SF

Stifel Financial Corp

67.85

Oct 22 • 3:59 PM ET +1.44 (2.17%)

68.00

Aftermarket • 5:00 PM ET +0.15 (0.22%)

Financial Capital Markets USA Large NYSE

Oct 21, 1:25 PMStifel signals full-year 2026 net revenue tracking at low end or below $6.0–$6.35B outlook despite Q3 EPS of $1.46 beating estimates

Peers: JEF PIPR RJF OPY EVR LPLA HLI MS LAZ AMP

| Held by: IJH VTI VB VBR VXF MDY SPMD DFAS SDVY VYM

Scroll to Statements

Index	-
Market Cap	10.25B
Enterprise Value	11.77B
Income	939.12M
Sales	6.69B
Book/sh	35.15
Cash/sh	14.71
Dividend Est.	1.36 (2.00%)
Dividend TTM	1.33 (1.96%)
Dividend Ex-Date	Sep 01, 2026
Dividend Gr. 3/5Y	15.42% 32.60%
Payout	31.32%
Employees	9000
IPO	Jul 19, 1983

P/E	11.77
Forward P/E	9.31
PEG	0.63
P/S	1.53
P/B	1.93
P/C	4.61
P/FCF	13.95
EV/EBITDA	7.53
EV/Sales	1.76
Quick Ratio	1.49
Current Ratio	1.49
Debt/Eq	0.51
LT Debt/Eq	0.32
Option/Short	Yes / Yes

EPS (ttm)	5.77
EPS next Y	7.29
EPS next Q	1.93
EPS this Y	18.34%
EPS next Y	16.71%
EPS next 5Y	14.79%
EPS past 3/5Y	3.38% 7.16%
Sales past 3/5Y	11.49% 10.65%
EPS Y/Y TTM	51.30%
Sales Y/Y TTM	8.19%
EPS Q/Q	14.39%
Sales Q/Q	0.02%
Earnings	Oct 21 BMO
EPS/Sales Surpr.	1.04% -1.76%

Insider Own	3.54%
Insider Trans	-0.09%
Inst Own	93.11%
Inst Trans	-0.18%
ROA	2.25%
ROE	16.43%
ROIC	12.33%
Gross Margin	87.66%
Oper. Margin	24.34%
Profit Margin	14.04%
SMA20	-1.88%
SMA50	-9.91%
SMA200	-11.63%
Trades

Shs Outstand	151.00M
Shs Float	145.66M
Short Float	2.93%
Short Ratio	3.47
Short Interest	4.26M
52W High	89.83 -24.47%
52W Low	65.63 3.38%
Volatility	3.08% 2.54%
ATR (14)	1.88
RSI (14)	36.65
Beta	1.01
Rel Volume	1.56
Avg Volume	1.23M
Volume	1,912,438

Perf Week	-1.22%
Perf Month	-5.67%
Perf Quarter	-16.05%
Perf Half Y	-11.76%
Perf YTD	-18.72%
Perf Year	-12.78%
Perf 3Y	76.39%
Perf 5Y	31.73%
Perf 10Y	297.97%
Recom	2.33
Target Price	83.14
Prev Close	66.41
Price	67.85
Change %	2.17%

Date	Action	Analyst	Rating Change	Price Target Change
Jan-14-26	Downgrade	TD Cowen	Buy → Hold	$138
Dec-11-25	Resumed	UBS	Buy	$150
Oct-08-25	Upgrade	TD Cowen	Hold → Buy	$131
Oct-03-25	Initiated	BMO Capital Markets	Market Perform	$121
Jul-31-25	Upgrade	Citigroup	Neutral → Buy	$135
Apr-24-25	Upgrade	Wolfe Research	Peer Perform → Outperform	$108
Dec-10-24	Initiated	JP Morgan	Neutral	$120
Sep-12-24	Initiated	Wells Fargo	Overweight	$101
Jul-22-24	Downgrade	Wolfe Research	Outperform → Peer Perform
Jul-08-24	Downgrade	TD Cowen	Buy → Hold	$94 → $89
Jan-04-24	Initiated	TD Cowen	Outperform	$83
Nov-22-22	Initiated	UBS	Neutral	$66
Oct-12-22	Initiated	Citigroup	Neutral	$60
Jun-23-21	Upgrade	Wolfe Research	Underperform → Outperform
Jan-15-21	Upgrade	Wells Fargo	Underweight → Equal Weight	$56
Jan-05-21	Downgrade	Wolfe Research	Peer Perform → Underperform
Jan-05-21	Downgrade	Goldman	Buy → Neutral	$55
Jun-23-20	Initiated	Credit Suisse	Neutral	$52
May-18-20	Downgrade	Wells Fargo	Equal Weight → Underweight	$40
May-01-20	Downgrade	Wolfe Research	Outperform → Peer Perform

