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Stephens equity research reports are compiled by our research analysts – independent industry experts who consider the perspective of an investor as well as an intermediary.

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Report Title PDF Companies Publish Date
1Q21 EPS Beat Across the Board; No Surprises in Updated LT Margin Targets PDF JBHT 04/16/2021
1Q21 EPS Review, Timing of Full Cost Savings (4Q22) Keeps Us on Sidelines PDF TFC 04/16/2021
1Q21 EPS Review; Payments Volume Returning Supporting PPNR Growth in 2021 PDF USB 04/16/2021
1Q21 Slightly Misses Street; 2021 Guide Reiterated; Pending Merger the Focu... PDF KSU 04/16/2021
Afternoon Research Summary PDF 04/16/2021
ASO Reports 4Q20 Beat; Comps Sustaining & Guide Shows Margin Progress; ... PDF ASO 04/16/2021
Day-2 Of 1Q21 Bank Read Shows Same Card Concerns; Will AXP/COF Stand Out? PDF 04/16/2021
Encouraging Card Loan Balances Trend In March Trust Data PDF COF 04/16/2021
First Look at 1Q21: Adj. EPS Miss & Guide Reiterated; Pending Merger th... PDF KSU 04/16/2021
First Look: CFG 1Q21 Results PDF CFG 04/16/2021
First Look: Numerous Fundamental Positives, Better Than Expected; Reiterate... PDF ALLY 04/16/2021
First Look: PNC 1Q21 Results PDF PNC 04/16/2021
First Look: WAL 1Q21 EPS PDF WAL 04/16/2021
HCIT 1Q Preview: Expect Positive Reports; Upgrading IQV to OW PDF 04/16/2021
March Headcount Data for the U.S. Rails PDF 04/16/2021
Mid-Day Research Summary PDF 04/16/2021
Morning Research Summary PDF 04/16/2021
Naming HUM as New Stephens Best Idea On Multiple N-T Tailwinds; SOTP Analys... PDF HUM 04/16/2021
Strong 1Q Despite Weather; Street Undervaluing This Unique TL Growth Asset PDF MRTN 04/16/2021
Strong March Card Loan Data; Small Business Almost Back To Flat Y/Y PDF AXP 04/16/2021
Weekly Fuel Report (4/16/21) PDF 04/16/2021
Weekly HCIT Vaccination Tracker PDF 04/16/2021
1Q21 EPS Review; Mid-Teens Loan Growth Outlook in 2021 Conservative PDF FRC 04/15/2021
1Q21 Heavy Materials Preview PDF 04/15/2021
1Q21 Wrap: On Track Now for Another Year of 13%-16% EPS Growth in 2021 PDF UNH 04/15/2021
Afternoon Research Summary PDF 04/15/2021
Comfortable With Our 1Q21 Estimates Following March Data PDF ADS 04/15/2021
Containerboard & Boxes - 1Q21 PDF 04/15/2021
Digital Dealer-to-Dealer Leader, But Valuation Fair; Initiating on ACVA EW/... PDF ACVA 04/15/2021
First Look: 1Q21 EPS Beats By $0.02 PDF MRTN 04/15/2021
First Look: MATX Pre-Announces Strong 1Q21 Results PDF MATX 04/15/2021
First Look: Robust Fees Drive Headline Beat; Core Loans Remain Pressured PDF HOMB 04/15/2021
First Look: TFC 1Q21 Results PDF TFC 04/15/2021
First Look: USB 1Q21 Results PDF USB 04/15/2021
Food & Wellness: Thematic Mini-Conference May 25 & 26 PDF 04/15/2021
Hardlines & Auto Supplier 1Q21 Preview: Staying Positive Market-Share W... PDF 04/15/2021
Healthcare IT App User Tracker PDF 04/15/2021
