Target Hospitality (NASDAQ:TH) Earns "Buy" Rating from Stifel Nicolaus
Stifel Nicolaus reaffirmed a "Buy" rating for Target Hospitality (NASDAQ:TH) and raised its price target to $15, implying a potential 10.4% upside. Despite missing EPS estimates but beating revenue expectations in its latest quarter, the company remains unprofitable. Insider ownership is substantial at 68%, while institutional investors hold about 32.4% of the stock.
Stifel cuts Lindsay stock price target on agriculture headwinds
Stifel has lowered its price target for Lindsay Corporation (NYSE:LNN) to $113 from $128, while maintaining a Hold rating due to agricultural market headwinds. The company reported significant top and bottom line misses, with earnings per share and revenue falling short of expectations for Q2 2026. Factors like weak farmer sentiment, high input costs, and geopolitical risks are impacting the company's North America and MENA operations.
Stifel Nicolaus Sticks to Their Buy Rating for WELL Health Technologies Corp (WELL)
Stifel Nicolaus analyst Justin Keywood maintained a Buy rating for WELL Health Technologies Corp (WELL) with a C$8.00 price target. This re-affirms previous Buy ratings from other analysts for WELL, despite some recent Hold ratings. The company recently reported strong quarterly revenue of C$384.77 million and a net profit of C$22.89 million for the quarter ending December 31.
Stifel raises Hub Group stock price target on acquisition growth
Stifel increased its price target for Hub Group Inc. (NASDAQ:HUBG) to $29 from $27, maintaining a Sell rating on the stock. This adjustment comes despite the company delaying its full audited earnings for Q4 2025 due to a material misstatement in historical earnings, linked to understated transportation costs and accounts payable. Hub Group, which has been pursuing growth through various acquisitions, is expected by Stifel to reach a long-term revenue aspiration of $6 billion, with internal improvements positively impacting its financial performance.
Stifel reiterates Target Hospitality stock rating on data center deal
Stifel maintained its Buy rating and $11.00 price target for Target Hospitality (NASDAQ:TH) after the company announced a significant five-year contract with a hyperscaler for 4,000 rooms, potentially extendable by two more two-year options, with guaranteed revenue of $550 million. The deal, which primarily impacts financials in 2027 and beyond, supports Stifel's 2027 EBITDA forecast of $130 million, exceeding the consensus estimate. Despite the stock surge and strong returns, InvestingPro data suggests shares might be overvalued.
STIFEL FINANCIAL CORP 5.2% SR NOTES DUE 15/10/2047 USD25 To Go Ex-Dividend On April 1st, 2026 With 0.325 USD Dividend Per Share
STIFEL FINANCIAL CORP's 5.2% Senior Notes due October 15, 2047, with a par value of USD 25, are scheduled to go ex-dividend on April 1st, 2026. The dividend payment will be USD 0.325 per share.
Vanguard (SF) amendment: disaggregation, reports 0 shares ownership
The Vanguard Group filed an amendment to its Schedule 13G/A, stating that it now beneficially owns 0 shares (0%) of Stifel Financial Corp common stock after an internal realignment. This change is due to certain Vanguard subsidiaries reporting their holdings separately, following SEC Release No. 34-39538. The filing clarifies a reporting structure change rather than a sale or purchase of shares.
LB Pharmaceuticals (NASDAQ:LBRX) Stock Price Expected to Rise, Stifel Nicolaus Analyst Says
Stifel Nicolaus raised its price target for LB Pharmaceuticals (NASDAQ:LBRX) to $40 from $35, maintaining a "buy" rating and suggesting a significant upside. Analyst opinions are mixed but lean towards "Moderate Buy" with a consensus price target of $35. The clinical-stage biopharmaceutical company, developing LB-102 for neuropsychiatric disorders, reported quarterly EPS of ($0.45) and has seen institutional investors modify their holdings.
