Stifel Financial (SF) Panoramica del titolo
Stifel Financial Corp. opera come holding bancaria di Stifel, Nicolaus & Company, Incorporated, che fornisce servizi di gestione patrimoniale retail e istituzionale e servizi di investment banking a privati, aziende, comuni e istituzioni negli Stati Uniti, nel Regno Unito, in Canada e a livello internazionale. Maggiori dettagli
| Punteggio fiocco di neve | |
|---|---|
| Valutazione | 3/6 |
| Crescita futura | 1/6 |
| Prestazioni passate | 5/6 |
| Salute finanziaria | 2/6 |
| Dividendi | 3/6 |
Premi
Analisi del rischio
SF ha superato i nostri controlli di rischio.
SF Community Fair Values
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Analyst Price Targets
Concorrenti di Stifel Financial Corp.
Storia dei prezzi e prestazioni
| Prezzi storici delle azioni | |
|---|---|
| Prezzo attuale dell'azione | US$83.09 |
| Massimo di 52 settimane | US$89.83 |
| Minimo di 52 settimane | US$67.81 |
| Beta | 0.99 |
| Variazione di 1 mese | 13.34% |
| Variazione a 3 mesi | 8.61% |
| Variazione di 1 anno | 11.64% |
| Variazione a 3 anni | 98.21% |
| Variazione a 5 anni | 80.95% |
| Variazione dall'IPO | 12,526.89% |
Notizie e aggiornamenti recenti
Aggiornamento narrativa • Aug 06
SF: Record Q2 Execution And Buybacks Will Support Measured Future Returns
Analysts have nudged their price target for Stifel Financial higher to $89.00 from $85.88, reflecting updated assumptions related to slightly different revenue growth, profit margins, discount rates and future P/E expectations. What’s in the News for Stifel Financial Stifel Financial reported record Q2 2026 net revenue of US$1.45b, with investment banking revenue up 42%, and adjusted EPS of US$1.42, which was 2.9% above analyst estimates.
Aggiornamento narrativa • Jul 23
SF: Record Results And Share Buybacks Will Support Balanced Future Outlook
Analysts have trimmed their price target on Stifel Financial to $75.00 from $86.67, citing updated assumptions that include a lower projected revenue growth rate, a slightly reduced profit margin, a modestly adjusted discount rate, and a lower future P/E multiple. What’s in the News for Stifel Financial Stifel Financial plans to release its second quarter 2026 results on July 22, with management highlighting record net revenues of US$1.45b and record client assets of US$580.1b, supported by investment banking, asset management, commission revenues, and net interest income, according to recent company announcements.Seeking Alpha • Jul 22
Stifel Financial: AI Cash Fears Create Buying Opportunity
Summary Stifel Financial remains a "Buy" despite recent underperformance, with AI-driven cash sweep fears seen as overdone and not reflected in current results. Q2 earnings beat expectations, with revenue up 11% to $1.45 billion and client assets rising 12% to $580 billion, supporting robust wealth management and investment banking momentum. Net interest income, a key profit driver, remains resilient; cash balances are stable, and Fed rate hikes could further benefit SF's earnings. SF trades at just 12x earnings versus peers at 18x, with a strong balance sheet, ongoing buybacks, and a secure 1.8% yield supporting a patient value thesis. Read the full article on Seeking AlphaRecent updates
Aggiornamento narrativa • Aug 06
SF: Record Q2 Execution And Buybacks Will Support Measured Future Returns
Analysts have nudged their price target for Stifel Financial higher to $89.00 from $85.88, reflecting updated assumptions related to slightly different revenue growth, profit margins, discount rates and future P/E expectations. What’s in the News for Stifel Financial Stifel Financial reported record Q2 2026 net revenue of US$1.45b, with investment banking revenue up 42%, and adjusted EPS of US$1.42, which was 2.9% above analyst estimates.Aggiornamento narrativa • Jul 23
SF: Record Results And Share Buybacks Will Support Balanced Future Outlook
Analysts have trimmed their price target on Stifel Financial to $75.00 from $86.67, citing updated assumptions that include a lower projected revenue growth rate, a slightly reduced profit margin, a modestly adjusted discount rate, and a lower future P/E multiple. What’s in the News for Stifel Financial Stifel Financial plans to release its second quarter 2026 results on July 22, with management highlighting record net revenues of US$1.45b and record client assets of US$580.1b, supported by investment banking, asset management, commission revenues, and net interest income, according to recent company announcements.Seeking Alpha • Jul 22
Stifel Financial: AI Cash Fears Create Buying Opportunity
Summary Stifel Financial remains a "Buy" despite recent underperformance, with AI-driven cash sweep fears seen as overdone and not reflected in current results. Q2 earnings beat expectations, with revenue up 11% to $1.45 billion and client assets rising 12% to $580 billion, supporting robust wealth management and investment banking momentum. Net interest income, a key profit driver, remains resilient; cash balances are stable, and Fed rate hikes could further benefit SF's earnings. SF trades at just 12x earnings versus peers at 18x, with a strong balance sheet, ongoing buybacks, and a secure 1.8% yield supporting a patient value thesis. Read the full article on Seeking AlphaAggiornamento narrativa • Jul 09
