Security & Commodity Brokers, Dealers, Exchanges & Services · SIC 6200

CME GROUP INC.

CME

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Latest revenue

$1.88B

as of 2026-03-31

Latest net income

as of 2026-03-31

Net margin

as of 2026-03-31

Price · 5Y

+10.5% / yr 3.3 pts / yr vs S&P 500 64.1% total
Compare:

Live market

delayed ≤15 min
$291.23
0.67%
Market cap
$19.41B
Enterprise value
$20.44B
P/E (trailing)
4.8×
Forward P/E
P/B
0.73×
Dividend yield
3.8%
52-wk high
$329.16
52-wk low
$257.17
Beta
Shares out
66.6M

5-year trend

What this company does

AI

CME Group operates the world's largest derivatives marketplace, running futures and options exchanges (CME, CBOT, NYMEX, COMEX) where traders hedge and speculate on interest rates, equities, energy, metals, and agricultural commodities. Clearing and transaction fees drive the business, generating $1.54 billion of $1.88 billion in quarterly revenue, supplemented by market data subscriptions. Trading volumes surged in early 2026, lifting revenue 14% year-over-year, while the company converted its Series G preferred stock to common and returned $3.2 billion to shareholders via dividends and buybacks.

Generated from CME's filing dated 2026-02-26

Key risks

AI
  • Clearing house concentration: $165B in performance bonds/guaranty fund contributions create systemic counterparty exposure if a major clearing member defaults.
  • Capital return outpacing earnings: $2.7B dividends plus $539M buybacks in Q1 drove equity down $2.1B despite $1.15B net income.
  • Revenue cyclicality: 15% Q1 revenue growth tied to volatile trading volumes; investment income ($1.39B) depends on rate environment and member float.

Generated from CME's filing dated 2026-02-26

Profitability

Operating margin

64.9%

1.1%

Net margin

62.5%

8.6%

Return on equity

14.2%

6.5%

Return on assets

2.1%

20.0%

Leverage

Debt / equity

5.91×

41.0%

Long-term debt / equity

0.12×

17.8%

Debt / assets

85.5%

5.9%

Earnings tracker

QuarterRevenueYoYNet incomeYoYNet margin

Q1 2026

2026-03-31

$1.88B+14.5%

Q4 2025

2025-12-31

$1.65B+8.1%

Q3 2025

2025-09-30

$1.54B-3.0%

Q2 2025

2025-06-30

$1.69B+10.4%

Q1 2025

2025-03-31

$1.64B+10.4%

Q4 2024

2024-12-31

$1.53B

Q3 2024

2024-09-30

$1.58B+18.4%

Q2 2024

2024-06-30

$1.53B+12.7%

Year-over-year change vs the same fiscal quarter one year prior. Revenue + net income sourced from SEC 10-Q / 10-K filings — no analyst-consensus dependency.

Industry trend

Security & Commodity Brokers, Dealers, Exchanges & Services · SIC 6200

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Insider activity

Insider buying

$655.1K

Insider selling

$30.5M

Net activity

−$29.9M

Distinct insiders

14

Open-market trades over the last 365 days.

Recent transactions

DateInsiderTypeSharesPriceValue
2026-05-18

Hilda Harris Piell

Sr MD & Chief HR Officer

Sale5,753$304.63$1.8M
2026-05-15

Terrence A Duffy

Chairman and CEO

Sale25,996$298.14$7.8M
2026-05-15

Terrence A Duffy

Chairman and CEO

Sale9,004$299.58$2.7M
2026-03-26

William R Shepard

Director

Purchase1,408$297.38$418.6K
2026-03-26

William R Shepard

Director

Purchase62$297.38$18.5K
2026-03-17

Jonathan L Marcus

Sr MD General Counsel

Sale3,291$313.37$1.0M
2026-03-17

Jonathan L Marcus

Sr MD General Counsel

Sale3,291$333.37$1.1M
2026-03-12

Ken Vroman

Chief Transformation Officer

Sale5,160$309.00$1.6M
2026-03-06

Elizabeth A Cook

Director

Sale1,000$320.00$320.0K
2026-02-23

Bryan T Durkin

Director

Sale4,200$309.65$1.3M
2026-02-20

Martin J Gepsman

Director

Sale300$305.90$91.8K
2026-02-06

Dennis Suskind

Director

Sale748$300.00$224.4K
2025-12-30

William R Shepard

Director

Purchase11$278.37$3.1K
2025-12-30

William R Shepard

Director

Purchase251$278.37$69.9K
2025-12-11

Terrence A Duffy

Chairman and CEO

Sale13,089$269.10$3.5M
2025-12-11

Terrence A Duffy

Chairman and CEO

Sale11,911$270.05$3.2M
2025-11-20

Derek Sammann

Sr MD Gl Hd Commodities Mkts

Sale5,886$275.65$1.6M
2025-11-20

Derek Sammann

Sr MD Gl Hd Commodities Mkts

Sale1,314$275.74$362.3K
2025-11-03

Harold Eugene Ford Jr.

Director

Sale1,000$263.53$263.5K
2025-09-25

William R Shepard

Director

Purchase262$265.19$69.6K

Source: SEC Form 4 filings. Officers, directors, and 10%+ owners must disclose share transactions within two business days. RSU grants and tax-withholding rows are excluded by default — compensation activity is not a trading signal.

Who owns CME

No institutional holdings on file for CME yet.

Source: SEC Form 13F-HR. Updated quarterly (45-day filing lag).

Top questions investors are asking

AI
  1. 1

    Investment income jumped to $1.39B against $1.25B in offsetting non-operating expense—what's the true economic spread, and how sensitive is it to rate cuts?

  2. 2

    Clearing and transaction fees grew 15% YoY to $1.54B; how much was volume versus rate per contract, and is pricing sustainable amid FMX competition?

  3. 3

    With $2.7B in dividends versus $1.26B operating cash flow this quarter, how are you funding the gap without pressuring the AA credit rating?

Refreshed when CME files a new report · last from 2026-02-26