Stifel reiterates Hold stock rating on Lowe’s citing leverage
Stifel has reiterated its Hold rating on Lowe's Companies Inc., primarily due to the company's debt-to-EBITDAR ratio of 3.31x, which limits its flexibility to take on further leverage. The firm expects Lowe's to return to target leverage levels by the first half of 2027. Stifel also compared Lowe's financial position to competitors like Home Depot, which has greater resources, and QXO, noting QXO's lower debt-to-equity ratio and current ratio, and its apparent undervaluation.
Stifel Financial Corp. (NYSE:SF) Q4 2025 earnings call transcript
This document is a transcript of Stifel Financial Corp.'s Q4 2025 earnings call. It contains details of the discussions held during the call, including financial results and management commentary for the quarter and the fiscal year.
Did Healthcare Public Finance Hires and Record Revenue Just Shift Stifel Financial's (SF) Investment Narrative?
Stifel Financial Corporation has expanded its healthcare public finance practice with new managing directors and achieved record net revenue exceeding US$5 billion, a dividend increase, and a stock split. This move aims to strengthen its fee-based businesses and healthcare franchise, aligning with its strategy of compounding value through wealth management and capital markets, although market volatility and legal costs remain key risks for investors. Despite strong surface-level results, investor attention should also be on legal issues and compensation pressures.
Stifel Financial (SF) Sees Price Target Lowered by Analyst Bill Katz | SF Stock News
TD Cowen analyst Bill Katz has lowered the price target for Stifel Financial (SF) from $136.00 to $92.00, while maintaining a "Hold" rating. This adjustment reflects evolving market conditions impacting the financial services sector. Despite the lowered target, the average analyst target price for SF suggests an upside of 28.90% from its current price, with a consensus "Outperform" recommendation.
A Look At Stifel Financial (SF) Valuation After Record Revenue Dividend Hike Stock Split And New Hires
Stifel Financial (SF) recently reported record net revenue, its ninth consecutive annual dividend increase, and a 3-for-2 stock split, signalling management confidence. Despite these positive developments, the stock's short-term share price momentum has cooled, although its long-term total shareholder return remains strong. The company is currently trading at 10.8x forward P/E, with analysts having a consensus price target of $117.857, suggesting it may be undervalued.
Stifel’s Top Defense and Government Contractor Stocks
Stifel highlights CACI International Inc. and Ondas Holdings Inc. as top defense and government contractor stocks, emphasizing their ability to adapt to evolving government priorities and capitalize on new defense technologies. CACI's focused bidding strategy and acquisition of ARKA Group L.P., along with Ondas's position in developing a drone ecosystem and recent acquisitions/joint ventures, are cited as key growth drivers. Stifel believes these smaller, agile companies are better positioned than larger counterparts in the changing defense landscape.
Stifel reiterates Hold on Titan America stock, $17 price target
Stifel maintained a Hold rating on Titan America (NYSE: TTAM) and set a $17.00 price target after the company's Q4 2025 results. Although revenue of $406 million missed consensus estimates, adjusted EBITDA of $94 million slightly exceeded expectations. The company anticipates low single-digit top-line growth and modest EBITDA margin expansion for 2026, with an expectation that the housing market will bottom out in 2027.
SF Earnings History & Surprises | EPS & Revenue Results | STIFEL FINANCIAL CORP (NYSE:SF)
This article provides a detailed historical overview of STIFEL FINANCIAL CORP (SF) quarterly earnings, including EPS and revenue results, analyst estimates, and surprise percentages. It covers past performance up to Q4 2025 and an earnings snapshot for Q1 2026. The data shows that SF has generally beaten earnings and revenue estimates in recent quarters.
Stifel Welcomes Veteran Healthcare Bankers Ajay Pathak and Bill Reisner as Managing Directors in Public Finance
Stifel Financial Corp. announced the appointment of Ajay Pathak and Bill Reisner as Managing Directors in its Public Finance group, where they will co-lead a new healthcare practice based in St. Louis. Both bring extensive experience in healthcare leadership, municipal finance, investment banking, and strategic advisory. Their hiring underscores Stifel's increased investment in its public finance healthcare platform to provide enhanced capital markets and advisory solutions for the complex healthcare sector.
