StoneX Digital Launches Digital Asset Lending Capability

Rhea-AI Summary

StoneX (NASDAQ: SNEX) launched a digital asset lending capability via StoneX Digital on February 26, 2026, expanding its institutional brokerage and financing services. The initial program accepts Bitcoin as collateral and aims to offer clients added liquidity and capital efficiency within a single institutional framework.

StoneX said the capability integrates with existing spot execution, exchange-traded products, futures and financing solutions and will expand collateral eligibility to other large-cap digital assets over time.

Key Figures

T. Rowe Price stake: 2,851,483 shares Ownership percentage: 5.5% 13F holdings count: 1,087 holdings +2 more

5 metrics

T. Rowe Price stake 2,851,483 shares Schedule 13G position in StoneX common stock as of 12/31/2025

Ownership percentage 5.5% T. Rowe Price beneficial ownership of StoneX common stock

13F holdings count 1,087 holdings Number of equity and related positions in latest Form 13F

13F market value $2,304,467,694 Combined reported market value of positions in latest 13F

Planned insider sale 40,000 shares Rule 144 notice by Sean O'Connor around February 10, 2026

Market Reality Check

Price: $128.10 Vol: Volume 292,121 is below 2...

low vol

$128.10 Last Close

Volume Volume 292,121 is below 20-day average of 449,305 (relative volume 0.65). low

Technical Price 128.1 trades above 200-day MA of 96.94 and is 1.73% below the 52-week high of 130.35.

Peers on Argus

Peers show mixed moves: BGC (+1.18%), LAZ (+1.83%), MARA (+2.15%) higher, while ...

Peers show mixed moves: BGC (+1.18%), LAZ (+1.83%), MARA (+2.15%) higher, while MC (-1.06%) and PIPR (-0.72%) are lower, and no peers appear in the momentum scanner. This points to a company-specific narrative around SNEX’s digital asset lending launch rather than a broad sector rotation.

Historical Context

5 past events · Latest: Feb 24 (Positive)

Pattern 5 events

Date	Event	Sentiment	Move	Catalyst
Feb 24	Futures delivery milestone	Positive	+2.0%	First physical delivery under Abaxx Gold Singapore futures cleared by StoneX.
Feb 04	Earnings results	Positive	-3.3%	Record fiscal 2026 Q1 revenues, income and EPS across core segments.
Jan 28	Earnings announcement date	Neutral	+4.1%	Set date and call details for fiscal 2026 Q1 earnings release.
Jan 08	Strategic partnership	Positive	+0.1%	StoneX Digital partners with Enhanced Digital Group and leads its Series A.
Jan 08	Portfolio company financing	Neutral	+0.1%	Enhanced Digital Group announces StoneX-led Series A focused on derivatives solutions.

Pattern Detected

Recent StoneX news, especially around digital and strategic initiatives, has generally seen aligned or modestly positive price reactions, with a notable divergence on strong earnings.

Recent Company History

Over the last few months, StoneX has reported record fiscal 2026 Q1 results with strong growth across segments on Feb 4, 2026, although shares fell 3.25% afterward. Earlier in January, the company deepened its digital asset strategy via a strategic partnership and minority stake in Enhanced Digital Group, with minimal price reaction. Operationally linked news, such as the Abaxx Gold Singapore futures delivery cleared by StoneX on Feb 24, 2026, saw a 2.04% gain. Today’s digital asset lending launch fits this ongoing buildout of institutional digital-market capabilities.

Market Pulse Summary

This announcement extends StoneX Digital’s June 2022 launch by adding a Bitcoin-collateralized lendi...

Analysis

This announcement extends StoneX Digital’s June 2022 launch by adding a Bitcoin-collateralized lending capability for institutional clients, complementing existing spot, ETF, futures and derivatives access. It follows recent digital-focused milestones, including the Enhanced Digital Group partnership and participation in the Abaxx Gold Singapore futures ecosystem. Investors may watch how quickly additional large-cap digital assets are added as collateral and how this integrates with StoneX’s broader institutional risk-management and financing infrastructure.

Key Terms

exchange-traded funds, futures, collateral, Bitcoin, +1 more

5 terms

exchange-traded funds financial

"through spot execution, listed products, such as exchange-traded funds and futures,"

An exchange-traded fund is an investment product that bundles many stocks, bonds, or other assets into a single package that trades on a stock exchange like an individual share; think of it as a ready-made basket you can buy or sell throughout the trading day. For investors it matters because ETFs provide easy access to broad exposure, typically lower costs and built-in diversification, and the ability to adjust positions quickly without buying each asset separately.

futures financial

"listed products, such as exchange-traded funds and futures, and financing solutions"

A futures contract is a standardized agreement to buy or sell an asset (like a commodity, currency, or stock index) at a fixed price on a specific future date. Think of it like locking in the price of a house today for a move-in years from now: it lets buyers and sellers protect themselves against price swings or bet on which way prices will move. For investors, futures matter because they provide a cheap way to manage risk, amplify returns through leverage, and signal market expectations that can move cash prices.

collateral financial

"The initial collateral for this program will be Bitcoin, however, StoneX plans"

Collateral is an asset a borrower pledges to a lender as security for a loan; if the borrower fails to repay, the lender can take the asset to recover losses. For investors, collateral matters because it reduces lender risk, influences interest rates and loan terms, and determines who gets paid first if a company faces financial trouble—think of it like a pawned item that gives the lender extra protection.

