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GOVT-CONTRACT ·Filed Aug 4, 2026

SNEX

StoneX Group Inc.
NEUTRAL
Impact 3/10
Horizonmonths Processed2mo ago
Large government contract award ($500M+)
Actionable Insight • Neutral

Monitor for any follow-on task orders or modifications that could expand the contract's value. The award establishes a new revenue stream from the U.S. Treasury, but its materiality to StoneX Group's overall financials is unclear without revenue context.

DirectionNeutral
Confidencemedium
Horizonmonths
Latest settled — T+20d
SNEX ▼ -12.05% at T+20d
NEUTRAL call -12.05% · α vs SPY -11.45% · entry $76.02 → $66.86
Next anchor: T+60d tomorrow
Latest observation: T+56 -6.12% FF3 residual α
Entry = T+0 close
Aug 5, 2026
via day close
T+1d
-12.23%
call -12.23% · α -12.07%
$66.73
settled 3mo ago
T+5d
-8.71%
call -8.71% · α -9.06%
$69.40
settled 3mo ago
T+20d
-12.05%
call -12.05% · α -11.45%
$66.86
settled 8w ago
T+60d
Pending
tomorrow

Price Chart

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Executive Summary

StoneX Financial Ltd, a subsidiary of StoneX Group Inc., was awarded a $36.2 million contract by the U.S. Department of the Treasury for the supply of silver raw material for minting silver bullion. The award is a new contract with a key government customer, but its impact is limited by the absence of revenue context and the relatively modest size relative to the company's likely scale.

Key Financial Metrics

Award Amount
$36.2M
Agency
Department of the Treasury
Contract Type
new

Key Facts

  • Award amount: $36,220,628.96
  • Awarding agency: Department of the Treasury
  • Contract description: SILVER RAW MATERIAL MINT MAC SILVER BULLION
  • Period of performance starts: 2026-08-04
  • Recipient: STONEX FINANCIAL LTD, a subsidiary of StoneX Group Inc.

Financial Impact

$36.2 million contract award; revenue impact as a percentage of total company revenue is unknown because annual revenue was not provided.

revenue

Risk Factors

  • Revenue impact as a percentage of total company revenue is unknown, limiting assessment of materiality.
  • Government contracts may be subject to funding availability and potential renegotiation.

Investment Themes

Traditional Finance

Documents Analyzed

This report is based on 1 federal contract record from official U.S. government contract data.

DocumentAccession Number
GOVT-CONTRACT Data (Synthetic)contract-2031JG26F56089
39 reports for SNEX
Performance horizon
50% Hit rate @ T+1 5 of 10 directional calls Went positive at some point 7 of 10 best @ T+1▲ +13.64%May 5, 2026
Filters
Rows
Reports for SNEX — sortable, filterable
TypeNow
Oct 21, 2026
5d ago
Institutional Cluster
BULLISH ★ 4/10
$57.30 $56.55▼ −1.31%▼ −0.79%$56.98 (−0.56%)
Oct 15, 2026
11d ago
Insider Cluster
BEARISH ★ 5/10
$57.16 $56.30▲ +1.50%▲ +1.93%$56.98 (+0.31%)
Oct 14, 2026
12d ago
Insider Cluster
BEARISH ★ 6/10
$59.92 $57.16▲ +4.61%▲ +3.50%$56.98 (+4.91%)
Oct 13, 2026
14d ago
GOVT-CONTRACT
NEUTRAL ★ 2/10
$59.93 $59.92▼ −0.02%▼ −0.30%$56.98 (−4.92%)
Oct 13, 2026
14d ago
GOVT-CONTRACT
NEUTRAL ★ 3/10
$59.93 $59.92▼ −0.02%▼ −0.30%$56.98 (−4.92%)
Oct 9, 2026
17d ago
3
NEUTRAL ★ 2/10
$60.38 $60.24▼ −0.23%▼ −0.22%$56.98 (−5.63%)
Oct 2, 2026
25d ago
Press Release
BULLISH ★ 5/10
$65.81 $67.43▲ +2.46%▲ +1.79%$56.98 (−13.42%)
Oct 1, 2026
26d ago
Press Release
NEUTRAL ★ 4/10
$65.40 $65.81▲ +0.63%▼ −0.11%$56.98 (−12.87%)
Sep 22, 2026
5w ago
GOVT-CONTRACT
NEUTRAL ★ 3/10
$67.78 $69.52▲ +2.57%▲ +2.65%$56.98 (−15.93%)
Sep 16, 2026
5w ago
Insider Cluster
BEARISH ★ 6/10
$66.13 $67.00▼ −1.32%▼ −1.43%$56.98 (+13.84%)
Showing 10 of 39

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Report published Aug 4, 2026