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Ex-dividend in 2d · $0.33
STEP · NASDAQ · Asset Management

StepStone Group

Builds customized private-markets portfolios across funds, secondaries, co-investments, and advisory services.

$50.32
After-hours close−0.04 (−0.08%)
At close$50.36(+0.32%)
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Profile

StepStone Group Inc.STEPFinancials

Builds and manages customized private-equity, infrastructure, private-debt, and real-estate portfolios through separately managed accounts and commingled funds, earning management, advisory, and performance fees. Institutional and private-wealth clients access primary funds, secondaries, co-investments, data, and portfolio reporting through a globally staffed platform.

Builds customized private-markets portfolios across private equity, infrastructure, private debt, and real estate. Institutional and private-wealth clients invest through separately managed accounts and focused commingled funds, using primary fund commitments, secondary purchases, and co-investments. Advisory mandates add strategic planning, research, portfolio monitoring, reporting, and data access.

Operates globally with local investment teams and proprietary research, reporting, pacing, and benchmarking tools that support manager selection, portfolio construction, liquidity planning, and administration. Most management and advisory fees come from commingled funds and separately managed accounts; advisory and data services are a smaller stream. Access to managers and deal flow, private-market valuations, fundraising, capital deployment, and investment realizations shape fee generation, while performance fees depend on investment gains.

Company facts

CEOScott W. Hart
ListedSep 16, 2020
ExchangeNASDAQ
HeadquartersNew York, NY
CountryUnited States
Employees1,310
CIK0001796022
ISINUS85914M1071

Categories

Key statistics

Market cap$6.50B
EPS (ttm)−$7.72
P/E (ttm)−6.52
ROE156.7%
P/B−7.65
P/S3.23
Dividend yield1.11%
Beta1.64vs XLF 1.36

Year to date −24.4% · Average volume (30d) 1.3M

Analysts

Price target, next 12 months$61.50+22.2%Median of 8 analysts · vs the Aug 28 close
ConsensusBuy7 of 8 analysts rate it buy or better

Ratings

Target range

Latest analyst notes

DateFirmActionRatingPrior targetTarget
Aug 7, 2026UBSReiterateBuy$69
Aug 7, 2026Evercore ISIReiterateOutperform$60$56
Aug 7, 2026BMO CapitalReiterateOutperform$50$58
Jul 21, 2026Morgan StanleyReiterateEqual Weight$72$63
Jul 13, 2026BMO CapitalReiterateOutperform$62$50

Earnings

EPS

Estimate$0.57
ReportedDue Nov 5, 2026

Revenue

Estimate$330.1M
ReportedDue Nov 5, 2026

History

Report dateEPS estEPSSurpriseRevenue estRevenueSurpriseNext session
Aug 6, 2026Q1 FY27$0.50$0.48−4.8%$309.3M$300.6M−2.8%−7.79%
May 20, 2026Q4 FY26$0.51$0.57+11.8%$292.1M$305.8M+4.7%+5.27%
Feb 5, 2026Q3 FY26$0.60$0.65+8.3%$395.0M$494.5M+25.2%+5.51%
Nov 6, 2025Q2 FY26$0.49$0.54+11.3%$272.3M$454.2M+66.8%−1.77%
View details

Financial highlights

12 quartersQ4 FY25Q1 FY26Q2 FY26Q3 FY26Q4 FY26Q1 FY27
Revenue$377.7M$364.3M$454.2M$586.5M$588.6M$378.9M
Gross profit$36.9M$172.6M$207.0M$298.2M$338.8M$378.9M
Operating income−$6.2M−$59.0M−$722.8M−$221.3M−$20.3M−$204.8M
Net income−$18.5M−$38.4M−$366.1M−$123.5M−$7.8M−$115.8M
Diluted EPS−$0.24−$0.49−$4.66−$1.55−$0.10−$1.41
Gross margin9.8%47.4%45.6%50.8%57.6%100.0%
Operating margin-1.6%-16.2%-159.1%-37.7%-3.5%-54.1%

Fiscal years (4-quarter sums)FY22 $1.37B · FY23 −$67.6M · FY24 $711.6M · FY25 $1.17B · FY26 $1.99B

