Daily Coffee Report 2/20/26
Arabica coffee futures ended the week slightly higher, settling above the 285.50 May26 contract level, with total volume traded at 32,936 lots. Certified stocks saw an increase of 9,638 bags, bringing the total to 449,566. The report indicates that traders are now watching for further technical signals to determine if the market will test lower towards 263 or reclaim levels above 292.
China Metals Demand Faces Crucial Test After Lunar New Year Pause
China's metals market is entering a crucial period post-Lunar New Year, with high stock levels for copper, nickel, and tin. Despite record domestic output in most base metals, a weak consumption response could negatively impact prices, especially given China's economic imbalances, including slower GDP growth and declining fixed-asset and property investment. Analysts anticipate a phase of consolidation rather than aggressive expansion for China's economy, leading to a moderate outlook for base metal dynamics.
Daily Coffee Report 2/19/26
The Daily Coffee Report for February 19, 2026, details that Arabica coffee futures hit new lows due to increased certified stocks and a strengthening dollar index, though prices recovered to finish nearly unchanged. There was a significant decline in Mar26 open interest, while total certified stocks saw a slight decrease, offset by a noticeable increase in pending grading. The report also highlights moderate trading volume for the day.
CME Cash Market Summary
The CME Cash Market Summary Outlook 2026 report is now available. This article provides the daily CME spot dairy market price summary from the Dairy Team - Chicago, along with disclaimers regarding the nature of the information as opinions and not individualized investment recommendations. It also highlights StoneX's services, regulatory compliance, and contact information.
Daily Coffee Report 2/18/26
The Daily Coffee Report for February 18, 2026, indicates that the Arabica coffee market experienced book management ahead of First Notice Day. It struggled against a resistance level of 285.50 in the May contract, while the Dollar Index climbed and certified stocks increased. Robusta mirrored Arabica's activity, trading below its 8-day moving average.
StoneX Group (NASDAQ:SNEX) Insider Sells $1,013,760.00 in Stock
StoneX Group (NASDAQ:SNEX) insider Abigail Perkins sold 8,000 shares of the company's stock for over $1 million on February 13th, reducing her ownership by 14.22%. The company also announced a 3-for-2 stock split effective March 23rd, and reported mixed Q4 results with EPS beating estimates but revenue missing. Analysts have generally issued "Buy" ratings with an average price target of $122.
StoneX Group CIO Perkins sells $1m in shares
Abigail H. Perkins, CIO of StoneX Group Inc. (NASDAQ:SNEX), sold 8,000 shares of common stock for over $1 million while also exercising options to acquire an equal number of shares. The transactions occurred as StoneX trades near its 52-week high, having achieved a 56% return in the past year. The company recently reported strong Q1 2026 results, surpassing analyst expectations for both EPS and revenue.
Perspective: Morning Commentary February 18
This morning commentary by StoneX provides an update on the financial markets as of February 18. It covers the positive movement in the Dow Jones Industrials, S&P, and NASDAQ, anticipation for the January Fed minutes, and movements in treasury yields and the U.S. dollar. The article also discusses crude oil prices and the grain market, noting geopolitical risks and concerns over global crop conditions, particularly for wheat and soybeans.
NOPA Soybean Crush Summary - October 2025
This article announces the release of the NOPA Soybean Crush Summary for October 2025, authored by Matt Zeller, a Market Intelligence Analyst. It provides information regarding StoneX Group Inc.'s financial services and disclaimers, indicating the content is for market intelligence purposes rather than individualized financial advice. The article also includes references to related market commentary from February 2026.
Perspective: Morning Commentary February 17
Stock futures and tech stocks are under pressure due to AI disruption worries. Tensions between the U.S. and Iran have led to indirect talks about a nuclear agreement, while Iran plans military exercises in the Strait of Hormuz, a key global trade route. Additionally, clarity on biofuel regulations is awaited to support the U.S. agriculture sector, and traders are focused on the upcoming USDA Outlook Forum, with particular attention on trend yields for corn and soybeans.
