NYSE$PIPR

Piper Sandler Companies · Q4 2025 earnings

Q4 2025 earnings · · Before market open · Investor relations

Briefing

Piper Sandler reported Q4 2025 net revenues of $666M with diluted EPS of $6.40.

Record fourth-quarter net revenues of $666.1 million rose 38% year over year on strong advisory and investment banking activity. Net income was $114.0 million, or $6.40 per diluted share, with adjusted EPS of $6.88. The firm declared a $5.00 special dividend for fiscal 2025.

  • Q4 net revenues $666M (+38% YoY).
  • Advisory revenues $402.6M (+44% YoY).
  • Diluted EPS $6.40; adjusted EPS $6.88.
  • Special dividend $5.00 per share for FY25.

Headline financials

Total Revenue

$666M

No prior period
EPS (adj)

$6.88

No prior period
Pre-tax Margin

28.3%

No prior period
Effective Tax Rate

24.3%

No prior period
Compensation Ratio

58.7%

No prior period
Non-compensation Ratio

13.0%

No prior period
Full-time Employees

1.9K

No prior period
Corporate Investment Banking Managing Directors

187

No prior period
Common Shareholders' Equity

$1.37B

No prior period
Common Shares Outstanding

16.9M

No prior period
Restricted Shares Outstanding

900.0K

No prior period
Total Shares Outstanding

17.8M

No prior period
Completed M&A and Restructuring Transactions

99

No prior period
Completed Capital Advisory Transactions

28

No prior period
Total Completed Advisory Transactions

127

No prior period
Total Equity Transactions Priced

21

No prior period
Book Run Equity Transactions Priced

18

No prior period
Total Debt and Preferred Transactions Priced

10

No prior period
Book Run Debt and Preferred Transactions Priced

7

No prior period
Aggregate Par Value of Issues Priced

$4.1B

No prior period
Total Issues Priced

151

No prior period
Number of Shares Traded

3.0B

No prior period
Net Income

$114M

No prior period
Operating Income

$189M

No prior period

Revenue & EPS history

Piper Sandler · Revenue · Quarterly

$666M

Q4 2025
Beat estimate in 3 of 4 quarters(75%)
ActualEstimate

Forward guidance

The filing outlines Piper Sandler's outlook, including operating priorities, capital allocation, and key risks, with specific numeric guidance where management provided it.

Tailwinds

  • Piper Sandler cites execution on growth initiatives and balance-sheet flexibility.
  • Management emphasizes capital returns and operational priorities in the filing.

Headwinds

  • Macro, pricing, and competitive pressure may affect margins.
  • One-time items and segment mix can affect quarter-to-quarter comparability.

Historical earnings impact

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

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q4 2025

Historical avgQ4 2025

+0.5%

Avg return

Earnings day

+1.1%

Avg return

5 days after

+3.4%

Avg return

30 days after

50%

15 / 30 earnings

Positive

+9.9%

Q4 2025

Best reaction

-8.9%

Q1 2026

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-8.9%-7.6%-10.1%
Q4 2025+9.9%+3.0%-11.5%
Q3 2025-2.4%+2.5%+2.7%
Q1 2025+3.7%+2.9%+3.6%
Q3 2024-3.3%-2.8%-4.0%
Q2 2024+1.9%+8.5%+11.1%
Q1 2024+1.2%+1.2%-1.6%
Q3 2023+1.7%-0.5%+10.8%
Q2 2023-1.2%+1.6%+1.0%
Q1 2023-1.1%+0.5%+4.1%
Q3 2022+3.2%+5.9%+12.2%
Q2 2022-2.1%+1.0%-8.1%
Q1 2022+0.3%-3.8%+2.1%
Q3 2021-0.2%+0.3%-5.4%
Q2 2021+3.6%+7.5%+10.0%
Q1 2021+0.4%+1.6%+7.4%
Q3 2020+2.0%+10.4%+14.0%
Q2 2020-0.9%+5.7%+11.1%
Q1 2020+2.8%+0.0%+36.0%
Q3 2019-0.2%-2.0%+1.0%
Q2 2019-0.7%-3.9%-3.7%
Q1 2019-1.6%-3.7%-9.8%
Q3 2018-0.0%+3.2%-6.0%
Q2 2018-0.1%-1.0%-3.4%
Q1 2018+2.0%+5.2%+5.8%
Q3 2017+0.1%+2.2%+10.0%
Q2 2017+2.2%-7.2%-10.0%
Q1 2017-0.6%-2.0%+0.7%
Q3 2016-0.6%-1.4%+25.9%
Q2 2016+3.4%+5.1%+7.6%

Discussion

Share your read of this quarter. Sign-in carries your eToro identity.

Join the conversation

Sign in with eToro to post your read of this quarter and vote on others'.

Sign in with eToro