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PIPIPR

Piper Sandler Companies

$PIPR·$5.1B·Investment - Banking & Investment Services·Financial Services
$75.79-0.0%
Mentions · last 7 days
2026-07-26: 0 posts2026-07-27: 1 posts2026-07-28: 2 posts2026-07-29: 2 posts2026-07-30: 3 posts2026-07-31: 2 posts2026-08-01: 0 posts10
Price updated 12m ago·X counts updated 2d ago
PIPIPR
$PIPRPiper Sandler Companies
$75.79-0.01%10 posts
AI analysisFundamentalsVoices on X
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What it does

Plain-English summary of the business — what they sell and how they make money.

Piper Sandler Companies operates as an investment bank and institutional securities firm that serves corporations, private equity groups, public entities, non-profit entities, and institutional investors in the United States and internationally. It offers investment banking services, institutional sales, and trading services for various equity and fixed income products; research services; advisory services, such as mergers and acquisitions, equity and debt financings, equity and debt private placements, debt capital markets advisory, restructuring and private capital advisory; municipal financial advisory and loan placement services; and various over-the-counter derivative products, as well as underwrites municipal issuances. The company also provides public finance investment banking services that focus on state and local governments, special districts and development infrastructure, project finance, and cultural and social service non-profit entities, as well as the education, healthcare, hospitality, senior living, housing, and transportation sectors. In addition, it offers equity and fixed income advisory and trade execution services for institutional investors, corporations, and government and non-profit entities. Further, the company has alternative asset management funds in merchant banking and healthcare to invest firm capital and to manage capital from outside investors; equity and debt capital markets products; public finance services; institutional brokerage services; fundamental equity and macro research services; alternative asset management strategies; and fixed income sales and trading solutions to banks, registered investment advisors, public entities, credit unions, asset managers, and insurance companies. The company was formerly known as Piper Jaffray Companies and changed its name to Piper Sandler Companies in January 2020. Piper Sandler Companies was founded in 1895 and is headquartered in Minneapolis, Minnesota.

Industry overviewAI analysisGenerated by AI from underlying data

Where Investment - Banking & Investment Services sits in its cycle right now — and what that implies for $PIPR.

Investment - Banking & Investment Services · Financial Services

No material change from last week — high ADV benefits the automated electronic broker while the SEC's removal of the $25K PDT rule expands the addressable retail trader population.

Industry benchmark

5-name peer basket
+9.7%YTD
+15.4%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
16.7How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
25.9%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
23.2%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
11.2%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
2.4Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
23.5%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
96.5%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.1Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Jul 30, 2026$1.04$0.88+18.9%
Q1 2026May 1, 2026$1.00$0.85+17.6%
Q4 2025Feb 6, 2026$1.72$1.18+45.8%
Q3 2025Oct 31, 2025$3.82$3.17+20.5%
Next earningsFri, Oct 30·consensus EPS $0.95

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q2 FY26$496.3M+26.0%95.5%20.4%$1.00—
Q1 FY26$475.1M+36.6%96.1%18.7%$0.96$-316.9M
Q4 FY25$667.0M+42.5%95.2%28.5%$1.69$844.0M
Q3 FY25$462.4M+32.2%99.8%23.2%$0.90$25.9M

Forward consensus

3-year forecast · up to 3 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$2.1B$2.0B – $2.1B$4.65$4.52 – $4.792
FY27$2.3B$2.3B – $2.4B$5.52$5.37 – $5.663
FY28$2.5B$2.5B – $2.5B$0.00$0.00 – $0.001

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.1.2×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.27%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-1.4%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.-7.1%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 68.6M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today1.2% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β1.435-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellMay 5Jonathan J DoyleHd of Financial Services Group45.0K sh$3.6MSellMay 4Jonathan J DoyleHd of Financial Services Group45.0K sh$3.5M
+ 42 other (34 awards · 8 inkinds) in window

See when $PIPR insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
Free, forever. No credit card.

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Piper Sandler Companies Q2 Earnings Call Highlightsmarketbeat.com·3d agoPiper Sandler Companies (PIPR) Q2 2026 Earnings Call Transcriptseekingalpha.com·4d agoPiper Sandler Companies (PIPR) Q2 Earnings and Revenues Beat Estimateszacks.com·4d agoPiper Sandler Companies Reports Second Quarter 2026 Results; Declares Quarterly Dividend of $0.20 Per Sharebusinesswire.com·5d agoPiper Sandler Companies to Announce Second Quarter 2026 Financial Results and Host a Conference Call on July 30, 2026businesswire.com·18d ago

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Voices on X · last 7 days

No standout posts about $PIPR on X in the last 7 days.

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