In-Market Deal Likely to Boost Profitability; Increasing PT to $28 PDF SMBK 04/15/2021
Increasing 1Q21 EPS To 14% Above Consensus On Strong Recovery Rates (79%) PDF SC 04/15/2021
Initial Take 1Q21 Results: Solid Beat Across the Board PDF JBHT 04/15/2021
Mid-Day Research Summary PDF 04/15/2021
Monthly Trends Stable In March Vs. February, Keeping 1Q21 Estimates Unchang... PDF SYF 04/15/2021
Morning Research Summary PDF 04/15/2021
Paperboard - 1Q21 PDF 04/15/2021
Printing & Writing - March 2021 PDF 04/15/2021
Profitability Remains Elite; Capital/Liquidity Levels Continues to Build PDF HOMB 04/15/2021
Stephens Weekly Rail Update (Ended 4/10/21) PDF 04/15/2021
UNH 1Q21 Initial; Robust Beat & Raise on Stronger UHC Segment Trends PDF UNH 04/15/2021
1Q21 Earnings Preview; Revising Estimates & Price Target; Maintain OW R... PDF DAR 04/14/2021
1Q21 Quarterly Grain Earnings Preview PDF 04/14/2021
2% Sequestration Freeze Bill Passes House; Helps 2021 EPS for Medicare Name... PDF 04/14/2021
Afternoon Research Summary PDF 04/14/2021
AMED Acquires Home Health License in NC; Deal Focus Likely Shifting Back to... PDF AMED 04/14/2021
Comfortable With Our DFS Estimates Following March Data And Bank Read Throu... PDF DFS 04/14/2021
CSGP 1st Look: Another Residential Bolt-On; Buying Homes.com For $156 Mil. PDF CSGP 04/14/2021
First Look: FRC 1Q21 Results PDF FRC 04/14/2021
Healthcare Services 1Q21 EPS Preview; Tracking the Trajectory of the Recove... PDF 04/14/2021
How To Think About Loss Of Gap Retailer Partnership: Need More Retailer Win... PDF SYF 04/14/2021
Mid-Day Research Summary PDF 04/14/2021
Morning Research Summary PDF 04/14/2021
Negative Card Balances, Mixed Auto Trends: 1Q21 Bank Read Throughs PDF 04/14/2021
New CFO Means Mgmt Transformation Complete, May 18 Investor Day Next Cataly... PDF ADS 04/14/2021
Platform Investments Driving NT Rev Growth & Highlight LT Oppty, Resumi... PDF LGND 04/14/2021
Raising EBITDA Ests. Well Above Consensus; Strong Demand, Outsized Margins;... PDF CWH 04/14/2021
SSS Inflection: In-House Credit, Lease-to-Own Growth; Raising PT to $23 PDF CONN 04/14/2021
The Recovery Is Underway, Led By Texas; Remain OW / $42 Target PDF KRUS 04/14/2021
Updating BXS Model; Maintaining OW Rating / $36 Price Target PDF 04/14/2021
Urner Barry Call Takeaways PDF 04/14/2021
1Q21 Ag Preview PDF 04/13/2021
1Q21 Channel Checks Takeaways; Larger Enterprises Kicking Tires On Cloud Co... PDF 04/13/2021
Acquires Suburban Collection, Brings $2.4 bil. in Revs; Reit OW PDF LAD 04/13/2021
Acquiring Mackinac Financial for $248 Mil; Our Thoughts on the Deal PDF NCBS 04/13/2021
Afternoon Research Summary PDF 04/13/2021
Calendar 1Q21 Grocery & C-Store Earnings Preview PDF 04/13/2021
CMP: Snow and Volume Data Weak, but not Unexpected PDF CMP 04/13/2021
FANG First Look: Solid 1Q21 Oil Beat; Updated FY Guide Largely In Line PDF FANG 04/13/2021
