Stifel Financial Corporation SF

70.35 0.44 0.63% as of 25 Sep
Market cap
$10.6B
P/E
11.9×
Growth Flags show if company had growth for consecutive years

Insider Decisions

Total sells 0.42
in millions of $
Nov 25 Feb 26 May 26 Aug 26
Buy — — — — — — — — — — — —
Sell — — — 1 1 — — — — 1 — —
Insider Ownership 5.58%

Capital & Financial Ratios

Market Cap 10,560.00
Revenue 5,918.94
Net Income 953.63
Free Cash Flow 283.17
Net Debt (1,252.13)
Current Ratio 0.88
Debt/Equity 0.29
P/E ratio 11.86
P/S ratio 1.83
P/B ratio 2.04
Past 5Y EPS Growth 42.35%
This Y EPS Growth 23.58%
Next Y EPS Growth 15.07%
Next 5Y EPS Growth 14.85%
in millions of $

Dividends

Payout Ratio 0.26
Annual Dividend Rate 1.44
Annual Dividend Yield 2.20%
total individual payouts
2028 Powerpack
2027 Powerpack
2026 1.36
0.34
0.34
0.34
2025 1.84
0.31
0.31
0.31
0.31
2024 1.12
0.28
0.28
0.28
0.28
2023 0.96
0.24
0.24
0.24
0.24
2022 0.80
0.20
0.20
0.20
0.20
2021 0.40
0.10
0.10
0.10
0.10
2020 0.30
0.08
0.08
0.08
0.08
2019 0.27
0.07
0.07
0.07
0.07
2018 0.21
0.05
0.05
0.05
0.05
2017 0.09
0.04
0.04
predictions in italic, special payouts not included in total or ratios

Assets vs Liabilities

2023 2024 2025 Q'26
Cash 3,874 3,207 2,847 3,021
Receivables 20,561 22,116 23,635 26,658
Inventory 919 1,169 1,428 1,699
Other — — — —
25,354 26,492 27,910 31,378
2023 2024 2025 Q'26
Payables 1,596 1,546 1,579 1,899
ST’ Debt — — — —
Other 27,832 29,749 30,546 33,227
30,014 32,085 33,114 35,838
in millions of $

Compound Annual Growth

10y 5y 3y
Sales 9.02% 8.07% 7.99%
Cash Flow 0.00% (7.64%) (1.18%)
Earnings 21.48% 6.30% 1.14%
Book Value 9.14% 7.12% 3.90%

Revenue

Mar Jun Sep Dec Year
’26 1,478 1,451 — — —
’25 1,255 1,284 1,429 1,561 5,530
’24 1,163 1,218 1,225 1,365 4,970
’23 1,107 1,051 1,045 1,146 4,349
’22 1,117 1,108 1,045 1,122 4,391
’21 1,135 1,153 1,145 1,304 4,737
’20 913 896 883 1,060 3,752
in millions of $ · fiscal quarters ending in the months shown

Operating Cash Flow

Mar Jun Sep Dec Year
’26 (343) 76 — — —
’25 (211) 607 338 382 1,117
’24 (610) 477 199 424 490
’23 (385) 379 230 275 499
’22 (676) 437 539 858 1,157
’21 (520) 84 1,007 301 872
’20 (6) 906 435 327 1,662
in millions of $ · fiscal quarters ending in the months shown

Free Cash Flow

Mar Jun Sep Dec Year
’26 (390) 61 — — —
’25 (228) 670 349 264 1,055
’24 (619) 480 194 362 417
’23 (400) 367 218 262 447
’22 (688) 423 520 820 1,075
’21 (531) 70 859 435 832
’20 (607) 1,448 423 324 1,588
in millions of $ · fiscal quarters ending in the months shown

