Index S&P 500  
P/E 16.80  
EPS (ttm) 9.74  
Insider Own 23.59%  
Shs Outstand 1.59B  
Perf Week -1.43%  
 
Market Cap 261.24B  
Forward P/E 15.58  
EPS next Y 10.51  
Insider Trans -0.07%  
Shs Float 1.22B  
Perf Month 3.85%  
 
Enterprise Value -  
PEG 1.27  
EPS next Q 2.38  
Inst Own 62.11%  
Short Float 1.24%  
Perf Quarter 16.51%  
 
Income 15.56B  
P/S 2.31  
EPS this Y 23.75%  
Inst Trans -0.47%  
Short Ratio 2.86  
Perf Half Y 36.83%  
 
Sales 113.07B  
P/B 2.60  
EPS next Y 6.78%  
ROA 1.23%  
Short Interest 15.10M  
Perf YTD 30.17%  
 
Book/sh 62.99  
P/C -  
EPS next 5Y 13.23%  
ROE 15.15%  
52W High 167.13 -2.08%   
Perf Year 38.78%  
 
Cash/sh -  
P/FCF 13.04  
EPS past 3/5Y -0.35%  8.89% 
ROIC 3.59%  
52W Low 94.33 73.49%   
Perf 3Y 102.81%  
 
Dividend Est. 3.86 (2.36%)  
EV/EBITDA -  
Sales past 3/5Y 20.48% 14.75%  
Gross Margin -  
Volatility 1.76% 2.17%  
Perf 5Y 236.80%  
 
Dividend TTM 3.85 (2.35%)  
EV/Sales -  
EPS Y/Y TTM 48.18%  
Oper. Margin 15.25%  
ATR (14) 3.55  
Perf 10Y 402.76%  
 
Dividend Ex-Date Oct 31, 2025  
Quick Ratio -  
Sales Y/Y TTM 7.20%  
Profit Margin 13.76%  
RSI (14) 57.63  
Recom 2.41  
 
Dividend Gr. 3/5Y 19.13%  22.25%  
Current Ratio 1.49  
EPS Q/Q 48.79%  
SMA20 2.21%  
Beta 1.22  
Target Price 173.05  
 
Payout 44.68%  
Debt/Eq 3.18  
Sales Q/Q 13.80%  
SMA50 4.26%  
Rel Volume 0.89  
Prev Close 164.00  
 
Employees 80000  
LT Debt/Eq 2.95  
Earnings Oct 15 BMO  
SMA200 19.65%  
Avg Volume 5.27M  
Price 163.65  
 
IPO Mar 21, 1986  
Option/Short Yes / Yes  
EPS/Sales Surpr. 33.23%  9.20%  
Trades 
     
  
Volume 4,719,316  
Change -0.21%  
 
 
 
 
 
 
                
                    Date 
                    Action 
                    Analyst 
                    Rating Change 
                    Price Target Change 
                 
             Oct-03-25 Initiated  
BMO Capital Markets 
Outperform 
$180 
 
Jul-09-25 Upgrade  
Keefe Bruyette 
Mkt Perform → Outperform 
$160 
 
Nov-26-24 Downgrade  
HSBC Securities 
Buy → Hold 
 
 
Nov-15-24 Upgrade  
Wells Fargo 
Underweight → Equal Weight 
$142 
 
Oct-04-24 Upgrade  
HSBC Securities 
Hold → Buy 
$118 
 
Sep-11-24 Downgrade  
Goldman 
Buy → Neutral 
 
 
Aug-02-24 Downgrade  
Wells Fargo 
Equal Weight → Underweight 
$99 → $95 
 
Jul-17-24 Downgrade  
Oppenheimer 
Outperform → Perform 
 
 
Jan-17-24 Downgrade  
Keefe Bruyette 
Outperform → Mkt Perform 
$102 → $91 
 
Jan-17-24 Downgrade  
JP Morgan 
Overweight → Neutral 
$94 → $87 
 
Jan-09-24 Downgrade  
HSBC Securities 
Buy → Hold 
$96 
 
Nov-28-23 Downgrade  
Societe Generale 
Buy → Hold 
 
 
Nov-20-23 Downgrade  
Exane BNP Paribas 
Outperform → Neutral 
$85 
 
Oct-23-23 Downgrade  
Odeon 
Buy → Hold 
$79.15 
 
Oct-20-23 Upgrade  
Wolfe Research 
Underperform → Peer Perform 
 
 
Oct-11-23 Downgrade  
UBS 
Buy → Neutral 
$110 → $84 
 
Sep-07-23 Initiated  
HSBC Securities 
Buy 
$99 
 
Jul-12-23 Upgrade  
Odeon 
Hold → Buy 
$94 
 
Jan-18-23 Downgrade  
Citigroup 
Buy → Neutral 
$100 
 
Jan-10-23 Upgrade  
Odeon 
Sell → Hold 
$88.75 
 
 
 
