Inside the research
Stifel Financial Corp.
SF Research profile · latest available data
Price overview
$70.35
▲ +0.44 (+0.6%)
| 52w hi | $87.61 |
|---|---|
| 52w lo | $67.69 |
| Vol | 1.98M |
| As of | 25 Sep 2026 |
The Verdict
Our score +0.29
| Short | +0.27 |
|---|---|
| Medium | +0.22 |
| Long | +0.47 |
computed 2026-09-27
Key fundamentals
Stifel Financial Corp.
Financial Services · Capital Markets
| Market cap | $10.62B |
|---|---|
| Enterprise value | $9.21B |
| Trailing P/E | 12.58x |
| Forward P/E | 9.60x |
| P / S (ttm) | 1.82x |
| Profit margin | 16.3% |
| Return on equity | 16.4% |
| Revenue growth | +12.7% |
| Earnings growth | +50.6% |
| Debt / equity | 52.00 |
Layer Breakdown
| Layer | Raw | Contribution |
|---|---|---|
| Fundamental | +0.41 | |
| Sector | +0.02 | |
| Technical | -0.09 | |
| Earnings | +0.00 | |
| Sentiment | +0.47 |
macro × 1.00 · 2026-09-27
Business overview
Stifel Financial Corp. operates as the bank holding company for Stifel, Nicolaus & Company, Incorporated that provides retail and institutional wealth management, and investment banking services to individual, corporations, municipalities, and institutions in the United States, the United Kingdom, Canada, and internationally. It operates in three segments: Global Wealth Management, Institutional Group, and Other. The company provides private client services, including securities transaction and financial planning services; securities brokerage services, such as the sale of equities, mutual funds, fixed income products, and insurance; institutional equity and fixed income sales, trading and research, and municipal finance services; investment banking services, such as mergers and acquisitions, public offerings, and private placements; and retail and commercial banking services comprising personal and commercial lending programs, as well as deposit accounts. It participates in and manages underwritings for corporate and public finance; and offers financial advisory and securities brokerage services. The company was founded in 1890 and is headquartered in Saint Louis, Missouri.
Risk Metrics
| Beta vs SPX | 1.35 |
|---|---|
| Corr SPX | 0.69 |
| Annual vol | 31.6% |
| Annual ret | +11.6% |
| Sharpe | 0.37 |
| Max DD | -35.0% |
Window: 504 trading days (504 obs)
Analyst Coverage
| Mean PT | $87.75 |
|---|---|
| High / Low | $103.00 / $79.00 |
| Median | $87.50 |
| Analysts | 8 |
| Strong Buy | 1 | |
|---|---|---|
| Buy | 2 | |
| Hold | 5 | |
| Sell | 0 | |
| Strong Sell | 0 |
Recent rating actions
| 2026-04-08 | UBS | → Buy |
| 2026-03-23 | TD Cowen | → Hold |
| 2026-01-14 | TD Cowen | → Hold |
| 2026-01-12 | Citizens | → Market Outperform |
| 2026-01-08 | JP Morgan | → Neutral |
| 2025-10-23 | JP Morgan | → Neutral |
Material Events
| Date | Event | 8-K |
|---|---|---|
| 2026-07-22 | Earnings Release, Exhibits | read |
| 2026-06-25 | Reg FD Disclosure, Exhibits | read |
| 2026-06-09 | Officer / Director Change, Bylaws Amendment… | read |
| 2026-05-28 | Reg FD Disclosure, Exhibits | read |
| 2026-04-22 | Earnings Release, Exhibits | read |
| 2026-03-26 | Reg FD Disclosure, Exhibits | read |
| 2026-02-26 | Reg FD Disclosure, Exhibits | read |
| 2026-02-04 | Material Agreement, Material Obligation… | read |
| 2026-01-28 | Earnings Release, Other Material Event… | read |
| 2025-12-18 | Reg FD Disclosure, Exhibits | read |
| 2025-11-20 | Reg FD Disclosure, Exhibits | read |
| 2025-10-22 | Earnings Release, Exhibits | read |
Dividends
| Yield (TTM) | 0.92% |
|---|---|
| $ / share (TTM) | $0.65 |
| 5y CAGR | +32.3% |
Annual dividend per share
| 2021 | $0.40 |
|---|---|
| 2022 | $0.80 |
| 2023 | $0.96 |
| 2024 | $1.12 |
| 2025 | $1.23 |
| 2026 | $0.34 |
SEC Filings
The Long Run
FY 2010–2025 · 16 years
| Line | Latest | CAGR | Trend |
|---|---|---|---|
| Revenue | $3.77B | +10.1% | |
| Net income | $731.38M | +48.7% | |
| Cash from ops | $1.12B | +22.9% |
Indices
Recent Sessions
| Date | Open | High | Low | Close | Vol |
|---|---|---|---|---|---|
| Sep 25 | $70.14 | $70.91 | $68.82 | $70.35 | 1.98M |
| Sep 24 | $71.76 | $72.07 | $69.48 | $69.91 | 3.00M |
| Sep 23 | $72.84 | $73.78 | $71.82 | $71.93 | 1.31M |
| Sep 22 | $75.97 | $75.97 | $71.99 | $73.18 | 1.61M |
| Sep 21 | $75.95 | $77.03 | $75.61 | $75.72 | 874.90K |
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