MarketAxess: Diversification With This Counter-Cyclical Stock

MarketAxess is rated 'Buy' with ~33.5% upside to $226.5 fair value, driven by relative and DCF valuation. MKTX's strong but eroding economic moat is supported by network effects, robust ROIC, and leadership in electronic bond trading, despite market share declines. Revenue growth is expected in mid-single digits for 2026 but 8-9% through 2028, underpinned by the AI-driven X-Pro platform and portfolio trading gains.

Seeking Alpha • Feb 11, 2026

Robertson Opportunity Capital Opens $5 Million MarketAxess Position

Roberston bought 28,830 shares of MKTX; estimated trade size: ~$5.23 million based on the quarterly average price. Quarter-end position value rose by $5.23 million, reflecting the new purchase.

The Motley Fool • Feb 10, 2026

MarketAxess Beats Q4 Earnings Estimates, Unveils a 2.6% Dividend Hike

MKTX tops Q4 EPS estimates as revenues rise 3.5%, while expenses climb; the firm also approves a higher quarterly dividend.

Zacks Investment Research • Feb 9, 2026

MarketAxess Holdings Inc. (MKTX) Presents at UBS Financial Services Conference 2026 Transcript

MarketAxess Holdings Inc. (MKTX) Presents at UBS Financial Services Conference 2026 Transcript

Seeking Alpha • Feb 9, 2026

Heartland Mid Cap Value Strategy Q4 2025 Portfolio Activity

J.B. Hunt Transport Services was our top contributor in the sector and for our portfolio in the quarter. In the quarter, we initiated a new position in MarketAxess Holdings, a Quality Value company that owns and operates the largest e-trading platform in the U.S. for corporate bonds. One holding that ran into difficulties last quarter is Kimberly Clark, the tissue company behind well-known brands such as Huggies, Cottonelle, and Kleenex.

Seeking Alpha • Feb 8, 2026

MarketAxess Holdings Inc. (MKTX) Q4 2025 Earnings Call Transcript

MarketAxess Holdings Inc. (MKTX) Q4 2025 Earnings Call Transcript

Seeking Alpha • Feb 6, 2026

MarketAxess Reports Fourth Quarter and Full Year 2025 Financial Results

NEW YORK--(BUSINESS WIRE)--MarketAxess Holdings Inc. (Nasdaq: MKTX), the operator of a leading electronic trading platform for fixed-income securities, today announced financial results for the fourth quarter and full year ended December 31, 2025. 4Q25 select financial and operational highlights* Total revenues of $209.4 million increased 3.5%, and included an increase of approximately $1.6 million from the impact of foreign currency fluctuations. Strong progress with our new initiatives across.

Business Wire • Feb 6, 2026

MarketAxess (MKTX) Q4 Earnings: How Key Metrics Compare to Wall Street Estimates

Although the revenue and EPS for MarketAxess (MKTX) give a sense of how its business performed in the quarter ended December 2025, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.

Zacks Investment Research • Feb 6, 2026

MarketAxess (MKTX) Q4 Earnings Beat Estimates

MarketAxess (MKTX) came out with quarterly earnings of $1.68 per share, beating the Zacks Consensus Estimate of $1.66 per share. This compares to earnings of $1.73 per share a year ago.

Zacks Investment Research • Feb 6, 2026

MarketAxess Announces Trading Volume Statistics for January 2026

NEW YORK--(BUSINESS WIRE)--MarketAxess Holdings Inc. (Nasdaq: MKTX), the operator of a leading electronic trading platform for fixed-income securities, today announced trading volume and preliminary variable transaction fees per million (“FPM”) for January 2026.1 Chris Concannon, CEO of MarketAxess, commented: “In January, we delivered 28% growth year-over-year in total credit on record ADV of $18.6 billion, and 19% growth in total rates. In credit, our emerging markets ADV increased 50% to a r.

Business Wire • Feb 5, 2026