    
        
            
     
 
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                    (Private Banker International) 
   
    
        
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            Oct-29-25 02:48PM
         
        
              
    
        
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            Oct-25-25 10:34AM
         
        
              
    
        
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            Oct-23-25 10:48AM
         
        
              
    
        
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                    (Retail Banker International) 
   
    
        
            Oct-22-25 06:45PM
         
        
              
    
        
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            Oct-20-25 10:58AM
         
        
              
    
        
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            Oct-18-25 01:22PM
         
        
              
    
        
            Oct-17-25 06:31PM
         
        
            
                
                
                    (The Wall Street Journal) 
   
    
        
            05:25PM
         
        
            
                
                
                    (The Wall Street Journal) 
   
    
        
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                    (Investor's Business Daily) 
   
    
        
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            Oct-16-25 01:03PM
         
        
              
    
        
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                    (Investor's Business Daily) 
   
    
        
            04:30PM
         
        
            
                
                
                    (The Wall Street Journal) 
   
    
        
            04:30PM
         
        
            
                
                
                    (The Wall Street Journal) 
   
    
        
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            01:58PM
         
        
            
                
                
                    (Investor's Business Daily) 
   
    
        
            01:34PM
         
        
              
    
        
            12:57PM
         
        
            
                
                
                    (The Wall Street Journal) 
   
    
        
            12:52PM
         
        
            
                
                
                    (Investor's Business Daily) 
   
    
        
            12:48PM
         
        
            
                
                
                    (The Wall Street Journal) 
   
    
        
            12:34PM
         
        
            
                
                
                    (The Wall Street Journal) 
   
    
        
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Provides diversified financial services including brokerage, investment management and venture capital services
 
 
 
 
 
 
            
                
                
              
        
Insider Trading 
Relationship 
Date 
Transaction 
Cost 
#Shares 
Value ($) 
#Shares Total 
SEC Form 4 
 
