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 7,311 funds
0
Analysts bullish %
of 5 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
5 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$84
23%
downside
Avg. target
$104
4%
downside
High target
$120
10%
upside
5 analyst ratings
2 positive
40%
3 neutral
60%
0 negative
0%
Citigroup Christopher Allen | 6%upside $115 | Neutral Maintained | 7 Jul 2025 |
Wells Fargo Michael Brown | 6%downside $102 | Overweight Maintained | 24 Apr 2025 |
JP Morgan Michael Cho | 8%downside $100 | Neutral Maintained | 11 Apr 2025 |
TD Cowen Bill Katz | 23%downside $84 | Hold Maintained | 9 Apr 2025 |
JMP Securities Devin Ryan | 10%upside $120 | Market Outperform Maintained | 8 Apr 2025 |
Financial journalist opinion
Based on 9 articles about SF published over the past 30 days
Positive
Seeking Alpha
3 days ago
5 Relatively Secure And Cheap Dividend Stocks, Yields Up To 9% (July 2025)
This article is part of our monthly series where we highlight five large-cap, relatively safe, dividend-paying companies offering significant discounts to their historical norms. We go over our filtering process to select just five conservative DGI stocks from more than 7,500 companies that are traded on U.S. exchanges, including OTC networks. In addition to the primary list that yields 4.3%, we present two other groups of five DGI stocks each, from moderate to high yields of up to 9%.
Positive
Zacks Investment Research
1 week ago
Stifel Reports Y/Y Rise in Client & Fee-Based Assets for May 2025
SF posts Y/Y growth in total and fee-based assets for May 2025, supported by market gains and client asset strength.
Neutral
GlobeNewsWire
1 week ago
Stifel Reports May 2025 Operating Data
ST. LOUIS, June 26, 2025 (GLOBE NEWSWIRE) -- Stifel Financial Corp. (NYSE: SF) today reported selected operating results for May 31, 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
Reuters
1 week ago
Two investment banks seek freedom from US SEC analyst research settlement
Piper Sandler and Stifel Financial on Wednesday asked a judge to free them from "onerous" restrictions from the U.S. Securities and Exchange Commission's global settlement more than two decades ago with 12 investment banks over analyst conflicts.
Neutral
CNBC Television
2 weeks ago
Expect the S&P 500 to end the year around 5,500, says Stifel's Barry Bannister
Barry Bannister, Stifel chief equity strategist, joins 'Squawk Box' to discuss the latest market trends, why he believes a market correction is coming in the second half, state of the economy, the Fed's inflation fight, and more.
Neutral
GlobeNewsWire
3 weeks 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 weeks 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
3 weeks 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
4 weeks 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 month 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.
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