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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
First Look: 2020 Guidance Good Enough To Drive Stock Higher Today PDF AXP 01/24/2020
First Look: 4Q19 Results PDF EQBK 01/24/2020
First Look: 4Q19 Results PDF BY 01/24/2020
First Look: 4Q19 Results PDF MSBI 01/24/2020
First Look: 9% Beat To Street, 17% Beat To Us; 2020 Guidance Fine PDF SYF 01/24/2020
First Look: CBNK 4Q19 Results PDF CBNK 01/24/2020
First Look: ESXB 4Q19 Results PDF ESXB 01/24/2020
First Look: Parsley Lowers '20 Capex/Updates '20 Guidance; Provides 4Q19 Up... PDF PE 01/24/2020
Mid-Day Research Summary PDF 01/24/2020
Morning Research Summary PDF 01/24/2020
MRTN's Business Model Once Again Shines In Challenging Freight Market PDF MRTN 01/24/2020
Notable 4Q Loan Growth with Good Pipelines; NIM Inflection Around the Corne... PDF CFB 01/24/2020
Our Global Sentimental Journey: Around the World in 80 Hours Edition PDF 01/24/2020
Restaurants - Commodity Review - December Wrap-Up/Month-to-Date Trends PDF 01/24/2020
Revenue Miss as Loan Growth Slows; Lowering Forecasts; Maintain OW Rating PDF OBNK 01/24/2020
Stable Results; Opportunistic Acquirer in 2020; Maintain EW Rating PDF BXS 01/24/2020
Stephens Weekly Rail Update (Ended 1/18/20) PDF 01/24/2020
Thesis Intact as Loan Growth and Core NIM Outlook Improved - Adj. Est. and ... PDF STL 01/24/2020
Thesis Played Out with NIM Reset in Rearview Mirror - Upgrading to Equal-We... PDF WBS 01/24/2020
Thoughts Ahead of 4Q19 Earnings; Still Bulled Up; PT Up to $30 PDF RDFN 01/24/2020
Tough 2020 With Catch-up Expenses, Vague CECL, And Reduced Transparency PDF DFS 01/24/2020
Weekly Fuel Report (1/24/20) PDF 01/24/2020
1st Look 4Q19: EPS Miss Driven by LLP Expense; Credit Remains Challenged PDF CADE 01/23/2020
1st Look at 4Q19: Revenue/EPS Falls Short; Loan Balance Shrinks PDF OBNK 01/23/2020
4Q19 Ag Preview, CF and NTR Downgrades PDF 01/23/2020
4Q19 Beat & Raise Driven by Portfolio Mgmt Segment; Muted Outlook for R... PDF GATX 01/23/2020
4Q19 EPS Review; Moving Closer to Long-Term Cash Efficiency Ratio Target PDF KEY 01/23/2020
4Q19 EPS Review; Positive Bias on Pending Park Bank Deal PDF FMBI 01/23/2020
4Q19 EPS Review; Positive Op. Leverage Again in ’20 - Our LLP Above O... PDF HBAN 01/23/2020
4Q19 Review, Open to Discussing M&A of Any Size PDF ASB 01/23/2020
Afternoon Research Summary PDF 01/23/2020
Bear/Bull Case; We Think $2 EPS @ 5% Y/Y Growth is Sustainable PDF SLM 01/23/2020
Bus Svcs News: Two SQ Crypto Items, PYPL/UnionPay Partner, FICO Score Chang... PDF 01/23/2020
Credit Trends Stabilize; Elevated PAA Drives Rev Beat; Maintain EW / $29 PT... PDF SFNC 01/23/2020
First Look - Mixed Bag as NIM Declines and Loan Growth Soft PDF CNOB 01/23/2020
First Look - Penny Miss on +20bp NIM Pressure and Light Fees PDF WBS 01/23/2020
First Look at 4Q19 Beat from Portfolio Mgmt Segment; 2020 Guidance Above St... PDF GATX 01/23/2020
First Look at 4Q19 Results PDF CVLG 01/23/2020
First Look At 4Q19 Results PDF MRTN 01/23/2020
First Look at 4Q19 Results / Transformative M&A Announcement PDF BFST 01/23/2020
First Look at 4Q19: Core PPNR Inline; Loans Shrink; Deposit Growth Accelera... PDF BXS 01/23/2020
First Look at Slight 4Q19 EPS Miss; 2020 Guidance Relatively In Line PDF UNP 01/23/2020
