Will Stifel’s (SF) Dividend Hike and Project Finance Push Reframe Its Capital Allocation Narrative
Stifel Financial (SF) recently declared a US$0.34 per-share cash dividend and launched a new Project Finance platform for energy and infrastructure, signaling a balance between shareholder payouts and growth initiatives. These developments, following strong quarterly results, are seen as supporting near-term earnings resilience. However, the financial company's investment narrative still faces risks related to market volatility, client activity, and potential credit exposure from specialized financing.
STIFEL FINANCIAL CORP 1Q 2026: Revenue $1.666B, EPS $1.48— 10-Q Summary
STIFEL FINANCIAL CORP (SF) reported strong first-quarter 2026 results with total revenues of $1.666 billion and diluted EPS of $1.48, significantly exceeding previous year's figures. The growth was primarily driven by robust performance in investment banking, asset management, and transactional businesses, complemented by a one-time gain from the sale of SIA. The company also saw increased global wealth management assets and announced a 3-for-2 stock split.
Horizon Investments LLC Grows Position in Stifel Financial Corporation $SF
Horizon Investments LLC increased its stake in Stifel Financial Corporation by 146.7% to 63,089 shares during the fourth quarter. This move makes Horizon Investments one of several institutional investors that have recently grown their holdings in SF, with hedge funds and institutional investors now owning 82.01% of the stock. Meanwhile, an insider sold 600 shares, reducing their direct ownership in the company.
Stifel Financial Corporation (NYSE:SF) Given Average Rating of "Moderate Buy" by Brokerages
Stifel Financial Corporation (NYSE:SF) has received a consensus "Moderate Buy" rating from ten brokerages, with an average one-year price target of $91.15. The firm recently surpassed EPS estimates, reporting $1.45 versus $1.39 expected, and saw a 17.7% year-over-year revenue increase to $1.44 billion, though it just missed revenue estimates. Institutional investors own approximately 82% of the stock, with significant recent purchases by AQR and Norges Bank, while insiders have made modest selling transactions.
STIFEL FINANCIAL CORP 6.25%NON CUM DEP SHS REP 1/1000TH SER B To Go Ex-Dividend On June 1st, 2026 With 0.39063 USD Dividend Per Share
STIFEL FINANCIAL CORP will go ex-dividend on June 1st, 2026, for its 6.25% Non-Cumulative Depositary Shares Representing 1/1000th Interest Per Share, Series B. The expected dividend payout is 0.39063 USD per share. This announcement is pertinent for investors holding these shares to note the dividend distribution timeline.
Stifel Financial Corp. Declares Quarterly Common Stock Cash Dividend, Payable on June 15, 2026
Stifel Financial Corp. has announced that its Board of Directors declared a quarterly cash dividend of $0.34 per share on its common stock. This dividend is payable on June 15, 2026, to shareholders of record as of the close of business on June 1, 2026. The announcement was published on May 1, 2026, at 04:30 pm EDT.
Stifel declares $0.34 per share quarterly dividend By Investing.com
Stifel Financial Corp. (NYSE:SF) has declared a cash dividend of $0.34 per share on its common stock, marking its ninth consecutive year of dividend increases. The dividend is payable on June 15, 2026, to shareholders of record as of June 1, 2026. The company also announced quarterly cash dividends for three series of preferred stock.
Stifel Nicolaus Sticks to Their Buy Rating for DRI Healthcare (DHT.UN)
Stifel Nicolaus analyst Justin Keywood has maintained a Buy rating on DRI Healthcare (DHT.UN) with a price target of C$22.00. The company reported strong quarterly revenue and net profit growth, and corporate insider sentiment is positive with an increase in insider buying. DRI Healthcare currently holds a Moderate Buy consensus among analysts.
Stifel Financial to Pay Quarterly Dividend of $0.34 a Share, Payable June 15 to Holders of Record June 1
Stifel Financial Corp. announced that it will pay a quarterly dividend of $0.34 per share. This dividend is payable on June 15, 2026, to shareholders of record as of June 1, 2026. The financial holding company recently reported its Q1 2026 earnings, with non-GAAP earnings and revenue rising, surpassing FactSet estimates.
