{"filings":[{"id":667956,"accession_number":"0000913760-26-000034","cik":913760,"company_name":"StoneX Group Inc.","ticker":"SNEX","form_type":"8-K","filed_at":"2026-05-26T20:16:39+00:00","items":["8.01","9.01"],"status":"ready","headline":"StoneX Group announces 3-for-2 stock split; record date July 7, 2026","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Board approved three-for-two split; each stockholder of record gets one additional share for every two owned.","Record date: July 7, 2026; distribution after close on July 17, 2026.","Adjusted trading begins July 20, 2026; cash in lieu of fractional shares based on July 8 opening price.","Split intended to make stock ownership more accessible to employees and investors."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.3,"calibrated_materiality_score":0.3,"market_cap_usd":8907868365.154947,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":99710,"accession_number":"0000913760-26-000029","cik":913760,"company_name":"StoneX Group Inc.","ticker":"SNEX","form_type":"8-K","filed_at":"2026-05-06T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"StoneX posts record Q2 net operating revenue $829M, net income $174M, EPS $2.07","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Diluted EPS $2.07 vs $0.94 YoY; net income $174.3M up 143% from $71.7M.","Net operating revenues $829.1M, up 70% YoY; record quarterly ROE of 26.5%.","Commercial segment operating revenues $537.6M, up 115%; Institutional $868.4M, up 55%.","Adjusted EBITDA $296.9M, up 115% YoY; R.J. O'Brien integration on track.","Three-for-two stock dividend effective March 20, 2026; all per-share amounts retroactively adjusted."],"consensus_eps_estimate":null,"consensus_eps_actual":3.74,"consensus_revenue_estimate":null,"consensus_revenue_actual":84790800000.0,"consensus_period":"2026-Q2","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.9,"calibrated_materiality_score":0.9,"market_cap_usd":8907868365.154947,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":115868,"accession_number":"0000913760-26-000023","cik":913760,"company_name":"StoneX Group Inc.","ticker":"SNEX","form_type":"8-K","filed_at":"2026-03-13T23:59:59+00:00","items":["8.01"],"status":"ready","headline":"FINRA panel awards StoneX net $1.8M liability on BTIG's $842M claim","summary_kind":"llm","event_type":"litigation","confidence":"high","bullets":["FINRA panel awards BTIG $2.9M, offset by StoneX $1.0M counterclaim; net StoneX owes $1.8M.","Panel denies BTIG's requests for punitive damages, injunctive relief, and attorney fees.","Panel finds in favor of StoneX on declaratory relief that it did not tortiously interfere with BTIG contracts.","BTIG originally sought up to $842M in damages; final net award to BTIG is $1.8M."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":8907868365.154947,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":115867,"accession_number":"0000913760-26-000021","cik":913760,"company_name":"StoneX Group Inc.","ticker":"SNEX","form_type":"8-K","filed_at":"2026-03-12T23:59:59+00:00","items":["5.07","7.01","9.01"],"status":"ready","headline":"StoneX Group elects John Radziwill as Chairman, Sean O'Connor as Vice-Chairman after annual meeting","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["All 10 director nominees elected with majority votes; KPMG ratified as auditor for FY2026.","Say-on-pay passed with 38.2M for, 4.4M against, and 5.4M broker non-votes.","John Radziwill elected Chairman; Sean O'Connor elected Executive Vice-Chairman of the board."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.4,"calibrated_materiality_score":0.4,"market_cap_usd":8907868365.154947,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":115866,"accession_number":"0000913760-26-000015","cik":913760,"company_name":"StoneX Group Inc.","ticker":"SNEX","form_type":"8-K","filed_at":"2026-02-04T23:59:59+00:00","items":["2.02","8.01","9.01"],"status":"ready","headline":"StoneX reports record Q1 net operating rev $724.4M (+47% YoY); net income $139.0M; announces 3-for-2 stock split","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net income of $139.0M; diluted EPS of $2.50 (up 48% from $1.69); 22.5% ROE.","Commercial segment operating rev up 82% to $427.4M; Institutional up 60% to $866.0M.","Self-Directed/Retail segment operating rev down 22% to $94.4M; Payments flat at $57.0M.","Board approves 3-for-2 stock split; record date March 10, 2026; distribution March 20; trading on split-adjusted basis March 23.","RJO acquisition contributed 30.9M listed derivative contracts and $5.8B average client equity in quarter."],"consensus_eps_estimate":null,"consensus_eps_actual":2.5,"consensus_revenue_estimate":null,"consensus_revenue_actual":39029900000.0,"consensus_period":"2026-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":8907868365.154947,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":132281,"accession_number":"0000913760-25-000191","cik":913760,"company_name":"StoneX