Stifel

SF

Market cap $11.4B

Regal Rexnord outperformed in Q1 as the company reported strong orders for a new data center product, which should support solid revenue growth in 2027. Diamond Hill initiated a position in Antero Resources, a natural gas exploration and production company, to gain exposure given a constructive long-term outlook for US natural gas. Carrier Global is now a focused, high-quality business that Diamond Hill believes is in an excellent position to continue to gain market share and improve margins long-term.

We do not believe Humana's current share price reflects the company's earnings power, and as industry conditions normalize, we believe it can return to target margins over the long term. We initiated a position in Antero Resources, a natural gas exploration and production company, to gain exposure given our constructive long-term outlook for US natural gas. We exited our position in First Advantage, a leader in the background check space, to pursue other opportunities with less macro exposure and AI-disruption concerns.

ST. LOUIS, May 05, 2026 (GLOBE NEWSWIRE) -- Stifel Financial Corp. (NYSE: SF) today announced the launch of a Project Finance platform to support the development of energy and infrastructure sectors and bridge the transition financing gap. The initiative is led by newly appointed Managing Directors Bret Turner and Sayoji Goli.

ST. LOUIS, May 01, 2026 (GLOBE NEWSWIRE) -- Stifel Financial Corp. (NYSE: SF) today announced that its Board of Directors has declared a cash dividend on shares of its common stock of $0.34 per share, payable June 15, 2026, to shareholders of record at the close of business on June 1, 2026.

NEW YORK, April 28, 2026 (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), today named 17 U.S. banking institutions, just 6% of eligible banks, to the coveted 2026 KBW Bank Honor Roll. KBW congratulates the 10 returning members to this year's Honor Roll, including 1st Source Corporation (SRCE), BancFirst Corporation (BANF), Coastal Financial Corporation (CCB), Esquire Financial Holdings, Inc. (ESQ), First Citizens BancShares, Inc. (FCNCA), HomeTrust Bancshares, Inc. (HTB), Magyar Bancorp, Inc. (MGYR), Northeast Bank (NBN), NorthEast Community Bancorp, Inc. (NECB), and Pathward Financial, Inc. (CASH).

Stifel Financial is a durable, relationship-driven financial franchise compounding value across cycles, with a current price undervaluing its earnings power. Q1'26 results showed 15% YoY revenue growth, record wealth management, and firm-wide pretax margins above 22%, with broad-based segment contributions. SF's outlook is supported by strong investment banking pipelines, adviser recruitment, and AI-driven productivity, positioning it for cyclical upswing without requiring perfect conditions.

Stifel Financial Corp. had decent results from pro-volatility businesses but even better results from businesses otherwise more threatened by the dealmaking slump. There may be some pause after Q1 in biotech depositories, but the decent market environment despite the Iran War may not threaten capital raising and industrial advisory too much. Growth should still be possible, though we wouldn't be surprised by some deceleration, even if overall dealmaking is supposed to have recovered, possibly driven by large tickets, though.

Stifel Financial Corp. (SF) Q1 2026 Earnings Call Transcript

Stifel Financial Corporation (NYSE:SF) reported first-quarter earnings on Wednesday before the market opened. Here's a rundown of the report.

Stifel Financial (SF) came out with quarterly earnings of $1.45 per share, beating the Zacks Consensus Estimate of $1.39 per share. This compares to earnings of $0.33 per share a year ago.