Vanguard Capital reports 7.81M Stifel shares (NYSE: SF) filed 13G
Vanguard Capital
Generac shares boosted by data center strength, Stifel says
Generac Holdings (NYSE:GNRC) saw its shares boosted and 2026 guidance raised due to stronger-than-expected first-quarter results, driven primarily by momentum in its data center business. Stifel noted the company's adjusted EBITDA guidance for 2026 is now approximately $940 million at the midpoint, surpassing both Stifel's pre-release forecast and consensus estimates. The increase is attributed to robust commercial and industrial sales, especially in data centers, and improved margins.
Crane (NYSE:CR) PT Set at $215.00 by Stifel Nicolaus
Stifel Nicolaus has reaffirmed its "buy" rating and set a $215.00 price target for Crane (NYSE:CR), suggesting a potential upside of 20.95%. This follows Crane's strong Q1 earnings, where it surpassed analyst estimates with $1.65 EPS and $696.40 million in revenue, leading to raised FY 2026 EPS guidance. Insider activity shows recent stock purchases by the CEO and a director, further highlighting confidence in the company.
AEGON ASSET MANAGEMENT UK Plc Lowers Stock Position in Stifel Financial Corporation $SF
AEGON ASSET MANAGEMENT UK Plc reduced its stake in Stifel Financial Corporation by 26.8% in the fourth quarter, selling 49,384 shares and retaining 134,663 shares valued at approximately $16.86 million. Despite beating EPS estimates, Stifel Financial's quarterly revenue of $1.44 billion missed analysts' expectations. The company maintains a "Moderate Buy" consensus rating from analysts with an average target price of $91.15.
Stifel reiterates Buy on Hayward stock ahead of earnings
Stifel has reiterated a "Buy" rating on Hayward Holdings Inc (NYSE: HAYW) with a $19.50 price target, ahead of its Q1 fiscal 2026 earnings report. The firm maintains its fiscal 2026 EBITDA and EPS estimates, citing positive end-market trends and strong industry validation from Pool Corporation's recent results. Hayward is currently trading below its fair value, with a "GOOD" financial health score according to InvestingPro.
Spire Global (NYSE:SPIR) Price Target Raised to $19.00 at Stifel Nicolaus
Stifel Nicolaus has increased its price target for Spire Global (NYSE:SPIR) to $19.00 from $16.00, maintaining a "buy" rating. This new target suggests a potential upside of over 15% from the previous closing price, although the average analyst target on MarketBeat is $15.17, indicating a "Moderate Buy." The article also notes recent insider share sales by Spire Global's CEO and CTO and highlights the company's financial performance, including its market cap of $553 million and a PE ratio of 10.44.
Stifel Financial Reports Q1 2026 Results: Full Earnings Call Transcript
Stifel Financial reported strong first-quarter 2026 results with net revenues of $1.48 billion, up 18% year-over-year, and GAAP EPS of $1.48. The company highlighted record revenues in Global Wealth Management and Investment Banking, focusing on AI investments and a conservative lending approach. Despite geopolitical and interest rate uncertainties, Stifel expressed confidence in its 2026 outlook, noting strategic adjustments in Europe and strong capital position.
Stifel CEO 'not comfortable' with AI replacing advisor judgement
Stifel CEO Ron Kruszewski believes that while AI can significantly boost advisor productivity and help uncover opportunities in tax and estate planning, it falls short when it comes to human judgment in investment decisions. Kruszewski stated that Stifel will prioritize enhancing client relationships with AI by keeping professionals at the center, expressing concern over powerful new AI models like Mythos due to cybersecurity risks. Stifel reported its second-highest net revenue in Q1, reaching $1.48 billion, an 18% increase from the previous year.
