SNEX StoneX Group Inc.
Price Chart
Executive Summary
A cluster of five StoneX insiders sold a total of ~$5.2M in open-market shares over the week following the company's record fiscal Q2 2026 earnings release (net operating revenues +70% YoY, net income +143% YoY). The largest sale ($4.05M) came from Mark Maurer, who simultaneously exercised options at $13.34 — a routine post-vesting diversification pattern. The total sales represent ~0.06% of SNEX's $8.7B market cap, well below the 0.1% materiality threshold. Despite the cluster, the dollar value is trivial relative to company size, and the sales are consistent with post-earnings blackout-window opening and option exercise-related liquidity.
Key Financial Metrics
Actionable Insight
The insider cluster is routine post-earnings liquidity selling — no bearish signal. The record Q2 results (70% revenue growth, 143% net income growth, 26.5% ROE) and strong analyst consensus (88% bullish) dominate the narrative. Monitor for any insider buying in the next 30 days, which would be a stronger signal than these sales. The R.J. OBrien integration synergy target remains on track.
Key Facts
- Five insiders sold ~$5.21M in open-market shares over 8 days (May 8–15, 2026).
- Total sales = ~0.06% of SNEX's $8.7B market cap — below the 0.1% materiality threshold.
- Largest seller Mark Maurer exercised 46,260 options at $13.34 and sold 34,862 shares at ~$116.29 — a typical post-vesting cash-out.
- The cluster follows a record earnings report: net operating revenues $829.1M (+70% YoY), net income $174.3M (+143% YoY), diluted EPS $2.07 (+120% YoY).
- All four operating segments posted double-digit income growth: Commercial +151%, Institutional +40%, Self-Directed/Retail +40%, Payments +30%.
- The company completed a 3-for-2 stock split on March 20, 2026 — all share/price data are retroactively adjusted.
- Analyst consensus is 88% bullish (7 Buy, 1 Hold).
Financial Impact
Insider sales of ~$5.21M represent ~0.06% of market cap — immaterial. No financial impact from the cluster itself.
Risk Factors
- Insider selling could accelerate if the stock continues to rally — watch for larger sales from C-suite executives.
- The Self-Directed/Retail segment showed a 6% revenue decline in H1 FY2026 vs. H1 FY2025 — a potential headwind if sustained.
- Bad debts, net of recoveries spiked to $12.4M in Q2 vs. $0.1M a year ago — worth monitoring in the 10-Q.
Market Snapshot
Documents Analyzed
This report is based on 1 SEC document filed with EDGAR.
| Document | Accession Number |
|---|---|
| CLUSTER Data (Synthetic) | cluster-SNEX-1779135785120 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
|
May 21, 2026
25d ago
|
Insider Cluster
| $112.42 $113.35 | ▼ −0.83% | ▲ +1.02% | $130.69 (−16.25%) |
|
May 19, 2026
26d ago
|
Insider Cluster
| $112.92 $112.11 | ▼ −0.72% | ▼ −2.52% | $130.69 (+15.74%) |
|
May 18, 2026
27d ago
|
Insider Cluster
| $109.37 $112.40 | ▲ +2.77% | ▲ +0.47% | $130.69 (+19.49%) |
|
May 15, 2026
4w ago
|
Insider Cluster
| $110.80 $113.91 | ▲ +2.81% | ▲ +1.19% | $130.69 (+17.95%) |
|
May 5, 2026
5w ago
|
Insider Cluster
| $108.06 $116.81 | ▲ +8.10% | ▲ +6.11% | $130.69 (+20.94%) |
|
May 5, 2026
5w ago
|
Insider Cluster
| $108.06 $121.84 | ▲ +12.75% | ▲ +10.77% | $130.69 (+20.94%) |
|
Apr 23, 2026
7w ago
|
Press Release
| $104.90 $103.65 | ▼ −1.19% | ▼ −2.67% | $130.69 (+24.59%) |
|
Apr 16, 2026
8w ago
|
ANALYST-UPGRADE
| $104.32 $104.90 | ▲ +0.56% | ▼ −0.43% | $130.69 (+25.28%) |
|
Apr 10, 2026
9w ago
|
Insider Cluster
| $92.90 $106.03 | ▼ −14.13% | ▼ −9.63% | $130.69 (−40.68%) |
|
Mar 31, 2026
10w ago
|
Press Release
| $80.65 $91.62 | ▲ +13.60% | ▲ +9.66% | $130.69 (+62.05%) |
US Market Status
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