Group Inc.","ticker":"SNEX","form_type":"8-K","filed_at":"2025-11-24T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"StoneX reports record FY2025 net income of $305.9M, up 17%; Q4 EPS $1.57","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Fiscal Q4 net operating revenues of $585.1M (+29% YoY); net income $85.7M (+12% YoY); diluted EPS $1.57.","Full-year net income $305.9M (+17% YoY); diluted EPS $5.89 (+11% YoY); ROE 15.6%.","Acquisitions of R.J. O’Brien and Benchmark Company contributed; acquisition charges reduced EPS ~$0.13 in Q4.","Institutional segment income surged 73% to $133.8M; Commercial segment income up 25% to $111.4M.","Listed derivatives operating revenue up 76% to $207.6M; Securities operating revenue up 26% to $519.4M."],"consensus_eps_estimate":null,"consensus_eps_actual":5.89,"consensus_revenue_estimate":null,"consensus_revenue_actual":132378200000.0,"consensus_period":"2025-FY","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":8907868365.154947,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":148867,"accession_number":"0000950103-25-010988","cik":913760,"company_name":"StoneX Group Inc.","ticker":"SNEX","form_type":"8-K","filed_at":"2025-08-29T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"StoneX registers 3.09M shares for resale by selling stockholders","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Filed prospectus supplement to register up to 3,085,554 shares of common stock for resale by selling stockholders.","Company will not receive any proceeds from the sale of shares by selling stockholders.","Registration covers a significant block of shares relative to outstanding; potential for increased supply."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":8907868365.154947,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":148866,"accession_number":"0000913760-25-000179","cik":913760,"company_name":"StoneX Group Inc.","ticker":"SNEX","form_type":"8-K","filed_at":"2025-08-18T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"StoneX Board authorizes up to 2.25M share repurchase for FY2026","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Board approved repurchase of up to 2.25 million shares of common stock for FY2026.","Program runs from October 1, 2025 to September 30, 2026, via open market or private transactions.","Replaces the prior authorization of up to 1.5 million shares expiring September 30, 2025.","Repurchases subject to market conditions, securities laws, and management discretion."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":8907868365.154947,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":148865,"accession_number":"0000913760-25-000144","cik":913760,"company_name":"StoneX Group Inc.","ticker":"SNEX","form_type":"8-K","filed_at":"2025-08-05T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"StoneX Q3 net income $63.4M (+2% YoY); EPS $1.22; closes R.J. O'Brien deal","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net operating revenues $488.3M, up 4% YoY; net income $63.4M, diluted EPS $1.22.","Institutional segment revenues up 23% to $626.0M; Commercial down 14% to $225.8M.","Closed acquisitions of R.J. O'Brien and The Benchmark Company on July 31, 2025.","R.J. O'Brien generated ~$766M revenue and ~$170M EBITDA in calendar 2024.","Q3 included $8.9M acquisition-related charges ($6.5M bridge loan fees, $2.4M professional fees)."],"consensus_eps_estimate":null,"consensus_eps_actual":4.32,"consensus_revenue_estimate":null,"consensus_revenue_actual":99654800000.0,"consensus_period":"2025-Q3","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":8907868365.154947,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":148864,"accession_number":"0000913760-25-000127","cik":913760,"company_name":"StoneX Group Inc.","ticker":"SNEX","form_type":"8-K","filed_at":"2025-07-31T23:59:59+00:00","items":["2.01","2.03","3.02","7.01","9.01"],"status":"ready","headline":"StoneX completes $611M cash + 3.1M share acquisition of R.J. O'Brien; largest non-bank FCM","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Cash consideration of $610.6M plus 3,085,554 shares of SNEX common stock.","RJO generated $766M revenue and ~$170M EBITDA in 2024; deal expected to be accretive.","Targets $50M annual expense savings and $50M in capital synergies.","Combined entity becomes largest non-bank FCM in U.S.; client float expands by ~$6B.","Transaction partially funded by $625M 6.875% Senior Secured Notes due 2032."