First Look at FAST 1Q21 Results PDF FAST 04/13/2021
First Look at KRUS F2Q21 Earnings PDF KRUS 04/13/2021
First Look: March Title Orders Soft on Refi Slide PDF FAF 04/13/2021
Mid-Day Research Summary PDF 04/13/2021
Morning Research Summary PDF 04/13/2021
MUSA 1Q21 PS&W Monitor; Revising Estimates; Maintain PT & Rating PDF MUSA 04/13/2021
New Feature Added to the Virtual Wallet; Overdraft Fees Expected to Decline... PDF PNC 04/13/2021
Pricing to Address Cost Inflation as End Markets Improve; Reiterate OW PDF FAST 04/13/2021
Stephens 2021 Russell Reconstitution Update PDF 04/13/2021
Stephens 2021 Russell Reconstitution Update - Financials PDF 04/13/2021
VNOM First Look: Strong 1Q21 Production; Outlook Remains Solid PDF VNOM 04/13/2021
Weekly Commodity Monitor (4/13/21) PDF 04/13/2021
1Q21 Preview: Generally Cautious On Loan Growth Expectations, Favoring Auto... PDF 04/12/2021
Additional Thoughts on BXS/CADE Deal Following Conference Call PDF BXS 04/12/2021
Afternoon Research Summary PDF 04/12/2021
First Look: MOE Announced with CADE PDF BXS 04/12/2021
Grand Rounds: Weekly Medical Device & Hospital Supply Review PDF 04/12/2021
Largest Acquisition to Date, Suburban Collection, Appears Imminent; OW PDF LAD 04/12/2021
Lessor Balances Increase Sooner Than Expected For 1Q21 PDF AL 04/12/2021
Mid-Day Research Summary PDF 04/12/2021
Morning Research Summary PDF 04/12/2021
Poised For Continued Growth; Reiterate OW Rating and Best Idea for 2021 PDF PHR 04/12/2021
Restaurant Weekly: 4/12/2021 PDF 04/12/2021
Save the Date: HVAC/R Virtual Field Trip - June 7-8 PDF 04/12/2021
Synchrony Lowers Savings Rate By 10bps: Deposit Rate Tracker PDF 04/12/2021
Weekly Reader: CDMO, CTLT, CYRX, NEO, REPH PDF 04/12/2021
Afternoon Research Summary PDF 04/09/2021
CMS Releases FY2022 Rate Proposals for Inpatient Psych, Hospice, SNFs, and ... PDF 04/09/2021
Mid-Day Research Summary PDF 04/09/2021
Morning Research Summary PDF 04/09/2021
Ohio Managed Medicaid Contracts Finally Awarded, But With a Notable Twist PDF 04/09/2021
Protein C1Q21 Earnings Preview PDF 04/09/2021
Refunds Appear To Only Be Slightly Down Y/Y In 2020: Tax Refund Tracker PDF 04/09/2021
Stephens Monthly Rail Update – April 2021 PDF 04/09/2021
Takeaways From MSFT Teams Expert Call PDF 04/09/2021
Updated Thoughts on CDMO PDF CDMO 04/09/2021
Weekly Fuel Report (4/9/21) PDF 04/09/2021
Weekly HCIT Vaccination Tracker PDF 04/09/2021
Afternoon Research Summary PDF 04/08/2021
Analyst Day Takeaways; Latest Thoughts PDF EXPI 04/08/2021
Come On, Come On, Listen To The Money Talk PDF SDC 04/08/2021
Compass: Selling WolfTrax a Sensible Surprise PDF CMP 04/08/2021
Healthcare IT App User Tracker PDF 04/08/2021
Mid-Day Research Summary PDF 04/08/2021
Morning Research Summary PDF 04/08/2021
NDR Takeaways: Numerous Positives For The Car-Mart Growth Story And Auto Ma... PDF CRMT 04/08/2021
Railcars in Storage: April Report PDF 04/08/2021
