Stifel Financial Corporation (NYSE:SF) Given Average Recommendation of “Moderate Buy” by Brokerages

Stifel Financial Corporation (NYSE:SF) has earned a consensus recommendation of “Moderate Buy” from the nine brokerages that are covering the firm, MarketBeat.com reports. Four research analysts have rated the stock with a hold recommendation and five have issued a buy recommendation on the company. The average 12 month price target among analysts that have updated their coverage on the stock in the last year is $91.6667.

SF has been the subject of several analyst reports. Weiss Ratings reaffirmed a “buy (b-)” rating on shares of Stifel Financial in a research note on Friday, May 29th. UBS Group set a $90.00 price objective on Stifel Financial in a research report on Thursday. Zacks Research raised Stifel Financial from a “strong sell” rating to a “hold” rating in a research report on Wednesday, May 20th. Finally, JPMorgan Chase & Co. lifted their price target on shares of Stifel Financial from $80.00 to $86.00 and gave the stock a “neutral” rating in a research note on Thursday.

Stifel Financial Price Performance

Shares of NYSE:SF opened at $79.63 on Friday. The company has a current ratio of 0.85, a quick ratio of 0.80 and a debt-to-equity ratio of 0.29. Stifel Financial has a 1 year low of $67.81 and a 1 year high of $89.83. The business has a fifty day simple moving average of $73.23 and a 200 day simple moving average of $76.80. The firm has a market cap of $12.22 billion, a price-to-earnings ratio of 14.25 and a beta of 1.01.

Stifel Financial (NYSE:SF) last issued its earnings results on Wednesday, July 22nd. The financial services provider reported $1.42 EPS for the quarter, beating analysts’ consensus estimates of $1.33 by $0.09. The firm had revenue of $1.45 billion for the quarter, compared to the consensus estimate of $1.42 billion. Stifel Financial had a return on equity of 19.32% and a net margin of 16.11%.The business’s quarterly revenue was up 13.0% compared to the same quarter last year. During the same quarter in the previous year, the company posted $1.71 earnings per share. As a group, sell-side analysts predict that Stifel Financial will post 6.22 earnings per share for the current fiscal year.

Stifel Financial Cuts Dividend

The business also recently declared a quarterly dividend, which was paid on Monday, June 15th. Investors of record on Monday, June 1st were paid a $0.34 dividend. The ex-dividend date of this dividend was Monday, June 1st. This represents a $1.36 annualized dividend and a yield of 1.7%. Stifel Financial’s payout ratio is currently 26.46%.

Institutional Trading of Stifel Financial

Several large investors have recently added to or reduced their stakes in SF. Advisory Services Network LLC bought a new stake in Stifel Financial during the 3rd quarter worth approximately $29,000. Activest Wealth Management increased its position in Stifel Financial by 12,000.0% in the fourth quarter. Activest Wealth Management now owns 242 shares of the financial services provider’s stock worth $30,000 after purchasing an additional 240 shares during the period. Caitong International Asset Management Co. Ltd bought a new stake in shares of Stifel Financial during the fourth quarter worth approximately $34,000. JTC Employer Solutions Trustee Ltd raised its position in shares of Stifel Financial by 49.8% during the 1st quarter. JTC Employer Solutions Trustee Ltd now owns 481 shares of the financial services provider’s stock valued at $36,000 after acquiring an additional 160 shares during the last quarter. Finally, Cullen Frost Bankers Inc. bought a new stake in Stifel Financial in the fourth quarter valued at about $50,000. 82.01% of the stock is owned by institutional investors.

Key Headlines Impacting Stifel Financial

Here are the key news stories impacting Stifel Financial this week:

• Positive Sentiment: Stifel reported Q2 2026 EPS of $1.42, topping estimates, while revenue of $1.45 billion also beat forecasts; the company highlighted record revenue and stronger profitability, which supports the stock. Stifel Reports Second Quarter 2026 Results
• Positive Sentiment: JPMorgan raised its price target on Stifel Financial from $80 to $86, signaling improved valuation expectations even while maintaining a neutral rating. Benzinga report on JPMorgan price target increase
• Neutral Sentiment: Coverage around the earnings call and transcript is drawing additional attention to the quarter, but it does not appear to add materially new information beyond the reported results. Stifel Financial Corp Q2 2026 Earnings Call Highlights
• Neutral Sentiment: One market recap noted that Stifel missed sales expectations on a separate headline, but that appears to be outweighed by the company’s own reported beat on revenue and earnings. Stifel misses Q2 CY2026 sales expectations

Stifel Financial Company Profile

Stifel Financial Corp. is a diversified financial services holding company headquartered in St. Louis, Missouri. Founded in 1890, the firm has grown into a full‐service brokerage and investment banking organization serving individual investors, corporations and institutions. Through its principal subsidiary, Stifel, Nicolaus & Company, Incorporated, the company delivers a broad array of financial products and services backed by research‐driven insights.

The firm’s main business activities are organized into two core segments: Private Client Group and Institutional Group.