Stifel Financial

Share Repurchases And Profitability Improvements Will Drive Future Wealth Management Transformation

AN

AnalystConsensusTarget

AnalystConsensusTarget

Not Invested

Based on Analyst Price Targets

Published

25 Aug 24

Updated

05 Dec 25

Views

68

n/a

n/a

AnalystConsensusTarget's Fair Value

n/a

1Y

19.0%

7D

0.5%

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1Y

19.0%

7D

0.5%

You can edit this narrative until Dec 6 9:05 PM. Then, changes will post as Updates.

Author's Valuation

US$129.861.8% undervalued

AnalystConsensusTarget Fair Value

Shared on 05 Dec 25

Fair value Decreased 1.16%

SF: Ongoing Buybacks Will Support Steady Returns Amid Balanced Outlook

Analysts have modestly trimmed their price target on Stifel Financial, reducing fair value by about $1.52 to approximately $129.86. They cite slightly higher discount rate assumptions and marginally softer long term revenue growth expectations, partially offset by a small improvement in projected profit margins and a near steady future earnings multiple.

Shared on 21 Nov 25

SF: Ongoing Share Repurchases Will Drive Stronger Performance In The Years Ahead

Analysts have slightly lowered their price target for Stifel Financial, adjusting it down by $0.00 to reflect minor revisions in the discount rate and future price-to-earnings ratio. This change is attributed to modest updates to valuation assumptions.

Shared on 07 Nov 25

Fair value Decreased 0.47%

SF: Share Repurchases And Margin Pressures Will Shape Future Performance

Analysts have modestly reduced their price target for Stifel Financial from $132.00 to $131.38. They cite lower projected revenue growth, compressed profit margins, and a higher expected future P/E ratio in their updated outlook.

Shared on 23 Oct 25

Fair value Increased 5.24%

Narrative Update: Stifel Financial Price Target Raised Analysts have increased their price target for Stifel Financial from $125.43 to $132.00. They cite improved revenue growth forecasts and stronger projected profit margins as reasons for the adjustment.

Shared on 08 Oct 25

Fair value Decreased 1.11%

Narrative Update on Stifel Financial: Analyst Price Target Adjustment Analysts have slightly lowered their price target for Stifel Financial from $126.83 to $125.43. This change reflects updated assumptions around revenue growth, profit margins, and discount rates.

Shared on 01 Aug 25

Fair value Increased 7.62%

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.

Shared on 07 May 25

Fair value Increased 16%

Shared on 30 Apr 25

Fair value Decreased 7.42%

AnalystConsensusTarget has decreased revenue growth from 10.0% to 7.6%.

Shared on 23 Apr 25

Fair value Increased 1.98%

AnalystConsensusTarget has decreased shares outstanding growth rate from 0.0% to 0.0%.

Shared on 17 Apr 25

Fair value Decreased 7.26%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 09 Apr 25

Fair value Decreased 10%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 02 Apr 25

Fair value Increased 2.75%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 26 Mar 25

Fair value Increased 0.66%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 19 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 10 Mar 25

Fair value Increased 22%

AnalystConsensusTarget has increased revenue growth from 8.7% to 10.9%.

AnalystConsensusTarget Fair Value

US$129.86

1.8% undervalued

Future estimation in

Growth p.a.

Growth p.a.

%

Decrease

Increase

Current revenue growth rate

6.62%

Capital Markets revenue growth rate

0.25%

Risk Level (Discount Rate)

Our default considers factors like the company's size, volatility, profitablity and country of operation.

%

0

Decrease

Increase

Current discount rate

8.53%

Calculation

US$964.56m

Earnings '28

x

16.55x

PE Ratio '28

=

US$15.96b

Market Cap '28

US$15.96b

Market Cap '28

/

96.26m

No. shares '28

=

US$165.84

Share Price '28

US$165.84 Share Price '28

Discounted to 2025 @ 8.59% p.a.

=

US$129.51

Fair Value '25