SF: Buybacks And Banking Momentum Will Support Future Returns
Analysts have trimmed their price target on Stifel Financial to $85.88 from $87.75, reflecting updated assumptions around slightly softer revenue growth, a modestly higher discount rate, a slightly stronger profit margin outlook, and a marginally lower future P/E multiple. What’s in the News for Stifel Financial Stifel Financial reported selected operating results for May 31, 2026, with total client assets up 18% year over year and fee-based client assets up 23%, supported by market appreciation and advisor recruiting efforts.Aggiornamento narrativa • Jun 25
SF: Buybacks And Sector Rotation Views Will Support Future Returns
Analysts kept their fair value price target for Stifel Financial steady at $87.75, citing only marginal tweaks to assumptions such as discount rate, long term revenue growth, profit margin, and future P/E that did not materially affect their overall view. What's in the News Stifel Financial equity strategist Thomas Carroll outlined a view that the current bull market is in a final stage, with expectations for higher volatility and a possible rotation away from mega cap tech stocks toward equal weight and value sectors such as industrials, materials, and energy, while highlighting continued interest in AI related investments (source: recent media interview).Articolo di analisi • Jun 17
Stifel Financial (SF) Stock Could Be 15.4% Undervalued as Wealth Management Growth Comes Into Focus
With no single headline event driving attention to Stifel Financial (SF), recent price moves and valuation signals are drawing interest instead, as investors reassess the stock’s role within diversified financial holdings. See our latest analysis for Stifel Financial. Recent trading has been choppy for Stifel Financial, with the share price at $74.26 after a 1-day share price return of 1.48% and a 7-day share price return of 4.01%. The year-to-date share price return is down 13.19% against a...Aggiornamento narrativa • Jun 07
SF: Ongoing Buybacks Will Support Future Returns
Analysts have kept their $87.75 price target for Stifel Financial unchanged, noting modest tweaks to underlying assumptions such as a slightly different discount rate, revenue growth outlook, profit margin profile, and future P/E expectations. What's in the News Launched a Project Finance platform aimed at supporting energy and infrastructure development by financing proven commercial technologies in established and emerging infrastructure assets with strong credit profiles.Aggiornamento narrativa • May 10
SF: Ongoing Buybacks And Project Finance Expansion Will Support Future Returns
Analysts have increased their price target on Stifel Financial by $0.50 to $87.75. This change reflects updated assumptions for revenue growth, profit margins and future P/E multiples.Aggiornamento narrativa • Apr 25
SF: Ongoing Buybacks And Rising Margin Outlook Will Support Future Returns
Analysts trimmed their price target on Stifel Financial by $1, from $88.25 to $87.25, reflecting updated assumptions for slightly higher discount rates, more conservative revenue growth, a higher profit margin outlook, and a modestly lower future P/E. What's in the News From January 1, 2026 to March 31, 2026, Stifel Financial repurchased 2,793,000 shares, representing 1.83% of shares, for US$0.22 million under the long running buyback program announced on May 6, 2005 (Key Developments).Aggiornamento narrativa • Apr 11
SF: Buybacks And Dividend Policy Will Support Returns Despite ERISA Headwinds
Analysts have trimmed their price target for Stifel Financial to $88.25 from about $94.04 as they factor in slightly lower revenue growth and profit margin assumptions, along with a modestly higher future P/E outlook. What's in the News Sanford Heisler Sharp McKnight filed an ERISA class action complaint alleging mismanagement of Stifel Financial Corp.'s 401(k) plan, focusing on the continued use of two funds that are claimed to have shown long term underperformance versus their benchmarks, with alleged retirement savings impact for plan participants and beneficiaries.Aggiornamento narrativa • Mar 27
SF: Buybacks And Dividend Policy Will Support Returns Despite ERISA Class Action
Analysts have nudged their price target on Stifel Financial slightly higher to $94.04 from $93.88. This change reflects small adjustments to fair value estimates, discount rate assumptions, and projected future P/E.Aggiornamento narrativa • Mar 13
SF: Buybacks And Dividend Policy Will Support Returns Despite ERISA Lawsuit
