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

UnitedHealth Boosts Full-Year Earnings Forecast After Profit Beat

Jul 15, 2022

UnitedHealth Group posted second-quarter adjusted earnings that beat analysts’ forecasts and the company raised its earnings outlook for the full year.

“This provides concrete evidence that the [managed care organizations] will likely report 2Q earnings beats largely across the board, given a benign medical cost environment,” wrote Stephens analyst Scott Fidel on Friday.

Fidel reiterated his Overweight rating on the stock and $580 price target.

“The group commands significant commercial market pricing power to manage margins during periods of rising overall inflation,” Fidel wrote.

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Corporate

Jackson T. Stephens Cup Announces Field for Second Annual Tournament; Golf Channel Returns with Live Coverage

Corporate

Stephens General Counsel David Knight to Retire; Rachel Mondl Mayo Named Successor

Investment Banking

Fox Motors buys 3 SE Michigan dealerships