Stifel Welcomes Veteran Healthcare Bankers Ajay Pathak and Bill Reisner as Managing Directors in Public Finance
Stifel Financial Corp. has announced the appointment of Ajay Pathak and Bill Reisner as Managing Directors in its Public Finance group, where they will co-lead a new healthcare practice based in St. Louis. Both bring extensive experience in healthcare leadership, municipal finance, and investment banking, aiming to provide capital markets and advisory solutions to hospitals and health systems. This strategic move strengthens Stifel's commitment to the healthcare sector amidst increasing complexities in the industry.
2 Reasons SF is Risky and 1 Stock to Buy Instead
The article analyzes Stifel Financial Corp (SF), deeming it a risky investment due to unimpressive EPS growth and substandard book value per share growth. Instead, it suggests investors look for companies with stronger fundamentals, such as an "all-weather company that owns household favorite Taco Bell," and recommends a list of momentum stocks. The valuation of Stifel is considered reasonable, but the company doesn't pass the "quality test" of the analysts.
Assessing Stifel Financial (SF) Valuation After Recent Share Price Weakness
Stifel Financial (SF) has experienced recent share price weakness, with a 16.0% decline over the past month, contrasting with stronger long-term returns. Despite this, the company is considered undervalued according to a popular valuation narrative, with a fair value estimated at $140.75 against a current price of $73.15. This optimistic valuation is driven by expectations of enhanced productivity, revenue growth in Global Wealth Management, and improved margins from investments in technology and adviser tools.
Stifel Financial Corp (SF) Trading Down 3.34% on Mar 6
Stifel Financial Corp (SF) shares dropped 3.34% to $72.58 on March 6, trading below its 52-week high but significantly above its 52-week low. Wall Street analysts forecast an average target price of $94.89 for SF, suggesting a 30.75% upside, with a consensus "Outperform" recommendation. GuruFocus estimates the fair value (GF Value) at $80.84, implying an 11.39% upside.
Stifel 401(k) Lawsuit Raises Questions On Governance And Valuation Gap
A class action lawsuit has been filed against Stifel Financial Corp. alleging mismanagement of its 401(k) plan due to a failure to remove underperforming investment funds. This litigation raises concerns about Stifel's ERISA fiduciary practices, governance, internal controls, and potential financial implications for the company. The lawsuit comes amidst mixed recent returns for Stifel Financial stock, with analysts noting the share price is below target and estimated fair value.
Stifel Financial (SF) CEO granted new phantom stock unit awards
Stifel Financial (SF) CEO Ronald J. Kruszewski was granted two tranches of phantom stock units on February 27, 2026, totaling 66,172 units. These awards, valued at $74.03 and $74.05 per unit, have vesting schedules of five and ten years, respectively, and no expiration date. Following these grants, Kruszewski directly holds 1,883,213 common shares, adjusted for a recent 3-for-2 stock split.
Stifel 401(k) Lawsuit Raises Questions On Governance And Valuation Gap
A class action lawsuit has been filed against Stifel Financial Corp. (NYSE:SF) alleging long-term mismanagement of its 401(k) retirement plan due to a failure to remove underperforming investment funds. This litigation raises concerns about the company's ERISA fiduciary practices, governance, internal controls, and potential financial implications for investors. The lawsuit surfaces as Stifel's stock has seen recent declines, though longer-term returns remain positive.
SF SEC Filings - Stifel Fin Corp 10-K, 10-Q, 8-K Forms
This page provides a comprehensive resource for Stifel Financial Corp. (NYSE: SF) SEC filings, including 10-K, 10-Q, 8-K forms, and insider trading reports. It details how Stifel uses these filings to report financial results, operating data, and material events, highlighting recent Form 8-K filings for October 2025 operating results and insider gift transfers. The article also provides a summary of the Q3 2025 quarterly earnings report and discusses FMR LLC's and Abigail P. Johnson's 5.7% ownership disclosure.
