Stifel Financial stock weighs flat Q3 revenue outlook
Stifel Financial's stock closed at $70.63 on October 5, 2026, with an outlook for flat Q3 revenue despite record client assets of $587.622 billion. The company anticipates growth in Global Wealth Management will offset weaker institutional activity. Analysts maintain a "Moderate Buy" consensus with an average 12-month target of $91.90.
Stifel reports August data: Stifel Financial stock gains 1.62 percent
Stifel Financial stock gained 1.62 percent after the company reported strong August operating data, with client assets rising 10% year over year to $587.622 billion. Fee-based assets and bank loans also saw significant increases, while the company's Q2 earnings surpassed analyst expectations. Despite the positive data, the stock remains below its yearly high, with the next earnings report expected on October 28, 2026.
Stifel reiterates Buy rating on Cooper Companies stock at $70
Stifel maintained its Buy rating on Cooper Companies (COO) with a $70.00 price target, despite projecting growth below consensus for both CooperVision and CooperSurgical. The firm notes the stock trades in line with medical technology peers and highlights its attractive valuation with a low PEG ratio and high free cash flow yield. This outlook comes amidst recent challenges for Cooper Companies, including a revenue miss, lowered guidance, and analyst downgrades due to competition and strategic decisions.
Stifel Financial Corporation $SF Stake Cut by Tidal Investments LLC
Tidal Investments LLC significantly reduced its stake in Stifel Financial Corporation (NYSE:SF) by 61.5% in the second quarter, selling 14,329 shares and retaining 8,955 shares worth approximately $625,000. Despite this, institutional investors collectively own 82.01% of the company, and analyst sentiment remains positive with a consensus "Moderate Buy" rating. Stifel Financial also reported strong quarterly earnings, exceeding EPS estimates, with revenue up 13% year-over-year.
Stifel U.S. Ski Team Fundraiser Raises $1.35 Million in 11th Year in St. Louis
Stifel's 11th annual U.S. Ski Team Fundraiser in St. Louis successfully raised $1.35 million for the U.S. Ski & Snowboard Foundation. The "Snowchella"-themed event, hosted by Stifel Chairman and CEO Ron Kruszewski, saw attendance from several elite athletes, including Mikaela Shiffrin and Alex Ferreira. This record-setting amount contributes to over $10 million raised over the past 11 years, supporting athlete development and training programs.
Stifel Financial Corporation $SF Shares Bought by California State Teachers Retirement System
The California State Teachers Retirement System significantly increased its stake in Stifel Financial Corporation (NYSE:SF) by 6,765.3%, now owning 8.07% of the company's shares. Stifel Financial reported strong Q2 earnings with EPS of $1.42 and revenue of $1.45 billion, exceeding analyst estimates, and declared a quarterly dividend of $0.34. The company holds a "Moderate Buy" consensus rating from analysts with an average target price of $91.90.
Stifel Revamps Microsoft Target With a Catch
Stifel analyst Brad Reback increased Microsoft's price target to $530 from $450, citing improvements in Copilot deployment and Azure efficiency. Despite the target hike, Reback maintained a Neutral rating, suggesting that while the operating outlook is better, the risk-reward profile doesn't yet warrant a Buy recommendation. The report highlights Copilot's increased engagement and successful monetization through premium upgrades, alongside Azure's role in sustaining growth and reducing margin drag.
Microsoft Stock Gets Jaw-Dropping Price Target Hike From Stifel
Stifel has significantly increased its price target for Microsoft (MSFT) from $450 to $530, while maintaining a Hold rating. This hike follows meetings with Microsoft executives, with analyst Brad Reback noting increased adoption of Microsoft 365 Copilot and improved Azure efficiency as the company expands its AI infrastructure. The analyst also highlighted growing customer interest in higher-priced Microsoft 365 offerings and the company's flexible strategy of supporting multiple large language models.
