Stifel Financial (SF) Financials: Revenue & Earnings

SF price $67.89 +1.00 +1.50%

Ticker
SF
Price
$67.89
Change
+1.00 +1.50%
Market cap ?
$10.19B
P/E ?
8.55
Forward P/E ?
10.90
Dividend yield ?
1.98%
Beta ?
1.01
Sector
Financial Services
Industry
Financial - Capital Markets
Stocklytics score
53
Value
60
Quality
56
Growth
44

Stocklytics score rationale: value 60, quality 56, growth 44.

Financials

2016201720182019202020212022202320242025
2598055000295233000031529900003470950000376187900047234050004535074000510093600058888630006297774000

Stifel Financial Corp. operates as the bank holding company for Stifel, Nicolaus & Company, Incorporated that provides retail and institutional wealth management, and investment banking services to individual, corporations, municipalities, and institutions in the United States, the United Kingdom, Canada, and internationally. It operates in three segments: Global Wealth Management, Institutional Group, and Other…

Fair value

SF fair value $71.80. Price $67.89. Price is 5% below fair value.

Below fair value, but more expensive than usual. A smaller discount than on 94% of days in the past 5 years.

Fair value is an estimate of what one share is worth if future cash flows arrive as modeled. It is not a forecast of the share price. How discounted cash flow works.

Calculated with a 10-year free-cash-flow discount. Starting free cash flow 688.53M. Growth 5.63%. When analyst earnings forecasts are available, free cash flow in those years is forecast earnings times the company's usual conversion of earnings into free cash flow, kept between 60% and 130%. Years with fewer than 3 analyst estimates are left out. Growth then fades in a straight line to terminal growth by year 10, starting from the last well-covered year's growth, or from the pace across those years when the final year slows sharply, kept between 0% and 20%. Without those forecasts, year-1 growth is analyst revenue growth for the next full fiscal year, or 5-year historical revenue growth when that forecast is missing, held for five years, then fading in a straight line to terminal growth by year 10. Terminal growth 3.00%. Discount rate 9.88% (beta 1.0). Beta is kept between 0.8 and 2.0, which on its own would make the discount rate 8.7% to 15.3%. The rate is then capped at 12%. A cap is used because a discount above 12% pushes higher-beta stocks further from the price. The discount rate stays at least 5 percentage points above terminal growth. Shares 150.06M. Net debt -103.23M. The earnings value is next-12-months earnings per share, or trailing earnings when that forecast is missing, times the median P/E of the company's industry. That median uses listed stocks worth at least $10 billion with a positive P/E of 100 or below, and the industry needs at least eight of them. Otherwise the sector median is used when that group also has at least eight, then the market median of those large companies. The multiple used is the lower of that median and 1.25 times the stock's own 10-year median P/E, then kept between 8 and 30. If the stock has no 10-year median, the peer median is kept between 8 and 30. Fair value is the average of the cash-flow value and the earnings value when both exist. Card and credit companies use the earnings value only, because changes in customer receivables distort free cash flow. Model uncertainty is high when fair value is more than 60% from the price, or when most of the cash-flow value sits after year 10.

Compare SF

Earnings

DateEPS actualEPS estimateRevenueRevenue estimate
2027-01-27—1.86—1.58B
2026-10-211.461.441.43B1.45B
2026-07-221.421.331.45B1.42B
2026-04-221.451.381.44B1.44B
2026-01-281.751.651.56B1.51B
2025-10-221.301.231.43B1.33B
2025-07-301.141.101.28B1.23B
2025-04-230.421.071.26B1.27B
2025-01-292.231.971.58B1.30B
2024-10-231.001.601.22B1.20B
2024-07-241.601.541.45B1.18B
2024-04-241.491.461.16B1.14B
2024-01-241.501.311.37B1.07B
2023-10-250.601.291.25B1.07B
2023-07-261.201.331.23B1.07B
2023-04-261.401.451.25B1.12B
2023-01-251.581.641.23B1.12B
2022-10-261.291.451.09B1.08B
2022-07-271.401.631.11B1.18B
2022-04-271.491.481.11B1.15B
2022-01-262.231.891.35B1.20B
2021-10-271.651.481.12B1.10B
2021-07-281.701.381.14B1.10B
2021-04-271.501.391.13B980.56M
2021-01-291.671.311.06B946.45M
2020-10-271.060.89863.61M699.96M
2020-07-291.030.70872.21M615.71M
2020-04-300.800.92913.34M1.07B
2020-01-301.251.07964.19M835.57M
2019-10-301.000.98855.17M848.40M
2019-07-300.940.92842.67M835.51M
2019-04-300.880.81808.91M751.55M
2019-02-011.070.98840.16M782.15M
2018-10-300.900.89775.47M780.97M
2018-07-300.810.77769.92M735.25M
2018-04-300.770.72767.45M729.52M
2018-01-300.980.61813.00M654.34M
2017-10-300.590.55727.56M688.99M
2017-07-310.600.50731.06M618.58M
2017-05-010.490.50680.70M691.40M

Dividends

Yield 1.95%. Payout ratio 26.20%. Frequency Quarterly.

