Stifel Financial Corporation SF
- Market cap
- $10.6B
- P/E
- 11.9×
Follow SF
Target Price Range
Analyst price targets
Free account| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | 2027 | 2028 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 11.11 | 18.64 | 17.06 | 17.69 | 13.84 | 31.81 | 32.87 | 35.65 | 45.07 | 48.85 |
Analyst estimates 2026–2028 Powerpack |
Low Price
|
||
| 23.50 | 27.32 | 30.56 | 28.23 | 35.11 | 52.40 | 55.52 | 46.71 | 79.41 | 88.72 |
High Price
|
|||
| 7,100 | 7,100 | 7,500 | 8,300 | 8,500 | 8,600 | 9,000 | 9,000 | 9,000 | 9,000 |
Employees
|
|||
| 0 | 0 | 0 | 0 | 0 | 1 | 0 | 0 | 1 | 1 |
Revenue/Emp
|
|||
| 2,575 | 2,926 | 3,025 | 3,337 | 3,752 | 4,737 | 4,391 | 4,349 | 4,970 | 5,530 |
Revenue
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|||
| 98.28% | 98.49% | 98.61% | 98.68% | 98.51% | 98.74% | 98.68% | 98.66% | 98.74% | 98.80% |
Gross Margin
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|||
| 143 | 270 | 534 | 599 | 651 | 1,067 | 885 | 707 | 928 | 871 |
EBT
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| 5.54% | 9.21% | 17.67% | 17.95% | 17.35% | 22.53% | 20.16% | 16.25% | 18.68% | 15.75% |
EBT Margin
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| 82 | 183 | 394 | 450 | 503 | 825 | 662 | 523 | 731 | 684 |
Net Income
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|||
| 165 | 152 | 151 | 184 | 185 | 195 | 214 | 237 | 249 | 250 |
Depreciation
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| 17.12 | 18.97 | 18.73 | 20.60 | 23.56 | 29.37 | 26.90 | 27.18 | 31.84 | 35.62 |
Revenue/Sh
|
|||
| 0.52 | 1.12 | 2.38 | 2.66 | 2.99 | 4.89 | 3.83 | 3.03 | 4.45 | 4.17 |
Earnings/Sh
|
|||
| (2.93) | 4.41 | 3.28 | 3.87 | 10.43 | 5.41 | 7.09 | 3.12 | 3.14 | 7.20 |
Cash Flow/Sh
|
|||
| (0.19) | (0.18) | (0.54) | (0.97) | (0.46) | (0.25) | (0.50) | (0.32) | (0.47) | (0.40) |
Capex/Sh
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| (3.12) | 4.22 | 2.74 | 2.89 | 9.97 | 5.16 | 6.58 | 2.80 | 2.67 | 6.80 |
Free CF/Sh
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| 18.20 | 18.55 | 19.80 | 22.65 | 26.62 | 31.21 | 32.64 | 33.09 | 36.43 | 38.50 |
Book Value/Sh
|
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| 150 | 154 | 162 | 162 | 159 | 161 | 163 | 160 | 156 | 155 |
Shares
|
|||
| 43.04 | 23.72 | 7.74 | 10.04 | 11.26 | 9.67 | 10.38 | 15.26 | 15.90 | 19.97 |
PE Ratio
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| 1.30 | 1.41 | 0.98 | 1.31 | 1.43 | 1.60 | 1.47 | 1.70 | 2.22 | 2.34 |
PS Ratio
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| 1.29 | 1.52 | 0.98 | 1.30 | 1.45 | 1.74 | 1.39 | 1.60 | 2.21 | 2.45 |
PB Ratio
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| 1.81 | 1.95 | 1.02 | 1.56 | 1.16 | 1.45 | 1.27 | 1.28 | 1.92 | 2.15 |
EV/Sales
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| (9.91) | 8.73 | 6.95 | 11.12 | 2.73 | 8.27 | 5.20 | 12.40 | 22.86 | 11.25 |
EV/FCF
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| (441) | 680 | 530 | 627 | 1,662 | 872 | 1,157 | 499 | 490 | 1,117 |
Op' Cash Flow
|
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| (28) | (28) | (87) | (158) | (73) | (40) | (82) | (52) | (74) | (62) |
Capex
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| (470) | 652 | 443 | 469 | 1,588 | 832 | 1,075 | 447 | 417 | 1,055 |
FCF
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| (4,190) | (4,971) | (4,719) | (4,986) | (5,145) | (5,214) | (5,365) | (4,660) | (5,593) | (5,204) |
Working Cap'
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| 2,009 | 2,317 | 2,332 | 1,719 | 1,363 | 1,559 | 1,387 | 1,593 | 1,257 | 1,324 |
Total Debt
|
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| 774 | 1,018 | (437) | 60 | (1,307) | (1,171) | (1,191) | (2,280) | (1,950) | (1,523) |
Net Debt
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| 2,738 | 2,862 | 3,198 | 3,670 | 4,239 | 5,035 | 5,328 | 5,294 | 5,687 | 5,977 |
Sh' Equity
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| 0.48% | 0.86% | 1.68% | 1.75% | 1.86% | 2.60% | 1.75% | 1.30% | 1.79% | 1.59% |
ROA
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| 2.54% | 4.34% | 12.10% | 10.04% | 13.88% | 17.26% | 13.37% | 14.65% | 15.53% | 12.22% |
ROIC