Wellington Management Group LLP Reduces Stock Holdings in Stifel Financial Corporation $SF
Wellington Management Group LLP decreased its stake in Stifel Financial Corporation (NYSE:SF) by 30.6% in the second quarter, selling over 1.13 million shares but still retaining a significant holding valued at $179 million. Stifel Financial reported strong quarterly earnings of $1.42 per share, surpassing consensus estimates, with revenue increasing 13% year-over-year. The company also declared a quarterly dividend of $0.34 per share, and analysts maintain a "Moderate Buy" rating with an average price target of $91.90.
Jupiter Topco LLC Buys Shares of 68,400 Stifel Financial Corporation $SF
Jupiter Topco LLC has acquired 68,400 shares of Stifel Financial Corporation, valued at approximately $4.8 million, making it a new institutional investor in the company. Other institutional investors also adjusted their holdings, with 82.01% of the stock now owned by institutions and hedge funds. Stifel Financial has a "Moderate Buy" consensus rating from analysts, a $91.90 average price target, and recently surpassed quarterly earnings expectations while declaring a $0.34 per share quarterly dividend.
Canada Pension Plan Investment Board Purchases Shares of 93,950 Stifel Financial Corporation $SF
The Canada Pension Plan Investment Board acquired 93,950 shares of Stifel Financial Corporation, valued at approximately $6.6 million, giving it a 0.06% stake. Institutional investors collectively hold 82.01% of the company. Stifel Financial has a "Moderate Buy" consensus rating with an average price target of $91.90, and recently surpassed earnings expectations, reporting adjusted EPS of $1.42 and revenue of $1.45 billion.
Kingsview Wealth Management LLC Invests $4.38 Million in Stifel Financial Corporation $SF
Kingsview Wealth Management LLC has acquired a significant new stake of 62,766 shares, valued at approximately $4.38 million, in Stifel Financial Corporation (NYSE:SF) during the second quarter. This investment highlights continued institutional interest in Stifel Financial, with other major institutional investors also increasing their positions. The company recently reported strong quarterly earnings, exceeding analyst estimates, and announced a quarterly dividend, indicating solid financial performance and shareholder returns.
Basswood Capital Management L.L.C. Takes $7.28 Million Position in Stifel Financial Corporation $SF
Basswood Capital Management L.L.C. recently acquired a new stake of 104,316 shares, valued at approximately $7.28 million, in Stifel Financial Corporation during the second quarter. Stifel Financial exceeded Q2 expectations with $1.42 EPS and $1.45 billion in revenue, also declaring a quarterly dividend of $0.34 per share. Analysts currently hold a "Moderate Buy" consensus rating for Stifel Financial with an average price target of $91.90.
SFB | Stifel Financial Corp.5.20 percent Insider Trading
This article provides an overview of insider trading activity for Stifel Financial Corp.5.20 percent Senior Notes due 2047 (SFB). It details the lack of recent insider trading, congressional trading, corporate lobbying, and patent activity for SFB. The content also includes sections on institutional holdings, analyst ratings, and executive compensation, with an emphasis on data derived from SEC filings.
Is Stifel’s Earnings Jump And Buybacks Altering The Investment Case For Stifel Financial (SF)?
Stifel Financial Corp. reported strong second-quarter results in July 2026, with significant jumps in revenue and net income, and basic earnings per share rising to US$1.41. The company also continued its share repurchase program, buying back 2,419,000 shares for US$177.04 million. While these results reinforce the investment narrative of consistent earnings and disciplined capital returns, the core risks related to capital markets activity and investor sentiment remain.
South Dakota Investment Council Trims Stock Position in Stifel Financial Corporation $SF
The South Dakota Investment Council significantly reduced its stake in Stifel Financial Corporation by 44.1% in the first quarter of 2026, selling over 12,000 shares. Despite this, institutional investors still hold a substantial 82.01% of the company's stock. Stifel Financial reported strong quarterly earnings, exceeding analyst expectations, and maintains a "Moderate Buy" consensus rating from analysts with an average price target of $91.90.
