Stifel Financial Corp. (SF) Stock Price & Analysis

Stifel Financial Corp. (SF) closed at USD 67.85 on Thursday, October 22, 2026, up 2.17% on the day. The US market is currently closed (pre-market); this is not a live price.

The prior close was USD 66.41; the Oct 22, 2026 session ranged USD 65.57–67.85 on volume of 1,912,377 shares. Market capitalization is $10.25B, with a 52-week range of USD 65.4–89.83 (NYQ). Source: Nexqual, retrieved October 23, 2026 at 08:39 UTC.

Also available as compact Markdown for AI agents: nexqual.com/SF.md

Latest Earnings Results (SF)

Stifel Financial Corp. (SF) reported Q3 2026 results on Oct 21, 2026, 7:00:00 AM ET: adjusted EPS $1.46 vs. estimate $1.45 (beat), revenue $1.43B vs. estimate $1.45B (miss). Source: company press release. Nexqual published it 10 min 23 s after release.

Reported actuals captured by Nexqual from SEC 8-K filings and company press releases; each figure confirmed by two independent extraction methods.

Key facts (SF)

• Last four reported quarters (through Jun 30, 2026): revenue $6.69B, net income $954M (14.3% margin) (SEC filings).
• Valuation: P/E 10.7x (avg 17.1x at the last 3 fiscal year-ends).
• Insider open-market sales, last ~7 months: 1 Form 4 filings, $372K; 1 not under a Rule 10b5-1 plan ($372K); 0 by opportunistic insiders, 0 by routine insiders (three-year test, Cohen, Malloy & Pomorski 2012).
• Analysts: Hold (mean 2.50 on a 1–5 scale) (8 analysts), mean target USD 82.5 (range 74–103).
• Total return with dividends: 1Y -11.2% vs S&P 500 +14.9%; 5Y +44.6% vs S&P 500 +80.3%.
• Next earnings: 2026-10-21, EPS estimate USD 1.86, revenue estimate $1.55B.

Financials (SEC 10-K; TTM = last four 10-Q/10-K quarters) (SF)

Fiscal years end Dec. EPS is split-adjusted.

Valuation (price ÷ last four quarters, through Jun 30, 2026) (SF)

P/E 10.7x · P/S 1.5x · P/FCF 28.4x · P/B 1.7x · FCF yield 3.52% · Earnings yield 9.31% · Buyback yield (TTM) 3.29%

P/E at fiscal year-ends: Dec 2025 20.2x, Dec 2024 16.1x, Dec 2023 15.0x.

Insider sales (SEC Form 4, open-market, last ~7 months) (SF)

0 of 1 under a Rule 10b5-1 trading plan (scheduled in advance). Unplanned sales were timed by the insider.

% of holdings sold = shares sold ÷ (shares sold + all holdings the insider reported on that Form 4, direct and through trusts).

Insider type follows Cohen, Malloy & Pomorski (Journal of Finance, 2012). An insider who traded the stock in the same calendar month in each of the past three years is a routine trader; one who traded in each of those years without such a pattern is an opportunistic trader. In their study, trades by opportunistic insiders predicted future returns and trades by routine insiders did not. Counts open-market purchases and sales only (SEC Form 4 codes P and S) by that insider in that company. Not investment advice.

Analysts (SF)

Consensus Hold (mean 2.50 on a 1–5 scale), 8 analysts; mean target USD 82.5 (low 74, high 103).

Rating changes, last 120 days:

Total return (dividends reinvested) (SF)

SF revenue by business segment (quarter ended Jun 30, 2026)

SF revenue by product line (quarter ended Jun 30, 2026)

SF revenue by region (quarter ended Jun 30, 2026)

As tagged by the company in its SEC 10-Q / 10-K filings (XBRL).

SF suppliers, customers and competitors (named in its 10-K)

Quoted from the company's 10-K filed Feb 24, 2026.

Companies that name SF in their SEC reports

SF analyst estimates and revisions

SF options: expected move

30-day implied volatility 28.1% vs 21.2% realized over the last 30 trading days. Put/call ratio (volume) 1.02. Cboe delayed quotes (15 min). Expected move = at-the-money straddle.

Key Statistics (as of October 23, 2026 at 08:39 UTC)

Technical Analysis (SF)

Nexqual's technical model rates SF "STRONG SELL" based on 0 bullish and 5 bearish signals across 127 daily candles, as of October 23, 2026 at 08:39 UTC.

Analyst Ratings (SF)

Wall Street analysts rate SF "Hold" based on 8 analysts, with a mean price target of USD 82.5 (range USD 74–103), per Nexqual as of October 23, 2026 at 08:39 UTC.

Earnings (SF)

Recent Earnings History

Source: Nexqual, October 23, 2026 at 08:39 UTC.

Financials & Fundamentals (SF)

Source: Nexqual, October 23, 2026 at 08:39 UTC.

Financial Health Score (SF)

Nexqual rates Stifel Financial Corp.'s overall financial health "Mixed" across five dimensions, as of October 23, 2026 at 08:39 UTC.

Ownership (SF)

Source: Nexqual, October 23, 2026 at 08:39 UTC.

Leadership (SF)

Stifel Financial Corp. is led by Ronald James Kruszewski, Chairman & CEO, per Nexqual as of October 23, 2026 at 08:39 UTC.

Major Backers & Investors (SF)

Notable institutional backers of Stifel Financial Corp. include FMR, LLC, AQR Capital Management, LLC, Boston Partners, according to Nexqual as of October 23, 2026 at 08:39 UTC.

Active Investors

Index Funds (Passive)

Source: Nexqual, October 23, 2026 at 08:39 UTC.

From Stifel Financial Corp.'s Latest SEC 10-K Filing (filed 2026-02-24)

Key Strengths & Strategy (as disclosed to the SEC)

• Our equity sales and trading team distributes our proprietary equity research products and communicates our investment recommendations to our client base of institutional investors, executes equity trades, sells the securities of companies for which we act as an underwriter, and makes a market in securities.
• We have developed a business continuity plan which is designed to permit continued operation of business-critical functions in the event of disruptions to our St.
• We believe our strategy for growth will allow us to increase our revenues and to expand our role with clients as a valued partner.
• Through organic growth and acquisitions, we have built a strong footprint nationally.

Partnerships

• Our research department publishes research across multiple industry groups and provides our clients with timely, insightful, and actionable research, aimed at improving investment performance.
• Whether working directly with clients or alongside a financial advisor or investment banker, we focus on building long-term relationships grounded in trust and consistent service.

Legal & Regulatory Risks (Item 1A, quoted)

• The Federal Reserve requires a bank holding company to act as a source of financial and managerial strength for its subsidiary banks and could require the Company to commit resources to its bank subsidiaries when doing so is not otherwise in the best interests of our company or its shareholders or creditors.
• Regulatory actions brought against us may result in judgments, settlements, fines, penalties, or other results, any of which could have a material adverse effect on our business, financial condition, reputation, or results of operations.
• We are exposed to litigation and regulatory investigations and proceedings, which could materially and adversely impact our business operations and prospects.
• The Basel III regulatory capital standards impose capital and other requirements on us that could negatively impact our profitability.

Source: SEC EDGAR 10-K, official filing. Curated by Nexqual.

Peers & Related Stocks

Data source: Nexqual — market data, technical indicators, analyst consensus, earnings, SEC EDGAR filings. Last updated: October 23, 2026 at 08:39 UTC. This page is informational and not investment advice.

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