Stifel 401(k) Lawsuit Raises Questions On Governance And Valuation Gap
A class action lawsuit has been filed against Stifel Financial Corp. alleging mismanagement of its 401(k) retirement plan due to persistently underperforming investment funds. This legal action prompts investors to consider Stifel's governance and internal controls, especially given the stock's recent decline despite strong longer-term returns. The lawsuit could lead to increased compliance costs and reputational risks for the company.
Rubulotta of Stifel Financial (NYSE: SF) granted phantom stock units
David Rubulotta, Co-Head of Fixed Income Capital Markets at Stifel Financial (NYSE: SF), was granted 10,533 and 13,504 phantom stock units on February 27, 2026, priced at $74.05 per unit. These grants reflect a recent 3-for-2 stock split and vest annually over five and ten years, respectively, with no expiration date. The insider transaction was reported in a Form 4 SEC filing, detailing his equity-based awards and current holdings of 1,488 common stock shares.
Stifel Financial (NYSE: SF) CEO receives phantom stock unit grants
Christopher K. Reichert, CEO of Stifel Bank & Trust, a Stifel Financial Corp executive, has been granted phantom stock units totaling 5,402 and 4,051 units, each valued at $74.05. These grants, reported on February 27, 2026, have varying vesting schedules over five and ten years, respectively, and no expiration date. The reported figures account for a 3-for-2 stock split that occurred on February 26, 2026.
Stifel Financial (NYSE: SF) GC granted phantom stock units after split
Stifel Financial's Senior Vice President and General Counsel, Mark P. Fisher, was granted phantom stock units totaling 15,125 units on February 27, 2026, subsequent to the company's 3-for-2 stock split. These grants, valued at $74.05 per unit, bring his direct phantom stock unit holdings to 43,652, with specific vesting schedules over five and ten years. Fisher's direct common stock ownership now stands at 81,977 shares, reflecting the post-split adjustment.
Short Interest in Stifel Financial Corporation (NYSE:SF) Grows By 37.0%
Short interest in Stifel Financial Corporation (NYSE:SF) increased by 37.0% to 3,114,627 shares as of February 13th, representing 3.2% of the stock. Analyst ratings are mixed with an average "Hold" consensus and a $90.13 price target. The company recently increased its quarterly dividend to $0.51, offering an annualized yield of about 2.7%.
Stifel Financial Looks Poised to Benefit From Strong Anticipated Capital Markets Environment in 2026
Stifel Financial's business prospects are heavily reliant on its global wealth and asset management segment, which contributed significantly to its 2025 revenue and operating profitability, leading the firm to prioritize growth in this area and in Stifel Bancorp. The capital markets business, while providing essential services, is less profitable and grows slower than core wealth management. The company is positioned to benefit from a strong anticipated capital markets environment in 2026.
STIFEL FINANCIAL CORP 6.125% DEP SHS REP 1/1000 NON CU PF SR C To Go Ex-Dividend On March 2nd, 2026 With 0.38281 USD Dividend Per Share
STIFEL FINANCIAL CORP 6.125% DEP SHS REP 1/1000 NON CU PF SR C (SF-PC) is scheduled to go ex-dividend on March 2nd, 2026. The preferred stock will pay a dividend of 0.38281 USD per share. Investors should note this date for dividend eligibility.
Stifel Faces Up to 19 More Claims Tied to Barred Broker
Stifel is battling up to 19 new claims related to barred financial advisor Chuck A. Roberts, in addition to a $143.5 million arbitration award stemming from his activities. The broker-dealer also faces ongoing litigation regarding a cash-sweep lawsuit and two lawsuits concerning its 401(k) plan. Stifel had previously estimated a potential aggregate loss of approximately $100 million for matters tied to Roberts.