SF|Stifel Financial Corp|Price:82.910|Chg%:+0.265
This article provides an in-depth analysis of Stifel Financial Corp (SF), highlighting its current market trends, real-time quotes, and trading strategies. It details the company's strong fundamentals, high growth potential, and a "Buy" analyst rating with a target price of 90.17. The report also includes key financial figures, insights into its business segments, and a comparison with peers in the Investment Banking & Investment Services industry.
Is Stifel’s Earnings Jump And Buybacks Altering The Investment Case For Stifel Financial (SF)?
Stifel Financial reported strong second-quarter earnings, with revenue of US$1.64 billion and net income of US$226.48 million, alongside a significant share buyback program. While this improved profitability supports the company's investment narrative in the short term, the article emphasizes that the long-term outlook still hinges on sustained client activity and deal flows, with potential risks from downturns in capital markets. The ongoing share repurchases, although boosting EPS, also raise questions about balance sheet flexibility under adverse market conditions.
Stifel Adjusts Price Target on KLA to $250 From $270, Maintains Buy Rating
Stifel has adjusted its price target for KLA (KLAC) to $250, down from $270, while reiterating a "Buy" rating on the stock. This revision comes ahead of the company's anticipated earnings report. KLA's shares are currently trading at $209.61, indicating a slight decline from the previous close.
STIFEL FINANCIAL CORP : BMO RAISES TARGET PRICE TO $85 FROM $75
BMO has increased its target price for STIFEL FINANCIAL CORP (SF.N) from $75 to $85. This news was reported by Reuters on July 27, 2026. The article notes that the content reflects the author's opinion and is not investment advice.
UBS Adjusts Price Target on Stifel Financial to $90 From $86, Maintains Buy Rating
UBS has increased its price target for Stifel Financial (SF) to $90 from the previous $86, while reiterating a Buy rating on the stock. This adjustment suggests continued confidence in Stifel Financial's performance and future outlook from UBS analysts.
Stifel raises TFI International stock price target to $150 on M&A track record
Stifel raised its price target for TFI International (NYSE: TFII) to $150 from $146, maintaining a "Hold" rating. This adjustment comes amidst the company's aggressive M&A strategy, including over 100 acquisitions since 2008 and recent divestitures to focus on specialized markets. Despite a significant stock increase over the past year, InvestingPro data suggests the shares might be overvalued, and the turnaround progress at its U.S. less-than-truckload division has slowed.
Eaton Partners Expands Private Capital Advisory Group
Eaton Partners, a subsidiary of Stifel Financial Corp., has expanded its Private Capital Advisory (PCA) group with key appointments, including Mickey Brunton as Managing Director and Co-Head of GP-led Secondaries. Brunton brings extensive experience from Connaught LLC and Jefferies, advising on significant secondary transactions. This expansion aims to strengthen Eaton Partners' capabilities in GP-led secondary transactions and liquidity solutions amidst market growth and client demand.
STIFEL FINANCIAL CORP : BMO CUTS TARGET PRICE TO $75 FROM $82
BMO Capital has reduced its target price for Stifel Financial Corp (SF) from $82 to $75, while maintaining an "Outperform" rating on the stock. This adjustment reflects a revised valuation perspective by the analyst.
NIKE (NYSE:NKE) Price Target Lowered to $50.00 at Stifel Nicolaus
Stifel Nicolaus has reduced its price target for NIKE (NYSE:NKE) from $56.00 to $50.00, maintaining a "hold" rating, suggesting limited near-term upside despite some analyst optimism. This move aligns with a broader cautious sentiment among other brokerages, resulting in an average "Hold" rating and a consensus price target of $59.01 for the stock. Despite recent earnings modestly beating expectations, investors are keenly focused on future guidance and the company's turnaround efforts in key international markets.
