NASDAQ$STEP

StepStone Group LP · Q1 2025 earnings

Q1 2025 earnings · · Investor relations

Briefing

Reported results for the first quarter of the fiscal year ending March 31, 2025.

StepStone Group reported strong Q1 2025 results with a 29% increase in adjusted management and advisory fees and a 45% increase in adjusted revenues.

  • Adjusted management and advisory fees increased by 29% compared to FQ1 2024.
  • Adjusted revenues increased by 45% compared to FQ1 2024.
  • Fee-related earnings increased by 61% compared to FQ1 2024.
  • Assets under management reached $169.3 billion, a 19% increase compared to FQ1 2024.

Headline financials

Total Revenue

$186M

Previous: $178M+4.7%
EPS

$0.20

Previous: $0.26-23.1%
Fee-earning AUM

$100B

No prior period
Assets under management

$169B

Previous: $143B+18.7%
Undeployed fee-earning capital

$27.6B

Previous: $16.9B+63.3%
Capital Expenditures

-$575K

Previous: -$7.76M+92.6%
Free Cash Flow

$49.6M

Previous: $49.8M-0.5%
Net Income

$13.3M

Previous: $21.3M-37.3%
Operating Income

$135M

Previous: $134M+0.6%
Gross Profit

$186M

Previous: $178M+4.7%
Total Assets

$3.83B

Previous: $3.53B+8.6%
Stock-Based Comp

$18.5M

Previous: $8.47M+118.9%

Revenue & EPS history

StepStone · Revenue · Quarterly

$186M

Q1 2025+4.7%vs Q1 2024
Beat estimate in 12 of 15 quarters(80%)
ActualEstimate

Revenue by segment

StepStone · $260M total across 4 segments · Q4 2026

  • Focused commingled funds
    $161M
  • Separately managed accounts
    $76.3M
  • Advisory and other services
    $20M
  • Fund reimbursement revenues
    $3.18M

Forward guidance

No forward guidance was provided in the earnings report.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 19 quarterly earnings reports · overlaid with Q1 2025

Historical avgQ1 2025

+2.4%

Avg return

Earnings day

+2.5%

Avg return

5 days after

-1.6%

Avg return

30 days after

74%

17 / 23 earnings

Positive

+11.0%

Q4 2024

Best reaction

-7.0%

Q2 2024

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q4 2026+4.0%
Q3 2026+5.5%+0.2%-22.8%
Q2 2026-1.6%+0.9%+1.0%
Q1 2026+1.8%+8.6%+6.0%
Q4 2025+3.5%+6.3%-6.5%
Q3 2025+0.8%-6.5%-18.3%
Q2 2025+2.9%+2.9%-8.9%
Q1 2025+11.0%+12.4%+16.6%
Q4 2024+11.0%+18.3%+15.9%
Q3 2024+7.5%+2.5%-0.2%
Q2 2024-7.0%-9.3%-12.4%
Q1 2024+4.5%+1.8%+8.9%
Q4 2023-5.1%-2.8%+3.5%
Q3 2023-2.9%-5.0%-22.6%
Q2 2023+1.0%+0.3%+2.6%
Q1 2023-0.5%-2.1%-5.1%
Q4 2022+2.2%-0.2%+2.4%
Q3 2022+4.3%+1.1%-6.7%
Q2 2022+4.7%+11.7%-8.6%
Q1 2022-5.4%-1.8%-1.3%
Q4 2021+4.8%+8.0%+21.7%
Q3 2021+6.0%+4.1%-15.2%
Q2 2021+1.5%+3.6%+14.3%
Q1 2021
Q4 2020
Q3 2020
Q2 2020
Q1 2020

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