First Look: 4Q19 Results Fall Short Of Expectations PDF HTLD 01/23/2020
First Look: AMNB 4Q19 Results PDF AMNB 01/23/2020
First Look: Contemplating The Coronavirus PDF STAA 01/23/2020
First Look: EPS Beat and Solid Outlook But Core Loan Growth Soft PDF STL 01/23/2020
First Look: HBAN 4Q19 Results PDF HBAN 01/23/2020
First Look: KEY 4Q19 Results PDF KEY 01/23/2020
First Look: TOWN 4Q19 Results PDF TOWN 01/23/2020
Mid-Day Research Summary PDF 01/23/2020
Morning Research Summary PDF 01/23/2020
Positive Read From Sallie Mae Financial Engineering PDF DFS 01/23/2020
Putting 2019 to Bed; Market Slow to Wake Up to Improving Prospects in 2020 PDF WTFC 01/23/2020
Reports 4Q Miss; Focus Shifts To Improving Cycle In FY20; Reit. EW On Valua... PDF HTLD 01/23/2020
Second Look: $1.34 Run-Rate Post-CECL 2020 EPS Guide PDF SLM 01/23/2020
Slight Miss in 4Q19, But PSR Story on Track With Easing Volume Comps Ahead PDF UNP 01/23/2020
Stable 4Q19 Results; Steady Execution Continues; Maintain EW Rating PDF FBMS 01/23/2020
Updating Our Model Post 4Q19 Earnings PDF BKR 01/23/2020
Urner Barry Call Takeaways PDF 01/23/2020
1st Look 4Q19 Results: Credit Slumps;NIM Softens;Pending MOE Closing Mid-20... PDF TCBI 01/22/2020
4Q19 EPS Review; 1.25% ROA Supports Higher Multiple PDF FITB 01/22/2020
Afternoon Research Summary PDF 01/22/2020
Centene-WellCare Merger Set to Close This Week, Ahead of Schedule PDF CNC 01/22/2020
December ABI: Good End to '19, Bodes Well For '20: REIT OW HUBB and ETN PDF 01/22/2020
First Look at 4Q19 Results PDF BKR 01/22/2020
First Look: $1.85-$1.91 *With* CECL 2020 EPS Guide, 69%/41% Above Us/Consen... PDF SLM 01/22/2020
First Look: 4Q19 Results PDF FMBI 01/22/2020
First Look: Conference Call Takeaways PDF BKR 01/22/2020
First Look: December Existing Home Sales Up Sharply; Total Vol. +18.6% YOY PDF 01/22/2020
First Look: Expect Stock Higher On Inline 2020 EPS Guide PDF ALLY 01/22/2020
First Look: FITB 4Q19 Results PDF FITB 01/22/2020
First Look: New Tuck-In Acquisition; at Face Value a Good Fit/Ideal Timing PDF RP 01/22/2020
First Look: Pre-Release Signals a 4Q19 Beat; But Likely Expected by Most PDF CLGX 01/22/2020
First Look: Soft 4Q19 Results across Multiple Segments; Credit Slips. PDF BOKF 01/22/2020
First Look: WSFS 4Q19 Results PDF WSFS 01/22/2020
Good Servicing and Recovery Fees Drives Upside to our Estimates PDF NAVI 01/22/2020
Growth Trends Slow; Lowering EPS Forecasts; Maintain EW Rating PDF BOKF 01/22/2020
Incrementally Lowering Estimates Following 4Q Results PDF AUB 01/22/2020
Mid-Day Research Summary PDF 01/22/2020
Morning Research Summary PDF 01/22/2020
Organic Growth Trends Inflect/ NIM Pressure Remains; Updating Our Forecasts... PDF RNST 01/22/2020
Reducing Estimates Following 4Q Results, Maintain Overweight PDF FNB 01/22/2020
Reiterating Above Consensus/Guide 2020/2021 EPS: NIM Upside Continues PDF ALLY 01/22/2020
Stephens Expert Conference Call: U.S. Health Care Spending Trends With Alta... PDF 01/22/2020
Updating Our Model Post 4Q19 Earnings PDF HAL 01/22/2020
Weekly Commodity Monitor (1/22/20) PDF 01/22/2020
1st Look at 4Q19 Results: Revenue In-Line; EPS Beat Driven by Lower LLP Exp... PDF TBK 01/21/2020
1st Look at 4Q19: Loan Growth Accelerates; NIM Pressure Remains. PDF RNST 01/21/2020
