoneX Group Inc. to Announce 2024 Fiscal Fourth Quarter Earnings on November 19, 2024 (GlobeNewswire)
Nov-09-24 06:30AM	StoneX Group Withdraws CAB Payments Acquisition Proposal (TipRanks)
Oct-29-24 02:56PM	A Tariff War With China Might Be Good News for Brazils Crops (The Wall Street Journal)
08:00AM	StoneX Announces Election Trading Partnership Between FOREX.com and Kalshi (GlobeNewswire)
Oct-28-24 01:08PM	StoneX Expands with IIBX Membership, New Offices in Pune and Bengaluru, India (GlobeNewswire)
Oct-21-24 04:00PM	Rule 8 Announcement to Stockholders (GlobeNewswire)
Oct-09-24 12:26PM	StoneX completes acquisition of JBR Recovery's recycling and refining business, to deepen the company's end-to-end metals offering (GlobeNewswire)
Aug-30-24 02:50PM	Soy, Corn Extend Rebound From Lows Amid Signs of Bottoming Out (Bloomberg)
Aug-14-24 07:01AM	5 Largest Financial Services Companies in the US (Insider Monkey)
Aug-08-24 07:02PM	Insider Sale: CEO of Subsidiary Philip Smith Sells 4,000 Shares of StoneX Group Inc (SNEX) (GuruFocus.com)
Aug-06-24 04:15PM	StoneX Group Inc. Reports Fiscal 2024 Third Quarter Financial Results (GlobeNewswire)
Jul-31-24 03:00PM	StoneX Group Inc. to Announce 2024 Fiscal Third Quarter Earnings on August 6, 2024 (GlobeNewswire)
Jul-19-24 12:45PM	Wheat Climbs as Investors Trim Bearish Bets Amid Crop Woes (Bloomberg)
Jun-13-24 02:45AM	Insider Sale: Chief Governance/Legal Officer Diego Rotsztain Sells Shares of StoneX Group Inc (SNEX) (GuruFocus.com)
Jun-11-24 01:28AM	Insider Sale: COO Xuong Nguyen Sells 19,988 Shares of StoneX Group Inc (SNEX) (GuruFocus.com)
Jun-03-24 03:33PM	Swiss Trader Sucafina to Buy Mercon Assets in Top Robusta Producer Vietnam (Bloomberg)
May-10-24 06:28PM	StoneX Group Inc. (NASDAQ:SNEX) Q2 2024 Earnings Call Transcript (Insider Monkey)
01:14PM	StoneX Group Inc. (SNEX) Q2 Earnings: Misses EPS Projections, Surpasses Revenue Expectations (GuruFocus.com)
09:15AM	StoneX Group Inc. (SNEX) Hit a 52 Week High, Can the Run Continue? (Zacks)
08:50AM	StoneX Group (SNEX) Is a Great Choice for 'Trend' Investors, Here's Why (Zacks)
May-08-24 04:17PM	StoneX Group Inc. Reports Fiscal 2024 Second Quarter Financial Results (GlobeNewswire)
May-03-24 09:40AM	Are Investors Undervaluing StoneX Group (SNEX) Right Now? (Zacks)
May-01-24 04:42PM	StoneX Group Inc. to Announce 2024 Fiscal Second Quarter Earnings on May 8, 2024 (GlobeNewswire)

StoneX Group, Inc. engages in the provision of brokerage and financial services. It operates through the following segments: Commercial Hedging, Global Payments, Securities, Physical Commodities, and Clearing and Execution Services. The Commercial Hedging segment offers risk management consulting services. The Global Payments segment includes global payment solutions for banks, commercial businesses, charities, non-governmental, and government organizations. The Securities segment consists of corporate finance advisory services and capital market solutions for middle market clients. The Physical Commodities segment consists of physical precious metals trading and the physical agricultural and energy commodity businesses. The Clearing and Execution Services segment refers to exchange-traded futures and options, foreign exchange prime brokerage, correspondent clearing, independent wealth management, and derivative voice brokerage. The company was founded by Diego J. Veitia in October 1987 and is headquartered in New York, NY.