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.95,"calibrated_materiality_score":0.95,"market_cap_usd":8907868365.154947,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":148863,"accession_number":"0000913760-25-000123","cik":913760,"company_name":"StoneX Group Inc.","ticker":"SNEX","form_type":"8-K","filed_at":"2025-07-08T23:59:59+00:00","items":["1.01","2.03","9.01"],"status":"ready","headline":"StoneX issues $625M 6.875% senior secured notes due 2032 to fund RTS acquisition","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["$625M aggregate principal of 6.875% Senior Secured Notes due 2032 issued by StoneX Escrow Issuer LLC.","Proceeds held in escrow pending closing of StoneX's acquisition of RTS Investor Corp.","Special mandatory redemption at 100% plus accrued interest if merger not closed by Oct 20, 2025.","Upon merger close, StoneX assumes notes; secured by second-priority liens on assets.","Interest payable semiannually on Jan 15 and Jul 15, starting Jan 15, 2026; maturity Jul 15, 2032."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":8907868365.154947,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":167758,"accession_number":"0000913760-25-000120","cik":913760,"company_name":"StoneX Group Inc.","ticker":"SNEX","form_type":"8-K","filed_at":"2025-06-24T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"StoneX prices $625M 6.875% senior secured notes due 2032 to fund RJO acquisition","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Subsidiary StoneX Escrow Issuer LLC priced $625M of 6.875% senior secured notes due 2032; closing expected July 8, 2025.","Proceeds held in escrow until RJO acquisition closes; then StoneX assumes note obligations.","Upon merger, notes will be secured by second-priority liens on substantially all StoneX assets, subordinated to first-lien debt.","Filed RJO audited FY2024 financials showing revenue $768.6M and net income $100.7M; also unaudited Q1 2025 statements.","Pro forma combined balance sheet as of March 31, 2025 and income statements for FY2024 and interim period included."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":8907868365.154947,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":167757,"accession_number":"0000913760-25-000114","cik":913760,"company_name":"StoneX Group Inc.","ticker":"SNEX","form_type":"8-K","filed_at":"2025-06-23T23:59:59+00:00","items":["7.01","8.01","9.01"],"status":"ready","headline":"StoneX launches $625M senior secured notes offering to fund R.J. O'Brien acquisition","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Offering of $625M senior secured notes due 2032 to fund RJO acquisition.","StoneX Escrow Issuer LLC issues notes; StoneX assumes obligations upon merger close.","Pro forma LTM March 2025 net income $364M, Adj. EBITDA $739M.","Includes $50M expected annual cost synergies from acquisition.","Notes initially secured by escrow; upon close, second-lien on substantially all assets."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":8907868365.154947,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":167756,"accession_number":"0000913760-25-000104","cik":913760,"company_name":"StoneX Group Inc.","ticker":"SNEX","form_type":"8-K","filed_at":"2025-06-04T23:59:59+00:00","items":["1.01","2.03","9.01"],"status":"ready","headline":"StoneX Group upsizes credit facility to $650M, extends maturity to June 2028","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Amended and restated senior secured credit facility increased to $650 million from prior amount.","Maturity extended to June 3, 2028; uncommitted accordion feature raised to $300 million.","Covenant flexibility increased; facility used for working capital needs of StoneX and its subsidiaries.","Bank of America, N.A. remains administrative agent; multiple lenders participate including BMO, Capital One, CIBC."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":8907868365.154947,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":167755,"accession_number":"0000913760-25-000087","cik":913760,"company_name":"StoneX Group Inc.","ticker":"SNEX","form_type":"8-K","filed_at":"2025-05-07T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"StoneX Q2 net income $71.7M (+35% YoY), EPS $1.41 (+29%)","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net operating revenues $487.3M (+15%); ROE 15.7%.","Diluted EPS $1.41 vs $1.09 YoY; net income $71.7M vs $53.1M.","Definitive agreement to acquire R.J. O'Brien ($766M revenue, ~$170M EBITDA in 2024) expected close H2 2025.","Institutional segment income +41%; Self-Directed/Retail -34%.","3-for-2 stock split effective March 21, 2025; shares retroactively adjusted."],"consensus_eps_estimate":0.9442,"consensus_eps_actual":3.1,"consensus_revenue_estimate":null,"consensus_revenue_actual":64826000000.0,"consensus_period":"2025-Q2","consensus_source":"xbrl+finnhub","sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":8907868365.154947,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":167754,"accession_number":"0000913760-25-000063","cik":913760,"company_name":"StoneX