SF

STIFEL FINANCIAL CORP

NYSE · Security Brokers, Dealers & Flotation Companies · Inc. DE · CIK 0000720672
$72.66 +1.76% $11.1B
Insider Selling Cluster (2 insiders)High Impact Filing (8/10)47 New Institutional Positions3 Institutional Exits
Vol
Market Cap$11.1B
Cap SizeLarge Cap
Analyst ConsensusBuy (63%)
Inst. Holders50 funds
Inst. Value$6.4B
Inst. Activity47 buys / 3 sells
Reddit Sentiment64° Warm
SEC Reports3
Exchange NYSE·Sector Security Brokers, Dealers & Flotation Companies·Inc. DE·CIK 0000720672·Prev Close $71.40

Recent Activity

Jun 9, 2026 Insider
Grady Robert Edward was granted 2,450 shares
Director @ $71.40 ($174.9K)
Jun 9, 2026 Insider
Markus Maura A. was granted 2,450 shares
Director @ $71.40 ($174.9K)
Jun 9, 2026 Insider
ZIMMERMAN MICHAEL J was granted 2,450 shares
Director @ $71.40 ($174.9K)
Jun 9, 2026 short_volume
Short Volume: SF — 56.3% short (0.3M / 0.5M)
Short: 302,707 | Exempt: 3 | TRF Vol: 537,613 | Short Ratio: 56.3% | Off-exchange volume (dark pool
Apr 22, 2026 SEC
Stifel Financial (SF) reported Q1 2026 GAAP EPS of $1.48 on $1.48B revenue, significantly beating consensus estimates of
PRESS-RELEASE — Impact 8/10
Apr 16, 2026 SEC
Stifel Financial Corporation announced a first quarter earnings beat with EPS of $1.75, surpassing consensus estimates o
PRESS-RELEASE — Impact 7/10
Feb 26, 2026 SEC
Stifel Financial Corp. disclosed selected operating results for January 31, 2026, highlighting record levels in total cl
8-K — Impact 6/10
Inst.
BlackRock, Inc. — ADD
14,487,418 shares ($1.1B)

Price Targets

$87.75 +20.8% upside Strong Buy
Current $72.66 Low $79.00 Median $87.50 High $103.00 8 analysts
$79.00 $103.00

Analyst Ratings

Buy63% buy · 16 analysts
4Strong Buy
6Buy
6Hold
0Sell
0Strong Sell
Recent Analyst Actions
DateFirmActionRating
Apr 8, 2026 UBS MAINTAIN Buy → Buy
Mar 23, 2026 TD Cowen MAINTAIN Hold → Hold
Jan 14, 2026 TD Cowen DOWNGRADE Buy → Hold
Jan 12, 2026 Citizens MAINTAIN Market Outperform → Market Outperform
Jan 8, 2026 JP Morgan MAINTAIN Neutral → Neutral

Earnings Estimates

PeriodEPS Est.RangeGrowth#
Current Q $1.39 ▲ +1.9% $1.25 — $1.60 22% YoY 8
Next Q $1.52 $1.45 — $1.64 17% YoY 7
Current FY $6.31 ▲ +1.9% $6.05 — $6.55 40% YoY 8
Next FY $7.00 ▼ -1.6% $5.97 — $7.50 11% YoY 8

Top Institutional Holders

FundValueMove
BlackRock, Inc.$1.1BADD
FMR LLC$601.4MADD
VANGUARD PORTFOLIO MANAGEMENT LLC$526.6M
VANGUARD CAPITAL MANAGEMENT LLC$491.4M
STATE STREET CORP$343.9MADD

Recent Insider Trades

DateInsiderTypeValue
Jun 9, 2026Grady RobertA$174.9K
Jun 9, 2026Markus MauraA$174.9K
Jun 9, 2026ZIMMERMAN MICHAELA$174.9K
Jun 9, 2026PEACOCK DAVIDA$174.9K
Jun 9, 2026Nesi VictorA$174.9K

Reddit Sentiment

64°
Warm
Bearish Neutral Bullish
7 mentions 3 bullish 0 bearish
50 institutional holders with $6.4B total value (84,758,809 shares) as of 2026-Q1. Top holders: BlackRock,, FMR, VANGUARD. Net buying activity: 47 institutions added/increased vs 3 reduced.