Cardinal Infrastructure Group Announces Proposed Public Offering of Common Stock
Cardinal Infrastructure Group (NASDAQ: CDNL) has announced a proposed underwritten public offering of 3,750,000 shares of its Class A common stock. The company also intends to grant underwriters a 30-day option to purchase up to an additional 562,500 shares. Stifel, William Blair, and Truist Securities are acting as book-running managers for the offering, which is subject to SEC registration becoming effective.
Stifel Financial Corp (SF) Dividends & Stock Splits: Historical Payouts and Event Timeline
This article provides a historical overview of Stifel Financial Corp's (SF) dividend payouts and stock split events. It details past and future interim and final cash dividends, including ex-dividend, record, and payment dates, and lists stock splits with their ratios and dates. The information is presented to help investors track SF's capital distribution history.
Stifel settles another complaint involving former star Miami broker.
Stifel Financial Corp. continues to settle complaints related to its former star broker, Chuck Roberts, recently agreeing to pay customers $3 million in a new settlement. The firm is facing close to $200 million in damages and settlements due to Roberts' sales of structured products, and he was barred from the securities industry last July by FINRA. Stifel is also challenging a $132.5 million FINRA arbitration award in federal court.
Stifel raises Jabil stock price target to $460 on AI growth
Stifel increased its price target for Jabil Inc. (NYSE: JBL) shares to $460 from $430, maintaining a Buy rating, following the company's strong fiscal third-quarter results that surpassed analyst estimates for revenue, operating margin, and earnings per share. Jabil also raised its fiscal 2026 guidance, boosted its AI-related revenue outlook to $13.6 billion, and announced new strategic alliances, although InvestingPro suggests the stock is currently overvalued.
Stifel Financial Corp (SF) Revenue Breakdown: Business Segments, Regional Revenue & Profit Contribution
This article provides a revenue breakdown for Stifel Financial Corp (SF), focusing on its regional contributions. As of the specified update, the company's revenue primarily originates from the United States, accounting for 93.98%, followed by the United Kingdom, Canada, and other European regions. Details regarding revenue by business segment are noted as not yet disclosed for the specified fiscal periods.
Stifel Financial Corp (SF) Shareholder Structure: Major Shareholders & Institutional Holdings
This article details the shareholder structure of Stifel Financial Corp (SF), highlighting its major shareholders and institutional holdings. It provides a breakdown of shareholder types by proportion and lists institutional shareholding trends over several quarters. The report also includes recent shareholder activity by key institutional investors and related ETFs that hold SF.
Stifel Financial Corp (SF) Earnings Forecast: Future EPS & Revenue Growth Estimates
Stifel Financial Corp (SF) has an earnings forecast score of 7.00, placing it 63rd in its industry. Analysts have set an average price target of $131.00 for SF, with a consensus "Buy" rating based on 8 analysts. The company's expected revenue for the next quarter is $1.43 billion, and its EPS for the prior quarter was $1.65, surpassing the market expectation of $1.56.
Stifel raises Valmont Industries price target on utility strength
Stifel has raised its price target on Valmont Industries (NYSE:VMI) stock to $645 from $541, maintaining a ABuy@ rating due to strong performance in its North America Utility business. The company=s investor day revealed a 2029 financial outlook targeting $5.4 billion in net sales and $35 EPS, with additional growth potential from brownfield capacity additions and a possible upturn in the Agriculture market. Valmont Industries recently outperformed Q1 2026 earnings expectations, reporting a diluted EPS of $5.51 and revenue of $1.03 billion.
Stifel Financial Corp (SF) Institutional Confidence
This article analyzes the institutional confidence in Stifel Financial Corp (SF), noting its current score of 7.00, placing it 35th out of 121 in the Investment Banking & Investment Services industry. Institutional shareholding for SF stands at 89.34%, an increase of 1.93% quarter-over-quarter. ETHSX is identified as the largest institutional shareholder, holding 1.41 million shares, representing 0.88% of the outstanding shares.