Revenue by product · Q1 FY27

Management And Advisory Fees, Net$269.2M · 71%
Carried Interest Allocation$72.5M · 19%
Legacy Carried Interest Allocation$37.2M · 10%

Revenue by geography · Q1 FY27

United States$280.6M · 74%
Non-US$98.3M · 26%

Balance sheet, Jun 30, 2026Cash & short-term investments $201.2M · Total debt $1.57B · Total assets $7.77B · Shareholders' equity −$539.2M

Dividends

Next ex-date
Aug 31, 2026
in 2 days
Annual dividend
$0.56
per share
Dividend yield
1.11%
Schedule
Quarterly
4 payments a year

Raised for 4 straight years — most recently to $0.28 from $0.24 in Aug 2025. To collect a payout, hold shares through the close before the ex-date.

History

Ex-dateRecordPaidAmountNote
Jun 15, 2026Jun 15Jun 30$0.83special dividend
Feb 27, 2026Feb 27Mar 13$0.28
Nov 28, 2025Nov 28Dec 15$0.28
Aug 29, 2025Aug 29Sep 15$0.28raised from $0.24
Jun 13, 2025Jun 13Jun 30$0.64special dividend
Feb 28, 2025Feb 28Mar 14$0.24
Nov 29, 2024Nov 29Dec 13$0.24
Aug 30, 2024Aug 30Sep 13$0.24raised from $0.21
View details

Ownership

Institutions 64.98%83.88M sharesInsiders 2.98%3.85M sharesOther 32.04%41.36M shares

Shares outstanding 129.08M · Float 113.86M · 88.2% free float

Top shareholders13F · 13D/G · Form 4

HolderShares% outstandingFormFiled
BlackRock, Inc.11.97M9.27%13FAug 7, 2026
Integrated Core Strategies (US) LLC6.83M8.50%13GApr 27, 2026
Millennium Management LLC5.62M4.35%13FAug 14, 2026
Wellington Management Group LLP5.19M4.02%13FAug 14, 2026
Price T Rowe Associates Inc /MD/5.17M4.00%13FAug 14, 2026

Insider tradesForm 4

DateInsiderRoleSharesAvg price
Jun 11, 2026Michael I. McCabedirector, officer: Head of Strategy+120,000$41.85
Jun 3, 2026Jose A. Fernandezdirector, officer: Co-Chief Operating Officer−2,290$42.64
Jun 2, 2026Jose A. Fernandezdirector, officer: Co-Chief Operating Officer−100,000$46.55
Jun 1, 2026Jose A. Fernandezdirector, officer: Co-Chief Operating Officer−100,000$48.60
Feb 23, 2026Steven R. Mitchelldirector+12,793$44.23
View details

Peers

  • Hamilton Lane

    Private-markets solutions peer with data, advisory, and wealth overlap

  • Blackstone

    Institutional and wealth alternatives across private markets

  • Ares Management

    Private credit-led overlap across alternatives and wealth

  • Apollo Global Management

    Private credit, wealth, and retirement alternatives platform

  • KKR

    Private-markets platform across core asset classes and wealth channels

  • The Carlyle Group

    AlpInvest brings direct overlap in private-markets portfolio solutions

  • TPG

    Multi-platform alternatives manager spanning PE, credit, real estate

  • Blue Owl Capital

    Private credit, real assets, and GP capital overlap

CompareAfter-hours close

CompanyPriceChange
StepStone Group$50.32−0.08%$6.50B—19.13.2−17.5%
Hamilton Lane$102.81−3.02%$5.89B16.215.46.9+56.5%
Blackstone$142.86+0.35%$171.97B31.622.210.7+2.4%
Ares Management$142.53+0.04%$46.81B59.121.97.3+5.8%
Apollo Global Management$135.48+0.35%$77.78B30.213.82.2+63.7%
KKR$108.40−0.21%$97.58B34.216.34.6−44.8%
The Carlyle Group$49.09−0.02%$17.67B51.011.94.5−29.3%
TPG$53.97+0.03%$20.69B62.016.94.4−31.8%
Blue Owl Capital$12.04+0.12%$18.79B101.213.06.3+7.1%
Median42.615.85.5+4.1%