Analysts have adjusted their price target on Stifel Financial from $140.75 to about $93.88, reflecting updated assumptions for fair value, discount rate, revenue growth, profit margin, and future P/E that are broadly in line with prior estimates. What's in the News Sanford Heisler Sharp McKnight filed an ERISA class action Complaint in the U.S. District Court for the Eastern District of Missouri alleging mismanagement of the Stifel Financial Profit Sharing 401(k) Plan, including claims that two growth funds were kept in the plan despite long periods of underperformance versus their benchmarks, which the Complaint says reduced retirement savings for participants.Nuova narrativa • Mar 04
Recruiting Costs And Credit Risks Will Test Wealth Management Ambitions Yet Longer Term Potential Emerges
Catalysts About Stifel Financial Stifel Financial is a diversified financial services firm focused on Global Wealth Management and institutional investment banking and capital markets. What are the underlying business or industry changes driving this perspective?Aggiornamento narrativa • Feb 26
SF: Buybacks And Dividend Will Support Future Returns Despite ERISA Lawsuit
Analysts have kept their price target for Stifel Financial broadly steady at $140.75, with updated assumptions around discount rate, revenue growth and future P/E suggesting only fine tuning of their valuation framework rather than a major shift in view. What's in the News Sanford Heisler Sharp McKnight filed an ERISA class action complaint in the U.S. District Court for the Eastern District of Missouri alleging mismanagement of the Stifel Financial Profit Sharing 401(k) Plan, including claims that two investment funds were retained in the plan despite long periods of underperformance versus their benchmarks.Aggiornamento narrativa • Feb 10
SF: Buybacks And Dividend Growth Will Support Fair Future Returns
Analysts have nudged their price target on Stifel Financial higher from US$139.75 to US$140.75, citing updated assumptions that combine a slightly lower discount rate and modestly higher revenue growth with a revised profit margin outlook and a higher future P/E multiple. What's in the News From October 1, 2025 to December 31, 2025, Stifel Financial repurchased 335,000 shares, representing 0.33% of its shares, for US$39.04 million under its ongoing buyback program (Key Developments).Articolo di analisi • Jan 31
Stifel Financial (NYSE:SF) Has Announced That It Will Be Increasing Its Dividend To $0.51
The board of Stifel Financial Corp. ( NYSE:SF ) has announced that it will be paying its dividend of $0.51 on the 16th...Aggiornamento narrativa • Jan 27
SF: Higher Margin Assumptions And Lower P/E Will Support Fair Future Returns
Analysts have raised their price target on Stifel Financial to $139.75 from $137.50, citing updated views on fair value, discount rate, profit margin assumptions, and future P/E expectations. Valuation Changes Fair Value: updated slightly higher to $139.75 from $137.50, a move of about $2.25.Aggiornamento narrativa • Jan 12
SF: Buybacks And Stable Margins Will Support Fairly Valued Future Returns
Analysts have adjusted their price target on Stifel Financial to US$137.50 from US$132.38, reflecting updated assumptions around fair value, discount rate, revenue growth, profit margin, and future P/E. What's in the News From July 1, 2025 to September 30, 2025, Stifel Financial repurchased 274,900 shares for US$31.24 million, representing 0.27% of the company.Aggiornamento narrativa • Dec 20
SF: Ongoing Buybacks Will Support Future Returns Amid Steady Margin Outlook
Analysts modestly raised their price target on Stifel Financial to approximately $132.38 from about $129.86, citing slightly stronger expected revenue growth, improved profit margins, and a marginally lower discount rate that more than offset a small reduction in assumed future valuation multiples. What's in the News Completed a long-running share repurchase program, buying back a total of 48.1 million shares, or about 66.5% of the authorized amount, since the original buyback announcement in May 2005 (company disclosure) During the quarter from July 1, 2025 to September 30, 2025, repurchased 274,900 shares, equivalent to roughly 0.27% of shares outstanding, for $31.24 million (company disclosure) Valuation Changes Fair Value Estimate has risen slightly to about $132.38 from roughly $129.86, reflecting a modest upward revision in intrinsic value.Aggiornamento narrativa • Dec 05
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.Aggiornamento narrativa • Nov 21
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.Aggiornamento narrativa • Nov 07
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.Aggiornamento narrativa • Oct 23
Share Repurchases And Profitability Improvements Will Drive Future Wealth Management Transformation
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.Aggiornamento narrativa • Oct 08
Recruitment Drive And Technology Investments Will Reshape Global Wealth Management
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.Rendimenti per gli azionisti
| SF | US Capital Markets | US Mercato | |
|---|---|---|---|
| 7D | 0.2% | 2.2% | 4.0% |
| 1Y | 11.6% | 1.3% | 20.7% |
Ritorno vs Industria: SF ha superato il US Capital Markets che ha restituito 1.3 % nell'ultimo anno.
