Equity research

StoneX equity research is led by long-tenured senior analysts with deep industry experience across a broad range of sectors and market caps. Our analysts emphasize primary research, drawing on conversations with industry sources, competitors and subject matter experts to provide differentiated company and sector insight for institutional investors.

StoneX Group’s research coverage is delivered by a team of senior sell‑side analysts and market experts across multiple asset classes, including equities, commodities, fixed income, and foreign exchange. Our analysts average over two decades each in experience, and many also have professional backgrounds in the industries they now represent.  

Our analysts produce high‑quality, comprehensive research on industry sectors, companies, and financial markets, and represent StoneX at industry events and investor meetings. 

The independence and governance of our equity research are maintained through a combination of regulatory oversight, ethical standards, and internal policies.  

• Regulatory Oversite: The SEC and FINRA oversees the financial industry to ensure compliance with ethical standards and regulations.  
• Ethical Standards: The CFA Institute and PCAOB set standards that require members to maintain independence and objectivity in their professional activities.  
• Internal Policies: Financial institutions establish internal policies that separate research from investment banking and sales functions to prevent undue influence on analysts. 
• Disclosure Requirements: Research analysts must disclose conflicts of interest, to understand the potential biases that could affect their research and recommendations.  
• Investor Protection: Analysts are protected against retaliation for issuing unfavorable reports, ensuring they can continue to provide unbiased research.  

These mechanisms and practices collectively contribute to maintaining the independence and governance of equity research, ensuring that it is conducted in a manner that is ethical, equitable, and responsive to the needs of the clients it aims to serve.

StoneX’s equity research platform enhances distribution, infrastructure and institutional reach through strategic acquisitions and digital custody expansion. The strategic move to acquire Benchmark Company, LLC, greatly enhances StoneX’s capabilities in equity and debt capital markets, particularly in equity research and investment banking services.  

StoneX’s digital custody expansion is expected to drive structural growth in institutional trading and digital custody markets, enhancing research reach, distribution and infrastructure. 

StoneX’s equity research sales and trading division plays a crucial role in connecting with corporate clients by providing access to a wide range to investment opportunities and risk management solutions.  

Our research coverage offers insights into a company’s financial performance and growth potential, which can inform corporate access strategies.  

We facilitate investor events to engage with investors and share research findings. Through these events we not only support corporate access but also enhance investor relations and drives engagement.