Stifel Financial stock holds at outperform on strong Q1 results
Citizens has reiterated a Market Outperform rating and a $103 price target on Stifel Financial (NYSE:SF) following the company's strong first-quarter 2026 results. Stifel Financial exceeded analyst expectations with operating earnings per share of $1.45 and revenue of $1.48 billion, an 18% increase year-over-year. Despite the positive performance and indications of undervaluation according to InvestingPro, the stock experienced a slight decline reflecting broader market volatility.
Stifel Financial Corp. 2026 Q1 - Results - Earnings Call Presentation (NYSE:SF) 2026-04-22
Stifel Financial Corp. (NYSE:SF) released its Q1 2026 earnings call presentation, reporting an EPS of $1.45, beating estimates by $0.07, and revenue of $1.48 billion, an increase of 17.74% year-over-year, beating estimates by $22.99 million. The slide deck was published in conjunction with their earnings call. SA Transcripts, responsible for developing and publishing thousands of quarterly earnings call transcripts, authored this article.
Stifel Financial Corp. (NYSE:SF) Q1 2026 Earnings Call Transcript
Stifel Financial Corp. (NYSE: SF) reported strong Q1 2026 results, with net revenues up 18% year-over-year to $1.48 billion and non-GAAP EPS of $1.45, exceeding expectations. The company highlighted broad-based growth across Global Wealth Management and Institutional businesses, driven by record asset management and investment banking revenues. Management discussed increasing AI integration for productivity, maintaining a conservative lending philosophy, and strategic approaches to market structure changes like stablecoin yield and tokenized equities, while expressing confidence in continued growth despite market uncertainties.
Zacks Research Downgrades Stifel Financial (NYSE:SF) to Strong Sell
Zacks Research downgraded Stifel Financial (NYSE:SF) to a "strong sell" from "hold" despite the broader market's "Moderate Buy" consensus and a Q1 EPS beat. The financial services provider reported mixed Q1 results with revenue up year-over-year but slightly below some estimates, leading to a stock slip and cautious commentary from management. Other analysts offer varied price targets, while insiders and institutional investors have either sold or marginally increased positions in the company.
Stifel Financial Corp (SF) Q1 2026 Earnings Call Highlights: Record Revenue and Strong EPS Growth Amid Market Uncertainties
Stifel Financial Corp (SF) reported record net revenues of $1.48 billion in Q1 2026, an 18% increase year-over-year, alongside significant EPS growth to $1.48 GAAP and $1.45 non-GAAP. The company achieved strong financial performance with a firm-wide pretax margin over 22% and record global wealth management revenue, even while navigating geopolitical risks and competitive recruitment landscapes. CEO Ronald Kruszewski addressed concerns regarding AI's impact, stating it enhances adviser productivity without replacing human judgment, and discussed adapting to potential changes in cash management.
Stifel Financial Corp (SF) Q1 2026 Earnings Call Highlights: Record Revenue and Strong EPS Growth Amid Market Uncertainties
Stifel Financial Corp (SF) reported record Q1 2026 net revenues of $1.48 billion, an 18% increase year-over-year, with significant EPS growth to $1.48 GAAP and $1.45 non-GAAP. The company achieved strong financial performance across wealth management and institutional groups, despite facing geopolitical and economic uncertainties. Management discussed the strategic importance of AI in enhancing advisor productivity and maintaining a disciplined recruitment strategy.
A Look at Stifel Financial Corp (SF) After 6.0% Decline -- GF Va
Stifel Financial Corp (SF) shares declined by 6.0% to $77.37, making it 7.2% overvalued compared to its GF Value™ of $72.18. Despite a strong GF Score™ of 82/100, indicating good growth and momentum, the company's financial strength is rated low at 4/10. Insider selling activity, totaling $0.1M in the last three months with no buying, further suggests caution for investors due to the current overvaluation and insufficient safety margin.
Stifel Financial: IB Leads The Way Despite March Dealmaking Snag (NYSE:SF)
Stifel Financial Corp. (SF) reported a good quarter, benefiting from pro-volatility businesses and a resilient investment banking (IB) segment despite a general dealmaking slump. The company's business mix and valuation closely resemble Raymond James, offering limited relative value at just over 13x earnings. Stifel's ability to withstand broader capital market challenges suggests potential for growth, even with possible deceleration in dealmaking.
