Stephens Analyst | Modern Healthcare | 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.

Leadership

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.

Our Businesses

Capital Management

We provide fiduciary investment strategies to public-and private-sector institutional clients through asset allocation, consulting, and retirement services.

Fixed Income Sales & Trading

Decades of proven performance and experience in providing tailored fixed income trading and underwriting services to major municipal and corporate issuers.

Institutional Equities and Research

Proven industry-leading research, global market insights, and client-focused execution.

Insurance

Customized risk management, property & casualty, executive strategies and employee benefits solutions that protect our clients over the long term.

Investment Banking

We assist companies with accessing capital through innovative advisory and execution services that help firms achieve their strategic goals.

Private Capital

We have been a trusted and reliable source of capital for private companies for over 70 years.

Private Wealth Management

Our experienced Private Client Group professionals develop customized investment strategies to help clients achieve their financial goals.

Public Finance

We are a trusted municipal advisor with proven expertise in public financings. We also work with clients in negotiated and competitive municipal underwritings.

Back to News
Institutional Equities and Research

Stage set for ‘bloodbath’ insurer-employer contract negotiations | Modern Healthcare

Jul 26, 2023

Health insurers are pitching an average 10.9% increase in small group premiums across the 12 states that have released insurers’ proposed rates so far, according to a report this month by the Stephens Inc. investment bank. State regulators must approve insurance companies’ fully insured small group premium rates, along with those for individual policies sold on the exchange. Officials publicly release carriers’ proposed premium changes before they are finalized.

For-profit insurers are proposing larger premium increases than nonprofit carriers, the Stephens analysis said.

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Institutional Equities and Research

What The Medicare Advantage Star Ratings Lawsuit Means | Modern Healthcare

Institutional Equities and Research

Hot Picks in Packaged Food And Beverage | BNN Bloomberg

Corporate

QXO Announces Leadership Team and Board of Directors | Stockhouse