Top Institutional Holders — 2026-Q1

#FundSharesValue% of TrackedLast Move
1BlackRock, Inc.14,487,418$1.1B16.7%ADD +55.2%
2FMR LLC8,136,211$601.4M9.4%ADD +47.5%
3VANGUARD PORTFOLIO MANAGEMENT LLC7,123,755$526.6M8.2%
4VANGUARD CAPITAL MANAGEMENT LLC6,647,564$491.4M7.7%
5STATE STREET CORP4,652,555$343.9M5.4%ADD +51.9%
6ALLIANCEBERNSTEIN L.P.2,707,099$339.0M5.3%
7STIFEL FINANCIAL CORP3,775,258$279.1M4.4%ADD +65.2%
8WELLINGTON MANAGEMENT GROUP LLP3,698,168$273.4M4.3%
9EARNEST PARTNERS LLC3,690,114$272.8M4.3%ADD +45.4%
10Capital Research Global Investors2,797,955$206.8M3.2%ADD +26.7%
11DIMENSIONAL FUND ADVISORS LP2,616,616$193.4M3.0%ADD +51.6%
12MORGAN STANLEY1,974,628$146.0M2.3%ADD +40.5%
13BANK OF AMERICA CORP /DE/1,875,501$138.6M2.2%ADD +58.7%
14NOMURA ASSET MANAGEMENT INTERNATIONAL INC.1,462,639$108.1M1.7%ADD +50.2%
15CHARLES SCHWAB INVESTMENT MANAGEMENT INC1,333,385$98.6M1.5%ADD +58.4%
16MARSHALL WACE, LLP1,292,478$95.5M1.5%
17FULLER & THALER ASSET MANAGEMENT, INC.1,218,982$90.1M1.4%DOUBLED +106.3%
18GOLDMAN SACHS GROUP INC1,111,958$82.2M1.3%
19VANGUARD FIDUCIARY TRUST CO940,283$69.5M1.1%
20VICTORY CAPITAL MANAGEMENT INC869,575$64.3M1.0%ADD +38.7%

