Stephens Institutional Equity Research | Stephens

Who We Are

What We Do

We provide investment banking, research, sales and trading, asset and wealth management, public finance, insurance, private capital, and family office services.

About Us

We are a family-owned financial services firm that values client relationships, long-term stability, and supporting the communities where we live and work.

The Stephens Story

The idea of family defines our culture, because each of us knows that our reputation is on the line as if our own name was on the door.


Our reputation as a leading independent financial services firm is built on the stability of our longstanding and highly experienced senior executives.

Impact Initiatives

We are committed to corporate philanthropy; economic and financial literacy advocacy; and diversity, equity, and inclusion initiatives.

Our Brand Ambassadors

Stephens is proud to sponsor the PGA TOUR, LPGA Tour, and PGA TOUR Champions careers, as well as applaud the philanthropic endeavors, of our Brand Ambassadors.

Making Connections

We host many highly informative meetings each year with clients, industry decision makers, and thought leaders across the U.S. and in Europe.

Institutional Equities and Research


Our independent research analysts are industry experts who aren’t afraid to break from the herd mentality. We offer a differentiated approach that delivers unique insights.

Breadth and depth of expertise

Our tenured analysts specialize in small- and mid-cap stocks, with equity research that is informed by not only looking at numbers but by reading between the lines. Our analysis includes a thorough and extensive range of channels, including industry events, networking, and closely monitoring even companies we don’t follow. With a firm belief in the power of relationships, our research analysts maintain relationships with companies across the industry, which provides a deeper understanding of the trends that determine value.

Leading the way

We understand the value of research, which is why we continue to invest in talent and technology. Our analysts are experts in their areas of coverage. We’re not afraid to challenge the consensus because we believe many of the best opportunities are uncovered when you think differently. As independent thought leaders, we bring our clients leading-edge, uncompromised industry research.

Research expertise

Companies under coverage
Research analysts & associates
Year average analyst tenure


Technology, Media and Telecommunications

Research marketing presentations

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