Independent financial services firm focused on building value for companies, institutions & high-net-worth investors Member NYSE, SIPC

Little Rock, AR
Joined January 2014
Some of the most meaningful relationships are built in the moments between transactions. Bringing Dallas-area students, coaches and school leaders together at the 2026 Jackson T. Stephens Cup gave our Public Finance team an opportunity to spend time with clients in a different setting, connecting through golf while introducing students to new people, experiences and possibilities. At Stephens, long-term relationships have always mattered. Experiences like this are an opportunity to strengthen those connections while investing in the next generation.
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Stephens Insurance was pleased to connect with clients at Big Cedar Lodge during the Arkansas Hospital Association Human Resources Meeting. As healthcare organizations navigate an evolving workforce and benefits landscape, opportunities like these allow our team to hear directly from clients about the priorities and challenges shaping their organizations. Thank you to everyone who joined us for an evening of conversation and connection. #StephensInsurance #Healthcare #EmployeeBenefits
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Stephens Inc retweeted
Last day of the JTS Cup! Championship Team Match Play is underway at PGA Frisco🔥
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Stephens Inc retweeted
Your 2026 JTS Cup Team Champions 🏆 🤘 Texas wins the men's title, beating Texas A&M 4-1 in the final Matt Comegys | Daniel Bennett | Brooks Harper | Adam Villanueva | Eduardo Derbez 🐓 South Carolina wins the women's title, defeating Wake Forest 3-2 in the final Amelia Harris | Molly McLean | Vairana Heck | Alicia Olsson | Eila Galitsky Champions crowned at PGA Frisco's Fields Ranch East Course👏
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Today, we remember the lives lost and the profound impact of the tragic events on September 11, 2001.
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Which companies could be next to join the S&P 500? Ahead of today’s expected quarterly rebalancing announcement, Stephens Index Research analyst Melissa Roberts shares her outlook with MarketWatch, identifying Twilio, Bloom Energy and Cheniere Energy among the potential additions and examining the factors likely to shape the index committee’s decisions. Read more from MarketWatch: ow.ly/z8lb50ZJE5P #StephensResearch #SP500 #Markets #EquityResearch
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Which companies could be next to join the S&P 500? Stephens Research is looking ahead. Ahead of Friday’s S&P 500 rebalance announcement, Barron’s highlights research from Stephens analyst Melissa Roberts, who expects two to three changes to the index and identifies Bloom Energy, Astera Labs, Cheniere Energy and Everpure among the leading candidates for inclusion. With billions in passive investment flows potentially following an index change, Stephens Research is examining the signals that could shape what comes next. Read more from Barron’s: ow.ly/QpwH50ZJE01 #Stephens #EquityResearch #SP500 #Markets
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Stephens Managing Director and Equity Research Analyst Pooran Sharma was featured in Reuters discussing the mounting pressures facing Tyson Foods and the U.S. beef industry. “We view the guidance reduction as further evidence that near-term beef conditions have remained more challenging than previously anticipated despite the company’s aggressive capacity actions,” Sharma said. Read Sharma’s perspective in Reuters on the cattle cycle, tight supplies and the outlook for Tyson Foods: ow.ly/iAkk50ZJBPY #StephensResearch #EquityResearch #Agribusiness #FoodIndustry
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Congratulations to First Tee of Central Arkansas on 25 years of impact in the greater Little Rock community. Stephens' support of First Tee of Central Arkansas dates back to its earliest days, when our co-founder Jackson T. Stephens played a role in helping establish the organization. That support has continued over the past 25 years, grounded in a shared commitment to creating opportunities for young people and strengthening the communities where we live and work. To mark the milestone, Stephens employees and three brand ambassadors joined First Tee for a weekend that included dinner at the Capital Hotel and a day of golf at The Alotian Club. We look forward to seeing First Tee of Central Arkansas continue introducing future generations to the game and the values that extend well beyond the course.
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Are blockbuster public listings reshaping index rebalancing? Melissa Roberts, Managing Director and Index Research Analyst at Stephens, shared her perspective with the @FinancialTimes on how markets may absorb these major new entrants. ft.com/content/fcf3faaa-1184…
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This Fourth of July, Americans celebrate the spirit of independence, our homes and communities, and 250 years of our nation’s story we continue building together. Wishing everyone a safe and meaningful Independence Day.
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Russell Reconstitution is one of the year's largest trading events, and a timely reminder that market structure matters just as much as market fundamentals. As Stephens Analyst Melissa Roberts noted in Reuters, when "everyone kind of has the same idea... that's kind of what crowds the trade." For investors, understanding these technical market dynamics is increasingly important—especially as index-driven trading continues to shape capital flows and short-term volatility. reuters.com/business/wall-st…
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Congratulations to Stephens Brand Ambassador Dicky Pride on an incredible victory at the 2026 DICK'S Open! What an exciting finish and a well-deserved victory! We look forward to cheering Dicky on throughout the rest of the season.
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Congratulations to Sam Edwards, Financial Consultant in Private Wealth Management at Stephens, on being named to Arkansas Business’ 2026 class of “20 in Their Twenties.” This annual recognition highlights exceptional young professionals who are making a meaningful impact in Arkansas through their leadership, achievements, and dedication to their communities. Chosen from more than 300 nominations, honorees represent a new generation of influential leaders helping shape the future of business and nonprofit organizations across the state. We are proud to see Sam recognized among this impressive group of rising leaders. arkansasbusiness.com/event/2…
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Our summer analysts and interns have arrived at Stephens, beginning their first week at headquarters and gaining firsthand exposure to the work, people, and culture that define our firm. Welcome to Stephens.
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Eyes on Omaha. The Road to Omaha begins tonight as Razorback Baseball opens NCAA Tournament play in the Lawrence Regional against Missouri State. First pitch: 5 p.m. CT | Lawrence, Kansas As a supporter of Razorback Athletics, we're cheering on the Hogs as they begin their post-season run. #WPS
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“Consistent hard work is the fundamental driver of professional success.” Congratulations to Korosh Saba, President & CEO of Stephens Insurance, on being named to Arkansas Business’s 2026 40 Under 40 class. This recognition reflects his leadership, dedication, and continued impact across our industry and community. Well deserved! arkansasbusiness.com/article…
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Today, we honor the service members who made the ultimate sacrifice for our country. On Memorial Day, Stephens remembers their courage, their service, and the freedoms they helped protect.
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What’s driving dealership acquisition financing in today’s market? Stephens Managing Director Davidson Hall joined Baker Tilly’s Up to Speed podcast to discuss the current state of dealership M&A financing, from bank appetite and private capital to blue sky leverage and execution certainty in competitive buy-sell environments. Watch the full conversation for insights into how operators are approaching growth, acquisitions, and capital strategy in today’s market. bakertilly.com/insights/up-t…
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AI may dominate headlines, but many family investors are doubling down on businesses built for longevity. In @CNBC’s latest feature on non-AI industries, Stephens’ Joe Mowery shares why dealerships can attract long-term investors seeking durable, tax-advantaged cash flow and resilient service-driven revenue streams. “It’s not a nice-to-have. It’s a must-have.” — Joe Mowery, Head of Dealership Investment Banking at Stephens Read more from CNBC’s @HCuccinello on how family offices are leaning into old-economy businesses amid today’s evolving investment landscape. cnbc.com/2026/05/15/family-i…
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