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
Perkins Abigail H	Chief Information Officer	Jun 16 '25	Option Exercise	27.58	16,767	462,434	54,383	Jun 18 04:53 PM
Perkins Abigail H	Chief Information Officer	Jun 16 '25	Sale	86.22	10,470	902,733	43,913	Jun 18 04:53 PM
Perkins Abigail H	Chief Information Officer	Jun 12 '25	Option Exercise	27.58	17,206	474,541	47,174	Jun 16 05:55 PM
Perkins Abigail H	Chief Information Officer	Jun 13 '25	Option Exercise	27.58	16,652	459,262	47,728	Jun 16 05:55 PM
Perkins Abigail H	Chief Information Officer	Jun 12 '25	Sale	85.04	16,098	1,368,993	31,076	Jun 16 05:55 PM
Perkins Abigail H	Chief Information Officer	Jun 13 '25	Sale	84.25	10,112	851,942	37,616	Jun 16 05:55 PM
RADZIWILL JOHN	Chairman of the Board	Jun 12 '25	Buy	85.00	1,400	119,000	100,240	Jun 13 05:13 PM
Smith Philip Andrew	Chief Executive Officer	Jun 10 '25	Sale	83.68	7,500	627,600	327,754	Jun 11 06:03 PM
Smith Philip Andrew	Officer	Jun 10 '25	Proposed Sale	83.65	7,500	627,374		Jun 10 05:26 PM
Lyon Charles M	President	May 14 '25	Option Exercise	20.00	32,000	640,000	139,080	May 16 04:59 PM
Lyon Charles M	President	May 15 '25	Option Exercise	20.00	13,000	260,000	135,080	May 16 04:59 PM
Lyon Charles M	President	May 14 '25	Sale	87.92	17,000	1,494,708	122,080	May 16 04:59 PM
Lyon Charles M	President	May 15 '25	Sale	86.92	13,000	1,129,952	122,080	May 16 04:59 PM
FOWLER JOHN MOORE	Director	May 15 '25	Sale	87.75	1,125	98,719	116,735	May 15 04:42 PM
FOWLER JOHN MOORE	Director	May 15 '25	Proposed Sale	87.75	1,125	98,719		May 15 10:31 AM
Lyon Charles M	Officer	May 14 '25	Proposed Sale	87.92	30,000	2,637,600		May 14 04:54 PM
Smith Philip Andrew	Chief Executive Officer	May 05 '25	Sale	93.26	7,457	695,407	335,254	May 06 06:11 PM
Smith Philip Andrew	Officer	May 05 '25	Proposed Sale	93.22	7,457	695,164		May 05 04:21 PM
OCONNOR SEAN MICHAEL	Executive Vice-Chairman-Board	Apr 29 '25	Sale	89.63	34,083	3,054,846	1,023,084	May 01 06:24 PM
OCONNOR SEAN MICHAEL	Executive Vice-Chairman-Board	May 01 '25	Sale	90.57	3,417	309,478	1,019,667	May 01 06:24 PM
OCONNOR SEAN MICHAEL	Officer	Apr 29 '25	Proposed Sale	89.63	37,500	3,361,125		Apr 29 04:22 PM
Smith Philip Andrew	Chief Executive Officer	Apr 17 '25	Option Exercise	20.00	40,553	811,060	383,264	Apr 21 06:26 PM
Smith Philip Andrew	Chief Executive Officer	Apr 17 '25	Sale	80.30	40,553	3,256,515	342,711	Apr 21 06:26 PM
Smith Philip Andrew	Chief Executive Officer	Apr 15 '25	Option Exercise	20.00	4,447	88,940	347,158	Apr 17 04:30 PM
Smith Philip Andrew	Chief Executive Officer	Apr 15 '25	Sale	80.07	4,447	356,080	342,711	Apr 17 04:30 PM
Smith Philip Andrew	Officer	Apr 15 '25	Proposed Sale	80.07	45,000	3,603,150		Apr 15 04:27 PM
Smith Philip Andrew	Chief Executive Officer	Apr 04 '25	Sale	69.56	9,000	626,039	342,711	Apr 08 04:38 PM
Smith Philip Andrew	Chief Executive Officer	Apr 01 '25	Option Exercise	20.00	45,000	900,000	396,711	Apr 03 04:39 PM
Smith Philip Andrew	Chief Executive Officer	Apr 01 '25	Sale	75.95	45,000	3,417,556	351,711	Apr 03 04:39 PM
Smith Philip Andrew	Officer	Apr 01 '25	Proposed Sale	75.94	54,000	4,100,760		Apr 01 04:55 PM
FOWLER JOHN MOORE	Director	Feb 26 '25	Sale	120.02	4,042	485,121	77,456	Feb 28 04:16 PM
Stevens Glenn Henry	Former officer	Feb 27 '25	Proposed Sale	121.80	30,000	3,654,000		Feb 27 04:57 PM
FOWLER JOHN MOORE	Director	Feb 26 '25	Proposed Sale	120.02	4,042	485,121		Feb 26 11:25 AM
Stevens Glenn Henry	Former Officer	Feb 21 '25	Proposed Sale	125.10	45,000	5,629,500		Feb 21 04:43 PM
Stevens Glenn Henry	Retired Officer	Feb 18 '25	Sale	117.82	15,000	1,767,296	77,964	Feb 20 04:42 PM
Perkins Abigail H	Chief Information Officer	Dec 17 '24	Sale	95.90	4,200	402,763	19,979	Dec 17 05:01 PM
Perkins Abigail H	Chief Information Officer	Dec 17 '24	Sale	96.96	150	14,544	225	Dec 17 05:01 PM
Rotsztain Diego	Chief Governance/Legal Officer	Dec 16 '24	Sale	97.75	4,426	432,625	14,442	Dec 17 04:53 PM
Rotsztain Diego	Officer	Dec 16 '24	Proposed Sale	97.71	4,426	432,478		Dec 16 04:38 PM
Maurer Mark Lowry	Chief Risk Officer	Dec 12 '24	Sale	101.60	5,000	508,011	48,432	Dec 16 04:16 PM
Maurer Mark Lowry	Officer	Dec 12 '24	Proposed Sale	101.57	5,000	507,846		Dec 12 04:20 PM
OCONNOR SEAN MICHAEL	CEO/President	Nov 25 '24	Sale	103.75	20,000	2,075,000	1,130,651	Nov 26 05:13 PM
OCONNOR SEAN MICHAEL	CEO/President	Nov 22 '24	Sale	100.14	20,000	2,002,800	1,150,651	Nov 26 05:13 PM
Rotsztain Diego	Chief Governance/Legal Officer	Nov 22 '24	Sale	101.10	4,608	465,869	18,470	Nov 26 05:07 PM
Rotsztain Diego	Chief Governance/Legal Officer	Nov 25 '24	Sale	102.50	2,250	230,625	16,220	Nov 26 05:07 PM
Diego Rotsztain	Chief Governance and Legal Off	Nov 25 '24	Proposed Sale	104.64	2,250	235,440		Nov 25 04:41 PM
FOWLER JOHN MOORE	Director	Nov 22 '24	Sale	100.14	1,800	180,252	81,375	Nov 25 04:13 PM
Diego Rotsztain	Officer	Nov 22 '24	Proposed Sale	101.22	4,608	466,422		Nov 22 03:19 PM
FOWLER JOHN MOORE	Director	Nov 22 '24	Proposed Sale	100.09	1,800	180,167		Nov 22 10:34 AM
Smith Philip Andrew	Subsidiary CEO	Nov 07 '24	Sale	97.58	3,500	341,523	218,398	Nov 12 09:14 AM
OCONNOR SEAN MICHAEL	CEO/President	Nov 06 '24	Sale	98.42	37,500	3,690,656	506,994	Nov 08 08:24 AM
OCONNOR SEAN MICHAEL	Officer	Nov 06 '24	Proposed Sale	98.50	37,500	3,693,750		Nov 06 04:59 PM
FOWLER JOHN MOORE	Director	Sep 03 '24	Sale	81.66	600	48,996	83,027	Sep 05 04:18 PM
FOWLER JOHN MOORE	Director	Sep 03 '24	Proposed Sale	81.66	600	48,996		Sep 03 10:40 AM
Nguyen Xuong	Former Officer	Aug 19 '24	Proposed Sale	82.00	35,000	2,870,000		Aug 19 04:37 PM
Nguyen Xuong	Former officer	Aug 15 '24	Proposed Sale	79.95	40,000	3,197,911		Aug 15 04:09 PM
Smith Philip Andrew	Subsidiary CEO	Aug 07 '24	Sale	75.89	4,000	303,559	221,898	Aug 08 04:21 PM

Open in Screener

BGC

BGC Group Inc

Jul 22 • 02:12PM ET

9.86

Dollar change -0.20
Percentage change -2.04	%

Financial • Capital Markets • USA • NASD

Peers: ICE CME NDAQ MKTX CBOE MS GS JPM BAC SCHW

| Held by: IJR VTI VB IWM VBR VXF SPSM IWO RSMC VTWO

Index	RUT	P/E	37.38	EPS (ttm)	0.26	Insider Own	26.66%	Shs Outstand	378.13M	Perf Week	-3.00%
Market Cap	4.82B	Forward P/E	7.23	EPS next Y	1.36	Insider Trans	-0.01%	Shs Float	358.04M	Perf Month	4.61%
Enterprise Value	5.86B	PEG	-	EPS next Q	0.31	Inst Own	60.70%	Short Float	3.68%	Perf Quarter	19.43%
Income	127.19M	P/S	2.05	EPS this Y	17.68%	Inst Trans	0.59%	Short Ratio	4.66	Perf Half Y	5.85%
Sales	2.35B	P/B	4.99	EPS next Y	17.17%	ROA	2.87%	Short Interest	13.19M	Perf YTD	8.89%
Book/sh	1.98	P/C	4.89	EPS next 5Y	-	ROE	14.17%	52W High	11.79 -16.33%	Perf Year	3.95%
Cash/sh	2.02	P/FCF	13.84	EPS past 3/5Y	-7.73% 13.39%	ROIC	5.10%	52W Low	7.24 36.26%	Perf 3Y	164.48%
Dividend Est.	0.08 (0.81%)	EV/EBITDA	19.54	Sales past 3/5Y	3.99% 1.34%	Gross Margin	92.02%	Volatility	2.67% 2.86%	Perf 5Y	240.17%
Dividend TTM	0.08 (0.81%)	EV/Sales	2.50	EPS Y/Y TTM	117.88%	Oper. Margin	9.27%	ATR (14)	0.28	Perf 10Y	76.53%
Dividend Ex-Date	May 27, 2025	Quick Ratio	1.94	Sales Y/Y TTM	13.28%	Profit Margin	5.42%	RSI (14)	43.82	Recom	1.00
Dividend Gr. 3/5Y	20.51% -34.02%	Current Ratio	1.94	EPS Q/Q	12.05%	SMA20	-4.03%	Beta	1.13	Target Price	14.50
Payout	27.66%	Debt/Eq	1.92	Sales Q/Q	14.52%	SMA50	0.72%	Rel Volume	0.50	Prev Close	10.07
Employees	4011	LT Debt/Eq	1.59	Earnings	Jul 31 BMO	SMA200	4.15%	Avg Volume	2.83M	Price	9.86
IPO	Dec 10, 1999	Option/Short	Yes / Yes	EPS/Sales Surpr.	1.75% 4.93%	Trades		Volume	1,039,458	Change	-2.04%

