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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 bettering the communities where we live and operate. We do this by supporting corporate philanthropy, economic and financial literacy advocacy, and professional success.

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.

Stephens & Atlassian Williams F1 Team

Stephens is the official investment banking partner of Williams Racing, one of the most winning teams in F1 history. We share that tradition of success.

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.

Stephens 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.

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Showing 4646 search results
  • Institutional Equities and Research

    <strong>Ben Bienvenu</strong>, <strong>an analyst with financial services firm Stephens Inc.,</strong> said Tyson's results were "about as we expected, but certainly weak."

    Tyson closing 4 more plants after 3Q losses | Democrat Gazette
  • Institutional Equities and Research

    Cigna is seeking the highest average individual and small group rate increases among insurers in the 16 states that have released preliminary premiums data.

    Cigna plans rate hikes amid high ACA risk-adjustment charges | Modern Healthcare
  • Institutional Equities and Research

    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 <strong>Stephens Inc</strong>. investment bank.

    Stage set for ‘bloodbath’ insurer-employer contract negotiations | Modern Healthcare
  • Institutional Equities and Research

    Stephens Analyst Terry McEvoy was recently on the S&amp;P Global Podcast “Street Talk” discussing Super Regional Banks Funding Pressure. Listen here: <a href="https://urldefense.com/v3/__https:/stephens.us10.list-manage.com/track/click?u=d2821801251c47ba1c797f20a&amp;id=27814996b1&amp;e=19c58c91b9__;!!OeoTPxQRzHw-lw!vsEkOKoG4Zc4ishT_U23VQeiBUUsgo9YT1DqPNY_mKfD2xaxGVp8uhCY3PlkrVeHR0ymB_r6q1AdqIL5pgIQA6E$" target="_blank" rel="noreferrer noopener">Spotify</a>

    Regional Banks Feel Funding Pressures, But Second-Quarter Earnings Target Biggest Bears | Street Talk
  • Institutional Equities and Research

    Watch Stephens analyst Joshua Long talk Chipotle’s quarterly earnings on CNBC’s “Closing Bell: Overtime.”

    Margins is where the story is for Chipotle, says Stephens’ Joshua Long | CNBC
  • Institutional Equities and Research

    Three years into Lithia Motors Inc.'s audacious plan to reach $50 billion in revenue by the end of 2025, two things are clear. Amid a sometimes turbulent economic environment, Lithia has been nimble in pursuit of its goals,<strong> said Daniel Imbro, an analyst with Stephens Inc.</strong>

    Lithia eyes additional businesses in 2025 plan and beyond | Automotive News
  • Institutional Equities and Research

  • Public Finance

    Sales and Use Tax Refunding and Improvement Bonds, Series 2023 | $5,980,000 | 10/10/2023

  • Fixed Income Sales & Trading

    The Labor Department reported that <strong>initial jobless claims </strong>edged higher from very low levels last week. With layoff activity at such low levels, it seems to be the case that workers who are laid off are finding new work opportunities with relative ease, or realized layoff activity is far less than what is announced by large businesses. Jobless claims are set to accelerate in coming weeks after the United Auto Workers union expanded its strike to 38 locations and 20 states. Claims in regular state programs climbed 2,000 to 204,000 from the prior week’s upwardly revised 202,000 for the week ending September 23rd. The four-week moving average declined to 211,000 from 217,250 the prior week. Continuing claims, which include people who have received unemployment benefits for a week or more, increased 12,000 to 1.670 million for the week ending September 16th.

    Weekly Economic Review | October 2, 2023
  • Institutional Equities and Research