Beacon Harbor Wealth Advisors Inc. Acquires New Position in StoneX Group Inc. $SNEX

Beacon Harbor Wealth Advisors Inc. acquired a new stake in StoneX Group Inc. (NASDAQ:SNEX) in the 3rd quarter, HoldingsChannel.com reports. The institutional investor acquired 58,898 shares of the company’s stock, valued at approximately $5,944,000.

Other hedge funds have also added to or reduced their stakes in the company. Hennessy Advisors Inc. raised its stake in shares of StoneX Group by 383.8% during the third quarter. Hennessy Advisors Inc. now owns 542,800 shares of the company’s stock valued at $54,779,000 after acquiring an additional 430,600 shares in the last quarter. American Century Companies Inc. increased its holdings in StoneX Group by 19.8% during the 2nd quarter. American Century Companies Inc. now owns 2,352,849 shares of the company’s stock worth $214,439,000 after purchasing an additional 389,132 shares during the period. Goldentree Asset Management LP bought a new stake in StoneX Group during the 2nd quarter valued at $32,482,000. JPMorgan Chase & Co. raised its position in StoneX Group by 71.9% during the 2nd quarter. JPMorgan Chase & Co. now owns 612,325 shares of the company’s stock valued at $55,807,000 after purchasing an additional 256,081 shares in the last quarter. Finally, Loomis Sayles & Co. L P purchased a new stake in shares of StoneX Group in the 2nd quarter worth $13,813,000. 75.93% of the stock is currently owned by institutional investors.

Key Headlines Impacting StoneX Group

Here are the key news stories impacting StoneX Group this week:

• Positive Sentiment: Jefferies raised its price target and reiterated a buy, lifting Street optimism and supporting the rally. Jefferies Forecast
• Positive Sentiment: Quarterly EPS beat: StoneX reported $2.50 EPS vs. $2.06 expected, a clear upside that typically supports near-term share gains. Press Release
• Positive Sentiment: Institutional buying: several large funds (RBC, Goldman, UBS) have recently increased or initiated positions, which can provide underlying demand and support multiple expansion. MarketBeat Institutional Notes
• Neutral Sentiment: Analyst coverage and valuation pieces are drawing attention to SNEX after multi-period gains; these articles discuss valuation/comps but do not present new company-specific catalysts. Valuation Article
• Neutral Sentiment: Market summaries and consensus ratings: Street consensus remains a moderate buy with an average target near $122; these set expectations but are not new catalysts by themselves. MarketBeat Consensus
• Negative Sentiment: Large revenue miss: revenue was $724M vs. ~$1.24B expected, a significant shortfall that could raise questions about business activity and margin sustainability despite the EPS beat. Q1 Results
• Negative Sentiment: Insider sale: Director John Moore Fowler sold 1,125 shares (~$126.8k), trimming his holding by ~0.98% — a small but visible insider sell that some investors view as a slight negative signal. Insider Sale

StoneX Group Price Performance

Shares of SNEX stock opened at $117.37 on Thursday. StoneX Group Inc. has a 1-year low of $65.00 and a 1-year high of $117.66. The stock’s 50-day moving average is $100.90 and its 200 day moving average is $97.11. The company has a market cap of $6.15 billion, a P/E ratio of 19.92 and a beta of 0.45. The company has a debt-to-equity ratio of 1.56, a current ratio of 1.72 and a quick ratio of 1.35.

StoneX Group (NASDAQ:SNEX) last announced its earnings results on Wednesday, February 4th. The company reported $2.50 EPS for the quarter, topping analysts’ consensus estimates of $2.06 by $0.44. The business had revenue of $724.00 million during the quarter, compared to the consensus estimate of $1.24 billion. StoneX Group had a net margin of 0.23% and a return on equity of 15.27%. Research analysts predict that StoneX Group Inc. will post 8.7 earnings per share for the current fiscal year.

Insider Buying and Selling

In related news, Director John Moore Fowler sold 1,125 shares of the stock in a transaction that occurred on Monday, February 2nd. The shares were sold at an average price of $112.70, for a total transaction of $126,787.50. Following the completion of the sale, the director owned 113,765 shares of the company’s stock, valued at $12,821,315.50. This represents a 0.98% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available at this link. Also, Chairman John Radziwill bought 1,000 shares of the stock in a transaction on Tuesday, December 16th. The stock was purchased at an average price of $97.25 per share, with a total value of $97,250.00. Following the completion of the purchase, the chairman owned 101,596 shares of the company’s stock, valued at $9,880,211. This represents a 0.99% increase in their ownership of the stock. The SEC filing for this purchase provides additional information. Insiders sold a total of 6,979 shares of company stock worth $683,257 in the last 90 days. 11.79% of the stock is owned by corporate insiders.

Analyst Ratings Changes

Several equities analysts have recently commented on the company. Jefferies Financial Group raised their price target on StoneX Group from $99.00 to $122.00 and gave the company a “buy” rating in a research note on Monday. Weiss Ratings reissued a “hold (c+)” rating on shares of StoneX Group in a research report on Monday, December 29th. Two research analysts have rated the stock with a Buy rating and two have issued a Hold rating to the company’s stock. According to MarketBeat, the stock currently has an average rating of “Moderate Buy” and an average target price of $122.00.

StoneX Group Profile

StoneX Group Inc (NASDAQ: SNEX) is a global financial services firm offering execution, risk management, advisory and post-trade solutions across commodities, currencies, securities and digital assets. The company serves commercial businesses, institutional clients and financial intermediaries, providing market access and tailored services designed to help clients manage price risk, optimize working capital and execute complex transactions.

StoneX operates through several core segments.