Date	Action	Analyst	Rating Change	Price Target Change
Feb-25-25	Initiated	BofA Securities	Buy	$16

Jul-14-25 09:04AM	Top Fintech Stocks That Will Drive Long-Term Portfolio Growth (Zacks)
Jul-02-25 04:05PM	BGC Group to Report Second Quarter 2025 Financial Results on July 31, 2025 (Business Wire)
Jun-30-25 04:05PM	BGC Group Updates its Outlook for the Second Quarter of 2025 (Business Wire)
Jun-25-25 06:14PM	BGC Group, Inc. (BGC): A Bull Case Theory (Insider Monkey)
Jun-17-25 06:20AM	Is WisdomTree U.S. SmallCap ETF (EES) a Strong ETF Right Now? (Zacks)
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Jun-16-25 09:38AM	HOOD vs. BGC: Which Fintech Brokerage Stock Has More Upside? (Zacks)
Jun-13-25 06:20AM	Should WisdomTree U.S. SmallCap ETF (EES) Be on Your Investing Radar? (Zacks)
May-29-25 04:05PM	BGC Group Announces Schedule Update for Piper Sandler Global Exchange & Trading Conference on June 5, 2025 (Business Wire)
May-22-25 08:00AM	BGC Group to Present at the Piper Sandler Global Exchange & Trading Conference on June 5, 2025 (Business Wire)
May-19-25 10:24PM	Why BGC Group Inc. (BGC) Surged Today (Insider Monkey) +8.90%
10:48AM	Howard Lutnick Transfers Ownership of Cantor Fitzgerald to His Children (The Wall Street Journal)
09:00AM	BGC Announces Repurchase of More Than 16.4 Million Shares from Howard W. Lutnick, United States Secretary of Commerce, the Company's Former Chairman and CEO (Business Wire)
May-18-25 09:30PM	BGC Group's FMX Futures Exchange Launches U.S. Treasury Futures (Business Wire)
May-08-25 03:22AM	BGC Group Inc (BGC) Q1 2025 Earnings Call Highlights: Record Revenue and Strategic Growth ... (GuruFocus.com)
May-07-25 03:28PM	Bgc group outlines 34% revenue growth target for Q2 2025 amid OTC integration (Seeking Alpha)
03:27PM	Loading…
03:27PM	BGC Group, Inc. (BGC) Q1 2025 Earnings Call Transcript (Seeking Alpha)
11:40AM	BGC or TW: Which Is the Better Value Stock Right Now? (Zacks)
09:40AM	Are Finance Stocks Lagging Barclays (BCS) This Year? (Zacks)
09:25AM	BGC Group (BGC) Matches Q1 Earnings Estimates (Zacks)
08:00AM	BGC Reports First Quarter 2025 Financial Results (Business Wire)
06:33AM	Best Growth Stocks to Buy for May 7th (Zacks)
May-06-25 09:40AM	Is BGC Group, Inc. (BGC) Stock Undervalued Right Now? (Zacks)
May-05-25 08:10AM	Buy, Sell or Hold BGC Group Stock? Key Insights Ahead of Q1 Earnings (Zacks)
07:31AM	Best Growth Stocks to Buy for May 5th (Zacks)
07:04AM	Relative Price Strength: 4 Stocks Defying Market Weakness (Zacks)
May-02-25 11:04AM	Best Growth Stocks to Buy for May 2nd (Zacks)
May-01-25 04:51AM	Zacks.com featured highlights Barrick Gold, StoneCo, Synovus Financial and BGC Group (Zacks)
Apr-30-25 06:05PM	Robinhood Markets, Inc. (HOOD) Surpasses Q1 Earnings and Revenue Estimates (Zacks)
03:00PM	4 PEG-Efficient Value Picks to Boost Your Portfolio Returns (Zacks)
09:54AM	Best Growth Stocks to Buy for April 30th (Zacks)
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Apr-28-25 08:00AM	O'Keefe Stevens Advisory Q1 2025 Investor Letter (Seeking Alpha)
Apr-25-25 12:45PM	Here is Why Growth Investors Should Buy BGC Group (BGC) Now (Zacks)
08:51AM	Best Growth Stocks to Buy for April 25th (Zacks)
Apr-23-25 05:48AM	Best Growth Stocks to Buy for April 23rd (Zacks)
Apr-22-25 08:04AM	Zacks.com featured highlights include National Fuel Gas, BGC, Jabil and NVIDIA (Zacks)
Apr-21-25 02:15PM	Best Growth Stocks to Buy for April 21st (Zacks)
11:40AM	BGC or TW: Which Is the Better Value Stock Right Now? (Zacks)
09:15AM	Scoop Up These 4 GARP Stocks to Receive Handsome Returns (Zacks)
08:38AM	Interactive Brokers vs. BGC: Which Brokerage Stock is the Better Buy? (Zacks)
Apr-17-25 06:20AM	Is WisdomTree U.S. SmallCap ETF (EES) a Strong ETF Right Now? (Zacks)
06:04AM	Zacks.com featured highlights include StoneCo, BGC, Qifu Technology and Universal Health Services (Zacks)
Apr-16-25 03:00PM	4 Discounted PEG Stocks Based on GARP Approach to Smart Investing (Zacks)
05:24AM	Best Growth Stocks to Buy for April 16th (Zacks)
Apr-15-25 09:07AM	Top Fintech Stocks to Add to Your Portfolio for Robust Returns (Zacks)
07:55AM	Bank of America (BAC) Tops Q1 Earnings and Revenue Estimates (Zacks)
Apr-14-25 09:32AM	AON's Rising Dividend: A Comforting Signal or Cause for Concern? (Zacks)
08:35AM	Goldman Sachs (GS) Q1 Earnings and Revenues Beat Estimates (Zacks)
Apr-11-25 09:18AM	Best Growth Stocks to Buy for April 11th (Zacks)
05:56AM	Zacks.com featured highlights Griffon, BGC, Kingstone and Sterling Infrastructure (Zacks)
Apr-10-25 09:48AM	Grab These 4 Stocks With Solid Net Profit Margins to Boost Returns (Zacks)
08:42AM	LPL Financial (LPLA) Soars 11.2%: Is Further Upside Left in the Stock? (Zacks)
Apr-09-25 12:45PM	3 Reasons Why Growth Investors Shouldn't Overlook BGC Group (BGC) (Zacks) +8.59%
05:46AM	Zacks Industry Outlook Highlights Interactive Brokers, Robinhood Markets and BGC Group (Zacks)
Apr-08-25 10:05AM	Is BGC Group, Inc. (BGC) the Best Low Cost Stock to Buy According to Billionaires? (Insider Monkey)
08:22AM	3 Investment Banks Poised to Defy Industry's Tariff Tensions (Zacks)
08:00AM	BGC Group to Report First Quarter 2025 Financial Results on May 7, 2025 (PR Newswire)
06:12AM	New Strong Buy Stocks for April 8th (Zacks)
Apr-04-25 09:40AM	Should Value Investors Buy BGC Group, Inc. (BGC) Stock? (Zacks) -9.31%
Apr-03-25 11:40AM	BGC vs. TW: Which Stock Is the Better Value Option? (Zacks) -5.50%
09:35AM	BGC Group price target lowered to $15 from $16 at BofA (TipRanks)
07:46AM	Scoop Up These 3 GARP Stocks to Receive Handsome Returns (Zacks)
06:40AM	New Strong Buy Stocks for April 3rd (Zacks)
Apr-02-25 08:54AM	BGC Group Wraps Up OTC Global Buyout: Should You Buy BGC Stock Now? (Zacks)
Apr-01-25 08:40AM	BGC Group completes acquisition of OTC Global Holdings (PR Newswire)
Mar-30-25 10:00AM	Comprehensive Q1 Review Of My Stock Picks + Ratings Updates (Seeking Alpha)
Mar-28-25 07:00AM	New Strong Buy Stocks for March 28th (Zacks)
02:53AM	Best Value Stocks to Buy for March 28th (Zacks)
Mar-27-25 09:27AM	CME Group At A New All-Time High - Valuation Concerns Justified? (SeekingAlpha)
Mar-26-25 08:00AM	BGC Group Updates its Outlook for the First Quarter of 2025 (PR Newswire)
Mar-24-25 05:02AM	Best Growth Stocks to Buy for March 24th (Zacks)
Mar-21-25 09:40AM	Are Finance Stocks Lagging BGC Group, Inc. (BGC) This Year? (Zacks)
09:36AM	Best Growth Stocks to Buy for March 21st (Zacks)
09:24AM	Best Value Stocks to Buy for March 21st (Zacks)
06:05AM	New Strong Buy Stocks for March 21st (Zacks)
Mar-19-25 03:04PM	Is BGC Group (BGC) Stock a Solid Choice Right Now? (Zacks)
Feb-20-25 02:55PM	Trumps FBI Pick Stands to Make Millions From Fashion Brand Shein (The Wall Street Journal)
Feb-18-25 08:01PM	Stephen Merkel named Chairman of BGC Group's Board of Directors (PR Newswire)
08:01PM	BGC Group announces John Abularrage, JP Aubin, and Sean Windeatt appointed Co-Chief Executive Officers (PR Newswire)
08:00PM	Howard Lutnick Confirmed as 41st United States Secretary of Commerce; Steps Down as BGC Group Chairman of the Board and Chief Executive Officer (PR Newswire)
Feb-15-25 02:07AM	BGC Group Inc (BGC) Q4 2024 Earnings Call Highlights: Record Revenue Growth and Strategic ... (GuruFocus.com)
Feb-14-25 08:00AM	BGC Reports Fourth Quarter and Full Year 2024 Financial Results (PR Newswire)
Jan-22-25 08:00AM	BGC Group to Report Fourth Quarter 2024 Financial Results on February 14, 2025 (PR Newswire)
Dec-31-24 08:00AM	BGC Group Updates its Outlook for the Fourth Quarter of 2024 (PR Newswire)
Dec-10-24 05:53PM	Trump Appointee Howard Lutnick Is A Billionaire See His Net Worth and Businesses (Investopedia)
Dec-03-24 11:00AM	Mike Whitaker joins BGC Group as Global Chief Information Officer and member of Executive Committee (PR Newswire)
07:30AM	BGC Group unlocks value for shareholders with the sale of Rates Compression business Capitalab (PR Newswire)
Nov-23-24 09:00PM	Howard Lutnicks Other Top Client: Crypto Giant Tether (The Wall Street Journal)
Nov-21-24 04:05PM	BGC's Howard W. Lutnick Nominated for U.S. Secretary of Commerce (PR Newswire) -5.51%
Oct-31-24 08:00AM	BGC Reports Third Quarter 2024 Financial Results (PR Newswire)
Oct-22-24 07:00AM	BGC Group announces agreement to acquire OTC Global Holdings (PR Newswire)
Oct-10-24 08:30AM	BGC Group expands energy and environmental brokerage services with acquisition of Sage Energy Partners (PR Newswire)
Oct-07-24 08:00AM	BGC Group to Report Third Quarter 2024 Financial Results on October 31, 2024 (PR Newswire)
Oct-06-24 01:14PM	BGC Group (BGC): A Cheap Stock To Buy Under $10 (Insider Monkey)
Sep-30-24 04:05PM	BGC Group Updates its Outlook for the Third Quarter of 2024 (PR Newswire)
Sep-25-24 08:00AM	BGC Group Announces Extension of Exchange Offer for its 6.600% Senior Notes Due 2029 (PR Newswire) -5.36%
Sep-24-24 08:00AM	BGC Group launches FMX Futures Exchange (PR Newswire)
Sep-13-24 09:20AM	BGC Group's FMX Futures Exchange to launch on September 23, 2024 (PR Newswire)
Aug-26-24 04:05PM	BGC Group to Present at the Barclays 22nd Annual Global Financial Services Conference on September 9, 2024 (PR Newswire)
08:15AM	BGC Announces Launch of Exchange Offer for its 6.600% Senior Notes due 2029 (PR Newswire)
Aug-13-24 04:05PM	BGC Group Announces its 2024 Virtual Annual Meeting of Stockholders (PR Newswire)