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
BlackRock, Inc.ADD9,334,80514,487,418+55.2%$1.1B2026-Q1
FMR LLCADD5,517,5828,136,211+47.5%$601.4M2026-Q1
STATE STREET CORPADD3,063,4784,652,555+51.9%$343.9M2026-Q1
STIFEL FINANCIAL CORPADD2,285,3653,775,258+65.2%$279.1M2026-Q1
EARNEST PARTNERS LLCADD2,537,9763,690,114+45.4%$272.8M2026-Q1
Capital Research Global InvestorsADD2,208,4882,797,955+26.7%$206.8M2026-Q1
DIMENSIONAL FUND ADVISORS LPADD1,725,8062,616,616+51.6%$193.4M2026-Q1
MORGAN STANLEYADD1,405,2031,974,628+40.5%$146.0M2026-Q1
BANK OF AMERICA CORP /DE/ADD1,182,0641,875,501+58.7%$138.6M2026-Q1
NOMURA ASSET MANAGEMENT INTERNATIONAL INC.ADD973,8281,462,639+50.2%$108.1M2026-Q1
CHARLES SCHWAB INVESTMENT MANAGEMENT INCADD841,7511,333,385+58.4%$98.6M2026-Q1
FULLER & THALER ASSET MANAGEMENT, INC.DOUBLED590,9491,218,982+106.3%$90.1M2026-Q1
VICTORY CAPITAL MANAGEMENT INCADD626,724869,575+38.7%$64.3M2026-Q1
Point72 Asset Management, L.P.NEW726,138$53.7M2026-Q1
LOOMIS SAYLES & CO L PADD367,804673,597+83.1%$49.8M2026-Q1
ENVESTNET ASSET MANAGEMENT INCADD414,742640,348+54.4%$47.3M2026-Q1
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLCADD414,099571,756+38.1%$42.3M2026-Q1
Invesco Ltd.TRIM1,428,245557,331-61.0%$41.2M2026-Q1
AmundiADD242,482491,417+35.1%$36.3M2026-Q1
TUDOR INVESTMENT CORP ET ALDOUBLED60,575489,907+708.8%$36.2M2026-Q1
VOLORIDGE INVESTMENT MANAGEMENT, LLCDOUBLED28,768455,862+1484.6%$33.7M2026-Q1
Russell Investments Group, Ltd.DOUBLED43,434423,009+873.9%$31.3M2026-Q1
SEI INVESTMENTS COADD254,899412,508+61.8%$30.5M2026-Q1
Retirement Systems of AlabamaADD289,457398,483+37.7%$29.5M2026-Q1
RHUMBLINE ADVISERSADD255,170389,919+52.8%$28.8M2026-Q1
21 unique insiders with 50 transactions. Net insider value: $0.00 ($0.00 bought, $0.00 sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
Jun 9, 2026Grady Robert EdwardDirectorAWARD2,450$71.40$174.9K
Jun 9, 2026Markus Maura A.DirectorAWARD2,450$71.40$174.9K
Jun 9, 2026ZIMMERMAN MICHAEL JDirectorAWARD2,450$71.40$174.9K
Jun 9, 2026PEACOCK DAVID ADirectorAWARD2,450$71.40$174.9K
Jun 9, 2026Nesi VictorDirectorAWARD2,450$71.40$174.9K
Jun 9, 2026Kavanaugh James P.DirectorAWARD2,450$71.40$174.9K
Jun 9, 2026BROWN MICHAEL WDirectorAWARD2,450$71.40$174.9K
Jun 9, 2026Carnoy Lisa LandauDirectorAWARD2,450$71.40$174.9K
Jun 9, 2026Berlew Adam T.DirectorAWARD2,450$71.40$174.9K
Jun 9, 2026Brown Maryam S.DirectorAWARD2,450$71.40$174.9K
Jun 4, 2026BROWN MICHAEL WDirectorEXERCISE2,812
Jun 4, 2026ZIMMERMAN MICHAEL JDirectorEXERCISE2,812
Jun 4, 2026Markus Maura A.DirectorEXERCISE2,812
Jun 4, 2026PEACOCK DAVID ADirectorEXERCISE2,812
Jun 4, 2026Kavanaugh James P.DirectorD2,812
Jun 4, 2026Brown Maryam S.DirectorEXERCISE2,812
Jun 4, 2026Berlew Adam T.DirectorJ2,812
Jun 4, 2026Berlew Adam T.DirectorEXERCISE2,812
Jun 4, 2026Kavanaugh James P.DirectorEXERCISE2,812
Jun 4, 2026Carnoy Lisa LandauDirectorEXERCISE2,812
Mar 9, 2026Raymond Charles BradfordTAX W/H29,443$73.05$2.2M
Mar 9, 2026Raymond Charles BradfordEXERCISE53,241
Mar 9, 2026Raymond Charles BradfordAWARD60,673
Feb 27, 2026McDuffie BrantleyAWARD10,533$74.05$780.0K
Feb 27, 2026Rubulotta DavidAWARD10,533$74.05$780.0K
Feb 27, 2026SLINEY DAVID DChief Operating OfficerAWARD12,424$74.05$920.0K
Feb 27, 2026KRUSZEWSKI RONALD JChief Executive OfficerAWARD39,163$74.03$2.9M
Feb 27, 2026Michaud Thomas B.Senior Vice PresidentAWARD17,623$74.05$1.3M
Feb 27, 2026ZEMLYAK JAMES MPresidentAWARD25,388$74.05$1.9M
Feb 27, 2026REICHERT CHRISTOPHER KCEO of Stifel Bank & TrustAWARD5,402$74.05$400.0K
Feb 27, 2026Fisher Mark PSenior VP & General CounselAWARD9,723$74.05$720.0K
Feb 27, 2026Marischen James MChief Financial OfficerAWARD9,723$74.05$720.0K
Feb 27, 2026Raymond Charles BradfordAWARD12,694$74.05$940.0K
Feb 18, 2026WEISEL THOMAS WDirectorAWARD5,778
Feb 18, 2026Nesi VictorDirectorEXERCISE36,981
Feb 18, 2026Nesi VictorDirectorTAX W/H18,879$120.49$2.3M
Feb 18, 2026Nesi VictorDirectorAWARD46,227
Feb 18, 2026KRUSZEWSKI RONALD JChief Executive OfficerEXERCISE73,963
Feb 18, 2026KRUSZEWSKI RONALD JChief Executive OfficerTAX W/H32,581$120.49$3.9M
Feb 18, 2026KRUSZEWSKI RONALD JChief Executive OfficerAWARD92,453
Feb 18, 2026SLINEY DAVID DChief Operating OfficerEXERCISE11,094
Feb 18, 2026SLINEY DAVID DChief Operating OfficerTAX W/H4,887$120.49$588.8K
Feb 18, 2026SLINEY DAVID DChief Operating OfficerAWARD13,868
Feb 18, 2026Michaud Thomas B.Senior Vice PresidentEXERCISE16,179
Feb 18, 2026Michaud Thomas B.Senior Vice PresidentTAX W/H7,983$120.49$961.9K
Feb 18, 2026Michaud Thomas B.Senior Vice PresidentAWARD20,224
Feb 18, 2026ZEMLYAK JAMES MPresidentEXERCISE31,434
Feb 18, 2026ZEMLYAK JAMES MPresidentTAX W/H13,847$120.49$1.7M
Feb 18, 2026ZEMLYAK JAMES MPresidentAWARD39,293
Feb 18, 2026Fisher Mark PSenior VP & General CounselEXERCISE7,859