How Strong Q1 2025 Revenue and EPS Growth Will Impact StoneX Group (SNEX) Investors
StoneX Group Inc. reported strong first-quarter 2025 results, with revenue increasing to US$39.03 billion and net income rising to US$139.0 million. This performance highlights the company's efficient scaling and improved profitability, reinforcing its investment narrative as an execution story in capital markets. While current valuation and capital allocation remain areas for investor consideration, the robust earnings growth supports confidence in management and the company's long-term track record.
US Markets Lean on Support and Slide Against Global Counterparts - What’s Next?
US markets, including the S&P 500, experienced another volatile week, ending anchored to their technical support levels. This "risk off" pressure on US assets occurs amidst holiday-reduced liquidity, leading to increased uncertainty. The coming week features key data from Japan and crucial earnings reports from major consumer stocks in the US (Walmart) and China (Alibaba), with US economic indicators like Q4 GDP and PCE deflator also in focus.
Earnings Not Telling The Story For StoneX Group Inc. (NASDAQ:SNEX) After Shares Rise 26%
StoneX Group Inc. (NASDAQ:SNEX) has seen its shares rise 26% in the last month, bringing its annual gain to 63%. Despite its current P/E ratio being similar to the market, the company's future earnings growth is projected to be lower than the market average. This disparity suggests that investors might be overlooking the limited growth expectations, which could lead to future disappointment if the P/E ratio adjusts to align with growth forecasts.
Earnings Not Telling The Story For StoneX Group Inc. (NASDAQ:SNEX) After Shares Rise 26%
StoneX Group Inc. (NASDAQ:SNEX) shares have risen 26% in the last month, bringing their annual gain to 63%, pushing its P/E ratio to 19.2x, which is similar to the broader US market. Despite strong historical earnings growth, analysts forecast significantly lower future growth for StoneX Group compared to the market, suggesting that its current P/E ratio might not be justified by its limited growth prospects. Investors appear to be overlooking these growth expectations, potentially setting themselves up for disappointment if the P/E ratio adjusts to align with the analyst outlook.
Meats and livestock commodities: options, futures, OTC
StoneX offers risk management solutions for the meats and livestock industry, including customized OTC products, futures/options trading, and expert advisory services. They assist clients, from producers to retailers, in managing price and business margin volatility across the entire supply chain. The company recently introduced a Shell Egg Contract to hedge against market fluctuations and provides specialized solutions for meat buyers, food service operators, and processors.
CME Cash Market Summary
The article provides the CME Cash Market Summary as of February 13, 2026, including spot dairy market prices. It also features a "Dairy Perspective" morning commentary discussing inflation data, stock futures, the dollar index, Treasury yields, crude oil prices, and the grain and oilseed markets. The content is presented by StoneX, a financial services company offering various market insights and solutions.
Daily Coffee Report 2/13/26
This is the daily coffee report from StoneX for February 13, 2026, provided by the StoneX Coffee Team. The report includes market data for ICE Arabica, ICE Robusta, Brazil Arabica, and various arbitrage and switch figures. It also features economic commentary from Arlan Suderman on inflation data, stock futures, crude oil, and grain markets.
CME Cash Market Summary
The CME Cash Market Summary from StoneX's Dairy Team in Chicago, dated February 13, 2026, provides an overview of dairy market prices. This report is part of StoneX's broader market intelligence, offering expert analysis on various commodities and financial markets. It includes legal disclaimers regarding its informational nature and potential risks associated with trading.
Daily Coffee Report 2/12/26
Coffee futures closed higher on February 12, 2026, with New York Arabica supported by nearby structure and Robusta following a similar pattern in London. The session saw significant book-squaring by commercials following the expiration of March Arabica options and ahead of the index fund roll's completion. Both markets experienced origin selling at higher price points but ultimately held gains.
CME Cash Market Summary
The CME Cash Market Summary from StoneX's Dairy Team in Chicago provides daily insights into the CME spot dairy market prices. This particular report, available for free download, was published on Thursday, February 12, 2026, at 04:45 PM. StoneX offers comprehensive market analysis across various commodities, equities, and currencies to its subscribers.
Insider Sell: Mark Maurer Sells 40,000 Shares of StoneX Group In
Mark Maurer, Chief Risk Officer of StoneX Financial Inc., sold 40,000 shares of StoneX Group Inc. (SNEX) on February 9, 2026. Following the transaction, Maurer now owns 90,331 shares. At the time of the sale, shares were trading at $124.88, indicating the stock is significantly overvalued based on its GF Value.