Group Inc.","ticker":"SNEX","form_type":"8-K","filed_at":"2025-04-14T23:59:59+00:00","items":["1.01","3.02","7.01","9.01"],"status":"ready","headline":"StoneX acquires R.J. O'Brien for ~$900M; adds 75K clients, $170M EBITDA","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Total equity value ~$900M ($625M cash + ~3.5M SNEX shares); StoneX assumes up to $143M of RJO debt.","RJO 2024 revenue $766M, EBITDA ~$170M; StoneX expects >$50M in expense and capital synergies each.","Adds over 75,000 client accounts and nearly $6B in client float; expands IB network by ~300.","RJO CEO Gerry Corcoran to remain in a senior leadership role with StoneX post-close.","Closing expected H2 2025, subject to regulatory approvals; Bank of America provided committed bridge financing."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":8907868365.154947,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":167753,"accession_number":"0000913760-25-000055","cik":913760,"company_name":"StoneX Group Inc.","ticker":"SNEX","form_type":"8-K","filed_at":"2025-04-03T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"StoneX grants Sean M. O'Connor 300K restricted shares and ROE-based performance shares","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["300,000 restricted shares vest ratably over four years from March 31, 2025 grant date.","Performance shares range 0–337,500 based on average ROE over four years; target 225,000 at 15% ROE.","No performance shares if average ROE below 6%; maximum at 18% ROE or above.","Compensation committee has sole discretion to determine goal achievement and share count.","Grants governed by StoneX Group Inc. 2022 Omnibus Incentive Compensation Plan."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":8907868365.154947,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":185031,"accession_number":"0000913760-25-000051","cik":913760,"company_name":"StoneX Group Inc.","ticker":"SNEX","form_type":"8-K","filed_at":"2025-03-10T23:59:59+00:00","items":["5.07","7.01","9.01"],"status":"ready","headline":"StoneX shareholders approve 3.5M share increase for incentive plan; Radziwill elected Chairman","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Shareholders approved amendment to 2022 Omnibus Incentive Plan, authorizing 3,584,000 shares (increase of 3,469,000 new shares).","John Radziwill elected Chairman of the Board; Sean M. O'Connor elected Executive Vice-Chairman.","All eight director nominees elected; say-on-pay passed with 22.8M votes for (86% of votes cast).","KPMG ratified as auditor for FY2025 with 28.7M votes for."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":8907868365.154947,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":185030,"accession_number":"0000950103-25-001885","cik":913760,"company_name":"StoneX Group Inc.","ticker":"SNEX","form_type":"8-K","filed_at":"2025-02-11T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"StoneX enters employment agreement with Group President Charles Lyon; amends O'Connor's pact","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Charles Lyon's agreement provides annual base salary, annual bonus (70% cash/30% restricted stock with 25% discount), and LTIP eligibility.","Severance: 18 months base salary (24 months if terminated within 12 months of Change of Control), plus 1.5x target bonus (2x if Change of Control).","Non-compete for 1 year post-termination (6 months if terminated without cause within 12 months of Change of Control).","Sean O'Connor's prior agreement amended effective Feb 11, 2025: no longer eligible for annual bonus or LTIP."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.25,"calibrated_materiality_score":0.25,"market_cap_usd":8907868365.154947,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":185029,"accession_number":"0000913760-25-000021","cik":913760,"company_name":"StoneX Group Inc.","ticker":"SNEX","form_type":"8-K","filed_at":"2025-02-05T23:59:59+00:00","items":["2.02","8.01","9.01"],"status":"ready","headline":"StoneX posts record Q1 FY2025 revenue $492.1M, net income $85.1M; announces 3-for-2 stock split","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net income $85.1M (+23% YoY); diluted EPS $2.54 (+19% YoY).","Net operating revenues $492.1M (+17%) led by Securities (+27%) and Physical contracts (+80%).","Three-for-two stock split approved: one extra share per two held, record March 11, split-adjusted trading March 24.","Segment income: Commercial $102.2M, Institutional $78.1M, Self-Directed/Retail $56.9M (+98%), Payments $34.1M.","Return on equity 19.5%; tangible ROE 