Show Previous Ratings

Oct-21-26 12:49PM	Stifel Squeezes Out A Record Third-Quarter EPS Beat, But A Revenue Miss And Softer Full-Year Outlook Mark A Clear Deceleration (Earnings Whispers)
07:15AM	Stifel: Q3 Earnings Snapshot (Associated Press)
07:00AM	Stifel Reports Third Quarter 2026 Results (GlobeNewswire)
Oct-15-26 08:30AM	Stifel Makes Strategic Investment in Meow; Partners to Launch Next-Generation Digital Banking Platform (GlobeNewswire)
Oct-14-26 04:15PM	Stifel Financial Schedules Third Quarter Financial Results Conference Call (GlobeNewswire)
12:00PM	Loading…
Oct-13-26 12:00PM	Agenda with Keynotes 1789 Capital, Better Home: 6th Palm Beach CorpGov Forum Nov 4-5 (CorpGov.com)
Oct-09-26 02:51PM	Top AI Semiconductor Stocks According to Stifel Analysis (Investing.com)
Oct-07-26 09:22AM	3 Top Analog and Edge AI Stocks to Watch, According to Stifel (Investing.com)
Oct-02-26 09:00AM	Updated Agenda: 6th Palm Beach CorpGov Forum Nov 4-5 with Activism, Sports, VC (CorpGov.com)
Sep-30-26 09:01AM	1919 Investment Counsel Recognized Among Barron's 2026 Top 100 RIA Firms (PR Newswire)
07:00AM	Santhera first-half sales double as Stifel keeps buy rating and CHF25 target (Proactive)
Sep-25-26 02:37PM	Top Bank Tweaks Microsoft Stock Price Target for 2027 (GuruFocus.com)
09:26AM	This Is The Top REIT Stock Stifel Analysts Are Backing Right Now (Investing.com)
Sep-24-26 04:25PM	Stifel Reports August 2026 Operating Data (GlobeNewswire)
Sep-23-26 11:25AM	Microsoft Stock Wins Upgrade. Why This Analyst Sees 15% Upside. (Barrons.com)
10:18AM	Loading…
Sep-21-26 10:18AM	NKE Stock In Focus After Stifel Lowers Price Target To $40 A Look At Some Key Highlights (Stocktwits)
Sep-18-26 12:30PM	Final Agenda: 2nd LA CorpGov Forum Sep 18 Featuring Activism, Sports, Entertainment (CorpGov.com)
Sep-17-26 08:30AM	Stifel Expands Venture Banking Presence Across East Coast With Senior Hires (GlobeNewswire)
01:06AM	CCL Stock Traders Stare At Sixth Red Week: Analysts Predict Weak Outlook On High Fuel Prices Ahead Of Q3 Earnings (Stocktwits)
Sep-11-26 03:06PM	Stifel CEO Ron Kruszewski on AI as an Accelerator and Why Humans Still Win (NYSE)
Sep-10-26 08:30AM	Stifel Deepens Fixed Income Platform with Senior Talent (GlobeNewswire)
Aug-28-26 06:27PM	Nvidia Drops 3.3% as $315 Target Meets a $108 Billion Test (GuruFocus.com)
Aug-27-26 04:15PM	Stifel Reports July 2026 Operating Data (GlobeNewswire)
Aug-18-26 12:12AM	HD Stock Ticks Higher Overnight Ahead Of Earnings: Stifel's Target Raise For Home Depot Comes With A Warning (Stocktwits)
Aug-14-26 03:56PM	Week's Best: Rich People Mess Up With Money, Too (Barrons.com)
09:01AM	Stifel Highlights This Important Factor For Intuitive Machines Despite Q2 Earnings Miss LUNR Stock Heads For Fourth Straight Session Of Gains (Stocktwits)
Aug-13-26 04:05PM	Applied Materials forecasts revenue above estimates, shares fall on high expectations (Reuters)
Aug-12-26 09:43PM	SLS Stock Logs Best Day In Over A Week: JPMorgan Buys In And Stifel Boosts Bet Ahead Of Key AML Data (Stocktwits)
Aug-11-26 02:22PM	Stifel Settles 2 More Chuck Roberts Cases. At least 16 More Are Pending. (Barrons.com)
Aug-06-26 08:00AM	Save the Date: LA & Palm Beach 2026, Princeton 2027 (CorpGov.com)
04:30PM	Loading…
Aug-05-26 04:30PM	Stifel Declares Quarterly Common Stock Cash Dividend and Declares Preferred Stock Cash Dividend (GlobeNewswire)
