Stifel Financial (SF)
Combines advisor-led wealth management with investment banking, research, sales, and trading.
Something off on this page? Send us feedback.
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
Target rangeAs of Sep 22, 2026
Latest analyst notes
| Date | Firm | Action | Prior | Current |
|---|---|---|---|---|
| Jul 23, 2026 | UBS | Target | Target: $86 | Target: $90 |
| Jul 8, 2026 | UBS | Reiterate | Rating: —Target: $89 | Target: $86 |
| Apr 8, 2026 | UBS | Reiterate | Rating: —Target: $150 | Target: $89 |
| Jan 14, 2026 | Stifel Nicolaus | Target | Target: $131 | Target: $138 |
| Jan 14, 2026 | TD Cowen | Downgrade |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jun 30, 2026Cash & short-term investments $3.72B · Total debt $839.6M · Total assets $44.91B · Shareholders' equity $6.01B
- Revenue
- $1.64B
- Operating income
- $500.5M
- Net income
- $226.5M
HistoryDividendAnnual yield
| Institutions | ≥ 37.07% | 139.40M shares | |
|---|---|---|---|
| 605 holders · as of Jun 30, 2026 | |||
| Insiders | 0.84% | 3.14M shares | |
| 20 holders · as of Jul 27, 2026 | |||
| Other | ≤ 62.09% | 233.46M shares | |
| remainder | |||
376.00M company shares as of Sep 22, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
Two share counts disagree (376.00M in the company's Sep 22, 2026 report, 151.59M elsewhere); stakes use the report.
Institutional filings for SFB (60% of the company) are not on file here, so the institutional figure is a floor.
This company has 2 share classes; every stake here is a share of the whole company.
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
BlackRock, Inc.Institution | 3.93% | 14.78M | as of Jun 30, 2026 |
FMR LLCInstitution | 2.27% | 8.53M | as of Jun 30, 2026 |
Vanguard Portfolio Management LLCInstitution | 1.91% | 7.16M | as of Jun 30, 2026 |
Vanguard Capital Management LLCInstitution | 1.77% | 6.66M | as of Jun 30, 2026 |
AQR Capital Management LLCInstitution | 1.60% | 6.00M | as of Jun 30, 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 |
- 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
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Stifel Financial | $73.18 | +0.03% | $11.48B | 8.9 | 10.5 | 1.7 | +13.2% |
| Raymond James Financial | $159.39 | −0.13% | $31.73B | 14.4 | 11.5 | 1.9 | +3.8% |
| Morgan Stanley | $200.60 | +0.21% | $325.12B | 16.8 | 15.1 | 2.6 | +36.8% |
| Ameriprise Financial | $511.43 | −0.13% | $48.16B | 12.9 | 10.5 | 2.4 | +14.6% |
| Jefferies Financial Group | $47.40 | 0.00% | $9.73B | 13.4 | 11.8 | 0.8 | −11.5% |
| LPL Financial | $307.85 | +0.09% | $26.58B | 26.5 | 11.4 | 1.4 | +35.2% |
| Median | 14.4 | 11.5 | 1.9 | +14.6% |