BGC Group, Inc. engages in the provision of brokerage and financial technology services. It offers trade execution and broker-dealer services specializing in Fixed Income (Rates and Credit), Foreign Exchange, Equities, Energy and Commodities, Shipping, and Futures. The company was founded in 2004 and is headquartered in New York, NY.

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
MBANEFO ARTHUR U	Director	Jun 10 '25	Sale	9.77	18,151	177,335	19,309	Jun 12 04:18 PM
Richards David	Director	Aug 09 '24	Sale	9.02	43,893	395,915	14,506	Aug 12 04:19 PM

CBOE Cboe Global Markets Inc daily Stock Chart

Peers: ICE CME NDAQ SPGI MSCI MCO FDS SCHW MKTX EVR

| Held by: VTI VOO VO SPY IVV USMV VTV XLF FTCS VOE

Index	S&P 500	P/E	31.28	EPS (ttm)	7.63	Insider Own	0.27%	Shs Outstand	104.74M	Perf Week	1.98%
Market Cap	24.98B	Forward P/E	23.61	EPS next Y	10.11	Insider Trans	-10.02%	Shs Float	104.43M	Perf Month	5.64%
Enterprise Value	25.46B	PEG	4.07	EPS next Q	2.44	Inst Own	92.23%	Short Float	2.92%	Perf Quarter	11.29%
Income	802.10M	P/S	5.77	EPS this Y	11.10%	Inst Trans	2.72%	Short Ratio	3.64	Perf Half Y	22.49%
Sales	4.33B	P/B	5.61	EPS next Y	5.65%	ROA	9.54%	Short Interest	3.05M	Perf YTD	22.10%
Book/sh	42.51	P/C	22.20	EPS next 5Y	7.68%	ROE	18.93%	52W High	239.67 -0.45%	Perf Year	29.71%
Cash/sh	10.75	P/FCF	23.92	EPS past 3/5Y	13.61% 16.69%	ROIC	13.30%	52W Low	181.32 31.58%	Perf 3Y	100.53%
Dividend Est.	2.65 (1.11%)	EV/EBITDA	18.48	Sales past 3/5Y	5.42% 10.40%	Gross Margin	46.38%	Volatility	1.64% 2.02%	Perf 5Y	153.71%
Dividend TTM	2.52 (1.06%)	EV/Sales	5.88	EPS Y/Y TTM	1.97%	Oper. Margin	28.89%	ATR (14)	4.25	Perf 10Y	292.67%
Dividend Ex-Date	May 30, 2025	Quick Ratio	1.60	Sales Y/Y TTM	15.76%	Profit Margin	18.51%	RSI (14)	62.02	Recom	2.95
Dividend Gr. 3/5Y	9.45% 11.99%	Current Ratio	1.60	EPS Q/Q	20.87%	SMA20	2.17%	Beta	0.46	Target Price	236.44
Payout	32.72%	Debt/Eq	0.36	Sales Q/Q	24.84%	SMA50	4.40%	Rel Volume	0.42	Prev Close	236.26
Employees	1685	LT Debt/Eq	0.35	Earnings	Aug 01 BMO	SMA200	11.64%	Avg Volume	838.47K	Price	238.59
IPO	Jun 15, 2010	Option/Short	Yes / Yes	EPS/Sales Surpr.	5.72% 1.15%	Trades		Volume	259,675	Change	0.98%

