The results highlight continued strong organic growth driven by fundraising across private equity, infrastructure, and private debt. With no explicit guidance provided, the focus turns to the conference call for commentary on future fundraising pipeline and deployment. The supplemental dividend signals confidence in cash flow. The stock may rally on the EPS beat and AUM growth, but the lack of guidance caps upside.
Price Chart
Executive Summary
StepStone Group reported Q4 FY2026 adjusted net income per share of $0.57, beating the $0.50 consensus by 14%, and adjusted revenues of $305.8M, modestly above the $292.1M estimate. Fee revenues grew 22% YoY to $260.3M, driven by 23% QoQ AUM growth to $233.3B, underscoring strong fundraising momentum. The board declared a $0.28 quarterly dividend plus a $0.55 supplemental dividend.
Key Financial Metrics
Key Facts
- ANI per share (Street EPS) $0.57 vs consensus $0.50 (+14% beat)
- Adjusted revenues $305.8M vs consensus $292.1M (+4.7% beat)
- Fee revenues $260.3M, up 22% YoY
- AUM $233.3B, up 23% sequentially
- Quarterly dividend $0.28 + supplemental $0.55 per share
Financial Impact
ANI per share beat by $0.07 (14%); fee revenue growth of 22% YoY
Risk Factors
- Potential slowdown in fundraising or deployment if market conditions deteriorate
- High equity-based compensation and unrealized performance fees distort GAAP earnings
- Dependence on private markets valuations which are lagging and subject to adjustments
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 1 press release from GlobeNewswire.
| Document | Accession Number |
|---|---|
| PRESS-RELEASE Data (Synthetic) | press-3298852 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Jun 17, 2026 15w ago | Press Release | $45.87 $48.92 | ▲ +6.65% | ▲ +3.50% | $45.66 (−0.45%) |
Jun 11, 2026 16w ago | Insider Buy | $44.39 $50.74 | ▲ +14.30% | ▲ +11.04% | $45.66 (+2.87%) |
Jun 1, 2026 17w ago | 8-K | $46.07 $49.78 | ▲ +8.05% | ▲ +6.94% | $45.66 (−0.88%) |
May 20, 2026 19w ago | Press Release | $54.74 $48.28 | ▼ −11.80% | ▼ −16.10% | $45.66 (−16.58%) |
May 6, 2026 21w ago | Press Release | $53.63 $43.86 | ▼ −18.22% | ▼ −20.28% | $45.66 (−14.86%) |
May 6, 2026 21w ago | Press Release | $53.63 $43.86 | ▼ −18.22% | ▼ −20.28% | $45.66 (−14.86%) |
Mar 31, 2026 26w ago | Press Release | $47.72 $39.54 | ▼ −17.14% | ▼ −29.52% | $45.66 (−4.31%) |
Mar 9, 2026 29w ago | Press Release | $46.37 $43.63 | ▼ −5.91% | ▼ −17.59% | $45.66 (−1.53%) |
Mar 2, 2026 30w ago | Press Release | $44.35 $52.64 | ▲ +18.69% | ▲ +9.37% | $45.66 (+2.96%) |
US Market Status
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