EPS

Mar Jun Sep Dec Year
’26 1.48 1.34 — — —
’25 0.26 0.89 1.23 1.54 3.91
’24 0.93 0.94 0.89 1.39 4.17
’23 0.85 0.73 0.35 0.92 2.85
’22 0.93 0.86 0.81 0.95 3.55
’21 0.93 1.07 1.03 1.41 4.44
’20 0.48 0.62 0.65 1.03 2.77
fiscal quarters ending in the months shown

Target Price Range

Analyst price targets

Recommendation Rating

2.3
1Buy 2 3Hold 4 5Sell
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
98.28% 98.49% 98.61% 98.68% 98.51% 98.74% 98.68% 98.66% 98.74% 98.80%
Gross Margin
143 270 534 599 651 1,067 885 707 928 871
EBT
5.54% 9.21% 17.67% 17.95% 17.35% 22.53% 20.16% 16.25% 18.68% 15.75%
EBT Margin
82 183 394 450 503 825 662 523 731 684
Net Income
165 152 151 184 185 195 214 237 249 250
Depreciation
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
(3.12) 4.22 2.74 2.89 9.97 5.16 6.58 2.80 2.67 6.80
Free CF/Sh
18.20 18.55 19.80 22.65 26.62 31.21 32.64 33.09 36.43 38.50
Book Value/Sh
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
1.30 1.41 0.98 1.31 1.43 1.60 1.47 1.70 2.22 2.34
PS Ratio
1.29 1.52 0.98 1.30 1.45 1.74 1.39 1.60 2.21 2.45
PB Ratio
1.81 1.95 1.02 1.56 1.16 1.45 1.27 1.28 1.92 2.15
EV/Sales
(9.91) 8.73 6.95 11.12 2.73 8.27 5.20 12.40 22.86 11.25
EV/FCF
(441) 680 530 627 1,662 872 1,157 499 490 1,117
Op' Cash Flow
(28) (28) (87) (158) (73) (40) (82) (52) (74) (62)
Capex
(470) 652 443 469 1,588 832 1,075 447 417 1,055
FCF
(4,190) (4,971) (4,719) (4,986) (5,145) (5,214) (5,365) (4,660) (5,593) (5,204)
Working Cap'
2,009 2,317 2,332 1,719 1,363 1,559 1,387 1,593 1,257 1,324
Total Debt
774 1,018 (437) 60 (1,307) (1,171) (1,191) (2,280) (1,950) (1,523)
Net Debt
2,738 2,862 3,198 3,670 4,239 5,035 5,328 5,294 5,687 5,977
Sh' Equity
0.48% 0.86% 1.68% 1.75% 1.86% 2.60% 1.75% 1.30% 1.79% 1.59%
ROA
2.54% 4.34% 12.10% 10.04% 13.88% 17.26% 13.37% 14.65% 15.53% 12.22%
ROIC
3.06% 6.55% 13.36% 13.46% 13.48% 19.60% 13.90% 10.49% 14.44% 12.56%
ROE
predictions in italic, sparklines do not include predictions

All 10 years →

Fiscal years to Dec 2025 · latest quarter Jun 2026

Stifel Financial Corporation peers in Capital Markets

All 93 Capital Markets stocks →

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.

Source: company filings (standardised) and stockrow calculations.

Stifel Financial Corporation (SF) Latest News

News by impact score

Fine-tune

24 Sep

3

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

3

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

3

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

3

Stifel Financial (SF) beat earnings expectations, refocusing attention on its valuation. Earnings beat may moderately lift investor sentiment and stock trajectory for Stifel Financial.

3

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.

3

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

3

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.

3 transcript

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

4

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.

3

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.

3

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.

3

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

3

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

3

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

4

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

4

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

3

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

4

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.

4

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

4

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.

4

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.

4

Stifel Financial Corporation reported first quarter 2026 results. Quarterly earnings announcements directly influence stock performance and investor sentiment for financial firms.

3

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.

3

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.

3

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

3

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

3

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

4

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.

3

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

4

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.

stockrow.com/SF · Data as of Jun 30, 2026 · For information only; not investment advice. · © 2026 stockrow.com