
StepStone Group Inc.
STEPNASDAQFinancial ServicesAsset Management
Previous close
$49.99
+$1.15 · +2.35%
STEP company overview
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GoAI snapshot
AI-powered factor overview
GoAI score
Hold
Wait — insufficient conviction to act
Valuation
60
Fair Value
Momentum
25
Weakening
Sentiment
61
Bullish
Risk resilience
37
High Risk
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Company profile
Company websiteStepStone Group Inc. is a private equity and venture capital firm specializing in primary, direct, fund of funds, secondary direct, and secondary indirect investments. For direct investment, it seeks to invest in private debt, venture debt, incubation, mezzanine, distressed/vulture, seed/startup, early venture, mid venture, late venture, emerging growth, later stage, turnaround, growth capital, industry consolidation, recapitalization, buyout investments in mature and middle market companies. It prefers to invest in natural resources, technology, healthcare, services, materials, manufacturing, consumer durables, apparel, hotels, restaurants and leisure, media, retailing, power, utilities consumer staples, financials, telecommunication services, clean energy/renewables, transport, social, natural capital, infrastructure, corporate, real estate, credit and real asset. The firm invests globally with a focus on United States, North America, Europe, Asia, Latin America, Middle East, Africa, Brazil, Mexico, Argentina, Colombia, New Zealand, China, India, Korea, Japan, Taiwan, and Australia region. The firm invests between 5% and 40% in emerging markets. For fund of fund investment, it seeks to invest in private equity funds, venture capital funds, Special situation funds, Real estate funds, Infrastructure funds, mezzanine funds, and turnaround/distressed funds. It considers investments in both domestic and international funds. It also seeks to make co-investments and follow-on investments and considers partial interests in funds. The firm seeks to make minority and majority investments. StepStone Group Inc. was founded in 2007 and is based in New York, New York with additional offices across North America, South America, South Korea, Europe, Australia and Asia.
- Industry
- Asset Management
- Sector
- Financial Services
- Headquarters
- US
- CEO
- Scott Hart
- Listed since
- Sep 16, 2020
- Employees
- 1,355
Market position
Day range
Current $49.99
52-week range
Current $49.99
- Open
- $49.93
- Previous close
- $48.84
- Volume
- 907.63K
- 0.69× average
- Average volume
- 1.31M
- Average daily volume
- Market cap
- 6.45B USD
- Beta
- 1.26
- Market reference 1
- 50-day average
- $44.8657
- +11.42% above average
- 200-day average
- $53.9496
- -7.34% below average
Financials
Financial snapshot
Latest / TTMValuation & yield
- Enterprise value
- 4.02B USD
- P/E (TTM)
- -6.48×
- P/B (TTM)
- -7.6×
- P/S (TTM)
- 3.21×
- EV / EBITDA
- -4.55×
- Earnings yield
- -13.61%
- Free cash flow yield
- 1.67%
- Dividend yield
- 3.34%
Profitability & efficiency
- Gross margin
- 60.90%
- Operating margin
- -58.22%
- Net margin
- -30.53%
- Return on equity
- 126.07%
- Return on assets
- -7.71%
- Return on invested capital
- -18.65%
Financial health
- Debt / equity
- -2.91×
- Current ratio
- 1.49×
- Altman Z-score
- 0.26
- Piotroski F-score
- 4 of 9
Financial statements
Margin trends
Profitability as a percentage of reported revenue.
Income trends
Revenue
Operating income
Net income
| Metric (USD) | FY2026 | FY2025 | FY2024 | FY2023 | FY2022 |
|---|---|---|---|---|---|
| Revenue | 1.99B USD | 1.17B USD | 711.63M USD | −67.57M USD | 1.37B USD |
| Cost of goods sold | 976.96M USD | 1.26B USD | 330.19M USD | −239.18M USD | 788.7M USD |
| Gross profit | 1.02B USD | −89.47M USD | 381.45M USD | 171.6M USD | 576.83M USD |
| Selling, general, and administrative | 2.04B USD | 161.25M USD | 209.67M USD | 172.1M USD | 124.46M USD |
| Operating expenses | 2.04B USD | 161.25M USD | 209.67M USD | 172.1M USD | 124.46M USD |
| Interest income | 11.83M USD | 10.85M USD | 3.66M USD | 1.92M USD | 337K USD |
| Interest expense | 18.5M USD | 12.7M USD | 9.33M USD | 4.19M USD | 1.11M USD |
| Depreciation and amortization | 34.29M USD | 45.49M USD | 47.59M USD | 47.44M USD | 26.98M USD |
| Operating income | −1.02B USD | −250.72M USD | 171.77M USD | −497K USD | 452.36M USD |
| Net income | −521.36M USD | −179.56M USD | 58.09M USD | −18.4M USD | 193.89M USD |
Company facts updated Aug 24, 2026.
Earnings
- EPS beat rate
- 64%
- 7 beats, 4 misses, 0 met estimates
- Average EPS surprise
- -4.33%
- 11 comparable reports
- Latest EPS result
- 0.48
- Estimate 0.5 · Miss by 4.76%
EPS: actual versus estimate
Recent quarterly results
Revenue: actual versus estimate
Recent quarterly results
Analyst ratings
Third-party consensus; not a GoAI recommendation.