Daily Coffee Report 2/11/26
The daily coffee report for February 11, 2026, indicates that coffee futures closed higher, with NY leading as March arabica options expired. Despite origin selling, which capped the rally, the index fund roll is concluding, and traders are watching for potential selling pressure at short-term support. Upcoming events include March Robusta options expiry and March Arabica First Notice Day, with the market balancing shrinking Central American coffee availability against Brazilian carryover stocks.
Insider Unloading: Charles M Lyon Sells Options, Realizes $4.77M
Charles M Lyon, President at StoneX Group (NASDAQ: SNEX), exercised stock options for 45,000 shares, resulting in a realized value of $4.77 million. This transaction was disclosed in an SEC Form 4 filing. The article also provides financial insights into StoneX Group, highlighting its revenue growth, debt management, and valuation metrics, while emphasizing the importance of considering insider transactions alongside other investment factors.
StoneX Group (NASDAQ:SNEX) Upgraded to Strong-Buy at Zacks Research
Zacks Research has upgraded StoneX Group (NASDAQ:SNEX) to a "strong-buy" rating, with other analysts maintaining an average "Buy" rating and a target price of $122. The company announced a 3-for-2 stock split, and despite missing revenue estimates, it beat quarterly EPS expectations. Insider selling has occurred, but institutional investors have increased their stakes in the company.
Insider Sell: Charles Lyon Sells 30,000 Shares of StoneX Group I
Charles Lyon, President of a StoneX Group Inc. subsidiary, sold 30,000 shares of the company on February 9, 2026, bringing his total ownership to 150,330 shares. This transaction is part of a trend for StoneX Group, which has seen 2 buys and 20 sells by insiders over the past year. The stock is currently trading at $124.78 and is considered significantly overvalued based on its GF Value of $93.37.
Daily Coffee Report 2/10/26
The Daily Coffee Report for February 10, 2026, indicates that coffee futures experienced a wide trading range, with the Mar26 contract struggling to gain due to increased certified stocks. The May26 contract, holding significant open interest, made new highs and appears to be establishing a consolidation range between 280 and 300 cents. Traders are advised to monitor technical signals and potential impacts from dollar weakness or weather developments, especially with option expiration and first notice day approaching for Mar26.
Perspective: Morning Commentary February 10
This morning commentary by Arlan Suderman discusses global market movements, including the Nikkei's record highs and modest selling in US stocks ahead of retail sales and jobs data. It highlights improved US-China trade relations, with Secretary Scott Bessent working to restore relationship-based talks and President Trump's upcoming visit to Beijing. The report also covers economic indicators like flat retail sales and cooling wage inflation, and anticipates USDA's WASDE report focusing on soybean production and potential adjustments for U.S. exports.
Precious Metals London Talking Points: Outlook 2026; precious,…
StoneX provides a market commentary titled "Precious Metals London Talking Points: Outlook 2026", authored by Rhona O'Connell. This report offers insights into the outlook for precious metals, base metals, economics, and geopolitics. The material is intended as market commentary and reflects the author's opinions, not tailored advice.
StoneX Group (SNEX) Is Up 7.4% After Record Q1 Results And Acquisition Integration Progress - Has The Bull Case Changed?
StoneX Group (SNEX) reported record first-quarter 2026 results with increased revenue and net income, driven by successful integration of acquisitions like R.J. O’Brien. This performance reinforces the company's investment narrative of combining various trading platforms into a durable franchise, though it also raises the bar for future execution. While the stock has seen a strong run, differing fair value estimates among the Simply Wall St Community highlight the importance of considering multiple perspectives on its risk and growth profile.
Commodity supply & Trading solutions
StoneX offers comprehensive commodity supply and trading solutions, combining physical procurement, market expertise, logistics, hedging, and working capital support to optimize supply chain management and increase profitability. They provide innovative services like flexible pricing, international logistics, managed pricing programs, commodity and trade finance, and secure commodity storage, catering to a broad range of commodities including agricultural products, metals, and energy. StoneX also emphasizes sustainability, having earned an EcoVadis medal, and seeks partnerships to expand its global reach and leverage its financial powerhouse backing.