Date	Action	Analyst	Rating Change	Price Target Change
May-14-25	Downgrade	Morgan Stanley	Overweight → Underweight	$215
Apr-10-25	Downgrade	BofA Securities	Buy → Neutral	$227
Apr-08-25	Upgrade	Morgan Stanley	Underweight → Overweight	$235
Jan-10-25	Initiated	William Blair	Mkt Perform
Jan-07-25	Downgrade	JP Morgan	Neutral → Underweight	$203 → $174
Jan-06-25	Downgrade	Goldman	Neutral → Sell	$184
Dec-09-24	Downgrade	Barclays	Overweight → Equal Weight	$230 → $220
Nov-11-24	Upgrade	Deutsche Bank	Hold → Buy	$212 → $222
Nov-06-24	Downgrade	Morgan Stanley	Equal-Weight → Underweight	$199
Sep-27-24	Initiated	RBC Capital Mkts	Sector Perform	$220
Sep-26-24	Initiated	TD Cowen	Hold	$205
Aug-05-24	Upgrade	JP Morgan	Underweight → Neutral	$168 → $195
Apr-09-24	Downgrade	Morgan Stanley	Overweight → Equal-Weight	$211 → $199
Jan-08-24	Upgrade	Barclays	Equal Weight → Overweight	$189 → $204
Nov-16-23	Downgrade	Argus	Buy → Hold
Oct-11-23	Downgrade	Deutsche Bank	Buy → Hold	$168
Sep-08-23	Resumed	BofA Securities	Buy
Jun-28-23	Initiated	Barclays	Equal Weight	$146
Jan-05-23	Upgrade	Credit Suisse	Neutral → Outperform	$159 → $144
Nov-14-22	Initiated	Redburn	Neutral

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Cboe Global Markets, Inc. engages in the provision of trading and investment solutions to investors. It operates through the following business segments: Options, North American Equities, Futures, Europe and Asia Pacific, Global FX, and Digital. The Options segment includes the options exchange business, which lists trading options on market indexes and on non-exclusive multiply listed options. The North American Equities segment covers listed cash equities and ETP transaction services that occur on BZX, BYX, EDGX, and EDGA. The Futures segment refers to the business of futures exchange, CFE, which includes offering for trading futures on the VIX Index and bitcoin and other futures products. The Europe and Asia Pacific segment relates to the pan-European listed cash equities transaction services, ETPs, exchange-traded commodities, and international depository receipts that occur on the RIE, operated by Cboe Europe Equities. The Global FX segment represents the institutional FX trading services that occur on the Cboe FX platform. The Digital segment focuses on Cboe Digital, which operates a digital asset spot market and a regulated futures exchange. The company was founded in 1973 and is headquartered in Chicago, IL.

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
Isaacson Christopher A	EVP, COO	Jun 09 '25	Sale	221.37	5,000	1,106,850	42,580	Jun 11 04:33 PM
Isaacson Christopher A	Officer	Jun 09 '25	Proposed Sale	221.37	5,000	1,106,850		Jun 09 10:21 AM
Clay Catherine R	EVP, GLOBAL DERIVATIVES	May 23 '25	Sale	226.58	3,598	815,235	2,183	May 28 04:52 PM
Clay Catherine R	Officer	May 23 '25	Proposed Sale	226.58	3,598	815,235		May 23 12:00 PM
Lipscomb Timothy	EVP, Chief Technology Officer	May 19 '25	Option Exercise	224.41	1,278	286,796	2,038	May 21 04:34 PM
Goodman Jill R	Director	Mar 13 '25	Sale	211.33	1,384	292,481	11,189	Mar 14 04:32 PM
Goodman Jill R	Director	Mar 12 '25	Sale	206.24	1,300	268,112	12,573	Mar 14 04:32 PM
Goodman Jill R	Director	Mar 13 '25	Proposed Sale	211.33	1,384	292,484		Mar 13 10:43 AM
Goodman Jill R	Director	Mar 12 '25	Proposed Sale	206.24	1,300	268,112		Mar 12 02:44 PM
Wilkinson Allen	SVP, CHIEF ACCOUNTING OFFICER	Feb 24 '25	Sale	211.12	228	48,135	248	Feb 26 04:47 PM
Wilkinson Allen	Officer	Feb 24 '25	Proposed Sale	211.12	228	48,135		Feb 24 11:20 AM
Inzirillo Adam	EVP, DATA VANTAGE	Feb 19 '25	Option Exercise	210.25	1,996	419,659	2,414	Feb 21 04:42 PM
Inzirillo Adam	EVP, DATA VANTAGE	Feb 20 '25	Sale	209.67	200	41,934	1,993	Feb 21 04:42 PM
Howson Dave	EVP, GLOBAL PRESIDENT	Feb 19 '25	Option Exercise	210.25	10,247	2,154,432	15,044	Feb 21 04:40 PM
Howson Dave	EVP, GLOBAL PRESIDENT	Feb 20 '25	Sale	208.65	5,659	1,180,744	8,025	Feb 21 04:40 PM
Foley Stephanie	EVP, CHRO	Feb 19 '25	Option Exercise	210.25	1,099	231,065	1,668	Feb 21 04:39 PM
Isaacson Christopher A	EVP, COO	Feb 19 '25	Option Exercise	210.25	6,742	1,417,506	48,206	Feb 21 04:37 PM
Griebenow Jill	EVP, CFO	Feb 19 '25	Option Exercise	210.25	3,561	748,700	11,530	Feb 21 04:35 PM
Clay Catherine R	EVP, GLOBAL DERIVATIVES	Feb 19 '25	Option Exercise	210.25	2,595	545,599	6,177	Feb 21 04:34 PM
Wilkinson Allen	SVP, CHIEF ACCOUNTING OFFICER	Feb 19 '25	Option Exercise	210.25	744	156,426	599	Feb 21 04:33 PM
Sexton John P	EVP, GC AND CORP SEC	Feb 19 '25	Option Exercise	210.25	2,889	607,412	22,450	Feb 21 04:32 PM
Inzirillo Adam	Officer	Feb 20 '25	Proposed Sale	209.67	200	41,934		Feb 20 02:44 PM
Howson Dave	Officer	Feb 20 '25	Proposed Sale	208.65	5,659	1,180,733		Feb 20 11:11 AM
Howson Dave	EVP, GLOBAL PRESIDENT	Feb 12 '25	Sale	206.01	11,036	2,273,526	8,025	Feb 14 04:33 PM
Clay Catherine R	EVP, GLOBAL DERIVATIVES	Feb 10 '25	Sale	211.85	3,000	635,550	1,328	Feb 12 07:19 PM
Inzirillo Adam	EVP, DATA VANTAGE	Feb 10 '25	Sale	211.66	80	16,933	1,218	Feb 12 04:54 PM
Howson Dave	Officer	Feb 12 '25	Proposed Sale	206.01	11,036	2,273,526		Feb 12 10:42 AM
Inzirillo Adam	Officer	Feb 10 '25	Proposed Sale	211.66	80	16,933		Feb 10 04:09 PM
Clay Catherine R	Officer	Feb 10 '25	Proposed Sale	211.84	3,000	635,535		Feb 10 03:50 PM
Inzirillo Adam	EVP, DATA VANTAGE	Dec 13 '24	Sale	200.43	25	5,011	1,298	Dec 17 04:34 PM
Inzirillo Adam	Officer	Dec 13 '24	Proposed Sale	200.43	25	5,011		Dec 13 04:39 PM
Tomczyk Fredric J	CHIEF EXECUTIVE OFFICER	Oct 12 '24	Option Exercise	206.00	14,817	3,052,302	28,416	Oct 16 04:37 PM
Griebenow Jill	EVP, CFO	Sep 04 '24	Sale	213.33	1,622	346,021	8,844	Sep 06 04:30 PM
Isaacson Christopher A	EVP, COO	Sep 03 '24	Sale	204.89	6,000	1,229,340	39,855	Sep 05 04:30 PM
Griebenow Jill	Officer	Sep 04 '24	Proposed Sale	213.33	1,622	346,021		Sep 04 11:24 AM
Isaacson Christopher A	Officer	Sep 03 '24	Proposed Sale	204.89	6,000	1,229,340		Sep 03 12:25 PM
Wilkinson Allen	SVP, CHIEF ACCOUNTING OFFICER	Aug 26 '24	Sale	213.49	74	15,798	83	Aug 28 04:30 PM
Wilkinson Allen	Officer	Aug 26 '24	Proposed Sale	213.49	74	15,798		Aug 26 04:48 PM
McPeek Jennifer J	Director	Aug 22 '24	Sale	206.11	2,000	412,220	5,109	Aug 26 04:31 PM
McPeek Jennifer J	Director	Aug 22 '24	Proposed Sale	206.10	2,000	412,209		Aug 22 05:47 PM
Wilkinson Allen	SVP, CHIEF ACCOUNTING OFFICER	Aug 19 '24	Option Exercise	204.59	105	21,482	188	Aug 21 04:32 PM
Foley Stephanie	EVP, CHRO	Aug 19 '24	Option Exercise	204.59	356	72,834	954	Aug 21 04:31 PM
Clay Catherine R	EVP, GLOBAL DERIVATIVES	Aug 07 '24	Sale	203.23	600	121,937	4,328	Aug 09 04:30 PM
Clay Catherine R	Officer	Aug 07 '24	Proposed Sale	203.23	600	121,937		Aug 07 04:10 PM
Howson Dave	EVP, GLOBAL PRESIDENT	Aug 02 '24	Sale	192.16	5,073	974,851	7,573	Aug 06 04:30 PM
Howson Dave	Officer	Aug 02 '24	Proposed Sale	192.16	5,073	974,850		Aug 02 05:35 PM
Howson Dave	EVP, GLOBAL PRESIDENT	Jul 25 '24	Sale	188.22	2,392	450,224	12,681	Jul 29 04:36 PM
Howson Dave	EVP, GLOBAL PRESIDENT	Jul 26 '24	Sale	188.14	35	6,585	12,646	Jul 29 04:36 PM
Howson Dave	Officer	Jul 26 '24	Proposed Sale	188.14	35	6,585		Jul 26 04:46 PM