No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.

Current analyst consensus: Buy (63% buy). Based on 16 analysts: 4 strong buy, 6 buy, 6 hold, 0 sell, 0 strong sell.

Analyst Price Targets

$87.75 mean target +20.8% upside Strong Buy (3.00)
$79.00 Low $103.00 High
MetricValue
Current Price$72.66
Target Low$79.00
Target Mean$87.75
Target Median$87.50
Target High$103.00
# Analysts8
RecommendationStrong Buy (3.00)

Earnings Estimates & Revisions

PeriodEPS AvgEPS LowEPS HighEPS Growth30d Rev.Up/DownRev. AvgRev. GrowthAnalysts
Current Q
2026-06-30
$1.39 $1.25 $1.60 21.9% +1.9% 0↑ 5↓ $1.4B 12.4% 8
Next Q
2026-09-30
$1.52 $1.45 $1.64 16.9% +0.0% 0↑ 5↓ $1.5B 5.3% 7
Current FY
2026-12-31
$6.31 $6.05 $6.55 39.9% +1.9% 0↑ 7↓ $6.0B 8.4% 8
Next FY
2027-12-31
$7.00 $5.97 $7.50 11.0% -1.6% 0↑ 7↓ $6.5B 7.8% 8

Current Quarter EPS Revision History

TimepointEPS EstimateChange
Current$1.389
7d ago$1.384+0.006
30d ago$1.363+0.026
60d ago$1.463-0.073
90d ago$1.464-0.074
4 analyst firms have rated this stock: 0 upgrades, 1 downgrades, 0 initiations.

Individual Analyst Actions

DateAnalyst FirmActionPrevious RatingNew Rating
Apr 8, 2026 UBS MAINTAIN Buy Buy
Mar 23, 2026 TD Cowen MAINTAIN Hold Hold
Jan 14, 2026 TD Cowen DOWNGRADE Buy Hold
Jan 12, 2026 Citizens MAINTAIN Market Outperform Market Outperform
Jan 8, 2026 JP Morgan MAINTAIN Neutral Neutral

Monthly Consensus History

PeriodStrong BuyBuyHoldSellStrong SellBuy %Distribution
Jun 1, 20264660063%
May 1, 20264660063%
Apr 1, 20264660063%
Mar 1, 20264660063%
Feb 1, 20264660063%
Jan 1, 20264750069%
Strong BuyBuyHoldSellStrong Sell

No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.

