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StoneX posts record growth as analysts keep a Buy rating
StoneX said fiscal third-quarter net operating revenues rose 47% year over year to $719.7 million, while net income more than doubled to $127.9 million.
StoneX Group reported a sharp rise in earnings alongside record growth, even as its stock slipped after hitting record highs, and analysts continue to rate the shares a Buy. MarketBeat Ratings highlights the New York-based financial services firm, which spans commodities and currencies, securities, and digital assets.
For the fiscal third quarter, StoneX posted net operating revenues of $719.7 million, up 47% year over year, while net income more than doubled to $127.9 million. Diluted earnings per share reached $1, up 85% from a year earlier, and return on equity was 18.4%, above the company’s 15% long-term target.
The company also pointed to segment performance, with its Commercial unit leading results. Commercial revenue jumped 97%, while the Institutional segment grew 40% on record securities trading volumes tied to its acquisition of the R.J. O’Brien business, while Self-Directed/Retail revenue fell 13% as retail trading activity cooled.
Looking at the first nine months of fiscal 2026, StoneX said net income doubled to $441.2 million and diluted EPS rose 82% to $3.49. MarketBeat Ratings also notes that StoneX completed a roughly $900 million purchase of R.J. O’Brien & Associates on July 31, 2025, and the article says analysts are calling for more than 60% upside over the next 12 months.