Stifel's Growth Looks Likely to Moderate but Business Remains Well Managed and Competitive
Stifel Financial's future growth largely depends on its global wealth and asset management segment, which generates the majority of its revenue and operating profitability. The firm is prioritizing growth in this segment and its interdependent Stifel Bancorp, which uses wealth management client deposits for lending. While capital markets are less profitable and more cyclical, the company's strategic focus on wealth management and banking is considered appropriate.
Stifel posts $242M in net income as investment banking, asset management revenue climb
Stifel Financial reported a significant 18% increase in net revenue, reaching $1.48 billion in the first quarter of 2026, leading to $242 million in net income. This growth was primarily driven by strong performance in investment banking and asset management, with CEO Ronald Kruszewski also attributing gains to a February sale to Equitable Holdings. The financial services firm is headquartered in downtown St. Louis.
Stifel Financial Reports Q1 2026 Results: Full Earnings Call Transcript
Stifel Financial reported strong first-quarter 2026 results, with net revenues up 18% year-over-year to $1.48 billion, boosted by a non-recurring gain from a sale, and GAAP EPS reaching $1.48. The company is strategically investing in AI to enhance client relationships and productivity, while carefully managing risks like geopolitical tensions and interest rate uncertainties. Global Wealth Management and Investment Banking achieved record revenues, reflecting strong advisor performance and advisory growth, and Stifel maintains a confident outlook for 2026.
Earnings Flash (SF) Stifel Financial Corp. Posts Q1 Adjusted EPS $1.45 per Share, vs. FactSet Est of $1.38
Stifel Financial Corp. reported its Q1 adjusted EPS of $1.45 per share, surpassing the FactSet estimate of $1.38 per share. The company operates in Global Wealth Management and Institutional Group segments, offering various financial services. Analyst recommendations currently maintain an "OUTPERFORM" consensus for the stock.
Stifel Financial beats estimates on strong investment banking By Investing.com
Stifel Financial Corp. (NYSE:SF) reported strong first-quarter earnings, surpassing analyst expectations with adjusted EPS of $1.45 on revenues of $1.48 billion. The company saw a 44% year-over-year surge in investment banking revenues and record asset management revenues, signaling robust performance despite geopolitical volatility. Stifel repurchased $224.4 million of common stock and declared a quarterly dividend of $0.34 per share.
Stifel: Q1 Earnings Snapshot
Stifel Financial Corp. reported a net income of $251.4 million in its first quarter, with earnings of $1.48 per share. After adjustments for one-time events, the company's earnings were $1.45 per share. The brokerage and investment banking firm also announced revenues of $1.48 billion, which surpassed Street forecasts.
Stifel (NYSE: SF) posts record Q1 2026 revenue and EPS jump
Stifel Financial Corp. (NYSE: SF) reported record-breaking first-quarter 2026 results, with net revenues surging to $1.48 billion and GAAP diluted EPS reaching $1.48. This strong performance was fueled by broad-based growth across both its wealth management and institutional businesses, alongside significant improvements in profitability and shareholder returns. The company highlighted record first-quarter net revenue, asset management revenue, and investment banking revenue, positioning itself for continued strength in 2026.
Stifel Reports First Quarter 2026 Results
Stifel Financial Corp. reported record first-quarter 2026 results with net revenues of $1.48 billion, up from $1.26 billion a year ago, and diluted earnings per common share of $1.48. The strong performance was driven by significant increases in investment banking and asset management revenues, highlighting the company's diversified model and high client engagement. Stifel's Chairman and CEO, Ronald J. Kruszewski, expressed optimism for a strong 2026, citing robust investment banking pipelines.