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| 3.06% | 6.55% | 13.36% | 13.46% | 13.48% | 19.60% | 13.90% | 10.49% | 14.44% | 12.56% |
ROE
|
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Stifel Financial Corporation peers in Capital Markets
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| JEF Jefferies Financial Group Inc. | $10.7B | 13.0× | Compare |
| GLXY Galaxy Digital Inc. | $9.9B | 0.0× | Compare |
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| RIOT Riot Platforms, Inc. | $8.9B | 0.0× | Compare |
| HLI Houlihan Lokey, Inc. | $8.9B | 21.2× | Compare |
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Stifel Financial Corporation (SF) key facts
- Stifel Financial Corporation (SF) is a Capital Markets company in the Financial sector, listed on the New York Stock Exchange.
- Stifel Financial Corporation’s revenue for fiscal 2025 (year ended December 2025) was $5.5 billion, up 11.3% from fiscal 2024.
- As of September 25, 2026, SF traded at $70.35, a market capitalization of $10.6 billion.
- Stifel Financial Corporation pays an annual dividend of $1.44 per share, a yield of 2.20%, with a payout ratio of 26.3%.
- Return on equity was 12.6% and debt-to-equity 0.29.
Stifel Financial Corporation (SF) Latest News
24 Sep
Stifel Financial reported August 31, 2026 operating metrics showing continued asset growth and a favorable funding mix. Total client assets reached $587.6 billion, up 10% year over year; fee-based client assets rose 14% to $244.4 billion, with Private Client Group fee-based assets up 15%. Bank loans, net, increased 18% to $25.6 billion. Client money market and insured products declined 8% to $23.4 billion, while Treasury deposits surged 61% year over year to $12.3 billion (up 7% from July 2026). Management attributed record client assets to strong recruiting and market appreciation, and noted Treasury deposits helped diversify funding and offset declines in other balances. For Q3, management expects firm-wide net revenue to be essentially flat versus Q3 2025, driven by growth in Global Wealth Management offsetting a roughly 15% drop in the Institutional Group, with robust pipelines in that unit and expected strength in the second half. Asset growth and a flat quarterly revenue outlook with offsetting segments imply a modest near-term impact rather than a fundamental shift.
19 Sep
Stifel Financial expands venture banking operations while questions arise on whether potential gains are already reflected in valuations. Venture banking expansion introduces moderate strategic shifts that could affect revenue and positioning but remain tempered by existing market valuations.
17 Sep
Stifel Financial Corporation hires senior executives to expand venture banking operations across the East Coast. Senior hires support targeted East Coast venture banking growth for Stifel.
26 Jul
Stifel Financial (SF) beat earnings expectations, refocusing attention on its valuation. Earnings beat may moderately lift investor sentiment and stock trajectory for Stifel Financial.
Stifel Financial projects earnings acceleration and continued buybacks in 2026, prompting evaluation of potential investor moves on SF shares. Earnings growth and buybacks can lift financial results and shareholder returns without shifting core operations.
Stifel Financial Corporation posted record Q2 results, yet its stock may trade 18% above fair value. Record Q2 results paired with overvaluation signal may prompt moderate shifts in investor sentiment and near-term share price.
23 Jul
Stifel's earnings report highlights Wall Street's oversight of AI factors, revealing gaps in sector analysis that may affect investor perceptions of financial firms like SF. Earnings disclosure on AI blind spots can moderately shift market sentiment and SF valuation without altering core operations.
Stifel Financial Corp held Q2 2026 earnings call covering financial results and outlook. Quarterly earnings call provides financial metrics and guidance that moderately influence stock performance and sentiment.
22 Jul
Stifel Financial Corp posted record revenue in Q2 2026 with strong results highlighted in its earnings call. Record revenue from the earnings call indicates major positive shifts in financial performance and investor outlook.