Aug-04-26 08:46AM	SK Hynix seen extending AI memory boom as analysts initiate with bullish ratings (Investing.com)
Jul-31-26 05:30PM	Preliminary Speakers: 2nd LA CorpGov Forum Sep 18 Featuring Sports, Entertainment, VC & PE (CorpGov.com)
Jul-24-26 02:13PM	Institutional Crypto Firm LMAX Considers Holding IPO (CryptoProwl)
Jul-23-26 12:28PM	Custom Health wins Buy rating from Stifel, then seals a pharmacy deal to match (Proactive)
Jul-22-26 05:02PM	Stifel Financial Corp (SF) Q2 2026 Earnings Call Highlights: Record Revenue and Strong ... (GuruFocus.com)
10:57AM	Stifel upgrades DigitalOcean to Buy on AI demand, raises target to $160 (Investing.com)
07:20AM	Stifel: Q2 Earnings Snapshot (Associated Press)
07:00AM	Stifel Reports Second Quarter 2026 Results (GlobeNewswire)
Jul-21-26 08:35AM	Biotech IPO Gains Crush AI Listings With Standout 55% Return (Bloomberg)
Jul-15-26 04:30PM	Stifel Financial Schedules Second Quarter Financial Results Conference Call (GlobeNewswire)
Jul-10-26 04:11PM	Intel's Turnaround Has a Long Way to Run (GuruFocus.com)
08:33AM	AMD Stock Is Up 155% This Year, But Stifel Sees A Further Upside Of 16% Whats Driving The Optimism? (Stocktwits)
07:51AM	Stifel lifts Shopify to Buy, sees agentic commerce as next growth catalyst (Investing.com)
06:18AM	CCC Intelligent Solutions Jumps on Report of Potential Sale Process (CCC) (InvestorsHub)
Jul-09-26 02:53PM	Stifel, Commonwealth Top JD Power's Advisor Satisfaction Rankings (Barrons.com)
12:26PM	Stifel Tops JD Power Study for Fourth Straight Year (GlobeNewswire)
Jun-25-26 04:15PM	Stifel Reports May 2026 Operating Data (GlobeNewswire)
04:09PM	MSFT Stock Slides 4.5% Microsoft Price Target Revision By Stifel And Xbox Pricing Changes In Focus (Stocktwits)
02:46PM	Stifel Challenges Microsoft Margin Optimism (GuruFocus.com)
11:05AM	Stifel cuts Microsoft target, says Street FY27 gross margin estimates are too high (Investing.com)
Jun-24-26 11:29AM	BlackBerry gains bullish backing as Stifel initiates coverage (Investing.com)
10:01AM	Final stage of the bull market? What to do with your money ( TheStreet)
06:25AM	Ahead Of BlackBerry's Q1 Earnings, Stifel Says Market Is Still 'Misdefining' BB -- Here's Why It Sees 36% More Upside (Stocktwits)
Jun-19-26 01:03PM	Micron Stock Gets Stunning Double Upgrade -- Analysts Predict Triple-Digit DRAM Surge (GuruFocus.com)
Jun-10-26 02:50PM	Wells Fargo's FiNet Recruits $650 Million Team From Stifel (Barrons.com)
Jun-08-26 03:29PM	Adobe Faces a Big AI Test Into Earnings (GuruFocus.com)
May-28-26 04:15PM	Stifel Reports April 2026 Operating Data (GlobeNewswire)
May-27-26 02:56PM	Save the Date: 2nd LA CorpGov Forum Sep 18 Featuring Sports, Entertainment & M&A (CorpGov.com)
May-26-26 04:22PM	Does Your Firm Recommend Structured Notes? Finra Has Some Questions for You. (Barrons.com)
May-22-26 01:34PM	Marvell shares jump on Stifel price target hike on AI demand outlook (GuruFocus.com)
May-19-26 03:06PM	Stifel Reaches Settlement in Structured Notes Case (Wealth Management)
May-13-26 03:17PM	Stifel cuts outlook on Under Armour as turnaround faces delays (Investing.com)
May-07-26 04:05PM	IPO Edge Nasdaq Firesides Scheduled for June 1 & July 27 (IPO-Edge.com)
04:00PM	IPO Edge NYSE Firesides Scheduled for June 2 & July 28 (IPO-Edge.com)