Rendimento vs Mercato: SF ha avuto una performance inferiore al mercato US che ha registrato un rendimento 20.7 % nell'ultimo anno.
Volatilità dei prezzi
| SF volatility | |
|---|---|
| SF Average Weekly Movement | 3.5% |
| Capital Markets Industry Average Movement | 3.7% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.2% |
| 10% least volatile stocks in US Market | 3.1% |
Prezzo delle azioni stabile: SF non ha avuto una volatilità dei prezzi significativa negli ultimi 3 mesi rispetto al mercato US.
Volatilità nel tempo: La volatilità settimanale ( 4% ) di SF è rimasta stabile nell'ultimo anno.
Informazioni sull'azienda
| Fondato | I dipendenti | AMMINISTRATORE DELEGATO | Sito web |
|---|---|---|---|
| 1890 | 8,900 | Ron Kruszewski | www.stifel.com |
Stifel Financial Corp. opera come holding bancaria di Stifel, Nicolaus & Company, Incorporated, che fornisce servizi di gestione patrimoniale al dettaglio e istituzionale e servizi di investment banking a privati, aziende, comuni e istituzioni negli Stati Uniti, nel Regno Unito, in Canada e a livello internazionale. Opera in tre segmenti: Global Wealth Management, Institutional Group e Other. La società fornisce servizi ai clienti privati, tra cui transazioni di titoli e servizi di pianificazione finanziaria; servizi di intermediazione di titoli, come la vendita di azioni, fondi comuni di investimento, prodotti a reddito fisso e assicurazioni; vendite istituzionali di azioni e reddito fisso, negoziazione e ricerca, e servizi di finanza municipale; servizi di investment banking, come fusioni e acquisizioni, offerte pubbliche e collocamenti privati; servizi bancari al dettaglio e commerciali, tra cui programmi di prestito personale e commerciale, nonché conti di deposito.
Stifel Financial Corp. Riepilogo dei fondamenti
| SF statistiche fondamentali | |
|---|---|
| Capitalizzazione di mercato | US$12.59b |
| Utili (TTM) | US$916.35m |
| Ricavi(TTM) | US$5.83b |
13.7x
Rapporto P/E2.2x
Rapporto P/SSF è sopravvalutato?
Vedi Fair Value e analisi di valutazioneUtili e ricavi
| SF Conto economico (TTM) | |
|---|---|
| Ricavi | US$5.83b |
| Costo del fatturato | US$258.62m |
| Profitto lordo | US$5.58b |
| Altre spese | US$4.66b |
| Utili | US$916.35m |
Ultimi utili riportati
Jun 30, 2026
Prossima data di guadagno
n/a
| Utile per azione (EPS) | 6.07 |
| Margine lordo | 95.57% |
| Margine di profitto netto | 15.71% |
| Rapporto debito/patrimonio netto | 38.1% |
Come si è comportato SF nel lungo periodo?
Vedi performance storica e confrontoDividendi
1.6%
Rendimento attuale del dividendo22%
Rapporto di remunerazioneAnalisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/08/07 20:59 |
| Prezzo dell'azione a fine giornata | 2026/08/07 00:00 |
| Utili | 2026/06/30 |
| Utili annuali | 2025/12/31 |
Fonti dei dati
I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.
| Pacchetto | Dati | Tempistica | Esempio Fonte USA * |
|---|---|---|---|
| Dati finanziari della società | 10 anni |
| |
| Stime di consenso degli analisti | +3 anni |
|
|
| Prezzi di mercato | 30 anni |
| |
| Proprietà | 10 anni |
| |
| Gestione | 10 anni |
| |
| Sviluppi principali | 10 anni |
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* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.
Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.
Modello di analisi e Snowflake
I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina GitHub; abbiamo anche delle guide su come utilizzare i nostri report e dei tutorial su YouTube.
Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.
Metriche di settore e industriali
Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.
Fonti analitiche
Stifel Financial Corp. è coperta da 19 analisti. 5 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.
| Analista | Istituzione |
|---|---|
| Brennan Hawken | BMO Capital Markets Equity Research |
| null null | BMO Capital Markets Equity Research |
| Michael Davitt | BofA Global Research |