Stifel Lowers Donaldson (DCI) Target as Company Tightens Organic Growth Guidance
Stifel has lowered its price target for Donaldson Company, Inc. (NYSE:DCI) to $91 from $96, while reiterating a Hold rating, following the company's fiscal Q3 earnings beat and narrowed organic growth guidance. Donaldson reported its strongest quarter in history based on sales, adjusted operating margin, and adjusted earnings per share, with total sales up 6% year-over-year and adjusted EPS rising 7%. The company also completed the acquisition of Facet Filtration, strengthening its aftermarket business and recurring revenue streams.
Victor Nesi (SF) awarded 2,450 Phantom Stock Units and updates Stifel share holdings
Victor Nesi, a director at Stifel Financial Corp., was granted 2,450 Phantom Stock Units, each valued at $71.40, which will vest quarterly over one year. This award increases his total Phantom Stock Unit balance to 90,962, alongside his existing direct holding of 247,571 common stock shares and various indirect holdings through trusts. The filing indicates a moderate impact and neutral sentiment regarding this compensation and updated equity status.
Stifel raises Restoration Hardware stock price target on valuation
Stifel increased its price target for Restoration Hardware (NYSE:RH) shares to $130 from $110, maintaining a Hold rating after the company's Q1 fiscal 2026 earnings beat expectations. Despite stronger-than-anticipated results and raised full-year guidance for revenue and EBITDA, Stifel noted weaker Q2 trends but anticipates revenue acceleration in the second half of fiscal 2026. InvestingPro analysis indicates RH is undervalued, trading at an attractive PEG ratio of 0.33.
Stifel (SF) director receives 2,450 Phantom Stock Units equity award
Stifel Financial Corp. director Maura A. Markus was granted 2,450 Phantom Stock Units on June 9, 2026, each valued at $71.40. These units, which vest quarterly over one year and have no expiration date, are an equity-based award tied to the company's common stock and are not actual shares. Following this transaction, Markus directly holds 44,688 shares of common stock.
Stifel Maintains a Buy Rating on Astera Labs (ALAB)
Stifel reiterated a Buy rating on Astera Labs (ALAB) with a price target of $260 after meeting with management, noting an expanding total addressable market, meaningful growth opportunities from its optical roadmap, and healthy demand. This contrasts with Northland's recent downgrade due to valuation concerns and a cautious long-term view on datacenter spending. Astera Labs is a semiconductor company providing solutions for AI and cloud infrastructure, recognized as a promising AI stock.
Stifel reiterates Buy on Tyler Tech stock, $400 target on cloud shift
Stifel maintained a Buy rating and a $400 price target on Tyler Technologies (NYSE:TYL), citing the company's tightened 2030 revenue target and improved margin outlook. The firm highlighted Tyler Technologies' ongoing cloud migration and strategic implementation of AI in its public sector solutions, positioning the company for market share gains. Despite a recent stock dip, its strong fundamentals are underscored by a perfect Piotroski Score of 9.
Stifel (NYSE: SF) investors approve stock authorization hike and equity plan
Stifel Financial Corp. shareholders approved amendments to increase total authorized stock to 294,000,000 shares and authorized common stock to 291,000,000 shares at their June 9, 2026, annual meeting. They also approved an increase of 9,000,000 shares to the 2001 Incentive Stock Plan (2018 Restatement), including 175,000 shares for non-employee directors. Additionally, shareholders elected twelve directors, provided advisory approval for executive compensation, and ratified KPMG LLP as the independent auditor for 2026.
Stifel Financial Corp Ratifies Appointment of KPMG LLP as Independent Registered Public Accounting Firm
Stifel Financial Corp. announced that its shareholders ratified the appointment of KPMG LLP as the independent registered public accounting firm for the year ending December 31, 2026. This decision was made at the Annual Meeting of Shareholders held on June 9, 2026. The company also provided an overview of its business segments, including Global Wealth Management, Institutional Group, and Other.