May-05-26 08:30AM	Stifel Launches Project Finance Offering to Expand Energy and Deep Tech Capabilities (GlobeNewswire)
08:30AM	Equitable Holdings, Inc. Q1 2026 Earnings Call Summary (Moby)
May-01-26 04:30PM	Stifel Declares Quarterly Common Stock Cash Dividend and Declares Preferred Stock Cash Dividend (GlobeNewswire)
Apr-27-26 02:22PM	Psychiatry Drugmaker Seaport Seeks $212.4 Million in US IPO (Bloomberg)
Apr-24-26 03:47PM	Week's Best: JPMorgan's AI Plans Spook Investors (Barrons.com)
Apr-23-26 03:04AM	Stifel Financial Corp (SF) Q1 2026 Earnings Call Highlights: Record Revenue and Strong EPS ... (GuruFocus.com)
Apr-22-26 04:45PM	Stifel Financial Corp. Q1 2026 Earnings Call Summary (Moby) -5.96%
03:08PM	Stifel CEO Mulls AI Hopes, Concerns Amid Q1 Revenue Jump (Wealth Management)
07:08AM	Stifel: Q1 Earnings Snapshot (Associated Press)
07:00AM	Stifel Reports First Quarter 2026 Results (GlobeNewswire)
Apr-21-26 09:32AM	Top Bank Revamps Intel Price Target for Next 12 Months (GuruFocus.com)
Apr-20-26 04:10PM	Stifel Financial to Settle With Clients Who Won $133 Million Arbitration Award (Barrons.com)
Apr-16-26 04:30PM	Stifel Financial Schedules First Quarter Financial Results Conference Call (GlobeNewswire)
Apr-09-26 08:58AM	Stifel ups Texas Instruments to Buy, sees FCF inflection as heavy capex cycle ends (Investing.com)
08:30AM	Stifel Strengthens Equities Platform With Senior Hire (GlobeNewswire)
Apr-08-26 12:19PM	Stifel Resets IBM Stock Price Target Ahead of Earnings (GuruFocus.com)
Apr-02-26 04:19PM	ServiceNow Stock Drops as Stifel Cuts Target on Weak Federal Spending (GuruFocus.com)
03:18PM	Stifel Warns of Tesla Stock Fallout (GuruFocus.com)
Mar-30-26 04:15PM	Nicolet Bankshares, Inc. Added to the KBW Nasdaq Regional Bank Index (Business Wire)
Mar-26-26 04:15PM	Stifel Reports February 2026 Operating Data (GlobeNewswire)
Mar-25-26 01:15PM	Judge Upholds $133 Million Arbitration Award in Stifel Case Involving Former Advisor (Barrons.com)
11:52AM	Court Upholds $133M FINRA Award Against Stifel (Wealth Management)
Mar-17-26 04:20PM	Wells Fargo's FiNet Recruits Advisory Teams from UBS, Commonwealth, and Stifel (Barrons.com)
Mar-12-26 09:00AM	Stifel Welcomes Veteran Healthcare Bankers Ajay Pathak and Bill Reisner as Managing Directors in Public Finance (GlobeNewswire)
Mar-11-26 04:28PM	Fair Isaac Stock Tumbles. The Credit Bureaus Swing Big With Price Cuts. (Barrons.com)
Mar-10-26 12:05AM	2 Reasons SF is Risky and 1 Stock to Buy Instead (StockStory)
Mar-08-26 01:30AM	Stifel: Middle East volatile phase to drive bid for value over growth (Investing.com)
Feb-27-26 07:25PM	Analyst Report: Stifel Financial Corp. (Morningstar Research) -5.64%
Feb-26-26 04:15PM	Stifel Reports January 2026 Operating Data (GlobeNewswire)
Feb-25-26 10:32PM	Investment Banking & Brokerage Stocks Q4 Teardown: Stifel (NYSE:SF) Vs The Rest (StockStory)
08:00PM	Wall Street Traders Are Pouncing on the Tariff Refund Chaos (The Wall Street Journal)
05:16PM	A Judge Said Stifel Should Pay Landmark $133 Million Arbitration Award. Stifel Is Still Objecting. (Barrons.com)
03:24PM	Stifel Just Predicted Bitcoin Could Crash to $38,000: The 15-Year Trendline Behind the Call (24/7 Wall St.)
Feb-24-26 06:27PM	AI trade: Who are the hardware winners and the services losers? (Yahoo Finance Video)
04:37PM	What AI stock selloffs may be getting wrong in wealth management (Financial Planning)

