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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
3Q18 Another Impressive Performance; Addt'l Benefits from PSR on the Ho... PDF CSX 10/17/2018
Afternoon Research Summary PDF 10/17/2018
Aviation Conference Day 1: CIT's Path To NIM / Loan Growth? PDF 10/17/2018
Credit Improving; Revenue Headwinds Remain; Valuation Too Cheap; Maintain O... PDF HWC 10/17/2018
Deposit Rate & Mix Shift Concerns Weigh on Stock; Updated Estimates PDF CMA 10/17/2018
First Look: USB 3Q18 Results PDF USB 10/17/2018
First Look: WTFC 3Q18 Results PDF WTFC 10/17/2018
Hopeful For Less 3Q Drama This Year PDF 10/17/2018
How Super Regional Banks Were Thinking About Higher Rates & Deposits in... PDF 10/17/2018
Mid-Day Research Summary PDF 10/17/2018
MLM 3Q18 Preview - Reiterate EW; Revising Estimates and Price Target PDF MLM 10/17/2018
Morning Research Summary PDF 10/17/2018
Organic Trends Improving; M&A Pipeline Remains Full: Updated Estimates PDF EQBK 10/17/2018
Positive Op. Leverage Offsets Weaker Deposit Trends; Maintain EW PDF USB 10/17/2018
Protein Trip - November 26 & 27 PDF 10/17/2018
Restaurants—Commodity Review: September 2018 PDF 10/17/2018
SUM 3Q18 Preview - Reiterate OW; Revising Estimates and Price Target PDF SUM 10/17/2018
VMC 3Q18 Preview - Reiterate OW; Revising Estimates and Price Target PDF VMC 10/17/2018
3Q18 Auto Retail Preview PDF 10/16/2018
Afternoon Research Summary PDF 10/16/2018
Airlines: Updating Models For 3Q Inv. Updates and 4Q RASM Expectations PDF 10/16/2018
Containerboard & Boxes - September 18 PDF 10/16/2018
Early Results in Mtg. Warehouse: Good Volume but Incremental Pricing Pressu... PDF 10/16/2018
First Look at 3Q18 Beat & Raise PDF CSX 10/16/2018
First Look: AAP and WMT Announce Strategic Partnership PDF AAP 10/16/2018
First Look: CMA 3Q18 Results PDF CMA 10/16/2018
First Look: Credit Improvement / Revenue Pressure PDF HWC 10/16/2018
First Look: EQBK 3Q18 Results PDF EQBK 10/16/2018
First Look: Investor Day Update; Revises FY19 for Flipkart; Provides FY20 G... PDF WMT 10/16/2018
First Look: Update on Agent Count Likely Lining Up With Our Street High #s PDF EXPI 10/16/2018
Lofty EPS Targets, We Think It'll Be Tough For World To Get There PDF WRLD 10/16/2018
Mid-Day Research Summary PDF 10/16/2018
Morning Research Summary PDF 10/16/2018
Paperboard - September 2018 PDF 10/16/2018
Printing & Writing - September 18 PDF 10/16/2018
Weekly Commodity Monitor 10/16/2018 PDF 10/16/2018
3Q Bank Readthroughs: Credit Positive, Growth Less So, and CECL Comments PDF 10/15/2018
3Q Preview: 3Q Looks Strong, But Remain Cautious on Compares/Valuations PDF 10/15/2018
3Q18 Paper & Wood Preview, Marking to Market PDF 10/15/2018
3Q18 PS&W Monitor - Revising Estimates; Maintain EW Rating PDF MUSA 10/15/2018
Afternoon Research Summary PDF 10/15/2018
August '18 ARTBA Contract Awards Data Shows Continued Growth in Most Ma... PDF 10/15/2018
Big-Bank 3Q18 Card Results: Implications for FDC, GPN, MA, PYPL, SQ, TSS, V... PDF 10/15/2018