Stifel Financial (SF) director converts 2,812 Phantom Stock Units into common shares
Stifel Financial director, Michael W. Brown, converted 2,812 Phantom Stock Units into an equal number of common shares on June 4, 2026. Following this transaction, Brown directly holds 103,264 Common Stock shares, a figure adjusted to reflect a 3-for-2 stock split that occurred on February 26, 2026. This derivative exercise indicates a change in the form of his holdings rather than an open-market purchase or sale.
Stifel Financial (SF) director converts 2,812 phantom units into common shares
Stifel Financial (SF) director James P. Kavanaugh converted 2,812 phantom stock units into an equal number of common shares on June 4, 2026. This routine, non-market transaction resulted in Kavanaugh directly holding 13,626 shares of common stock, a figure adjusted for a 3-for-2 stock split that occurred on February 26, 2026. The conversion did not involve any cash cost and left no remaining phantom stock units for Kavanaugh.
Stifel Financial (SF) director converts 2,812 phantom units into 71,562 shares
Stifel Financial Corp. director Michael J. Zimmerman converted 2,812 Phantom Stock Units into 71,562 shares of Common Stock on June 4, 2026, as a compensation-related derivative exercise. The transaction, reported on Form 4, involved no open-market buying or selling and adjusted for a 3-for-2 stock split. Zimmerman now directly holds 71,562 shares of Common Stock.
Director converts 2,812 units into Stifel Financial (NYSE: SF) shares
Stifel Financial Corp director Adam T. Berlew converted 2,812 phantom stock units into common stock on June 4, 2026, at a price of $0.00 per share. This non-cash transaction increased his direct holdings to 24,475 shares, a figure adjusted for a 3-for-2 stock split on February 26, 2026. The transaction is compensation-related and not an open-market purchase.
Director Maryam S. Brown converts phantom units at Stifel (NYSE: SF)
Stifel director Maryam S. Brown exercised 2,812 phantom stock units, converting them into 2,812 common shares of Stifel Financial Corp (SF) at an exercise price of $0.00 per share. Following this transaction, her direct holdings of common stock increased to 10,429 shares, a figure adjusted to account for a 3-for-2 stock split payable on February 26, 2026. This Form 4 filing indicates a neutral impact and sentiment, as it represents a conversion of derivative securities rather than an open-market purchase or sale.
ATS to Participate in the Stifel Summer Solstice Conference
ATS Corporation's Interim Chief Financial Officer, Anne Cybulski, will attend the Stifel Summer Solstice Conference on June 16, 2026, where management will host institutional investor meetings. The company, a leading automation solutions provider, announced this participation to engage with investors. ATS Corporation, founded in 1978, has a global presence and its shares are traded on the TSX and NYSE under the symbol ATS.
Stifel Financial Corp stock (US8606301021): what the latest developments mean for investors
Stifel Financial Corp (SF) operates as a diversified middle-market investment bank and wealth manager, with its stock performance tied to US capital markets and wealth management trends. The company's business model balances recurring fee income from wealth management with more cyclical investment banking and capital markets income, focusing on mid-cap corporates and relationship-driven client partnerships. SF's stock is relevant for investors seeking exposure to fee-based wealth management growth, capital markets activity, and middle-market investment banking in the US, despite facing cyclical and regulatory risks common to the financial sector.
Stifel Raises Marvell (MRVL) Price Target on AI Data Center Opportunity
Stifel has raised its price target on Marvell Technology (MRVL) to $321 from $230, maintaining a Buy rating, following Marvell CEO Matt Murphy's COMPUTEX 2026 keynote which reinforced the company's strong position in AI connectivity solutions. Analysts noted that Marvell is well-positioned within the data center and AI supercycle, with connectivity being critical for scaling AI workloads. The increased price target reflects the market's growing acceptance of Marvell's role in the DC/AI supercycle.