 
PICK EDWARD Chairman and CEO Oct 31 '25 Sale 164.34 100,000 16,434,440 574,986 Oct 31 04:42 PM EDWARD PICK Affiliate Oct 31 '25 Proposed Sale 164.34 100,000 16,434,440 Oct 31 04:39 PM MORGAN STANLEY SMITH BARNEY LL Indirectly controlled by the i Oct 17 '25 Proposed Sale 159.84 3,320 530,653 Oct 17 04:23 PM YESHAYA SHARON Chief Financial Officer Jul 17 '25 Sale 139.81 25,583 3,576,706 0 Jul 18 04:13 PM SMITH CHARLES A Chief Risk Officer Jul 17 '25 Sale 140.30 20,000 2,805,918 119,239 Jul 18 04:12 PM SIMKOWITZ DANIEL A Co-President Jul 17 '25 Sale 141.13 29,000 4,092,628 399,105 Jul 18 04:11 PM SAPERSTEIN ANDREW M Co-President Jul 17 '25 Sale 140.97 43,566 6,141,714 0 Jul 18 04:10 PM MORGAN STANLEY SMITH BARNEY LL Indirectly controlled by the i Jul 18 '25 Proposed Sale 140.76 3,370 474,368 Jul 18 04:09 PM Pizzi Michael A. Head Technology & Operations Jul 17 '25 Sale 140.62 18,000 2,531,077 136,407 Jul 18 04:08 PM GROSSMAN ERIC F Chief Legal/Admin Officer Jul 17 '25 Sale 141.12 12,000 1,693,400 186,420 Jul 18 04:07 PM DANIEL A. SIMKOWITZ &MARI NAKA Affiliate Jul 17 '25 Proposed Sale 141.13 29,000 4,092,628 Jul 17 04:37 PM ANDREW MICHAEL SAPERSTEIN 2025 Affiliate Jul 17 '25 Proposed Sale 140.97 43,566 6,141,712 Jul 17 04:34 PM ERIC F GROSSMAN Affiliate Jul 17 '25 Proposed Sale 141.11 12,000 1,693,344 Jul 17 04:30 PM MICHAEL A. PIZZI REVOCABLE TRU Affiliate Jul 17 '25 Proposed Sale 140.62 18,000 2,531,077 Jul 17 04:22 PM VJN LLC Affiliate Jul 17 '25 Proposed Sale 139.81 25,583 3,576,706 Jul 17 04:16 PM CHARLES A. SMITH Affiliate Jul 17 '25 Proposed Sale 140.30 20,000 2,805,918 Jul 17 04:15 PM DANIEL A. SIMKOWITZ Affiliate May 12 '25 Proposed Sale 127.37 29,013 3,695,519 May 12 04:19 PM SIMKOWITZ DANIEL A Co-President May 12 '25 Sale 127.37 29,013 3,695,519 425,854 May 12 04:12 PM Herz Robert H Director May 02 '25 Sale 119.32 800 95,459 96,760 May 02 04:13 PM SAPERSTEIN ANDREW M Co-President May 02 '25 Sale 120.00 40,000 4,799,812 335,765 May 02 04:09 PM ROBERT HERZ Affiliate May 02 '25 Proposed Sale 119.32 800 95,459 May 02 04:05 PM ANDY SAPERSTEIN Affiliate May 02 '25 Proposed Sale 120.00 40,000 4,799,812 May 02 04:02 PM MORGAN STANLEY SMITH BARNEY LL Indirectly controlled by the i Apr 16 '25 Proposed Sale 108.84 2,960 322,181 Apr 16 04:31 PM GROSSMAN ERIC F Chief Legal/Admin Officer Apr 15 '25 Sale 111.65 10,068 1,124,093 199,274 Apr 16 04:27 PM ERIC F GROSSMAN Affiliate Apr 15 '25 Proposed Sale 111.65 10,068 1,124,092 Apr 15 04:36 PM JAMES P GORMAN Chairman Emeritus Feb 27 '25 Proposed Sale 132.00 50,000 6,600,000 Feb 27 04:45 PM JAMES P GORMAN Chairman Emeritus Feb 24 '25 Proposed Sale 130.00 100,000 13,000,000 Feb 24 04:19 PM CRAWLEY MANDELL Chief Client Officer Jan 22 '25 Sale 138.06 8,312 1,147,555 55,249 Jan 23 04:15 PM GROSSMAN ERIC F Chief Legal/Admin Officer Jan 21 '25 Sale 136.20 13,097 1,783,754 197,444 Jan 23 04:14 PM SIMKOWITZ DANIEL A Co-President Jan 21 '25 Sale 136.61 36,631 5,004,069 423,729 Jan 23 04:12 PM SAPERSTEIN ANDREW M Co-President Jan 21 '25 Sale 136.43 30,820 4,204,676 327,008 Jan 23 04:11 PM Pizzi Michael A. Head Technology & Operations Jan 21 '25 Sale 136.92 18,391 2,518,164 137,788 Jan 23 04:10 PM AKRAM RAJA Deputy Chief Financial Officer Jan 21 '25 Sale 136.01 17,500 2,380,175 81,440 Jan 23 04:10 PM MANDELL L CRAWLEY Affilliate Jan 22 '25 Proposed Sale 138.06 8,312 1,147,555 Jan 22 04:41 PM ANDY SAPERSTEIN Affiliate Jan 21 '25 Proposed Sale 136.43 30,820 4,204,674 Jan 21 04:41 PM ERIC GROSSMAN Affiliate Jan 21 '25 Proposed Sale 136.18 13,097 1,783,549 Jan 21 04:40 PM MICHAEL A. PIZZI REVOCABLE TRU Affiliate Jan 21 '25 Proposed Sale 136.92 18,391 2,518,164 Jan 21 04:38 PM DANIEL A. SIMKOWITZ & MARI NAK Affiliate Jan 21 '25 Proposed Sale 136.61 36,631 5,004,066 Jan 21 04:38 PM MORGAN STANLEY SMITH BARNEY LL Indirectly controlled by the i Jan 21 '25 Proposed Sale 136.95 3,548 485,900 Jan 21 04:18 PM JAMES P GORMAN Chairman Emeritus Jan 17 '25 Proposed Sale 137.66 170,421 23,459,303 Jan 17 04:24 PM JPG 2023 CC GRAT Chairman Emeritus Jan 17 '25 Proposed Sale 135.26 29,579 4,000,885 Jan 17 04:08 PM