Stifel Financial reported Q2 results with revenue and earnings figures, discussed segment performance in wealth management and institutional brokerage, addressed capital position and share repurchases, and provided management commentary on market conditions and growth initiatives. Quarterly earnings details and forward commentary can shift near-term sentiment and valuation multiples but rarely alter long-term strategy.
Stifel Financial (SF) beat analyst estimates for both Q2 earnings and revenue. Quarterly earnings beat offers moderate short-term positive signal for SF shares without altering long-term trajectory.
Stifel Financial Corporation reported its second quarter 2026 results. Quarterly results deliver updated financial metrics that can shift near-term investor views and valuation.
10 Jun
Wells Fargo’s FiNet recruits $650 million team from Stifel. Loss of $650 million asset team reduces Stifel's revenue and assets under management.
26 May
Finra is questioning firms including Stifel Financial Corporation on structured notes recommendations to clients. Finra scrutiny on structured notes may require compliance shifts at Stifel that affect limited product areas.
13 May
Stifel Financial Corporation launches project finance initiative linking valuation debates to energy transition trends. Project finance launch targets high-growth energy transition sector, enabling strategic expansion and revenue diversification.
5 May
Stifel Financial Corporation launches project finance offering to expand capabilities in energy and deep tech sectors. Launching project finance offering expands Stifel's reach into high-growth energy and deep tech sectors, driving significant strategic growth and revenue potential.
24 Apr
Stifel Financial Corporation reported Q1 earnings call highlights, covering financial results, strategic updates, and forward guidance. Q1 earnings highlights affect Stifel Financial's reported financial performance and investor sentiment in the near term.
23 Apr
Stifel Financial Corporation (SF) achieved Q1 growth propelled by strong performance in investment banking and wealth management divisions, navigating broader market uncertainty. Robust Q1 results in core investment banking and wealth management segments indicate significant positive momentum for SF's financial performance and investor confidence.
Stifel Financial Corp (SF) reported record revenue and strong EPS in Q1 2026 earnings call, highlighting robust financial performance. Record revenue and strong EPS demonstrate significant positive financial momentum likely to enhance investor sentiment and market performance.
22 Apr
Stifel Financial Corp. summarized its Q1 2026 earnings call, highlighting financial results, strategic updates, and outlook for the quarter. Q1 2026 earnings call summary details financial performance and guidance, significantly influencing investor sentiment and stock trajectory.
Stifel Financial Corporation (SF) reported Q1 earnings and revenues that surpassed analyst estimates. Q1 earnings and revenue beats signal strong financial health, likely driving positive stock performance and investor sentiment.
Stifel Financial Corporation reported first quarter 2026 results. Quarterly earnings announcements directly influence stock performance and investor sentiment for financial firms.
Stifel Financial CEO expresses hopes and concerns about AI while announcing a Q1 revenue jump. Q1 revenue increase signals solid financial performance, with CEO's AI commentary highlighting strategic considerations amid tech shifts.
Stifel Financial Corporation reported a Q1 revenue jump, with CEO Ron Kruse expressing optimism about AI's potential to enhance efficiency while voicing concerns over hype, regulatory risks, and implementation challenges. Q1 revenue increase signals solid financial performance, while CEO's balanced AI commentary suggests moderate strategic implications amid tech sector trends.
Stifel Financial Corporation (NYSE: SF) reported Q1 CY2026 sales surpassing analyst estimates. Q1 sales exceeding estimates positively influences financial performance and short-term market sentiment.
20 Apr
Stifel Financial Corporation to settle with clients who won $133 million arbitration award. $133 million settlement impacts financial performance and sentiment moderately but remains a one-time event unlikely to alter core operations long-term.
10 Apr
Stifel Financial hires TMT specialist as its valuation converges with rising momentum. TMT specialist hire bolsters sector expertise during valuation-momentum alignment, moderately enhancing competitive positioning.
25 Mar
A federal appeals court upheld a $133 million FINRA arbitration award against Stifel Financial Corporation for supervisory failures in a former advisor's unsuitable trades, rejecting the firm's challenge. Upholding the $133 million FINRA award imposes a major financial penalty and highlights supervisory lapses, likely damaging Stifel's finances, reputation, and investor sentiment.
A federal judge upheld a $133 million arbitration award against Stifel Financial Corp. in a dispute with a former advisor who claimed the firm wrongfully interfered with his client relationships and compensation. The $133 million upheld award creates a notable financial liability for Stifel, moderately affecting earnings and investor sentiment without fundamentally altering operations.
16 Mar
Stifel Financial faces a potential $133 million payout for a broker's risky trades, with a private note alleging 'chiseling' clients. Potential $133 million liability from broker's risky trades and client chiseling allegations threatens major financial strain and reputational damage.