4Q19 EPS Review; Attention Turns to Upcoming Investor Day PDF ZION 01/21/2020
4Q19 Industry Wallboard Volumes Up 6.8% YoY PDF 01/21/2020
4Q19 Operating Miss; Details on “The ONB Way” Disclosed PDF ONB 01/21/2020
Afternoon Research Summary PDF 01/21/2020
Are We at Inflection? December Used Car Prices Better Than Expected PDF 01/21/2020
Bus Svcs Weekly: Bitcoin Rally, SQ Pricing #2, AMZN/PYPL Feud, etc. PDF 01/21/2020
Containerboard Conspiracy Theory: $10 Cut, No Explanation PDF 01/21/2020
December Headcount Data for the U.S. Rails PDF 01/21/2020
First Look - SBNY Posts 4Q19 Beat on Strong Loan Growth and NIM Inflection PDF SBNY 01/21/2020
First Look at 4Q19: Stable Revenue; Elevated Op. Ex. Drives Core EPS Miss PDF FBMS 01/21/2020
First Look: AUB 4Q19 Results PDF AUB 01/21/2020
First Look: Calavo To Acquire Simply Fresh Fruit PDF CVGW 01/21/2020
First Look: CMA 4Q19 Results PDF CMA 01/21/2020
First Look: Conference Call Takeaways PDF HAL 01/21/2020
First Look: Fee Income Drives 4Q19 Beat, 19% Above Consensus PDF NAVI 01/21/2020
First Look: HBMD 4Q19 Results PDF HBMD 01/21/2020
First Look: Sales Turnover at CUTR PDF CUTR 01/21/2020
First Look: WTFC 4Q19 Results PDF WTFC 01/21/2020
FNB 4Q19 First Look: Operating EPS In Line But Underlying Results Slightly ... PDF FNB 01/21/2020
Grand Rounds: Weekly Medical Device & Hospital Supply Review PDF 01/21/2020
Impact From Coronavirus Outbreak on the Domestic Airlines PDF 01/21/2020
Lowering the Earnings Bar Again After a Difficult 2019 PDF CMA 01/21/2020
LPX: Downgrading to Equal-Weight PDF LPX 01/21/2020
Maintaining Cruise For 2020: Aviation Economics Conference Day 1 PDF 01/21/2020
Mid-Day Research Summary PDF 01/21/2020
Mixed 4Q Results; Cautious 2020 Guidance; TPay Outlook Remain Positive PDF TBK 01/21/2020
Morning Research Summary PDF 01/21/2020
New Louisiana Medicaid Contracts Canceled; Constructive for CNC PDF 01/21/2020
NIM Expansion Offset by Loan Balance Contraction; Maintain OW Rating PDF GNTY 01/21/2020
NYC Taxi Bailout Proposal? Thoughts on What We Know and Who's Exposed PDF 01/21/2020
Reduced Product Offerings In CA From High Rate Lenders: CA Product Tracker PDF 01/21/2020
Restaurants - Weekly Update PDF 01/21/2020
Return Of The MAX Is Next Catalyst: Aviation Economics Conference Day 2 PDF 01/21/2020
Revenue Growth Tough For Regions in 2020; Capital Now at Targeted Levels PDF RF 01/21/2020
SaaS Valuation Table PDF 01/21/2020
Summarizing 4Q19 Results PDF HAL 01/21/2020
Takeaways From the 2020 Midwest Association of Rail Shippers (MARS) Confere... PDF 01/21/2020
UNH Releases New Data on MA Value Proposition Relative to Medicare FFS PDF 01/21/2020
Updating Our Model Post 4Q19 Earnings PDF SLB 01/21/2020
Weekly Reader: CERS, CDMO, CTLT, TECH, RGEN PDF 01/21/2020
2020 Medical Device & Hospital Supply Outlook PDF 01/17/2020
4Q19 EPS Beat From Lower Tax Rate; 2020 Guidance Slightly Below Street PDF CSX 01/17/2020
4Q19 EPS Miss But LT Targets Raised as PSR Savings Ramp; Valuation Keeps Us... PDF KSU 01/17/2020
4Q19 EPS Miss From Intermodal & ICS Margins; LT Story Intact; Remain OW... PDF JBHT 01/17/2020
Afternoon Research Summary PDF 01/17/2020
Challenging Growth Environment Creates EPS Headwinds - Reducing Est. and P/... PDF PBCT 01/17/2020
Conference Call Takeaways PDF SLB 01/17/2020
