Stifel's revenue mix is increasingly fee-based, with non-interest income at 70.9% of total revenue in 2026Q2, driving a 53% YoY EPS surge to $2.05. However, a 15x jump in credit provisions to $126.2M and a thin 0.6% NIM warrant caution. The efficiency ratio im...
Price trend, volume and key moving averages
Start with the evidence for owning the stock and the risks that can break the thesis.
Revenue grew 6.6% YoY in 2026Q2 to $1.6B, with fee income at 70.9% of total, while the efficiency ratio improved to 50.3% from 70.9% a year earlier, but a $126.2M provision spike (15x YoY) pressured net income to $226.5M.
Stifel's Investment Banking division, including KBW, is positioned for growth, particularly with a booming M&A market. The company has reported strong revenue growth and pre-tax profits in this segment, indicating a robust pipeline and demand for investment banking services.
The Wealth Management division is a significant asset for Stifel, showing record results and contributing to overall revenue growth. This segment could unlock further value, either as an acquirer or as a target for investment.
Stifel has consistently demonstrated robust revenue growth, exceeding analyst expectations, and has shown strong year-on-year growth in assets under management. The company also has a history of increasing dividends, with a low payout ratio that reflects its financial health.
Trailing total returns as of 9/23/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
Check whether operating performance supports the current valuation.
Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q3 2026Latest Jul 22, 2026 | $1.42+6.8% vs $1.33 | $1.5B+2.3% vs $1.4B |
Q2 2026 Apr 22, 2026 | $1.45+5.1% vs $1.38 | $1.4B-0.1% vs $1.4B |
Q1 2026 Jan 28, 2026 | $1.75+6.1% vs $1.65 | $1.6B+3.3% vs $1.5B |
Q1 2026 Jan 26, 2026 | $2.40 vs — | $1.8B vs — |
VIRGINIA RETIREMENT SYSTEMS ET Al bought a new position in shares of Stifel Financial Corporation (NYSE: SF) in the second quarter, according to the company in its most recent Form 13F filing with the SEC. The fund bought 10,000 shares of the financial services provider's stock, valued at approximately $698,000. A number of
Amundi reduced its holdings in shares of Stifel Financial Corporation (NYSE: SF) by 68.7% during the undefined quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 153,885 shares of the financial services provider's stock after selling 337,532 shares during the period. Amundi
NEW YORK, Sept. 11, 2026 (GLOBE NEWSWIRE) -- Keefe, Bruyette & Woods, Inc., a leading specialist investment bank to the financial services and fintech sectors, and a wholly owned subsidiary of Stifel Financial Corp. (NYSE: SF), announces the upcoming index rebalancing for the third quarter of 2026.
MISSION Group (LSE:TMG) drew a bullish call from Stifel, which argued the marketing group's valuation overlooks a profit recovery driven by cost cuts and agency consolidation. The shares traded at 23.85p, up 4%, while the broker initiated coverage with a 'buy' rating and a 57p target, more than double the share price.
Benchmark SF against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for Stifel Financial Corp (SF)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $73.18 | $11.09B | 12.45 | 11.67% | 10.86% | 11.72% | 2.55% | |
| $159.39 | $30.62B | 15.47 | 11.28% | 13.62% | 17.43% | — | |
| $150.23 | $3.88B | 22.49 | 14.77% | 10.58% | 20.72% | — | |
| $36.60 | $3.57B | 16.87 | 3.36% | 6.89% | 23.85% | — | |
| $130.97 | $9.15B | 21.06 | 9.55% | 16.1% | 17.36% | — | |
| $58.88 | $4.36B | 20.03 | 26.98% | 14.5% | 35.63% | — |
Stifel Financial Corp (SF) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
Verify the primary filings, follow material updates, and answer the remaining questions.
Stifel Financial Corp (SF) SEC filings — annual & quarterly reports (10-K, 10-Q)
Jul 22, 2026·SEC
Jun 25, 2026·SEC
Jun 9, 2026·SEC
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Stifel Financial Corp (SF) stock FAQ — growth, dividends, profitability & financials explained
Stifel Financial Corp (SF) grew revenue by 11.7% over the past year. This is steady growth.
Yes, Stifel Financial Corp (SF) is profitable, generating $953.6M in net income for fiscal year 2025 (10.9% net margin).
Yes, Stifel Financial Corp (SF) pays a dividend with a yield of 2.55%. This makes it attractive for income-focused investors.
Stifel Financial Corp (SF) has a return on equity (ROE) of 11.7%. This is reasonable for most industries.
Stifel Financial Corp (SF) has a net interest margin (NIM) of 2.6%. NIM has been under pressure due to interest rate environment.
Stifel Financial Corp (SF) has an efficiency ratio of 72.7%. This is higher than peers, suggesting room for cost optimization.