Open in Screener

TW

Tradeweb Markets Inc

Jul 22 • 02:12PM ET

134.67

Dollar change -0.32
Percentage change -0.24	%

Financial • Capital Markets • USA • NASD

TW Tradeweb Markets Inc daily Stock Chart

Peers: MKTX ICE CME NDAQ CBOE MS GS SCHW JPM MSCI

| Held by: VTI VO VXF VUG VOT IWR CGGO USMV QUAL SCHM

Index	-	P/E	55.32	EPS (ttm)	2.43	Insider Own	45.72%	Shs Outstand	116.44M	Perf Week	0.21%
Market Cap	31.84B	Forward P/E	35.33	EPS next Y	3.81	Insider Trans	-0.02%	Shs Float	115.82M	Perf Month	-3.35%
Enterprise Value	31.17B	PEG	4.20	EPS next Q	0.86	Inst Own	56.10%	Short Float	2.22%	Perf Quarter	4.02%
Income	523.31M	P/S	17.43	EPS this Y	17.72%	Inst Trans	1.40%	Short Ratio	2.27	Perf Half Y	4.38%
Sales	1.83B	P/B	4.84	EPS next Y	10.89%	ROA	7.09%	Short Interest	2.58M	Perf YTD	2.86%
Book/sh	27.83	P/C	24.35	EPS next 5Y	13.16%	ROE	9.14%	52W High	152.65 -11.78%	Perf Year	23.55%
Cash/sh	5.53	P/FCF	36.02	EPS past 3/5Y	28.67% 34.23%	ROIC	8.76%	52W Low	104.21 29.23%	Perf 3Y	96.77%
Dividend Est.	0.48 (0.36%)	EV/EBITDA	31.01	Sales past 3/5Y	17.04% 17.35%	Gross Margin	87.23%	Volatility	1.90% 2.61%	Perf 5Y	147.51%
Dividend TTM	0.44 (0.33%)	EV/Sales	17.06	EPS Y/Y TTM	29.26%	Oper. Margin	42.25%	ATR (14)	3.28	Perf 10Y	-
Dividend Ex-Date	Jun 02, 2025	Quick Ratio	4.81	Sales Y/Y TTM	28.86%	Profit Margin	28.65%	RSI (14)	42.54	Recom	1.62
Dividend Gr. 3/5Y	7.72% 10.76%	Current Ratio	4.81	EPS Q/Q	17.49%	SMA20	-2.76%	Beta	0.87	Target Price	155.60
Payout	17.16%	Debt/Eq	0.01	Sales Q/Q	24.69%	SMA50	-4.06%	Rel Volume	0.41	Prev Close	134.99
Employees	1412	LT Debt/Eq	0.01	Earnings	Jul 30 BMO	SMA200	-0.21%	Avg Volume	1.14M	Price	134.67
IPO	Apr 04, 2019	Option/Short	Yes / Yes	EPS/Sales Surpr.	0.51% -0.46%	Trades		Volume	340,301	Change	-0.24%

Date	Action	Analyst	Rating Change	Price Target Change
Apr-08-25	Downgrade	Morgan Stanley	Overweight → Equal-Weight	$148
Dec-20-24	Upgrade	Keefe Bruyette	Mkt Perform → Outperform	$143 → $150
Sep-26-24	Initiated	TD Cowen	Buy	$139
Apr-09-24	Initiated	William Blair	Outperform
Jun-28-23	Initiated	Barclays	Overweight	$89
Dec-07-22	Upgrade	Raymond James	Mkt Perform → Outperform	$74
Oct-12-22	Initiated	Citigroup	Buy	$67
Aug-17-22	Initiated	Rosenblatt	Buy	$91
Feb-15-22	Initiated	Credit Suisse	Outperform	$104
Dec-16-21	Resumed	BofA Securities	Buy	$117
Jun-25-21	Resumed	Credit Suisse	Outperform	$86
Mar-31-21	Initiated	Redburn	Buy
Feb-22-21	Upgrade	Goldman	Neutral → Buy	$71 → $85
Jan-13-21	Upgrade	Compass Point	Neutral → Buy	$72
Sep-14-20	Upgrade	Rosenblatt	Neutral → Buy	$60
Sep-11-20	Initiated	Loop Capital	Hold
Jun-22-20	Downgrade	Goldman	Buy → Neutral	$67 → $66
Dec-16-19	Upgrade	Credit Suisse	Neutral → Outperform	$51 → $54
Nov-20-19	Upgrade	Goldman	Neutral → Buy	$52 → $53
Oct-21-19	Upgrade	UBS	Neutral → Buy	$47 → $49