Does a Delay Impact a Video Game's Performance? PDF 01/17/2020
EXPGY 3Q 1st Look: US Still Strong; DTC Progressing; Big Story is Brazil Ac... PDF EXPGY 01/17/2020
First Look at 4Q19 Adj. EPS Miss; 2020 Guidance In Line & LT Targets Im... PDF KSU 01/17/2020
First Look: CFG 4Q19 Results PDF CFG 01/17/2020
First Look: EXPD Pre-Announcement PDF EXPD 01/17/2020
First Look: RF 4Q19 Results PDF RF 01/17/2020
First Look: Summarizing 4Q19 Results PDF SLB 01/17/2020
Flu Activity Declines for Second Week In a Row, Suggesting Peak for 2020 Se... PDF 01/17/2020
In-Line Results; Lowering Forecast Due to Cautious Guidance; Reiterate EW PDF OZK 01/17/2020
Initial Take 4Q19 Results; EPS Miss From ICS & Intermodal Margins PDF JBHT 01/17/2020
Mid-Day Research Summary PDF 01/17/2020
Morning Research Summary PDF 01/17/2020
Paper & Wood Monitor - January 2020 PDF 01/17/2020
Positive Momentum Building; Raising Estimates and PT PDF CFG 01/17/2020
Printing & Writing - December 2019 PDF 01/17/2020
Stephens Weekly Rail Update (Ended 1/11/20) PDF 01/17/2020
SYF Cuts Savings Rate By 10bps: Deposit Rate Tracker PDF 01/17/2020
Updated Thoughts: BLFS, CDMO, CERS, CTLT, CYRX, RGEN, TECH PDF 01/17/2020
Weekly Fuel Report (1/17/20) PDF 01/17/2020
1st Look at 4Q19 Results: Op. EPS In Line; Cautious Guidance on Growth / Op... PDF OZK 01/16/2020
4Q19 Steady as She Goes; Less Certain Around 2020 Positive Operating Levera... PDF USB 01/16/2020
A Deep Dive on Growth, Informed by Unique Remote Seller Data and Recent Che... PDF AVLR 01/16/2020
Afternoon Research Summary PDF 01/16/2020
Calendar 4Q19 Protein Earnings Preview; Moving To EW On TSN/PPC PDF 01/16/2020
CareMore Releases New Consumer Survey on In-Home Provider House Calls PDF 01/16/2020
Elevated Expenses/Slower Loan Growth Drive Lower Estimates Following 4Q Res... PDF EGBN 01/16/2020
First Look at 4Q19: Strong Fees Drive Rev/EPS Beat PDF HOMB 01/16/2020
First Look: 4Q19 Headline EPS Beat from Lower Tax Rate; Guidance Below Stre... PDF CSX 01/16/2020
Investment Spend Softens 2020 Outlook; CSOs Imply 3 Year ROA Build PDF HWC 01/16/2020
Mid-Day Research Summary PDF 01/16/2020
Morning Research Summary PDF 01/16/2020
Paperboard - December 2019 PDF 01/16/2020
Strong Fees Drive EPS Beat; Maintaining Forecasts; Increasing PT to $24 PDF HOMB 01/16/2020
Unrolling The Roll-Up PDF XPO 01/16/2020
Updating Thoughts on FAST/GWW Ahead of 4Q19 Earnings & Entering 2020; R... PDF 01/16/2020
4Q19 First Look: In line Rev & EPS beat; Guidance Conservative PDF HWC 01/15/2020
4Q19 Wrap: Broad Based Business Momentum; Raise Ests & TP to $333 (From... PDF UNH 01/15/2020
Adjusting 4Q19 And 2020/2021 EPS For Higher Deliveries And Even More Sales PDF AL 01/15/2020
Afternoon Research Summary PDF 01/15/2020
Bar Was High Going into 4Q19 Print; Maintain EW Rating and $169 Price Targe... PDF PNC 01/15/2020
Consumer NCOs Continue to Tick Higher as Loan Growth Slows in December PDF AXP 01/15/2020
Cookie Concerns Overblown PDF 01/15/2020
December Data Implies 6.3% NCO, in line W/ Us But We're 9% Below on 4Q19 EP... PDF ADS 01/15/2020
December Data Implies In-Line/Slightly Better 4Q19 EPS; Loan Growth Slows PDF DFS 01/15/2020
December Master Trust Implies In-Line 4Q19 EPS PDF SYF 01/15/2020
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