LIVE MARKETS-Stephens tweaks view for 2026 Russell Recon

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STEPHENS TWEAKS VIEW FOR 2026 RUSSELL RECON

Stephens' analyst Melissa Roberts has updated the firm's view for next year's Russell Reconstitution of its family of indexes, scheduled to take place on a semi-annual basis for the first time, with the refresh taking place in both June and November.

For the June recon, Roberts has increased the minimum market cap requirements for the small-cap Russell 2000 .RUT to $157 million from her prior view of $149 million and the prior recon of $119 million.

For the large-cap Russell 1000 .RUI, Roberts sees the minimum market cap at $5.5 billion, up from her prior estimate of $5.3 billion and the $4.6 billion at the last recon.

Roberts also anticipates that seven IPOs will be added, with one going to the Russell 1000 and six going to the small-cap index. Russell adds IPOs on a quarterly basis, with those that price and trade between November 1 and January 31, 2026 eligible for inclusion in the first quarter of 2026 and added after the close of trading on March 20.

Among the IPOs, Roberts sees Beta Technologies BETA.N joining the Russell 1000 while Central Bancompany CBC.O, Lumexa Imaging LMRI.O, Exzeo Group XZO.N, Cardinal Infrastructure CDNL.O, Evommune EVMN.N and Hyperliquid Strategies PURR.O as poised to join the Russell 2000.

(Chuck Mikolajczak)

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