Stifel now oversees $561B for clients as deposits surge 70%
Stifel (NYSE: SF) reported record operating data for January 2026, with total client assets reaching $561.1 billion and fee-based client assets at $229.4 billion. The company also announced a significant 70% year-over-year increase in treasury deposits to $9.1 billion, reflecting strong venture and fund banking activity. Despite modest seasonality affecting money market balances and bank loans, these figures highlight substantial growth, though the company cautions against directly correlating this selected data to earnings.
Stifel Reports January 2026 Operating Data
Stifel Financial Corp. (NYSE: SF) reported selected operating results for January 2026, highlighting record total client assets and fee-based client assets, which increased 10% and 16% year-over-year, respectively. Treasury deposits surged 70% from the prior year, driven by strong venture and fund banking deposit activity. The company noted typical early-year seasonality affecting client money market balances and bank loans.
Stifel Financial (SF) Sees Record Client Assets and Increased De
Stifel Financial (SF) reported record total and fee-based client assets, increasing 10% and 16% respectively, driven by market gains and net inflows. Treasury deposits surged 70% year-over-year, while client money market and insured product balances saw a slight seasonal decrease. The company, a diversified financial services provider founded in 1890, generated $5.5 billion in revenue in 2025, primarily from wealth management.
Stifel Nicolaus Has Lowered Expectations for Veeva Systems (NYSE:VEEV) Stock Price
Stifel Nicolaus has lowered its price target for Veeva Systems (NYSE:VEEV) from $320 to $212, while maintaining a "buy" rating, indicating a potential 16.9% upside. This adjustment comes as Veeva's stock trades below its 50-day and 200-day moving averages, despite a consensus analyst target of $293.71. The company's board has also authorized a $2.0 billion share repurchase program, signaling management's belief that the stock may be undervalued.
Stifel maintains Hold on Lucid stock, keeps $17 price target
Stifel reiterated a Hold rating and a $17 price target for Lucid Group Inc. (NASDAQ:LCID) after the company reported mixed results for Q4 2025. While revenue exceeded expectations, gross loss and adjusted EBITDA loss widened, reflecting ongoing production cost challenges and higher operating expenses. The company is implementing cost-cutting measures and plans further updates at an upcoming investor day.
Stifel Financial - Corporate Bond (SFB) Price Target Increased by 10.22% to 26.78
The average one-year price target for Stifel Financial - Corporate Bond (SFB) has been increased by 10.22% to $26.78 per share, up from $24.30. This new target represents a potential increase of 29.24% from its recent closing price. Institutional holdings in SFB have seen a decrease in the number of funds reporting positions and a reduction in total shares owned, despite an increase in average portfolio weight among those still holding.
How Alleged 401(k) Mismanagement At Stifel Financial (SF) Has Changed Its Investment Story
A class-action lawsuit has been filed against Stifel Financial, alleging mismanagement of its Profit Sharing 401(k) Plan by retaining underperforming growth funds, potentially costing participants up to US$134 million. This legal action introduces new risk for Stifel, which primarily relies on its wealth management and investment banking operations for revenue. While Stifel's recent unsecured credit facility provides financial flexibility, investors should consider how this legal and reputational risk could impact the company's long-term earnings and investment narrative.
Stifel cuts Planet Fitness stock price target on 2026 guidance miss
Stifel lowered its price target for Planet Fitness (NYSE:PLNT) to $105 from $130, while maintaining a Buy rating. This adjustment follows the company's 2026 adjusted EBITDA guidance of 10%, which fell short of previous mid-teens expectations for 2026-2028. Despite stable fourth-quarter 2025 results and the stock being deemed undervalued by InvestingPro, Stifel cited a "credibility hurdle" and removed Planet Fitness from its Focus List due to a lack of immediate catalysts.
Ichor to Participate in Upcoming Stifel Technology 1x1 Conference
Ichor Holdings, Ltd. will participate in the Stifel NYC Technology 1x1 Conference on March 10, 2026. Management will present at the event, and the presentation materials will be available on the company's investor relations website. Ichor is a leader in designing, engineering, and manufacturing critical fluid delivery subsystems for semiconductor capital equipment.