Deposit Beta Fears Pushed Aside - Growth Profile Intact; Updated Estimates PDF FRC 10/15/2018
Grand Rounds: Medical Device & Hospital Supply Weekly Update PDF 10/15/2018
Increasing 3Q18E EPS 5% Following Better Loss Rates in Monthly Data PDF DFS 10/15/2018
Mid-Day Research Summary PDF 10/15/2018
Mixed September and 3Q18 Card Stats Keeps Us Unchanged for 3Q18E EPS PDF ADS 10/15/2018
Morning Research Summary PDF 10/15/2018
Realtor.com, Opendoor & Others Making Moves; Helps Explain ZG's Rec... PDF ZG 10/15/2018
Restaurants—Weekly Update PDF 10/15/2018
Retail/Broadlines 3Q18 Earnings Preview PDF 10/15/2018
September ABS Data Benign on Credit, Good on Growth PDF SC 10/15/2018
September Data Shows Consistently Good Growth and Credit For 3Q18E PDF AXP 10/15/2018
Stairway to Seven; Initiating on Growth Bank With Sustainable Peer-Leading ... PDF BSVN 10/15/2018
Stephens Healthcare Services Weekly PDF 10/15/2018
Stephens Monthly Rail Update – October 2018 PDF 10/15/2018
Thoughts on the Midwest Banks: Upgrading WTFC PDF 10/15/2018
Trust Data Relatively Benign, Estimates Unchanged PDF SYF 10/15/2018
Upgrading EQBK to Overweight PDF EQBK 10/15/2018
Upgrading WTFC to Overweight PDF WTFC 10/15/2018
Weekly Reader: LGND, MYGN, PACB, CBM, CERS, CTLT PDF 10/15/2018
What Does A Historically Bad Trading Day Tell Us About Future Bank Performa... PDF 10/15/2018
3Q18 Review: EPS Quality on the Weaker Side; Updated Estimates PDF PNC 10/12/2018
Afternoon Research Summary PDF 10/12/2018
Early Bank Results "Not That Bad"; Relative Valuations Now at Tro... PDF 10/12/2018
First Look: FRC 3Q18 Results PDF FRC 10/12/2018
First Look: PNC 3Q18 Results PDF PNC 10/12/2018
Let's Eat- Oct 12 PDF 10/12/2018
Lithium IPO Complete, Ag Becomes Easier to See PDF FMC 10/12/2018
Marcus Sets New High in Savings: Deposit Rate Tracker PDF 10/12/2018
Master Limited Partnership Coverage Update PDF 10/12/2018
Media Reporting CSGP To Buy Small UK CRE Info Co Realla PDF CSGP 10/12/2018
Mid-Day Research Summary PDF 10/12/2018
Morning Research Summary PDF 10/12/2018
Retail/Broadlines - Weekly Fuel Report PDF 10/12/2018
RP Continues to Roll-Up; Acquiring Rentlytics to Boost Data Offering PDF RP 10/12/2018
Save the Date - ABA Bank Regulatory Conference Call - November 2nd PDF 10/12/2018
Solid Profitability; Absent Balance Sheet Growth; Maintain EW Rating PDF CBSH 10/12/2018
SQM Politics Are a Minor Issue PDF NTR 10/12/2018
Stephens Weekly Rail Update (Ended 10/6/18) PDF 10/12/2018
Trucking & Intermodal - Trading / Positioning Trends PDF 10/12/2018
Afternoon Research Summary PDF 10/11/2018
DXCM CLARITY Goes Mobile PDF DXCM 10/11/2018
First Look – Good Core NIM; B/S Growth Trends Remain Soft PDF CBSH 10/11/2018
First Look: Expanding Storefronts PDF ALGN 10/11/2018
Mid-Day Research Summary PDF 10/11/2018
Morning Research Summary PDF 10/11/2018
NDR Thoughts; Management's Refocusing On Fundamentals Should Create Val... PDF CASY 10/11/2018
Remain Buyers Ahead of WMT Investor Day; Revisiting Bullish Thesis From Her... PDF WMT 10/11/2018
