PIPR — Piper Sandler Companies

✨ Hidden Gem

Stock analysis, trade plans, and proprietary indicators by Trend Edge.

Trend Edge Setup Score

Trend Edge rates PIPR Bearish with a Setup Score of 10, net conviction 25, actionability 4. How the Setup Score works →

Total Setup Score10
Directional BiasBearish
Net Conviction25
Actionability4 (in range)

Key signals behind this score

About Piper Sandler Companies

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, equit… Read full Trend Edge analysis →

Trend Edge Proprietary Indicators

Key Metrics

Current Price$72.10
Market Cap$4.96B
Float68.8M
Shares Outstanding67.6M
P/E (Forward)10.11
P/E (TTM)17.87
Price/Sales (TTM)2.46
vs. Analyst Target+29.5% to analyst PT
Profit Margin13.97%
Operating Margin (TTM)21.76%
Revenue (TTM)$2.02B
Earnings Growth (YoY)1.10%
Dividend Rate0.7%
Analyst Target Price$93.38 (4 analysts)

Financial History

Annual Revenue & Earnings History

YearRevenueNet IncomeGross ProfitEBITDA
2020 $1.20B $40.5M $1.18B $124M
2021 $1.98B $279M $1.97B $484M
2022 $1.38B $111M $1.37B $165M
2023 $1.31B $85.5M $1.30B $160M
2024 $1.48B $181M $1.48B $245M
2025 $1.90B $281M $1.78B $413M

Recent Quarterly Revenue & Net Income

QuarterRevenueNet Income
Jun 2025 $394M $42.2M
Sep 2025 $462M $60.3M
Dec 2025 $667M $114M
Mar 2026 $475M $65.2M

Ownership & Float

Insider Ownership2.6%
Institutional Ownership87.4%
Short Float4.1%
% of All Funds Holding4.49%
Number of Funds Holding369

Current Moving Averages

Trend Edge tracks near-term, medium-term, cyclical, and secular moving averages across weekly and monthly timeframes to identify trend structure at every horizon.

TimeframeSMAValueTrend Context
Weekly10-Week SMA$77.58Near-term / short-term trend
Weekly40-Week SMA$81.77Medium-term trend
Weekly80-Week SMA$76.93Cyclical trend (business cycle)
Weekly200-Week SMA$58.33Secular trend (multi-year)
Monthly10-Month SMA$79.58Near-term monthly trend
Monthly20-Month SMA$76.30Medium-term monthly trend
Monthly40-Month SMA$62.88Secular monthly trend

Volume Shelves — Support & Resistance

Trend Edge identifies volume shelves: price zones where historically elevated trading volume creates structural support or resistance. A volume shelf forms when a disproportionate share of cumulative volume was transacted at a specific price level, making it a high-conviction anchor for future price reactions.

Price LevelTypeVolume RatioAge
$69.00 support 1.31x 11 months ago
$63.00 support 1.26x 12 months ago
$58.00 support 1.69x 23 months ago
$54.00 support 1.12x 24 months ago

Historical Earnings Reactions (90 events)

TimeframeAvg ReturnMedianWin RateBestWorst
Gap -0.10% -0.03% 46.67% 5.80% -6.04%
1 Day 0.36% -0.09% 47.78% 16.82% -7.52%
1 Week 2.12% 1.69% 58.89% 20.35% -12.18%
2 Weeks 2.87% 1.26% 55.56% 41.17% -15.66%
1 Month 1.69% 1.23% 55.06% 33.00% -32.25%

Next earnings: August 7, 2026 (25 days away)

Seasonality & Day-of-Week Patterns

Monthly Seasonality

MonthAvg ReturnWin RateSamples
Jan-0.2%54.5%22
Feb-0.4%47.8%23
Mar-1.5%47.8%23
Apr-0.4%34.8%23
May-0.3%56.5%23
Jun-1.4%47.8%23
Jul3.3%68.2%22
Aug1.7%54.5%22
Sep-0.5%50.0%22
Oct6.4%63.6%22
Nov5.5%72.7%22
Dec3.2%63.6%22

Day-of-Week Tendencies

DayAvg ReturnWin RateSamples
Monday -0.05% 50.0% 1060
Tuesday 0.20% 51.2% 1163
Wednesday 0.03% 50.8% 1163
Thursday 0.11% 51.0% 1141
Friday 0.06% 49.2% 1133

Top Institutional Holders

Institutional holder breakdown coming soon.

Total institutional ownership: 87.4%

Insider Transactions — Smart Summary

Total insider ownership: 2.6%

12-Month Insider Activity Summary

Total Filings10
Net Value-$3.8M
Net Shares Change-100,101
% of Float-0.1%
C-Suite Filings8
Clusters Detected1

Key Insiders

NameTitleNet ValueFilingsActivity
Doyle Jonathan J Hd of Financial Services Group -$7.1M 2 2 sell
Abraham Chad R CEO and Chairman +$2.5M 2 2 sell
Schoneman Debbra L. President +$766,260 2 2 sell
Clune Katherine Patricia Chief Financial Officer +N/A 1 1 sell
Geelan John W General Counsel +N/A 1 1 sell
TAYLOR SCOTT C +N/A 1 1 sell
SORAN PHILIP +N/A 1 1 sell

Transaction Clusters

PeriodFilingsInsidersNet ValueSeniority
2025-08-04 – 2025-08-11 4 4 +$1.8M 3 C-suite

Significant Filings

DateInsiderTitleNet ValuePrice After
2026-05-06 Doyle Jonathan J Hd of Financial Services Group -$7.1M Transaction at $78.84, now -8.6%
2026-02-13 Schoneman Debbra L. President +$518,760 Transaction at $99.00, now -27.2%
2025-11-21 Clune Katherine Patricia Chief Financial Officer +N/A N/A
2025-08-11 Geelan John W General Counsel +N/A N/A
2025-08-04 Doyle Jonathan J Hd of Financial Services Group +N/A N/A
2025-08-07 TAYLOR SCOTT C +N/A N/A

View full insider transaction history on Trend Edge →

AI Consult Analysis

Trend Edge's AI Consult feature delivers a comprehensive, multi-layer trade plan for Piper Sandler Companies (PIPR) powered by Claude Opus — Anthropic's most capable AI model. The analysis covers five layers: technical analysis (near-term, medium-term, cyclical, and secular trend, momentum, volume shelf support and resistance, breakout and breakdown signals), qualitative analysis (business model, competitive moat, sector dynamics), insider sentiment (buy and sell signals from executive and director transactions), share stats analysis (institutional accumulation, fund positioning, short float squeeze potential), and fundamental analysis (valuation, revenue growth, profit margin, earnings quality).

AI Consult synthesizes all five layers into a single bullish or bearish thesis with explicit entry, exit, stop loss, and take profit levels — giving you a complete, AI-powered trade plan with defined risk/reward. Whether you are building a long position, initiating a short, or looking for a reversal setup, AI Consult identifies the highest-probability signal from the current trend.

Get the full AI Consult analysis for PIPR on Trend Edge →