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04:58AM	Eurozone Bond Yields Edge Higher (The Wall Street Journal)
Jul-17-25 06:45AM	Dollar Needs More Help from U.S. Economy to Recover (The Wall Street Journal)
Jul-16-25 08:35AM	Morgan Stanley (MS) Tops Q2 Earnings and Revenue Estimates (Zacks)
07:01AM	U.S. Treasury Yields to Stay Elevated, Risk Rising Further (The Wall Street Journal)
Jul-15-25 08:17AM	Higher Trading Activity to Support Interactive Brokers' Q2 Earnings (Zacks)
03:14AM	U.S. Treasury Yields Edge Up Ahead of CPI Data (Barrons.com)
Jul-14-25 06:36AM	U.S. 10-Year Treasury Yield Trades Unchanged, Market Awaits CPI Data (The Wall Street Journal)
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02:28AM	German 10-Year Bund Yield Drops, Bond Market Ignores Tariff Threat for Now (The Wall Street Journal)
Jul-11-25 01:08PM	Tariff Threats Weigh on Treasurys, Boosting Yields (The Wall Street Journal)
05:41AM	German 10-Year Bund Yield Has Limited Scope to Fall (The Wall Street Journal)
04:51AM	Heavy Long-End Bond Issuance Still Weighs on JGBs (The Wall Street Journal)
02:44AM	U.S. 30-Year Treasury Auction Went Well (The Wall Street Journal)
Jul-10-25 03:01AM	Treasury Yields Stabilize After FOMC Minutes Triggered Falls (Barrons.com)
02:37AM	Eurozone Bond Yields Edge Lower (The Wall Street Journal)
Jul-09-25 09:16AM	Global banks predicted to get 10% trading revenue boost on tariff turmoil (Reuters)
02:30AM	Global Bond Yields Seen Drifting Upward (The Wall Street Journal)
Jul-07-25 11:40AM	TIGR vs. TW: Which Stock Should Value Investors Buy Now? (Zacks)
07:30AM	Tradeweb Reports June 2025 Total Trading Volume of $52.0 Trillion and Average Daily Volume of $2.4 Trillion (Business Wire)
05:13AM	Sterling Falls Even as Bond Market Stress Abates (The Wall Street Journal)
02:40AM	German Bund Yields Have Scope to Rise (The Wall Street Journal)
Jul-03-25 10:03AM	IBKR Stock Gains on Higher June DARTs: Should You Buy, Hold, or Sell? (Zacks)
09:00AM	Tradeweb Announces Date for Second Quarter 2025 Financial Results (Business Wire)
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08:00AM	YZi Labs Invests with DRW, Tradeweb, Goldman Sachs, DTCC, Citadel in Digital Asset's Latest Round (PR Newswire)
04:37AM	Sterling Could Track Gilts as U.K. Fiscal Concerns Linger (The Wall Street Journal)
Jul-02-25 04:49AM	U.S. Treasury Yields Move Higher Amid Spending and Tariff Concerns (Barrons.com)
02:37AM	German 10-Year Bund Holds Well Ahead of Launch of New Benchmark (The Wall Street Journal)
Jul-01-25 09:18AM	Treasury Yields Fall Ahead of Labor Data (The Wall Street Journal) -5.86%
05:30AM	U.S. 10-Year Treasury Yield Falls to Two-Month Low (The Wall Street Journal)
04:42AM	U.S. 10-Year Treasury Yield Falls to 2-Month Low (Barrons.com)
02:41AM	Eurozone Bond Yields Fall Ahead of Flash Estimate Inflation Data (The Wall Street Journal)
Jun-30-25 07:37AM	U.S. Treasury Yields Drop as Economic Outlook Softens (Barrons.com)
06:27AM	U.S. Treasury Yields Drop as Economic Outlook Soften (The Wall Street Journal)
Jun-27-25 06:57AM	LBBW Cuts German 10-Year Bund Yield Forecasts (The Wall Street Journal)
02:30AM	Risk Backdrop to Help Eurozone Bond Yield Spread Tightening (The Wall Street Journal)
Jun-26-25 08:30AM	Tradeweb Introduces T-bill Trading on ICD Portal (Business Wire)
Jun-24-25 04:30PM	What's Driving Goldman Sachs And Citadel Into Crypto? The $135M Digital Asset Funding Round Explained (Benzinga)
08:28AM	Digital Asset secures $135m to advance blockchain integration (Private Banker International)
04:30AM	Digital Asset, Builder of Privacy-Focused Blockchain Canton, Raises $135M (CoinDesk)
Jun-20-25 11:40AM	ADRNY vs. CLX: Which Stock Is the Better Value Option? (Zacks)
11:40AM	SGIOY or ZTS: Which Is the Better Value Stock Right Now? (Zacks)
11:40AM	HMY or FNV: Which Is the Better Value Stock Right Now? (Zacks)
11:40AM	GOOS vs. IDEXY: Which Stock Is the Better Value Option? (Zacks)
11:40AM	TIGR or TW: Which Is the Better Value Stock Right Now? (Zacks)
11:40AM	NNGRY vs. BWIN: Which Stock Is the Better Value Option? (Zacks)
11:40AM	FTRE vs. ILMN: Which Stock Should Value Investors Buy Now? (Zacks)
02:57AM	Citi Switches to Eurozone Periphery Overweight From Bunds Overweight (The Wall Street Journal)
Jun-18-25 06:07AM	Eurozone, U.S. Bond Yields Edge Lower Ahead of Fed Decision (The Wall Street Journal)
Jun-12-25 10:59AM	HOOD's May 2025 DARTs Rise Y/Y: Is Product Expansion a Catalyst? (Zacks)
Jun-07-25 10:15AM	Robinhood continues rally ahead of S&P 500 rebalance (TipRanks)
Jun-06-25 04:09PM	Robinhood Extends Rally as Speculation Over S&P 500 Inclusion Grows (Bloomberg)
Jun-05-25 07:30AM	Tradeweb Reports May 2025 Total Trading Volume of $55.4 Trillion and Average Daily Volume of $2.5 Trillion (Business Wire)
May-30-25 08:00AM	Tradeweb Appoints Sherry Marcus as Head of AI (Business Wire)
May-26-25 09:14AM	Strong Volume Trends Lifted Tradeweb Markets (TW) in Q1 (Insider Monkey)
May-20-25 03:00PM	Tradeweb to Participate in Piper Sandler Global Exchange & Trading Conference (Business Wire)
08:54AM	Wall Street Cuts Virtu Financial's Outlook: How to Play the Stock? (Zacks)
May-17-25 01:30AM	Tradeweb Is Looking to Come to a Bond Market Near You (Barrons.com)
May-12-25 06:20AM	Should You Invest in the SPDR S&P Capital Markets ETF (KCE)? (Zacks)
May-07-25 04:13PM	Hartford MidCap Fund Q1 2025 Commentary (Seeking Alpha)
11:40AM	BGC or TW: Which Is the Better Value Stock Right Now? (Zacks)
11:27AM	IBKR Stock Gains on Higher April DARTs: Should You Buy, Hold, or Sell? (Zacks)
May-06-25 07:30AM	Tradeweb Reports April 2025 Total Trading Volume of $57.8 Trillion and Average Daily Volume of $2.7 Trillion (Business Wire)
May-05-25 09:32AM	Tradeweb Markets: Betting On Market Volatility And Margins, While Leverage Risk Is Low (Seeking Alpha)
May-04-25 04:50PM	Franklin U.S. Focused Growth SMA Q1 2025 Commentary (Seeking Alpha)
May-01-25 03:11AM	Tradeweb Markets Inc (TW) Q1 2025 Earnings Call Highlights: Record Revenue Growth and Strategic ... (GuruFocus.com)
01:05AM	Q1 2025 Tradeweb Markets Inc Earnings Call (Thomson Reuters StreetEvents)
Apr-30-25 11:27AM	Analyst Report: Tradeweb Markets Inc. (Morningstar Research)
11:26AM	Tradeweb Markets Inc. (TW) Q1 2025 Earnings Call Transcript (Seeking Alpha)
10:00AM	Tradeweb (TW) Q1 Earnings: How Key Metrics Compare to Wall Street Estimates (Zacks)
08:20AM	Tradeweb Markets (TW) Q1 Earnings and Revenues Top Estimates (Zacks)
07:17AM	Tradeweb: Q1 Earnings Snapshot (Associated Press Finance)
07:00AM	Tradeweb Reports First Quarter 2025 Financial Results (Business Wire)
Apr-29-25 09:15AM	Insights Into Tradeweb (TW) Q1: Wall Street Projections for Key Metrics (Zacks)
07:08AM	KKR & Co. Gears Up to Report Q1 Earnings: What's in the Cards? (Zacks)
07:07AM	Barclays Set to Report Q1 Earnings: Here's What You Should Know (Zacks)
Apr-23-25 10:01AM	Tradeweb Markets (TW) Earnings Expected to Grow: Should You Buy? (Zacks)
Apr-21-25 11:40AM	BGC or TW: Which Is the Better Value Stock Right Now? (Zacks)
Apr-17-25 08:49AM	Schwab's Q1 Earnings and Revenues Beat Estimates, Stock Gains (Zacks)
Apr-16-25 07:14AM	IBKR Tanks on Q1 Earnings Miss, Announces Dividend Hike & Stock Split (Zacks)
Apr-14-25 08:58AM	Is Interactive Brokers Stock a Buy Before Q1 Earnings Release? (Zacks)
Apr-10-25 10:55AM	Robinhood Markets (HOOD) Moves 23.5% Higher: Will This Strength Last? (Zacks)
Apr-09-25 01:00PM	Tradeweb Announces Date for First Quarter 2025 Financial Results (Business Wire)
08:27AM	Is Tradeweb (TW) Poised for Continued Success? (Insider Monkey)
Apr-08-25 03:00AM	Tradeweb Launches Portfolio Trading for European Government Bonds (Business Wire)
Apr-04-25 07:10PM	Analyst Report: Tradeweb Markets Inc. (Morningstar Research) -12.36%
07:30AM	Tradeweb Reports Record March 2025 Total Trading Volume of $59.6 Trillion and Record Average Daily Volume of $2.71 Trillion (Business Wire)
Apr-03-25 11:40AM	BGC vs. TW: Which Stock Is the Better Value Option? (Zacks)
10:15AM	IBKR Stock Jumps 57% in a Year: 4 Reasons Why You Should Buy It (Zacks)
09:45AM	Tradeweb Markets price target raised to $212 from $197 at BofA (TipRanks)
Apr-02-25 08:54AM	BGC Group Wraps Up OTC Global Buyout: Should You Buy BGC Stock Now? (Zacks)
Mar-31-25 07:00PM	Analyst Report: Tradeweb Markets Inc. (Morningstar Research)
Mar-30-25 10:00AM	Comprehensive Q1 Review Of My Stock Picks + Ratings Updates (Seeking Alpha)
Mar-24-25 09:30AM	BlackRock Mid-Cap Growth Equity Fund Q4 2024 Commentary (SeekingAlpha)

