Stifel

SF

Market cap $11.7B

Dan Rasmussen, Verdad Capital founder, joins 'The Exchange' to discuss the state of the private credit market.

ST. LOUIS, Feb. 26, 2026 (GLOBE NEWSWIRE) -- Stifel Financial Corp. (NYSE: SF) today reported selected operating results for January 31, 2026, 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.

More market jitters hit stocks this month, and this time the damage is leaking into the financial services sector. As usual, AI disruption was the catalyst, and several of the largest finance-sector stocks dropped 10% to 20% over just a few days.

AI stocks have been volatile in 2026. Earnings reports this week from Nvidia, CoreWeave, Snowflake and Salesforce could decide what's next.

Suit alleges Stifel breached fiduciary duties by retaining underperforming funds for over a decade costing its employees and retirees significant retirement savings Suit alleges Stifel breached fiduciary duties by retaining underperforming funds for over a decade costing its employees and retirees significant retirement savings

Pratteln, Switzerland, February 10, 2026 – Santhera Pharmaceuticals (SIX: SANN) today announced the appointment of Stifel Nicolaus Europe Limited (“Stifel”) as corporate finance advisor with a focus on capital markets and international institutional investors.

MSCI, FHN, SF and TRMK announced dividend hikes as the Fed holds rates steady, offering investors stability amid continued market volatility.

Stifel Financial is rated a "Buy" due to attractive 13x forward earnings, a robust capital position, and ongoing business momentum. SF's wealth management and institutional businesses posted double-digit revenue growth, with fee-based assets up 16% and advisory revenue up 46%. Management guides for 12% revenue growth in 2026, aggressive balance sheet expansion, and continued capital returns via dividends and buybacks.

Stifel Financial Corp. (SF) Q4 2025 Earnings Call Transcript

Stifel Financial (SF) came out with quarterly earnings of $2.63 per share, beating the Zacks Consensus Estimate of $2.48 per share. This compares to earnings of $2.23 per share a year ago.