Analyst price target
Average target
$65.17
30.37% upsideRating distribution
8 ratingsRecent analyst actions
STEP news
Corporate actions
Annual dividends per share
Cash distributions grouped by calendar year; partial years are marked.
$1.44
2025 complete year+300.0% since 2021
2026 partial: $1.11
$0.36
2,021
$0.75
2,022
$1.07
2,023
$1.05
2,024
$1.44
2,025
$1.11
2,026*
* Partial calendar year in the available dividend history.
Corporate action history
| Action | Ex-dividend date | Details | Record date | Payment date |
|---|---|---|---|---|
DividendUpcoming | Aug 31, 2026 | $0.33Quarterly | Aug 31, 2026 | Sep 15, 2026 |
Dividend | Jun 15, 2026 | $0.83Special | Jun 15, 2026 | Jun 30, 2026 |
Dividend | Feb 27, 2026 | $0.28Quarterly | Feb 27, 2026 | Mar 13, 2026 |
Dividend | Nov 28, 2025 | $0.28Quarterly | Nov 28, 2025 | Dec 15, 2025 |
Dividend | Aug 29, 2025 | $0.28Semi-Annual | Aug 29, 2025 | Sep 15, 2025 |
Dividend | Jun 13, 2025 | $0.64Special | Jun 13, 2025 | Jun 30, 2025 |
Ex-dividend Aug 31, 2026
$0.33
Quarterly
Record Aug 31, 2026 · Payment Sep 15, 2026
Ex-dividend Jun 15, 2026
$0.83
Special
Record Jun 15, 2026 · Payment Jun 30, 2026
Ex-dividend Feb 27, 2026
$0.28
Quarterly
Record Feb 27, 2026 · Payment Mar 13, 2026
Ex-dividend Nov 28, 2025
$0.28
Quarterly
Record Nov 28, 2025 · Payment Dec 15, 2025
Ex-dividend Aug 29, 2025
$0.28
Semi-Annual
Record Aug 29, 2025 · Payment Sep 15, 2025
Ex-dividend Jun 13, 2025
$0.64
Special
Record Jun 13, 2025 · Payment Jun 30, 2025
STEP peers
ETFs holding STEP
Funds reporting this stock among their holdings, ordered by reported position size.
iShares Core S&P Small-Cap ETFIJR216.45M0.19%111.19B USD0.06%$147.31+0.64%
Vanguard Morningstar Total Stock Market ETFVTI112.85M0.00%2.3T USD0.03%$378.24+0.44%
iShares Russell 2000 ETFIWM98.49M0.12%81.62B USD0.19%$299.96+0.77%
Vanguard Morningstar Small-Cap ETFVB81.33M0.04%183.4B USD0.03%$304.76+0.64%
Vanguard Morningstar Small-Cap Growth ETFVBK47.23M0.11%43.8B USD0.05%$358.65+0.70%
Vanguard Extended Market ETFVXF37.37M0.04%93.7B USD0.05%$245.53+0.82%
State Street SPDR Portfolio S&P 600 Small Cap ETFSPSM33.86M0.20%17.03B USD0.03%$57.28+0.61%
iShares Russell 2000 Value ETFIWN33.29M0.23%14.66B USD0.24%$224.81+0.45%
iShares Core S&P Small-Cap ETFIJR- Market value
- 216.45M
- Weight
- 0.19%
- AUM
- 111.19B USD
- Expense ratio
- 0.06%
- Price / 1D
- $147.31+0.64%
Vanguard Morningstar Total Stock Market ETFVTI- Market value
- 112.85M
- Weight
- 0.00%
- AUM
- 2.3T USD
- Expense ratio
- 0.03%
- Price / 1D
- $378.24+0.44%
iShares Russell 2000 ETFIWM- Market value
- 98.49M
- Weight
- 0.12%
- AUM
- 81.62B USD
- Expense ratio
- 0.19%
- Price / 1D
- $299.96+0.77%
Vanguard Morningstar Small-Cap ETFVB- Market value
- 81.33M
- Weight
- 0.04%
- AUM
- 183.4B USD
- Expense ratio
- 0.03%
- Price / 1D
- $304.76+0.64%
Vanguard Morningstar Small-Cap Growth ETFVBK- Market value
- 47.23M
- Weight
- 0.11%
- AUM
- 43.8B USD
- Expense ratio
- 0.05%
- Price / 1D
- $358.65+0.70%
Vanguard Extended Market ETFVXF- Market value
- 37.37M
- Weight
- 0.04%
- AUM
- 93.7B USD
- Expense ratio
- 0.05%
- Price / 1D
- $245.53+0.82%
State Street SPDR Portfolio S&P 600 Small Cap ETFSPSM- Market value
- 33.86M
- Weight
- 0.20%
- AUM
- 17.03B USD
- Expense ratio
- 0.03%
- Price / 1D
- $57.28+0.61%
iShares Russell 2000 Value ETFIWN- Market value
- 33.29M
- Weight
- 0.23%
- AUM
- 14.66B USD
- Expense ratio
- 0.24%
- Price / 1D
- $224.81+0.45%
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