Show Previous News

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
Brown Maryam S.	Director	Jul 23 '26	Sale	79.20	4,700	372,233	5,729	Jul 27 04:33 PM
Brown Maryam S.	Director	Jul 23 '26	Proposed Sale	79.31	4,755	377,119		Jul 23 02:06 PM
BROWN MICHAEL W	Director	Jun 04 '26	Option Exercise	0.00	2,812	0	103,264	Jun 08 05:27 PM
ZIMMERMAN MICHAEL J	Director	Jun 04 '26	Option Exercise	0.00	2,812	0	71,562	Jun 08 05:19 PM
Markus Maura A.	Director	Jun 04 '26	Option Exercise	0.00	2,812	0	44,688	Jun 08 05:14 PM
PEACOCK DAVID A	Director	Jun 04 '26	Option Exercise	0.00	2,812	0	13,764	Jun 08 05:12 PM
Berlew Adam T.	Director	Jun 04 '26	Option Exercise	0.00	2,812	0	24,475	Jun 08 05:10 PM
Kavanaugh James P.	Director	Jun 04 '26	Option Exercise	0.00	2,812	0	13,626	Jun 08 05:08 PM
Brown Maryam S.	Director	Jun 04 '26	Option Exercise	0.00	2,812	0	10,429	Jun 08 05:07 PM
Carnoy Lisa Landau	Director	Jun 04 '26	Option Exercise	0.00	2,812	0	10,611	Jun 08 04:55 PM
KRUSZEWSKI RONALD J	Chief Executive Officer	Feb 18 '26	Option Exercise	0.00	73,963	0	1,288,040	Feb 20 05:03 PM
SLINEY DAVID D	Chief Operating Officer	Feb 18 '26	Option Exercise	0.00	11,094	0	174,827	Feb 20 04:57 PM
Michaud Thomas B.	Senior Vice President	Feb 18 '26	Option Exercise	0.00	16,179	0	94,473	Feb 20 04:53 PM
ZEMLYAK JAMES M	President	Feb 18 '26	Option Exercise	0.00	31,434	0	1,184,567	Feb 20 04:48 PM
Nesi Victor	Director	Feb 18 '26	Option Exercise	0.00	36,981	0	183,926	Feb 20 04:44 PM
Fisher Mark P	Senior VP & General Counsel	Feb 18 '26	Option Exercise	0.00	7,859	0	58,892	Feb 20 04:40 PM
REICHERT CHRISTOPHER K	CEO of Stifel Bank & Trust	Feb 18 '26	Option Exercise	0.00	7,396	0	62,741	Feb 20 04:35 PM
Marischen James M	Chief Financial Officer	Feb 18 '26	Option Exercise	0.00	7,859	0	78,493	Feb 20 04:30 PM
WEISEL THOMAS W	Director	Feb 18 '26	Option Exercise	0.00	4,623	0	14,564	Feb 20 04:27 PM
Rubulotta David	Co-Head Fixed Inc Cap Mkts	Feb 02 '26	Sale	124.31	400	49,724	992	Feb 04 04:26 PM
WEISEL THOMAS W	Director	Jan 30 '26	Option Exercise	0.00	628	0	10,201	Feb 03 04:37 PM
Marischen James M	Chief Financial Officer	Jan 30 '26	Option Exercise	0.00	1,568	0	71,325	Feb 03 04:35 PM
REICHERT CHRISTOPHER K	CEO of Stifel Bank & Trust	Jan 30 '26	Option Exercise	0.00	1,568	0	56,039	Feb 03 04:34 PM
Fisher Mark P	Senior VP & General Counsel	Jan 30 '26	Option Exercise	0.00	1,725	0	51,964	Feb 03 04:34 PM
SLINEY DAVID D	Chief Operating Officer	Jan 30 '26	Option Exercise	0.00	2,258	0	164,728	Feb 03 04:32 PM
Nesi Victor	Director	Jan 30 '26	Option Exercise	0.00	6,898	0	150,467	Feb 03 04:31 PM