20.5%."],"consensus_eps_estimate":null,"consensus_eps_actual":2.54,"consensus_revenue_estimate":null,"consensus_revenue_actual":27935300000.0,"consensus_period":"2025-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":8907868365.154947,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":201628,"accession_number":"0000913760-24-000192","cik":913760,"company_name":"StoneX Group Inc.","ticker":"SNEX","form_type":"8-K","filed_at":"2024-12-09T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"StoneX Group announces CEO transition: Sean O'Connor becomes Executive Vice-Chairman, Philip Smith appointed Group CEO","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Sean O'Connor becomes Executive Vice-Chairman with $2M base salary, receives 200,000 restricted shares vesting over 4 years and performance shares tied to ROE.","Philip Smith (former CEO of EMEA) appointed Group CEO, Charles Lyon (CEO of StoneX Financial Inc.) appointed Group President.","Glenn Stevens, Head of Retail and Foreign Exchange, to retire on December 31, 2024, not due to any disagreement.","O'Connor's compensation restructured: no annual cash bonuses; performance share award targets 15% or 18% average ROE over four years.","Smith and Lyon's current compensation remains unchanged; no familial relationships or related party transactions reported."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":8907868365.154947,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":201627,"accession_number":"0000913760-24-000175","cik":913760,"company_name":"StoneX Group Inc.","ticker":"SNEX","form_type":"8-K","filed_at":"2024-11-19T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"StoneX Q4 net income $76.7M, diluted EPS $2.32 (+48% YoY); ROE 18.5%","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net operating revenues $454.8M (+13% YoY); operating revenues $920.1M (+18%).","Institutional segment income up 41% to $77.3M; Securities ADV up 34% to $7.6B.","Fiscal 2024 full year net income $260.8M (+9%); diluted EPS $7.96.","Issued $400M 7.875% Senior Secured Notes due 2031; redeemed 8.625% Notes due 2025."],"consensus_eps_estimate":null,"consensus_eps_actual":7.96,"consensus_revenue_estimate":null,"consensus_revenue_actual":99887800000.0,"consensus_period":"2024-FY","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":8907868365.154947,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":201626,"accession_number":"0000913760-24-000166","cik":913760,"company_name":"StoneX Group Inc.","ticker":"SNEX","form_type":"8-K","filed_at":"2024-11-08T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"StoneX abandons possible offer for CAB Payments Holdings plc","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Announced November 7, 2024 it no longer intends to make an offer for CAB Payments.","CAB Payments disclosed on Oct 10 that it received an unsolicited non-binding proposal from StoneX.","StoneX is bound by Rule 2.8 of the UK Takeover Code for six months, with standard carve-outs.","StoneX reserves right to re-engage if CAB Payments board agrees, third party bids, or material change occurs."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":8907868365.154947,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":201625,"accession_number":"0000913760-24-000156","cik":913760,"company_name":"StoneX Group Inc.","ticker":"SNEX","form_type":"8-K","filed_at":"2024-10-21T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"StoneX makes unsolicited non-binding proposal to acquire CAB Payments Holdings plc","summary_kind":"llm","event_type":"m_and_a","confidence":"medium","bullets":["CAB Payments announced on Oct 10, 2024 it received a non-binding proposal from StoneX for the entire share capital.","The proposal is unsolicited; there is no certainty that a firm offer will be made or on what terms.","StoneX issued a Rule 8 announcement to alert its shareholders of UK Takeover Code disclosure obligations.","CAB Payments entered an offer period on Oct 10, 2024 under the UK Takeover Code.","StoneX retained Perella Weinberg UK Limited as financial adviser for the possible offer."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":8907868365.154947,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":217618,"accession_number":"0000913760-24-000150","cik":913760,"company_name":"StoneX Group Inc.","ticker":"SNEX","form_type":"8-K","filed_at":"2024-09-05T23:59:59+00:00","items":["5.03","7.01","9.01"],"status":"ready","headline":"StoneX Group amends bylaws with advance notice provisions, authorizes up to 1.5M share repurchase for FY2025","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Advance notice rules added for stockholder proposals and director nominations; 2025 annual meeting notices due Oct 30–Nov 29, 2024.","Board authorized repurchase of up to 1.5M common shares from Oct 1, 2024 to Sep 30, 2025, subject to market conditions.","Amendments include exclusive forum for Delaware corporate law claims and federal forum for Securities Act claims.","Proxy card color restricted to white for company use; written consent procedures clarified per DGCL."