StoneX Group (NASDAQ:SNEX) Stock Rating Upgraded by Wall Street Zen
Wall Street Zen upgraded StoneX Group (NASDAQ:SNEX) from a "hold" to a "buy" rating, contributing to an overall "Moderate Buy" consensus among analysts with an average target price of $122. This upgrade follows mixed quarterly results where StoneX beat EPS expectations but missed revenue estimates, causing the stock to jump 6.2%. The company also announced a 3-for-2 stock split scheduled for March 23, and insider activity showed the chairman acquiring shares while other insiders reduced holdings.
StoneX Group Inc. (NASDAQ:SNEX) Q1 2026 Earnings Call Transcript
StoneX Group Inc. reported record net operating revenues, net income, and EPS for Q1 fiscal year 2026, driven by strong performance in listed derivatives, physical contracts (especially precious metals), and the Institutional segment, significantly enhanced by the R.J. O’Brien acquisition. The company highlighted its robust ecosystem, diversification, and strategic expansions into new markets and client segments. StoneX also announced a three-for-two stock split and provided updates on the integration of R.J. O’Brien, confirming that synergy targets are on track.
Daily Coffee Report 2/5/26
Coffee futures showed signs of stabilizing after a recent sell-off, with Arabica closing higher on a May 2026 basis despite a third consecutive lower settlement. Robusta futures also ended higher, breaking a four-session losing streak. The market's stabilization is attributed to sustained commercial buying stimulated by weakness in the March/May Arabica spread, as participants await the COT report and the upcoming index fund roll.
Perspective: Mid-Day Commentary for February 6
Strong earnings reports continue to support Wall Street, with the Dow nearing 50K. Geopolitical concerns in the Middle East are making oil traders nervous, while the VIX and dollar index show some volatility. The grain and oilseed sector is mostly down, except for some soybean and soymeal prices, largely influenced by speculation around China's potential soybean purchases and EPA biofuel guidelines.
CME Cash Market Summary
The CME Cash Market Summary Outlook 2026 report is now available. This article provides a link to download the report from StoneX, an authorized financial services company that offers various solutions including market intelligence, sales and trading, risk management, and more. It also includes disclaimers regarding the nature of the information provided and regulatory compliance for its global operations.
StoneX Group (SNEX) Q1 2026 Earnings Call Transcript
This article provides the Q1 2026 earnings call transcript for StoneX Group (SNEX), powered by Quartr. It lists the company participants involved in the call.
StoneX Group Inc. Reports Fiscal 2026 First Quarter Financial Results
StoneX Group Inc. announced record financial results for its fiscal 2026 first quarter, with net operating revenues of $724.4 million and net income of $139.0 million. This performance was driven by strong growth in Commercial and Institutional segments, including their Global Metals and Securities businesses, and the recent acquisitions of RJO and Benchmark. The company also announced a three-for-two stock split to enhance stock accessibility for employees and investors.
Beacon Harbor Wealth Advisors Inc. Invests $5.94 Million in StoneX Group Inc. $SNEX
Beacon Harbor Wealth Advisors Inc. has invested $5.94 million in StoneX Group Inc. (NASDAQ: SNEX), acquiring 58,898 shares, which represents about 0.11% of the company. This comes as StoneX Group reported an EPS beat of $2.50 versus an expected $2.06, despite a significant revenue miss. Institutional ownership of StoneX Group is notably high at 75.93%, with a "Moderate Buy" consensus rating from analysts and an average price target of $122.00.
StoneX Group (SNEX) Price Target Increased by 23.23% to 124.44
The average one-year price target for StoneX Group (SNEX) has been raised by 23.23% to $124.44 per share, up from $100.98. This new target represents a 10.02% increase from its last closing price of $113.11. Institutional ownership data indicates a slight decrease in total shares owned, despite some funds increasing their portfolio allocation in SNEX.
StoneX Group Inc. Reports Fiscal 2026 First Quarter Financial Results
StoneX Group Inc. announced record financial results for its fiscal first quarter ended December 31, 2025, with net operating revenues reaching $724.4 million and net income of $139.0 million. The company also reported a diluted EPS of $2.50 per share and announced a three-for-two stock split to make stock ownership more accessible. This growth was attributed to strong performances in commercial and institutional segments, especially global metals and securities businesses, and the integration of acquired RJO and Benchmark businesses.