KRUSZEWSKI RONALD J	Chief Executive Officer	Jan 30 '26	Option Exercise	0.00	12,542	0	1,219,602	Feb 03 04:29 PM
Michaud Thomas B.	Senior Vice President	Jan 30 '26	Option Exercise	0.00	2,665	0	79,609	Feb 03 04:27 PM
ZEMLYAK JAMES M	President	Jan 30 '26	Option Exercise	0.00	5,644	0	1,155,620	Feb 02 04:26 PM
ZEMLYAK JAMES M	President	Jan 29 '26	Sale	123.90	9	1,115	7,072	Feb 02 04:26 PM
Nesi Victor	Director	Jan 26 '26	Option Exercise	0.00	25,591	0	155,550	Jan 28 04:37 PM
SLINEY DAVID D	Chief Operating Officer	Jan 13 '26	Option Exercise	0.00	10,854	0	166,147	Jan 15 05:01 PM
Fisher Mark P	Senior VP & General Counsel	Jan 13 '26	Option Exercise	0.00	11,335	0	56,934	Jan 15 04:58 PM
REICHERT CHRISTOPHER K	CEO of Stifel Bank & Trust	Jan 13 '26	Option Exercise	0.00	7,304	0	56,673	Jan 15 04:55 PM
Michaud Thomas B.	Senior Vice President	Jan 13 '26	Option Exercise	0.00	14,965	0	84,434	Jan 15 04:53 PM
KRUSZEWSKI RONALD J	Chief Executive Officer	Jan 13 '26	Option Exercise	0.00	52,427	0	1,229,034	Jan 15 04:51 PM
Marischen James M	Chief Financial Officer	Jan 13 '26	Option Exercise	0.00	12,055	0	75,506	Jan 15 04:48 PM
ZEMLYAK JAMES M	President	Jan 13 '26	Option Exercise	0.00	25,570	0	1,160,119	Jan 15 04:45 PM
Rubulotta David	Co-Head Fixed Inc Cap Mkts	Jan 13 '26	Option Exercise	0.00	2,302	0	2,302	Jan 15 04:42 PM
McDuffie Brantley	Co Head FI Capital Markets	Jan 13 '26	Option Exercise	0.00	2,094	0	2,094	Jan 15 04:39 PM
Raymond Charles Bradford	Co-Head Global Instl Eqty Adv	Jan 13 '26	Option Exercise	0.00	20,927	0	53,482	Jan 15 04:36 PM

Stifel Financial Corp. provides securities brokerage, investment banking, trading, investment advisory, and related financial services. It operates through the following segments: Global Wealth Management, Institutional Group, and Other. The Global Wealth Management segment consists of two businesses, the Private Client Group and Stifel Bancorp. The Institutional Group segment includes institutional sales and trading. The Other segment refers to interest income from stock borrowing activities, unallocated interest expense, interest income, and gains and losses from investments held. The company was founded in 1890 and is headquartered in St. Louis, MO.

Chairman & CEOMr. Ronald James Kruszewski

President & Head of Global Wealth ManagementMr. James Mark Zemlyak

Senior VP & CFOMr. James M. Marischen

Senior MD & DirectorMr. Thomas Wilson Weisel

Global Co-Head of Institutional Equities & AdvisoryMr. C. Bradford Raymond

open in yahoo | open in reuters | open in marketwatch | open in google | open in EDGAR

SF

Stifel Financial Corp

Upgrade your Finviz experience