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.4,"calibrated_materiality_score":0.4,"market_cap_usd":8907868365.154947,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":217617,"accession_number":"0000913760-24-000136","cik":913760,"company_name":"StoneX Group Inc.","ticker":"SNEX","form_type":"8-K","filed_at":"2024-08-06T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"StoneX Q3: record net operating revenues $468.5M, net income down 11% to $61.9M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Operating revenues of $913.7M (+18% YoY); net operating revenues record $468.5M (+7%).","Net income $61.9M (-11% YoY); diluted EPS $1.88 (-13%) on higher share count.","Institutional segment operating revenues $508.9M (+34%), segment income $62.2M (+38%).","Commercial segment operating revenues $262.2M (+4%), segment income $125.7M (+7%); Retail segment income $27.6M (+60%).","Issued 7.875% Senior Secured Notes due 2031 in March; redeemed 8.625% Notes in June with $3.7M loss on extinguishment."],"consensus_eps_estimate":null,"consensus_eps_actual":5.64,"consensus_revenue_estimate":null,"consensus_revenue_actual":68748800000.0,"consensus_period":"2024-Q3","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":8907868365.154947,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":237521,"accession_number":"0000913760-24-000116","cik":913760,"company_name":"StoneX Group Inc.","ticker":"SNEX","form_type":"8-K","filed_at":"2024-06-17T23:59:59+00:00","items":["1.02","9.01"],"status":"ready","headline":"StoneX completes redemption of 8.625% Notes due 2025; funded with $550M 7.875% Notes due 2031","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Redeemed all $550M of 8.625% Senior Secured Notes due 2025 on June 15, 2024.","Redemption price of 100% of principal plus accrued and unpaid interest.","Proceeds from $550M issuance of 7.875% Senior Secured Notes due 2031 were used.","The 8.625% Notes indenture has been satisfied and discharged.","Refinancing reduces interest rate by 0.75% and extends maturity by 6 years."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":8907868365.154947,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":237520,"accession_number":"0000913760-24-000092","cik":913760,"company_name":"StoneX Group Inc.","ticker":"SNEX","form_type":"8-K","filed_at":"2024-05-08T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"StoneX reports fiscal Q2 EPS $1.63, up 25%; net income $53.1M, up 27%","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net income $53.1M, up 27%; diluted EPS $1.63, up 25%; ROE 14.0% vs 13.8%.","Operating revenues $818.2M, up 16%; Institutional +28%, Retail +30% drove growth.","Included $9.1M unrealized losses ($0.20/share) on precious metals derivatives, expected to reverse.","Institutional segment income $61.3M (+10%); Retail segment income $33.2M (+592%).","Interest expense up 45% to $259.2M, mainly from fixed income dealer activities."],"consensus_eps_estimate":null,"consensus_eps_actual":3.76,"consensus_revenue_estimate":null,"consensus_revenue_actual":41679100000.0,"consensus_period":"2024-Q2","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":8907868365.154947,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":237519,"accession_number":"0000913760-24-000078","cik":913760,"company_name":"StoneX Group Inc.","ticker":"SNEX","form_type":"8-K","filed_at":"2024-04-08T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"StoneX Group COO Xuong T. Nguyen to depart July 1; Stuart Davison named successor","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["COO Xuong T. Nguyen departure effective July 1, 2024, by mutual agreement.","Stuart Davison, current Deputy COO, appointed as new COO effective same date.","Davison has been with StoneX since 2012, held roles in Market Risk, Operational Risk, and EMEA Head of Treasury.","Compensation for Davison's new role not yet determined; subject to Compensation Committee approval.","No related-party transactions or familial relationships with directors or executive officers."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":8907868365.154947,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":255064,"accession_number":"0000913760-24-000058","cik":913760,"company_name":"StoneX Group Inc.","ticker":"SNEX","form_type":"8-K","filed_at":"2024-03-04T23:59:59+00:00","items":["5.02","5.07","7.01","9.01"],"status":"ready","headline":"StoneX director Branch retires; Radziwill elected chairman at annual meeting","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Scott J. 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