STARTING IN 1 HOUR | Microsoft Teams Expert Call w/ Tom Arbuthnot | 11am ET... PDF 04/08/2021
Stephens Weekly Rail Update (Ended 4/3/21) PDF 04/08/2021
Survey Results: Bankers Share Their Updated Views PDF 04/08/2021
SW Banks: Model Updates in Front of 1Q21 Earnings Prints PDF 04/08/2021
Updating West Coast Earnings / Targets & Revisiting Top Picks Prior to ... PDF 04/08/2021
1Q21 LTL Preview: Upgrading SAIA To O/W; Sector Seeing Tonnage & Yield ... PDF 04/07/2021
Adjusting Estimates & PTs Ahead of 1Q21 Results PDF 04/07/2021
Afternoon Research Summary PDF 04/07/2021
Beyond's China Facility to Speed Up Growth PDF BYND 04/07/2021
First Look at MSM F2Q21 Results PDF MSM 04/07/2021
Mid-Day Research Summary PDF 04/07/2021
Mission Critical Progress Continues as Post-Pandemic Visibility Improves PDF MSM 04/07/2021
Morning Research Summary PDF 04/07/2021
Poultry and Egg Industry Market Update PDF 04/07/2021
1Q21 EPS Preview: Yield Curve vs. Growth; Raising PT to $190 PDF FRC 04/06/2021
1Q21 Preview: IM Price Accelerating, Strong Dedicated Sales & Tailwinds... PDF JBHT 04/06/2021
1Q21 Preview: Strong IM Pricing = Substantial Operating Leverage Ahead PDF HUBG 04/06/2021
1Q21 Rail Preview: Step Aside Weather, It's About the Economy, Service and ... PDF 04/06/2021
Afternoon Research Summary PDF 04/06/2021
Building Materials Valuation Table PDF 04/06/2021
ENSG Acquires 3 SNFs; 1H21 Bed Growth Outpacing Our Model; Raise TP PDF ENSG 04/06/2021
First Look at Fiscal 2Q21: Tax Benefit Offsets Revenue & Margin Miss PDF GBX 04/06/2021
First Look: EVBG Expands CEM Oppty With Acquisition of xMatters PDF EVBG 04/06/2021
Fiscal 2Q21: Tax Benefit Helps Offset Rev. & Margin Miss; Inquiries Pop... PDF GBX 04/06/2021
Microsoft Teams Expert Call | THURSDAY | 11:00am ET/10:00am CT | Tom Arbuth... PDF 04/06/2021
Mid-Day Research Summary PDF 04/06/2021
Midwest Banks: Adjusting Estimates & PTs Ahead of 1Q21 Results PDF 04/06/2021
Morning Research Summary PDF 04/06/2021
Pushing Back On WSJ Article On Subprime Delinquencies PDF 04/06/2021
Stephens Inc. Real Estate Services Valuation Tables - April 2021 PDF 04/06/2021
Weekly Commodity Monitor (4/6/21) PDF 04/06/2021
1Q21 NYC Multi-Family and CRE Trends, Themes and Thoughts PDF 04/05/2021
4Q Tops Ests; March SSS Up Double-Digit vs. Pre-Pandemic 2019; OW, PT to $1... PDF KMX 04/05/2021
Afternoon Research Summary PDF 04/05/2021
April Anthony to Step Down as HH&H Segment CEO Amidst Strategic Review PDF EHC 04/05/2021
Corporate Strategy + Investor Themes Align to Enhance Financial Profile PDF ITRI 04/05/2021
DOOR Investor Day Recap; Product Innovation to De-Commoditize Doors PDF DOOR 04/05/2021
First Look: ESE Names New Chief Financial Officer PDF ESE 04/05/2021
First Look: March Preliminary Class 8 Orders PDF 04/05/2021
Grand Rounds: Weekly Medical Device & Hospital Supply Review PDF 04/05/2021
IIIV 1st Look: Announces Two Healthcare Vertical Acquisitions PDF IIIV 04/05/2021