Tradeweb Markets, Inc. engages in the operation of electronic marketplaces for the trading of products across the rates, credit, money markets, and equities asset classes. It also provides related pre-trade pricing and post-trade processing services. Its network comprises clients across the institutional, wholesale, and retail client sectors, including global asset managers, hedge funds, insurance companies, central banks, banks and dealers, proprietary trading firms and retail brokerage and financial advisory firms, as well as regional dealers. The company was founded by Lee Olesky in 1996 and is headquartered in New York, NY.

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
BERNS STEVEN	Director	May 14 '25	Sale	141.30	450	63,585	2,393	May 16 04:06 PM
STEVEN BERNS	Director	May 14 '25	Proposed Sale	141.41	450	63,634		May 14 04:29 PM
Furber Sara	Chief Financial Officer	Apr 07 '25	Sale	127.60	1,786	227,894	57,401	Apr 09 04:04 PM
SARA FURBER	Officer	Apr 07 '25	Proposed Sale	130.60	1,786	233,252		Apr 07 04:27 PM
Peterson Justin	Chief Technology Officer	Mar 19 '25	Sale	141.50	4,635	655,859	41,289	Mar 21 04:05 PM
Furber Sara	Chief Financial Officer	Mar 20 '25	Sale	142.83	7,139	1,019,643	61,020	Mar 21 04:05 PM
Bruni Enrico	MD, Co-Head of Global Markets	Mar 19 '25	Sale	141.51	4,669	660,729	87,553	Mar 21 04:05 PM
Bruni Enrico	MD, Co-Head of Global Markets	Mar 20 '25	Sale	142.74	1,624	231,802	85,929	Mar 21 04:05 PM
Zucker Scott	Chief Risk Officer	Mar 19 '25	Sale	141.48	2,314	327,383	21,033	Mar 21 04:04 PM
Friedman Douglas	General Counsel and Secretary	Mar 19 '25	Sale	141.59	3,061	433,414	26,810	Mar 21 04:04 PM
SARA FURBER	Officer	Mar 20 '25	Proposed Sale	142.27	7,139	1,015,666		Mar 20 04:19 PM
ENRICO BRUNI	Officer	Mar 19 '25	Proposed Sale	140.43	6,293	883,726		Mar 19 04:34 PM
DOUGLAS FRIEDMAN	Officer	Mar 19 '25	Proposed Sale	140.43	3,061	429,856		Mar 19 04:25 PM
SCOTT ZUCKER	Officer	Mar 19 '25	Proposed Sale	140.43	2,314	324,955		Mar 19 04:25 PM
JUSTIN PETERSON	Officer	Mar 19 '25	Proposed Sale	140.43	4,635	650,893		Mar 19 04:21 PM
Zucker Scott	Chief Risk Officer	Jan 06 '25	Sale	132.38	3,654	483,699	23,048	Jan 08 04:08 PM
Furber Sara	Chief Financial Officer	Jan 06 '25	Sale	132.39	9,826	1,300,819	65,683	Jan 08 04:08 PM
Hult William	Chief Executive Officer	Jan 06 '25	Sale	132.38	15,163	2,007,328	158,016	Jan 08 04:08 PM
Friedman Douglas	General Counsel and Secretary	Jan 06 '25	Sale	132.36	4,274	565,719	29,425	Jan 08 04:08 PM
Peterson Justin	Chief Technology Officer	Jan 06 '25	Sale	132.38	6,669	882,810	44,890	Jan 08 04:08 PM
WILLIAM HULT	Director	Jan 06 '25	Proposed Sale	134.43	15,163	2,038,362		Jan 06 04:28 PM
SCOTT ZUCKER	Officer	Jan 06 '25	Proposed Sale	134.43	3,654	491,207		Jan 06 04:27 PM
JUSTIN PETERSON	Officer	Jan 06 '25	Proposed Sale	134.43	6,669	896,514		Jan 06 04:27 PM
SARA FURBER	Officer	Jan 06 '25	Proposed Sale	134.43	9,826	1,320,909		Jan 06 04:27 PM
DOUGLAS L FRIEDMAN	Officer	Jan 06 '25	Proposed Sale	134.43	4,274	574,554		Jan 06 04:22 PM
Hult William	Chief Executive Officer	Nov 06 '24	Sale	127.60	38,377	4,897,043	190,599	Nov 08 04:07 PM
BERNS STEVEN	Director	Nov 06 '24	Sale	133.00	731	97,223	2,843	Nov 08 04:06 PM
STEVEN BERNS	Director	Nov 06 '24	Proposed Sale	129.03	731	94,321		Nov 06 04:59 PM
WILLIAM HULT	Director	Nov 06 '24	Proposed Sale	129.03	38,377	4,951,784		Nov 06 04:56 PM
Dixon Troy	Director	Aug 08 '24	Sale	113.64	2,486	282,511	1,323	Aug 12 04:19 PM
Yared Rana	Director	Aug 06 '24	Sale	110.08	1,627	179,108	1,323	Aug 08 04:07 PM
TROY DIXON	Director	Aug 08 '24	Proposed Sale	113.64	2,486	282,511		Aug 08 04:01 PM
RANA YARED	Director	Aug 06 '24	Proposed Sale	110.09	1,627	179,108		Aug 06 04:25 PM

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