Strategic Deal in Michigan Will Push Assets Over $10B; Updated Estimates PDF FRME 10/11/2018
The Global Leader in Completions With a Home Field Advantage in U.S. Land; ... PDF HAL 10/11/2018
Top Franchises and the Largest OFS Platform; But Initiating EW on NT Expect... PDF SLB 10/11/2018
Updated Thoughts In Advance of the HH Final Rule PDF 10/11/2018
Afternoon Research Summary PDF 10/10/2018
Auto Retail Hurricane Michael Implications & Exposure PDF 10/10/2018
Bank Technology and Payment Processing - Comparative Valuation PDF 10/10/2018
Cat 4 Hurricane Michael and Building Materials Exposure PDF 10/10/2018
Data Services - Comparative Valuation PDF 10/10/2018
Directionally Constructive PDF IP 10/10/2018
Expanding Michigan Presence With MBTF Acquisition PDF FRME 10/10/2018
First Look: FAF September Title Orders; a Net-Positive Result PDF FAF 10/10/2018
HC Services Investor Plane Trip: December 11-13 (ADUS, AMED, BKD, EHC, HNGR... PDF 10/10/2018
Mid-Day Research Summary PDF 10/10/2018
SQ CFO Stepping Down To Take Nextdoor CEO Role; Remain EW PDF SQ 10/10/2018
Stephens Bank Research - Upcoming Investor Events PDF 10/10/2018
Time To Step In PDF CUTR 10/10/2018
Tracking 3Q18 EPS Variances to Highlight Potential Bank Trades PDF 10/10/2018
Waiting To See Margin Compression of Recent JCP, LOW Renewals PDF SYF 10/10/2018
3Q Bank Tech Preview: Noisy FIS 3Q; Views On EPAY/FISV/JKHY; QTWO Launch Re... PDF 10/09/2018
3Q18 Data Preview: CSGP Still Best Idea/Like RAMP Long; EFX, FICO, EXPGY Vi... PDF 10/09/2018
3Q18 Outlook Unchanged, Faster TBOLT Sales Pulls Forward Gains From 4Q18 PDF AL 10/09/2018
3Q18 Pmt Preview: FDC/TSS/WP Top Picks + New PYPL Rev Model + SQ, V, MA, GP... PDF 10/09/2018
Afternoon Research Summary PDF 10/09/2018
EXPGY Updated Thoughts Following NDR PDF EXPGY 10/09/2018
Final - Nashville Bank Trip / FHN Investor Day: November 5-6 (FBK, FHN, PNF... PDF 10/09/2018
Mid-Day Research Summary PDF 10/09/2018
Morning Research Summary PDF 10/09/2018
Paper & Wood Monitor - October 2018 PDF 10/09/2018
Updating Estimates on Revised Interest Rate Outlook PDF 10/09/2018
WASDE Preview - Oct 2018 PDF 10/09/2018
Weekly Commodity Monitor 10/09/2018 PDF 10/09/2018
3Q'18 LTL Preview; More Cautious on Stocks in NT PDF 10/08/2018
3Q18 Logistics Preview PDF 10/08/2018
Afternoon Research Summary PDF 10/08/2018
CECL: Credit Cards Reserve Releases: AXP, CURO And ONDK Best Positioned PDF 10/08/2018
Class I Rail 3Q18 Preview: Strong Fundamentals & Jumping on the PSR Ban... PDF 10/08/2018
Fiscal 4Q18 Earnings Preview: Adjusting Estimates & Price Target Higher... PDF GBX 10/08/2018
Grand Rounds: Medical Device & Hospital Supply Weekly Update PDF 10/08/2018
Mid-Day Research Summary PDF 10/08/2018
Morning Research Summary PDF 10/08/2018
Nine Dragons Announces Containerboard Plans PDF 10/08/2018
Package Employees Reject TA; Union Leadership Approve Anyway; Expect Disrup... PDF UPS 10/08/2018
Railcars in Storage: October Report PDF 10/08/2018
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