Stifel
About: Stifel Financial Corp is a middle-market-focused investment bank that produces more than 90% of its revenue in the United States. Approximately 67% of the company's net revenue is derived from its world-wide wealth management division, which supports over 2,000 financial advisors, with the remainder coming from its institutional securities business. Stifel has a history of being an active acquirer of other financial-services firms.
Employees: 9,000
0
Funds holding %
of 7,296 funds
0
Analysts bullish %
of 6 analysts
Fund manager confidence
Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
120% more call options, than puts
Call options by funds: $15.1M | Put options by funds: $6.86M
42% more first-time investments, than exits
New positions opened: 75 | Existing positions closed: 53
36% more repeat investments, than reductions
Existing positions increased: 203 | Existing positions reduced: 149
2% more funds holding
Funds holding: 505 [Q4 2024] → 514 (+9) [Q1 2025]
0.69% less ownership
Funds ownership: 85.53% [Q4 2024] → 84.84% (-0.69%) [Q1 2025]
11% less capital invested
Capital invested by funds: $9.29B [Q4 2024] → $8.29B (-$994M) [Q1 2025]
63% less funds holding in top 10
Funds holding in top 10: 8 [Q4 2024] → 3 (-5) [Q1 2025]
Research analyst outlook
6 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$84
12%
downside
Avg. target
$103
8%
upside
High target
$120
26%
upside
6 analyst ratings
2 positive
33%
4 neutral
67%
0 negative
0%
Wells Fargo Michael Brown | 7%upside $102 | Overweight Maintained | 24 Apr 2025 |
JP Morgan Michael Cho | 5%upside $100 | Neutral Maintained | 11 Apr 2025 |
TD Cowen Bill Katz | 12%downside $84 | Hold Maintained | 9 Apr 2025 |
JMP Securities Devin Ryan | 26%upside $120 | Market Outperform Maintained | 8 Apr 2025 |
Goldman Sachs Alexander Blostein | 10%upside $105 | Neutral Maintained | 3 Apr 2025 |
Financial journalist opinion
Based on 9 articles about SF published over the past 30 days
Neutral
GlobeNewsWire
1 day ago
KBW Announces Index Rebalancing for Second-Quarter 2025
NEW YORK, June 13, 2025 (GLOBE NEWSWIRE) -- Keefe, Bruyette & Woods, Inc., a leading specialist investment bank to the financial services and fintech sectors, and a wholly owned subsidiary of Stifel Financial Corp. (NYSE: SF), announces the upcoming index rebalancing for the second quarter of 2025.
Neutral
GlobeNewsWire
3 days ago
Stifel Announces Victor Nesi to Retire as Co-President and Head of Institutional Group; Joins Board of Directors
ST. LOUIS, June 11, 2025 (GLOBE NEWSWIRE) -- Stifel Financial Corp. (NYSE: SF) today announced that Victor Nesi, Co-President and Head of the Institutional Group, will retire from his day-to-day operating responsibilities effective July 1, 2025, after 16 years of distinguished service. Mr. Nesi will, however, continue to serve the firm, simultaneously joining its Board of Directors.
Negative
Zacks Investment Research
5 days ago
LPLA, SF & Others to Face Penalty for Overcharging Retail Investors
Edward Jones, LPL Financial, RBC Capital Markets, Stifel and TD Ameritrade to pay $19M over claims of excessive commissions on small-dollar trades.
Positive
Seeking Alpha
6 days ago
Stifel Preferreds Reviewed: Still Give 'D' A Buy Rating
Stifel Financial Corp.'s preferred stocks offer attractive yields, but recent legal challenges have pressured net income and tangible common equity. Despite legal headwinds, Stifel's tangible common equity remains nearly 5x the value of outstanding preferreds, providing a comfortable coverage ratio. All SF preferreds are non-cumulative and eligible for the 15% tax rate, with Fitch recently upgrading their rating to BB.
Positive
Zacks Investment Research
1 week ago
Stifel Closes Buyout of Bryan Garnier, Expands Global Advisory Business
SF completes Bryan Garnier buyout, building a transatlantic advisory platform focused on tech and healthcare deals.
Neutral
GlobeNewsWire
1 week ago
Stifel Completes Acquisition of Bryan Garnier
ST. LOUIS, June 02, 2025 (GLOBE NEWSWIRE) -- Stifel Financial Corp. (NYSE: SF) today announced the completion of its acquisition of Bryan, Garnier & Co. (“Bryan Garnier”), a leading independent full-service investment bank specializing in the European technology and healthcare sectors. “Bryan Garnier brings focused sector expertise, an entrepreneurial mindset, and a strong reputation for trusted advice—qualities that align closely with Stifel's values and strategy,” said Ronald J.
Negative
Zacks Investment Research
3 weeks ago
Stifel Reports Y/Y Rise in Client & Fee-Based Assets for April 2025
SF grows client assets by 7% and fee-based assets by 11% y/y in April, which have been steady despite equity market volatility.
Neutral
GlobeNewsWire
3 weeks ago
Stifel Reports April 2025 Operating Data
ST. LOUIS, May 22, 2025 (GLOBE NEWSWIRE) -- Stifel Financial Corp. (NYSE: SF) today reported selected operating results for April 30, 2025 in an effort to provide timely information to investors on certain key performance metrics. Due to the limited nature of this data, a consistent correlation to earnings should not be assumed.
Neutral
CNBC Television
3 weeks ago
Final Trades: 3M, Stifel Financial, Walt Disney and Truist Financial
The Investment Committee give you their top stocks to watch for the second half.
Neutral
GlobeNewsWire
1 month ago
U.S. Ski & Snowboard, Stifel Extend Groundbreaking Title Partnership Through 2034
The Landmark Renewal with Financial Services Partner is Largest Partnership in U.S. Ski & Snowboard History The Landmark Renewal with Financial Services Partner is Largest Partnership in U.S. Ski & Snowboard History
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