Complaint Accuses Stifel of 401(k) Investment Mismanagement
A lawsuit has been filed against Stifel Financial Corp. and its fiduciaries, alleging mismanagement of its 401(k) plan. The complaint, filed by a plan participant, claims that Stifel retained underperforming investment options, specifically the American Century Large Cap Growth Pooled Account and the Artisan Mid-Cap Growth Pooled Account, which cost employees between $42 million and $134 million in lost retirement savings since March 2020. The plaintiffs argue that Stifel breached its ERISA obligations by failing to monitor and remove these imprudent investments.
Stifel Hit With 401(k) Investment Mismanagement Complaint
Stifel Financial Corp. is facing a lawsuit alleging mismanagement of its 401(k) plan, with a participant claiming the firm and its fiduciaries breached federal retirement law. The complaint, filed on February 20, 2026, accuses Stifel of retaining underperforming investment options that cost employees millions in lost savings. Specifically, two actively managed funds, the American Century Large Cap Growth Pooled Account and the Artisan Mid-Cap Growth Pooled Account, are cited for consistently lagging their benchmarks since 2014, with estimated losses ranging from $42 million to $134 million since March 2020.
A Look At Stifel Financial (SF) Valuation After Recent Share Price Swings
Stifel Financial (SF) has seen recent share price fluctuations, with a 6.5% decline in the last month despite strong longer-term returns. Simply Wall St assesses the company as potentially undervalued at $119.91 against a fair value of $140.75, citing strong growth pipelines and strategic flexibility. However, it also notes risks from market volatility and legal costs, and advises investors to consider P/E ratios and other investment ideas.
Press Release
U.S. Ski & Snowboard has announced the 22 athletes chosen to represent the United States at the 2024 FIS World Junior and Under-23 Ski Championships in Planica, Slovenia, from February 5-11, 2024. The team includes prominent athletes like Novie McCabe, Johnny Hagenbuch, and Sammy Smith, who recently completed the Tour de Ski at just 18 years old. The championships will feature top junior and U23 cross-country skiers from the nation competing in sprint and distance races across five events.
Stifel Financial Sued Again Over Handling of Worker 401(k) Plan
Stifel Financial Corp. is facing another class-action lawsuit for allegedly mismanaging its employees' 401(k) plan. The suit claims the company failed to remove two underperforming American Century Investments funds, resulting in losses of $42 million to $134 million for workers' savings. The plaintiff asserts that these funds consistently lagged their benchmarks for over a decade and should have been replaced.
Stifel Accused in Federal Class Action of Costing Workers Up to $134 Million by Keeping Poorly Performing Funds in 401(k) Plan
Stifel Financial Corp. is facing a federal class action lawsuit alleging it breached fiduciary duties by retaining two consistently underperforming investment funds in its employee 401(k) plan. The lawsuit, filed by employee Amber Striplin, claims that the failure to remove the American Century Large Cap Growth Pooled Account and Artisan Mid-Cap Growth Pooled Account resulted in $42 million to $134 million in lost retirement savings for participants since March 1, 2020. This case highlights a growing trend of ERISA challenges against employers regarding the management of retirement plans.
Stifel Financial faces federal lawsuit as employees allege $134 million in lost savings
Stifel Financial is being sued by its employees in a federal lawsuit, alleging $134 million in lost retirement savings. The lawsuit claims that two growth funds offered in the company's 401(k) plan underperformed market benchmarks, leading to significant financial losses for employees. The legal challenge highlights concerns over the management and performance of the company's employee retirement investment options.
Stifel Financial Sued Again Over Handling of Worker 401(k) Plan
Stifel Financial is facing another lawsuit over its 401(k) plan, alleging that the company mismanaged employees' retirement savings. The proposed class action claims Stifel failed to remove two underperforming American Century Investments funds from the plan, costing workers between $42 million and $134 million. The lawsuit, filed by plan participant Amber Striplin, argues these funds consistently lagged benchmarks and should have been replaced.