Mid-Day Research Summary PDF 04/05/2021
Morning Research Summary PDF 04/05/2021
Rail Shipper Survey on the CP/KSU Merger Announcement PDF 04/05/2021
Refunds Improving Faster Than Tax Returns Processed: Tax Refund Tracker PDF 04/05/2021
Restaurant Weekly: 4/5/2021 PDF 04/05/2021
Revising Estimates: PXD Announces Bolt-On Acquisition of DoublePoint Energy... PDF PXD 04/05/2021
Save the Date: Aftermarket Automotive Virtual Field Trip - June 1-2 PDF 04/05/2021
The Quick Bite: A Weekly Recap Of The Food & Beverage Sectors PDF 04/05/2021
Weekly Fuel Report (4/5/21) PDF 04/05/2021
Weekly Reader: CTLT, OSUR PDF 04/05/2021
1Q21 Paper & Wood Preview PDF 04/01/2021
4Q Tops Ests By Wide Margin; SSS +3% QTD, Easy Compares Ahead; EW, PT to $2... PDF CONN 04/01/2021
A.M. Update: F4Q EPS Beats, SSS "Robust" in March vs. Easy Compare PDF KMX 04/01/2021
Afternoon Research Summary PDF 04/01/2021
Banks and the Blockchain – Thoughts From the Expert Call With Fireblo... PDF SBNY 04/01/2021
Bioprocessing/CDMO Takeaways From BPI West PDF 04/01/2021
First Look: Acquires Remaining Interest of a JV; Raises FY Guidance by 1.5%... PDF IQV 04/01/2021
First Look: ADM To Restart Production At Vantage Corn Processors In IA &... PDF ADM 04/01/2021
First Look: PACW Announces Compelling HOA-Acquisition; We Remain OW PDF PACW 04/01/2021
First Look: Sam's Club Partnership Launched, Should Be Significant To Growt... PDF ECN-CA 04/01/2021
Healthcare IT App User Tracker PDF 04/01/2021
Initial Look: ESTE Announces Midland Acquisition; We View Deal Positively PDF ESTE 04/01/2021
KR Investor Day Recap; Reiterate Rating & PT PDF KR 04/01/2021
Mid-Day Research Summary PDF 04/01/2021
Morning Research Summary PDF 04/01/2021
NDR Takeaways: NT Supply Chain Disruptions; Bullish LT Growth Outlook PDF SRI 04/01/2021
Plenty to be Excited About in Biologics/CGT Beyond COVID-19 PDF 04/01/2021
Stephens Weekly Rail Update (Ended 3/27/21) PDF 04/01/2021
Transportation Equip. 1Q21 Preview: Cyclical Tailwinds, Supply Chain Challe... PDF 04/01/2021
TriumphPay Takes Leap Towards Open Payments Network With HubTran Acquisitio... PDF TBK 04/01/2021
Upgrading To OW/V As Business Transformation Still In Early Stages; PT to $... PDF GPRE 04/01/2021
Visibility to Growth/Profitability as China Facility Announced PDF LIQT 04/01/2021
2021 Prospective Planting: Corn Flat PDF 03/31/2021
A.M. Update: F4Q EPS Tops Ests By Wide Margin; CARES ACT Benefit; SSS +3% Q... PDF CONN 03/31/2021
Afternoon Research Summary PDF 03/31/2021
Biden's Next Spending Plan to Include $400 Bil. in HCBS Support, 28% Corp. ... PDF 03/31/2021
February '21 Texas Cement Shipments Down (18%) YoY PDF 03/31/2021
First Look: February Pending Home Sales Drop to Negative YOY Growth Territo... PDF 03/31/2021
First Look: KR Reaffirms FY21 Outlook Ahead Of Investor Day PDF KR 03/31/2021
First Look: Smartbadge Receive Federal Certification PDF VCRA 03/31/2021