Stifel Financial Earnings: Banking and Trading Results Drive Solid Quarter; Shares Fairly Priced
Stifel Financial reported strong first-quarter earnings with a 15% net revenue growth (adjusted) and 32% adjusted diluted EPS growth, driven significantly by its institutional trading segment's 29% annual growth. The shares are deemed fairly priced by Morningstar. An analyst note from Sean Dunlop indicates that while Stifel's growth may moderate, its business remains well-managed and competitive, poised to benefit from a strong anticipated capital markets environment in 2026.
Stifel faces earnings test after disappointing quarter
Stifel Financial Corporation is facing an earnings test as it prepares to report first-quarter results after a disappointing previous quarter. Analysts are closely watching investment banking revenue trends and the impact of a recent divestiture, as well as advisor recruiting momentum. The report will determine if the firm's diversified model can deliver consistency and if investor optimism for a significant recovery is justified.
Stifel initiates Simpson Manufacturing stock with buy rating
Stifel initiated coverage on Simpson Manufacturing Co. (NYSE:SSD) with a buy rating and a price target of $205.00, citing the company's consistent outperformance in the U.S. housing market, strong margin profile, and robust return-of-cash strategy. The firm estimates a 3.8% compound annual growth rate for North America organic revenue and a 9% CAGR for EPS from fiscal years 2025 to 2028. This positive outlook follows Simpson Manufacturing's strong financial results for Q4 2025, where it exceeded earnings and revenue forecasts.
Rocket Lab (NASDAQ:RKLB) Receives "Buy" Rating from Stifel Nicolaus
Stifel Nicolaus reiterated a "Buy" rating for Rocket Lab (NASDAQ:RKLB) and increased its price target to $105, indicating a potential 20.9% upside. This follows other positive analyst revisions, with the stock holding a "Moderate Buy" consensus. However, notable insider selling has occurred, as CFO Adam C. Spice and CEO Peter Beck sold significant shares, though corporate insiders still own 11.90% of the stock.
Stifel upgrades Plexus stock rating on multi-sector growth outlook
Stifel has upgraded Plexus Corp. shares (NASDAQ:PLXS) to Buy from Hold and increased its price target to $250 from $200, citing the company's entry into a multi-sector inflection period. This positive outlook is driven by share gains, program ramps, and improving end markets, following two years of flat revenue. Plexus has also raised its fiscal 2026 outlook and reported strong first-quarter 2026 financial results, with EPS of $1.78 and revenue of $1.07 billion.
Stifel Financial Corp stock (US8606301021): Why mobile-first strategies matter more now
Google's 2026 Discover Core Update is significantly changing how financial content, particularly for companies like Stifel Financial Corp, is delivered to mobile users. This update prioritizes mobile-first content delivery based on user activity, making insights into Stifel's business segments like institutional brokerage, wealth management, and investment banking more accessible without active searching. Investors in Stifel Financial Corp stock (US8606301021) can leverage this shift for quicker access to key metrics, strategic updates, and comparative analyses, enhancing their ability to track the company's performance and market positioning proactively.
Stifel Financial Corp stock (US8606301021): Why mobile-first strategies matter more now
Google's 2026 Discover Core Update prioritizes mobile-first delivery of financial content, making insights into Stifel Financial Corp (US8606301021) more accessible to investors. This change means tailored information on Stifel's institutional brokerage, wealth management, and investment banking activities will appear automatically in mobile feeds, leveraging users' past financial interests. The article explains how this development positions investors ahead by providing proactive, high-signal intelligence on Stifel's diversified revenue streams, strategic acquisitions, and market performance.
Stifel Nicolaus Issues Positive Forecast for Doman Building Materials Group (TSE:DBM) Stock Price
Stifel Nicolaus has increased its price target for Doman Building Materials Group (TSE:DBM) to C$12.00 from C$11.50, reiterating a "buy" rating with a potential upside of 16.28%. This positive outlook is echoed by several other analysts who also raised their price targets for DBM. The company recently reported C$0.13 EPS on C$644.23 million in revenue and currently trades with a market capitalization of C$905.7 million.
