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 9/4/2026, 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 — |
ST. LOUIS, Aug. 27, 2026 (GLOBE NEWSWIRE) -- Stifel Financial Corp. (NYSE: SF) today reported selected operating results for July 31, 2026, to provide timely information to investors on certain key performance metrics. Due to the limited nature of this data, a consistent correlation to earnings should not be assumed.
Stifel has reiterated its 'buy' rating on Faron Pharmaceuticals Limited (AIM:FARN), the Finnish biotech, maintaining a price target of €2.50 after the company's interims, which showed the company well-funded to push on with value-accretive work in the clinic. The stock closed at €0.48 on 25 August, implying upside of 418.1% to the target price.
Bank of New York Mellon Corp acquired a new stake in Stifel Financial Corporation (NYSE: SF) in the second quarter, according to the company in its most recent filing with the SEC. The firm acquired 1,336,318 shares of the financial services provider's stock, valued at approximately $93,235,000. Bank of New York Mellon Corp
Bank of Nova Scotia acquired a new stake in Stifel Financial Corporation (NYSE: SF) in the undefined quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund acquired 519,811 shares of the financial services provider's stock, valued at approximately $36,267,000. Bank of Nova Scotia owned 0.34%
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 |
|---|---|---|---|---|---|---|---|
| $82.28 | $12.47B | 13.99 | 11.67% | 10.86% | 11.72% | 2.27% | |
| $181.10 | $34.79B | 17.58 | 11.28% | 13.62% | 17.43% | — | |
| $185.82 | $4.8B | 27.82 | 14.77% | 10.58% | 20.72% | — | |
| $44.33 | $4.32B | 20.43 | 3.36% | 6.89% | 23.85% | — | |
| $136.86 | $9.56B | 22.00 | 9.55% | 16.1% | 17.36% | — | |
| $69.14 | $5.12B | 23.52 | 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 2.27%. 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.
