The Motley Fool·Oct 28, 2026
Stifel: 3 Key Takeaways for Long-Term InvestorsYear-to-date revenue reached $4.3 billion, an increase of 9% year over year. Stifel increased its loan book by $1.3 billion during the third quarter.
Stifel's efficiency ratio improved from 93.9% in 2025Q1 to 57.0% in 2026Q3, and net interest income rose from $250.8M in 2024Q2 to $301.7M in 2026Q3, suggesting revenue recovery against a largely fixed compensation base is driving the rebuild.
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Net interest income expanded to $301.7M in 2026Q3 and the efficiency ratio improved to 57.0%, though provisions of $85.9M and a 23.9% year-over-year decline in net income suggest earnings quality remains uneven.
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 11/8/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
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Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q4 2026Latest Oct 21, 2026 | $1.46+1.4% vs $1.44 | $1.4B-1.6% vs $1.5B |
Q3 2026 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 |
Year-to-date revenue reached $4.3 billion, an increase of 9% year over year. Stifel increased its loan book by $1.3 billion during the third quarter.
Stifel Financial Corporation (NYSE: SF - Get Free Report) has earned a consensus rating of "Hold" from the nine brokerages that are currently covering the company, Marketbeat.com reports. One research analyst has rated the stock with a sell recommendation, three have assigned a hold recommendation and five have given a buy recommendation to the company. The
Stifel Financial Corp. ( SF ) Q3 2026 Earnings Call October 21, 2026 9:30 AM EDT Company Participants Joel Jeffrey - Senior Vice President of Investor relations Ronald J. Kruszewski - Chairman & CEO James Marischen - Senior VP & CFO Conference Call Participants Michael Brown - UBS Investment Bank, Research Division Devin Ryan - Citizens JMP Securities, LLC, Research Division Steven Chubak - Wolfe Research, LLC Y.
Stifel Financial NYSE: SF reported third-quarter results that included record earnings per share for the period, supported by growth in its Global Wealth Management business, higher net interest income and expense discipline that offset weaker transactional revenue in its institutional segment.
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 |
|---|---|---|---|---|---|---|---|
| $71.35 | $10.82B | 11.70 | 11.67% | 16.51% | 16.26% | 2.62% | |
| $162.81 | $31.28B | 13.45 | 12.27% | 14.63% | 23.43% | — | |
| $148.61 | $3.84B | 22.21 | 14.77% | 10.5% | 19.27% | 0.58% | |
| $38.31 | $3.73B | 22.25 | 3.36% | 5.65% | 18.96% | 4.58% | |
| $145.86 | $10.19B | 24.23 | 9.55% | 15.78% | 16.93% | 1.74% | |
| $56.92 | $4.22B | 19.33 | 26.98% | 14.22% | 35.67% | 4.63% |
Stifel Financial Corp (SF) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
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Stifel Financial Corp (SF) SEC filings — annual & quarterly reports (10-K, 10-Q)
Oct 21, 2026·SEC
Jul 22, 2026·SEC
Jun 25, 2026·SEC
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Stifel Financial Corp (SF) stock FAQ — growth, dividends, profitability & financials explained
Stifel Financial Corp (SF) grew revenue by 12.3% over the trailing twelve months, compared with the twelve months before.
Yes. Stifel Financial Corp (SF) earned $976.4M in net income over the trailing twelve months (a 16.5% net margin).
Yes. Stifel Financial Corp (SF) pays a dividend that yields 2.62% at the current price, a moderate yield.
Stifel Financial Corp (SF) had a return on equity (ROE) of 16.3% over the trailing twelve months. That is above the market's typical 10-15%.
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 83.6%. This is higher than peers, suggesting room for cost optimization.