Highlights From Our Recent NDR With The Andersons PDF ANDE 03/31/2021
Mid-Day Research Summary PDF 03/31/2021
Morning Research Summary PDF 03/31/2021
Paper & Wood Monitor - March 2021 PDF 03/31/2021
Raising Top-Line Estimates as Growth Continues; Reiterate OW Rating & B... PDF PHR 03/31/2021
Reiterating Above Consensus 1Q Outlooks for ALGN and SDC PDF 03/31/2021
Stephens Monthly Real Estate Update - March 2021 PDF 03/31/2021
TL & Brokerage Preview: Longer Cycle Coming Into Focus; D/G SNDR, LSTR ... PDF 03/31/2021
Afternoon Research Summary PDF 03/30/2021
CALM Reports 3Q21; Revising Estimates; Reiterate Rating & PT PDF CALM 03/30/2021
Compass Partial LatAm Sale, Waiting for Part 2 PDF CMP 03/30/2021
Evernorth 2020 Drug Trend Report Shows Specialty Eclipsed Half of Rx Spend PDF CI 03/30/2021
First Look at F4Q Rev. Beat and Above-the-Street FY22 Rev. Guidance PDF PHR 03/30/2021
First Look: ASO Reports 4Q20 Beat; Guide Implies Less Margin Pressure PDF ASO 03/30/2021
Keystone Roots & Buckeye Growth - Initiate Overweight With $16.50 P/T PDF FCF 03/30/2021
Launch of Digital Bank for Doctors PDF KEY 03/30/2021
Mid-Day Research Summary PDF 03/30/2021
Morning Research Summary PDF 03/30/2021
SR Banks: Hypothetical Path to Higher EPS & ROTCE, Adjusting Estimates ... PDF 03/30/2021
Stephens Monthly Medicaid Enrollment Tracker - March 2021 Update PDF 03/30/2021
Weekly Commodity Monitor (3/30/21) PDF 03/30/2021
1Q Trends Update: MCD, WEN, QSR PDF 03/29/2021
Afternoon Research Summary PDF 03/29/2021
AmeriHome Sensitivity Analysis Provides Comfort w/ 30%+ WAL Accretion; Incr... PDF WAL 03/29/2021
First Look: CALM Reports 3Q21 PDF CALM 03/29/2021
First Look: Devon Guidance Update: 1Q21 and '21 Oil Preliminarily Biased Lo... PDF DVN 03/29/2021
Grand Rounds: Weekly Medical Device & Hospital Supply Review PDF 03/29/2021
Long-Term Compounder With Best-in-Class Returns PDF LII 03/29/2021
Mid-Day Research Summary PDF 03/29/2021
Morning Research Summary PDF 03/29/2021
Reiterate $74 Embedded Value As Conservative, $90+ Book Value By 2023 PDF AER 03/29/2021
Restaurant Weekly: 03/29/2021 PDF 03/29/2021
Target To $47: Several Parallel Opportunities For 2022+ Growth: NDR Takeawa... PDF LPRO 03/29/2021
The Quick Bite: A Weekly Recap Of The Food & Beverage Sectors PDF 03/29/2021
Weekly Reader: BLFS, CTLT, CYRX, NEO, OSUR, TECH PDF 03/29/2021
Afternoon Research Summary PDF 03/26/2021
Cal-Maine Foods, Inc. (CALM): Conference Call With Cal-Maine CFO Max Bowman... PDF 03/26/2021
Mid-Day Research Summary PDF 03/26/2021
Morning Research Summary PDF 03/26/2021
Plenty of Road Ahead For Auto Parts; Raising Estimates; Naming ORLY Best Id... PDF 03/26/2021
Refunds Continue To Improve, Though Returns Received Slows: Tax Refund Trac... PDF 03/26/2021
Super Regional Banks: Capital Actions Limited One More Quarter by Fed PDF 03/26/2021
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