Bitcoin technical

"The initial collateral for this program will be Bitcoin, however, StoneX plans"

Bitcoin is a decentralized digital currency and asset that exists only online, created and recorded through a public digital record maintained by many computers worldwide—think of it as a shared spreadsheet that no single person controls. Investors care because it behaves like a high-risk, high-reward store of value and speculative commodity: its supply is limited, its price can swing sharply, and owning it can change a portfolio’s risk, diversification and exposure to market sentiment.

derivatives financial

"digital asset execution alongside exchange-traded products and derivatives."

Derivatives are financial contracts whose value depends on the price or performance of another asset, such as a stock, bond, commodity, currency or interest rate. Investors use them to hedge against risk, to speculate on future price moves, or to gain exposure without owning the asset — like buying insurance or placing a leveraged bet — so they can both protect portfolios and magnify gains or losses, affecting risk and market liquidity.

AI-generated analysis. Not financial advice.

NEW YORK, Feb. 26, 2026 (GLOBE NEWSWIRE) -- StoneX Group Inc. (“StoneX”; NASDAQ: SNEX) today announced that StoneX Digital, a division of StoneX, has launched a digital asset lending capability, expanding the firm’s existing brokerage and financing services for institutional clients.

StoneX Digital connects institutional clients to digital asset markets through spot execution, listed products, such as exchange-traded funds and futures, and financing solutions within a single institutional framework. The introduction of this lending capability extends those services and aims to support clients seeking additional liquidity and capital efficiency while maintaining exposure to digital assets within broader trading and investment strategies.

Institutional market participants increasingly require financing tools that align with both digital and traditional asset workflows. StoneX developed this capability to meet that demand and build on infrastructure that already supports digital asset execution alongside exchange-traded products and derivatives.

“Clients are seeking efficient ways to access liquidity while maintaining exposure to digital assets,” said Brian Mulcahy, CEO of StoneX Digital. “This lending capability builds on StoneX’s existing brokerage and risk management infrastructure and supports clients integrating digital asset financing into their broader portfolio strategies.”

The initial collateral for this program will be Bitcoin, however, StoneX plans to extend eligibility to additional large-cap digital assets over time as client demand develops. StoneX structures each transaction to support disciplined collateral management and defined risk parameters.

StoneX Digital launched in June 2022 to provide institutional clients with digital asset trading tools and market access within a regulated framework. StoneX continues to expand these capabilities in response to client demand for integrated digital asset services aligned with established financial market standards.

For more information, contact StoneXDigital@StoneX.com or visit www.stonex.com.

About StoneX Group Inc.

A Fortune 50 company headquartered in New York City and listed on the Nasdaq Global Select Market (NASDAQ: SNEX), StoneX Group Inc. and its more than 5,400 employees serve over 80,000 commercial, institutional, and payments clients, as well as more than 260,000 retail accounts, across more than 80 offices on six continents. Further information is available at www.stonex.com.

Media inquiries:
media@stonex.com
+1 (646) 984-1967

SNEX-G

FAQ

What did StoneX (SNEX) announce on February 26, 2026 about digital asset lending?

StoneX launched a digital asset lending capability via StoneX Digital to expand institutional financing options. According to StoneX, the program integrates lending with spot execution, ETFs, futures and financing within a single institutional framework, initially accepting Bitcoin as collateral and planning broader eligibility.

How will the new StoneX Digital lending program affect institutional clients of SNEX?

The program is designed to provide additional liquidity and capital efficiency for institutional clients. According to StoneX, it supports clients seeking financing while maintaining digital asset exposure and aligns digital workflows with traditional financing and brokerage services in one framework.

Which assets are eligible as collateral for StoneX Digital's lending capability at launch?

At launch, Bitcoin is the initial eligible collateral for the lending program. According to StoneX, the firm plans to extend eligibility to additional large-cap digital assets over time as client demand develops and risk parameters allow.

How does StoneX structure risk and collateral management for its new lending service (SNEX)?

StoneX structures each lending transaction with disciplined collateral management and defined risk parameters. According to StoneX, transactions are arranged to support controlled collateral handling and to align with the firm's brokerage and risk-management infrastructure.

When did StoneX Digital originally launch and how does the new lending capability build on it?

StoneX Digital launched in June 2022 to provide regulated institutional digital asset access and trading tools. According to StoneX, the new lending capability builds on that infrastructure to add financing options integrated with existing execution and exchange-traded product access.