Stifel will post Q1 results before the bell, then hold a 9:30 call
Stifel Financial (NYSE: SF) is scheduled to release its first-quarter 2026 financial results before the market opens on April 22, 2026. The company will host a conference call on the same day at 9:30 a.m. ET to discuss the results, led by Chairman and CEO Ronald J. Kruszewski. Investors can access the call via phone or live audio webcast on Stifel's website, with a replay available approximately one hour after the conclusion.
Stifel Financial Schedules First Quarter Financial Results Conference Call
Stifel Financial Corp. (NYSE: SF) announced it will release its first quarter financial results before the market opens on Wednesday, April 22, 2026. The company will host a conference call on the same day at 9:30 a.m. Eastern time to discuss the results. Interested parties can access the webcast and presentation on Stifel’s website.
SITM Maintained by Stifel -- Price Target Raised to $500
Stifel analyst Tore Svanberg has maintained a 'Buy' rating on SiTime (SITM), increasing the price target from $450 to $500. Despite this positive outlook, GuruFocus indicates SiTime is significantly overvalued by 56.2% compared to its intrinsic value. Insider activity shows a notable $12.0 million in shares sold over the last three months, suggesting caution for investors.
Stifel raises Everus stock price target on data center growth outlook
Stifel has increased its price target for Everus Construction Group (NYSE: ECG) shares from $144 to $153, maintaining a Buy rating. This adjustment comes after investor meetings highlighted confidence in the multi-year data center build opportunity and related infrastructure. The company's recent acquisition of SE&M and strong Q4 2025 earnings also contributed to the positive outlook from analysts.
Waga Energy maintains significant financial flexibility, says Stifel
Stifel has reiterated its "Buy" rating and a €30 price target for Waga Energy shares, following the company's 2025 results. Although revenue growth was moderate due to a slower U.S. rollout, Waga Energy achieved an operational inflection point with positive EBITDA of €1.2 million, ahead of targets. The company maintains strong financial flexibility with €250 million in liquidity to fund its growing project pipeline and a sustained ambition for annual recurring revenue despite a revised timeline for medium-term revenue and installed capacity goals.
Stifel Financial (SF) to Release Earnings on Wednesday
Stifel Financial (SF) is scheduled to release its Q1 2026 earnings before market open on Wednesday, April 22nd, with analysts anticipating $1.46 EPS and $1.5146 billion in revenue. The company previously reported strong Q4 2025 results, beating estimates with $2.63 EPS and $1.56 billion in revenue, and recently increased its quarterly dividend to $0.51. Stifel Financial holds a "Moderate Buy" rating from analysts with an average target price of $91.15.
IEX Maintained by Stifel -- Price Target Lowered to $241
Stifel analyst Nathan Jones maintained a 'Buy' rating on IEX but lowered the price target to $241 from $244. Despite the slight reduction, IEX, with a GF Value™ indicating it is 7.0% undervalued and a strong GF Score™ of 93/100, is considered a compelling option for investors in the industrial sector. The company shows strong financial performance and reasonable valuation metrics, although potential investors should consider overall market conditions.
Is Stifel (SF) Quietly Repositioning Its Equity Platform With This High-Profile TMT Hire?
Stifel Financial Corp. recently hired Erica Yoon as Managing Director in its New York Equity Sales group, focusing on Technology, Media & Telecommunications (TMT) clients. This strategic hire aims to strengthen Stifel's TMT footprint and enhance connections between research, banking, and institutional capital in the sector. While the hire is seen as additive to institutional momentum, the article notes it doesn't immediately alter Stifel's near-term outlook regarding deal activity, legal risks, or current analyst consensus.
Stifel lowers Amazon stock price target on Iran uncertainty
Stifel has lowered its price target for Amazon.com Inc. (NASDAQ:AMZN) shares from $300 to $294, while maintaining a Buy rating. The adjustment is attributed to increased uncertainty surrounding Iran following recent talks. Despite the lower target, Stifel favors Amazon within e-commerce due to its diversified revenue streams across AWS, advertising, and subscription services, which are expected to mitigate the impact of higher energy prices on consumer discretionary spending.
