Stifel Financial
Combines advisor-led wealth management with investment banking, research, sales, and trading.
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Profile
Combines branch-based brokerage and advisory services with asset management, banking, lending, investment banking, research, sales, and trading. Wealth management is the larger of two segments, while revenue also depends on capital-market activity, interest rates, client assets, and retaining experienced professionals.
Global Wealth Management provides brokerage and advisory relationships, asset management, banking, lending, and related client services. Institutional Group handles capital raising and advisory, equity and fixed-income brokerage, research, sales, and trading.
Built through recruiting and acquisitions, the platform connects a U.S. branch network with specialist institutional franchises in Europe. Client-facing professionals retain meaningful autonomy, and the operating model emphasizes long-term relationships and disciplined integration.
Revenue combines fees, commissions, trading activity, and net interest income. Results depend on client asset values, capital-market volumes, rates, deposit and credit conditions, and the recruitment and retention of advisors, bankers, researchers, and traders. Broker-dealers, banks, advisers, and overseas operations also remain subject to extensive regulation.
Company facts
Categories
Key statistics
Year to date −5.0% · Average volume (30d) 1.1M
Analysts
Ratings
Target range
Latest analyst notes
| Date | Firm | Action | Prior rating | Rating | Prior target | Target |
|---|---|---|---|---|---|---|
| Jul 23, 2026 | UBS | Target | $86 | $90 | ||
| Jul 8, 2026 | UBS | Reiterate | Buy | $89 | $86 | |
| Apr 8, 2026 | UBS | Reiterate | Buy | $150 | $89 | |
| Jan 14, 2026 | Stifel Nicolaus | Target | $131 | $138 | ||
| Jan 14, 2026 | TD Cowen | Downgrade | Buy | Hold |
Earnings
EPS
Revenue
History
| Report date | EPS est | EPS | Surprise | Revenue est | Revenue | Surprise | Next session |
|---|---|---|---|---|---|---|---|
| Jul 22, 2026Q2 FY26 | $1.33 | $1.42 | +6.8% | $1.42B | $1.45B | +2.3% | +0.32% |
| Apr 22, 2026Q1 FY26 | $1.38 | $1.45 | +5.1% | $1.44B | $1.44B | −0.1% | −0.62% |
| Jan 28, 2026Q4 FY25 | $1.65 | $1.75 | +6.1% | $1.51B | $1.56B | +3.3% | −1.32% |
| Oct 22, 2025Q3 FY25 | $1.85 | $1.95 | +5.4% | $1.33B | $1.62B | +21.3% | −0.09% |
Financial highlights
| 12 quarters | Q1 FY25 | Q2 FY25 | Q3 FY25 | Q4 FY25 | Q1 FY26 | Q2 FY26 | |
|---|---|---|---|---|---|---|---|
| Revenue | $1.45B | $1.47B | $1.62B | $1.75B | $1.67B | $1.64B | |
| Gross profit | $1.23B | $1.26B | $1.41B | $1.56B | $1.38B | $1.32B | |
| Operating income | $63.4M | $213.8M | $286.0M | $307.9M | $542.4M | $500.5M | |
| Net income | $53.0M | $155.1M | $211.4M | $264.4M | $251.4M | $226.5M | |
| Diluted EPS | $0.39 | $1.34 | $1.84 | $2.31 | $2.28 | $2.05 | |
| Gross margin | 84.5% | 85.4% | 86.8% | 89.0% | 82.8% | 80.8% | |
| Operating margin | 4.4% | 14.5% | 17.7% | 17.6% | 32.6% | 30.5% |
Fiscal years (4-quarter sums)FY21 $4.75B · FY22 $4.54B · FY23 $5.10B · FY24 $5.89B · FY25 $6.30B
Revenue by product · Q2 FY26
Revenue by geography · Q2 FY26
Balance sheet, Jun 30, 2026Cash & short-term investments $3.72B · Total debt $839.6M · Total assets $44.91B · Shareholders' equity $6.01B
Dividends
Last raised to $0.34 from $0.3067 split-adjusted in Mar 2026. To collect a payout, hold shares through the close before the ex-date.
History
| Ex-date | Record | Paid | Amount | Note |
|---|---|---|---|---|
| Jun 1, 2026 | Jun 1 | Jun 15 | $0.34 | |
| Mar 2, 2026 | Mar 2 | Mar 16 | $0.34 | raised from $0.3067 split-adjusted |
| Dec 1, 2025 | Dec 1 | Dec 15 | $0.46 | cut from $0.46 split-adjusted |
| Sep 2, 2025 | Sep 2 | Sep 16 | $0.46 | |
| Jun 2, 2025 | Jun 2 | Jun 16 | $0.46 | |
| Mar 3, 2025 | Mar 3 | Mar 17 | $0.46 | raised from $0.28 split-adjusted |
| Dec 2, 2024 | Dec 2 | Dec 16 | $0.42 | |
| Sep 3, 2024 | Sep 3 | Sep 17 | $0.42 | cut from $0.42 split-adjusted |
Ownership
Institutions and insiders are filed separately and overlap, so together they can pass the whole company. No split is drawn from them.
Shares outstanding 151.59M · Float 137.70M · 90.8% free float
Top shareholders13F · 13D/G · Form 4
| Holder | Shares | % outstanding | Form | Filed |
|---|---|---|---|---|
| BlackRock, Inc. | 14.78M | 9.75% | 13F | Aug 7, 2026 |
| FMR LLC | 8.53M | 5.63% | 13F | Aug 13, 2026 |
| Vanguard Portfolio Management LLC | 7.16M | 4.73% | 13F | Aug 13, 2026 |
| Vanguard Capital Management LLC | 6.66M | 4.39% | 13F | Aug 13, 2026 |
| AQR Capital Management LLC | 6.00M | 3.96% | 13F | Aug 14, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Jul 23, 2026 | Maryam S. Brown | director | −4,700 | $79.20 |
| Feb 2, 2026 | David Rubulotta | other: Co-Head Fixed Inc Cap Mkts | −400 | $124.31 |
| Jan 29, 2026 | James M. Zemlyak | officer: President | −9 | $123.90 |
Peers
- Raymond James Financial
Closest full-platform overlap across wealth, capital markets, and banking
- Morgan Stanley
Scaled rival spanning advisor-led wealth and institutional securities
- Ameriprise Financial
Direct overlap in financial advice, managed accounts, and banking
- Jefferies Financial Group
Investment-banking and trading rival with high-net-worth services
- LPL Financial
Advisor-platform rival for wealth assets and financial professionals
CompareAfter-hours close
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Stifel Financial | $81.29 | +0.04% | $12.32B | 9.6 | 11.6 | 1.8 | −1.4% |
| Raymond James Financial | $179.36 | +0.02% | $34.46B | 15.6 | 13.0 | 2.0 | +3.8% |
| Morgan Stanley | $214.50 | −0.13% | $338.75B | 17.5 | 16.3 | 2.7 | +36.8% |
| Ameriprise Financial | $564.76 | +0.97% | $50.28B | 13.5 | 11.4 | 2.5 | +14.6% |
| Jefferies Financial Group | $53.09 | 0.00% | $10.80B | 14.8 | 13.3 | 0.9 | −11.5% |
| LPL Financial | $370.69 | +0.02% | $29.65B | 29.6 | 13.7 | 1.5 | +35.2% |
| Median | 15.6 | 13.3 | 2.0 | +14.6% |