StoneX BoD approves three-for-two stock split
StoneX Group Inc. (NASDAQ:SNEX) announced that its Board of Directors approved a three-for-two stock split of its common stock, effective February 3, 2026. This stock split, aimed at making stock ownership more accessible, will be executed as a stock dividend, providing one additional share for every two shares owned. The additional shares will be distributed after March 20, 2026, with trading on a split-adjusted basis expected to commence on March 23, 2026.
Daily Coffee Report 2/4/26
Coffee futures saw a significant decline today due to origin selling and speculative liquidation, with active contracts reaching new lows and the NY terminal recording its highest total volume since April 2025. The Arabica March/May spread traded a wide range, narrowing towards the close, while Robusta prices followed a similar pattern, settling in negative territory. The upcoming COT report will be crucial for understanding trader positioning.
Daily Coffee Report 2/4/26
The daily coffee report for February 4, 2026, indicates that coffee futures extended their decline due to origin selling and speculative liquidation, pushing prices to new lows. The March/May Arabica spread traded a wide range, reinforcing liquidation pressure, while Robusta prices also settled lower. The upcoming COT report is highlighted as particularly important for understanding positioning.
StoneX Group (NASDAQ:SNEX) Announces Quarterly Earnings Results
StoneX Group (NASDAQ:SNEX) announced strong quarterly earnings, beating analyst expectations with $2.50 EPS on $724.0 million in revenue. Following the positive report, shares rose 3.8% to $117.37, and Jefferies raised its price target to $122. Insider trading activity was mixed, with Chairman John Radziwill buying shares and other insiders selling.
StoneX Group Inc. Reports Fiscal 2026 First Quarter Financial Results
StoneX Group Inc. announced record financial results for its fiscal first quarter ended December 31, 2025, with net operating revenues of $724.4 million and net income of $139.0 million. The company also reported a diluted EPS of $2.50 per share and a strong Return on Equity of 22.5%. Additionally, StoneX Group Inc. declared a three-for-two stock split to enhance stock accessibility for investors and employees.
John Moore Fowler Sells 1,125 Shares of StoneX Group (NASDAQ:SNEX) Stock
John Moore Fowler, a director at StoneX Group (NASDAQ:SNEX), sold 1,125 shares of the company's stock on February 2nd, 2026, for a total of $126,787.50. This transaction reduced his stake by 0.98% to 113,765 shares. StoneX Group, which has a market cap of $5.91 billion and a P/E ratio of 19.3, is rated a "Moderate Buy" by analysts with an average target price of $122.
StoneX Group Inc. Reports Fiscal 2026 First Quarter Financial Results
StoneX Group Inc. reported record net operating revenues and net income for its fiscal 2026 first quarter, driven by strong performances in its Commercial and Institutional segments, particularly Global Metals and Securities businesses. The results also reflect the first full quarter with the acquired RJO and Benchmark businesses. The company emphasizes its global reach, transparency, and expertise in the financial marketplace.
CME Cash Market Summary
The article provides the CME Cash Market Summary Outlook 2026, offering insights into the dairy market. It includes contact information for CME edairy, Inc. and disclaimers about the nature of the content and the financial services provided by StoneX Group Inc. and its subsidiaries.
StoneX and Boobie Trap Return to JeffCo Agenda on Thursday
The Jefferson County Commission is set to consider a tax abatement worth about $300,000 for StoneX Group Inc., following a previously approved jobs incentive. Additionally, the commission will address a lounge liquor license request for the former Wesley’s Boobie Trap site, amidst community opposition to an alcohol-serving establishment. Commission President Jimmie Stephens also called for a report on staff development allotments to ensure efficient use of educational opportunities.
Daily Coffee Report 2/3/26
Coffee futures saw a downturn, with the front-month Mar26 contract settling lower after failing to maintain ground above previous lows. While initial support came from weather concerns in Central America, a lack of reported crop damage led to weakening of the Mar/May switch. The market remained weak through the close, mirroring Robusta's activity, with moderate volume traded.
