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Update shared on01 Aug 2025

Fair value Increased 7.62%
AnalystConsensusTarget's Fair Value
US$126.83
8.6% undervalued intrinsic discount
01 Aug
US$115.90
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1Y
36.4%
7D
5.1%

Upward revisions in both revenue growth and net profit margin forecasts for Stifel Financial have led analysts to increase their consensus price target from $117.86 to $126.83.


What's in the News


  • Stifel repurchased 970,000 shares for $83.04 million in Q2 2025, bringing total buybacks to 47,827,567 shares (66.25%) for $1.92 billion under its ongoing program.
  • Added to the Russell 1000 Dynamic Index.
  • Renewed and expanded its partnership with U.S. Ski & Snowboard through April 2034, supporting multiple teams and initiatives, enhancing brand visibility, and highlighting record 2024 results ($4.97B revenue, 23% ROATE, $6.81 EPS, 56.4% share price increase).
  • Repurchased 925,000 shares for $93.18 million in Q1 2025, reaching 46,857,567 shares (65.31%) for $1.83 billion under the program.
  • Expected to report Q2 2025 earnings on July 23, 2025.

Valuation Changes


Summary of Valuation Changes for Stifel Financial

  • The Consensus Analyst Price Target has risen from $117.86 to $126.83.
  • The Consensus Revenue Growth forecasts for Stifel Financial has significantly risen from 8.8% per annum to 10.4% per annum.
  • The Net Profit Margin for Stifel Financial has significantly risen from 19.76% to 22.28%.

Disclaimer

AnalystConsensusTarget is a tool utilizing a Large Language Model (LLM) that ingests data on consensus price targets, forecasted revenue and earnings figures, as well as the transcripts of earnings calls to produce qualitative analysis. The narratives produced by AnalystConsensusTarget are general in nature and are based solely on analyst data and publicly-available material published by the respective companies. These scenarios are not indicative of the company's future performance and are exploratory in nature. Simply Wall St has no position in the company(s) mentioned. Simply Wall St may provide the securities issuer or related entities with website advertising services for a fee, on an arm's length basis. These relationships have no impact on the way we conduct our business, the content we host, or how our content is served to users. The price targets and estimates used are consensus data, and do not constitute a recommendation to buy or sell any stock, and they do not take account of your objectives, or your financial situation. Note that AnalystConsensusTarget's analysis may not factor in the latest price-sensitive company announcements or qualitative material.