64°
Warm
Bearish Neutral Bullish
7 mentions 3 bullish 0 bearish 7 time periods

Reddit Sentiment History

DateMentionsSentimentBullishBearishThreads
May 12, 2026160° Warm101
May 6, 2026156° Neutral001
May 6, 2026156° Neutral001
May 5, 2026144° Neutral001
May 5, 2026144° Neutral001
Apr 7, 2026160° Warm101
Apr 7, 2026160° Warm101
Jun 9, 2026
short_volume
Short Volume: SF — 56.3% short (0.3M / 0.5M)
Short: 302,707 | Exempt: 3 | TRF Vol: 537,613 | Short Ratio: 56.3% | Off-exchange volume (dark pool + OTC)
May 28, 2026
other
Stifel Reports April 2026 Operating Data
<p align="justify">ST. LOUIS, May 28, 2026 (GLOBE NEWSWIRE) -- <strong>Stifel Financial Corp. (NYSE: SF)</strong> today reported selected operating
May 18, 2026
dark_pool
Dark Pool: SF — 1.6M shares, 36,439 trades
Week starting 2026-05-18. Total ATS volume: 1,634,564 shares across 36,439 trades.
May 13, 2026
short_interest
FTD: SF — 32,145 shares ($2.4M) failed to deliver
Settlement: 20260513, Price: $75.00, FTD Value: $2,410,875, STIFEL FINANCIAL CORP
May 12, 2026
short_volume
Short Volume: SF — 66.7% short (0.4M / 0.6M)
Short: 431,561 | Exempt: 15 | TRF Vol: 646,967 | Short Ratio: 66.7% | Off-exchange volume (dark pool + OTC)
May 11, 2026
dark_pool
Dark Pool: SF — 2.4M shares, 50,011 trades
Week starting 2026-05-11. Total ATS volume: 2,447,496 shares across 50,011 trades.
May 5, 2026
other
Stifel Launches Project Finance Offering to Expand Energy and Deep Tech Capabilities
Stifel Financial today announced the launch of a Project Finance offering, led by newly appointed Managing Directors Bret Turner and Sayoji Goli.
May 4, 2026
dark_pool
Dark Pool: SF — 1.5M shares, 37,745 trades
Week starting 2026-05-04. Total ATS volume: 1,494,351 shares across 37,745 trades.
May 1, 2026
dividend
Stifel Declares Quarterly Common Stock Cash Dividend and Declares Preferred Stock Cash Dividend
<p align="justify">ST. LOUIS, May 01, 2026 (GLOBE NEWSWIRE) -- Stifel Financial Corp. (NYSE: SF) today announced that its Board of Directors has dec
May 1, 2026
short_interest
FTD: SF — 10,911 shares ($0.9M) failed to deliver
Settlement: 20260501, Price: $78.81, FTD Value: $859,895.91, STIFEL FINANCIAL CORP
Apr 27, 2026
dark_pool
Dark Pool: SF — 1.5M shares, 36,574 trades
Week starting 2026-04-27. Total ATS volume: 1,534,366 shares across 36,574 trades.
Apr 23, 2026
short_volume
Short Volume: SF — 60.0% short (0.7M / 1.2M)
Short: 731,065 | Exempt: 188 | TRF Vol: 1,219,183 | Short Ratio: 60.0% | Off-exchange volume (dark pool + OTC)
Apr 22, 2026
earnings
Stifel Reports First Quarter 2026 Results
<p align="justify">ST. LOUIS, April 22, 2026 (GLOBE NEWSWIRE) -- Stifel Financial Corp. (NYSE: SF) today reported net revenues of $1.48 billion for
Apr 22, 2026
earnings_calendar
SF Q1 2026 Earnings Before Market Open — 2026-04-22
Apr 21, 2026
earnings_calendar
SF Q1 2026 Earnings Before Market Open — 2026-04-21