Safety score 100/100 · Safe. Payout ratio is 26% of earnings. Dividends use less than 40% of free cash flow. Dividends were paid in 21 separate years. Yield is 2.0%, in a range that is usually sustainable.

Ex-dateDividendRecordPaymentFrequency
2026-09-01$0.342026-09-012026-09-15Quarterly
2026-06-01$0.342026-06-012026-06-15Quarterly
2026-03-02$0.342026-03-022026-03-16Quarterly
2025-12-01$0.312025-12-012025-12-15Quarterly
2025-09-02$0.462025-09-022025-09-16Quarterly
2025-06-02$0.462025-06-022025-06-16Quarterly
2025-03-03$0.462025-03-032025-03-17Quarterly
2024-12-02$0.282024-12-022024-12-16Quarterly
2024-09-03$0.282024-09-032024-09-17Quarterly
2024-06-03$0.422024-06-032024-06-17Quarterly
2024-02-29$0.422024-03-012024-03-15Quarterly
2023-11-30$0.362023-12-012023-12-15Quarterly
2023-08-31$0.362023-09-012023-09-15Quarterly
2023-05-31$0.362023-06-012023-06-15Quarterly
2023-02-28$0.362023-03-012023-03-15Quarterly
2022-11-30$0.302022-12-012022-12-15Quarterly
2022-08-31$0.302022-09-012022-09-15Quarterly
2022-05-31$0.302022-06-012022-06-15Quarterly
2022-02-28$0.302022-03-012022-03-15Quarterly
2021-11-30$0.152021-12-012021-12-15Quarterly
2021-08-31$0.152021-09-012021-09-15Quarterly
2021-05-28$0.152021-06-012021-06-15Quarterly
2021-02-26$0.152021-03-012021-03-15Quarterly
2020-11-30$0.112020-12-012020-12-15Quarterly
2020-08-31$0.112020-09-012020-09-15Quarterly
2020-05-29$0.112020-06-012020-06-15Quarterly
2020-02-28$0.112020-03-022020-03-16Quarterly
2019-11-29$0.102019-12-022019-12-16Quarterly
2019-08-30$0.102019-09-032019-09-16Quarterly
2019-05-31$0.102019-06-032019-06-17Quarterly
2019-02-28$0.102019-03-012019-03-15Quarterly
2018-11-30$0.082018-12-032018-12-17Quarterly
2018-08-31$0.082018-09-042018-09-17Quarterly
2018-05-31$0.082018-06-012018-06-15Quarterly
2018-02-28$0.082018-03-012018-03-15Quarterly
2017-11-30$0.072017-12-012017-12-15Quarterly
2017-08-30$0.072017-09-012017-09-15Quarterly
2002-05-21$0.012002-05-232002-06-06Quarterly
2002-02-11$0.012002-02-132002-02-27Quarterly
2001-11-06$0.012001-11-082001-11-22Quarterly
2001-08-07$0.012001-08-092001-08-23Quarterly
2001-05-08$0.012001-05-102001-05-24Quarterly
2001-02-13$0.012001-02-152001-03-01Quarterly
2000-11-06$0.012000-11-082000-11-22Quarterly
2000-08-07$0.012000-08-092000-08-23Quarterly
2000-05-12$0.012000-05-162000-05-30Quarterly
2000-02-16$0.012000-02-182000-03-03Quarterly
1999-11-08$0.011999-11-101999-11-24Quarterly
1999-08-09$0.011999-08-111999-08-25Quarterly
1999-05-07$0.011999-05-111999-05-27Quarterly
1999-02-09$0.011999-02-111999-02-25Quarterly
1998-11-03$0.011998-11-051998-11-19Quarterly
1998-08-04$0.011998-08-061998-08-20Quarterly
1998-05-08$0.011998-05-121998-05-28Quarterly
1998-02-10$0.011998-02-121998-02-26Quarterly
1997-11-06$0.011997-11-111997-11-25Quarterly
1997-08-01$0.011997-08-051997-08-19Quarterly
1997-05-02$0.011997-05-061997-05-20Quarterly
1997-01-31$0.011997-02-041997-02-18Quarterly
1996-11-01$0.011996-11-051996-11-19Quarterly
1996-08-08$0.011996-08-121996-08-22Quarterly
1996-05-03$0.011996-05-071996-05-21Quarterly
1996-02-02$0.011996-02-061996-02-20Quarterly
1995-11-03$0.011995-11-071995-11-21Quarterly
1995-08-04$0.011995-08-081995-08-22Quarterly
1995-05-03$0.011995-05-091995-06-02Quarterly
1995-02-06$0.011995-02-101995-02-24Quarterly
1994-10-26$0.011994-11-011994-11-15Quarterly
1994-07-26$0.011994-08-021994-08-16Quarterly
1994-04-28$0.011994-05-031994-05-17Quarterly
1993-12-03$0.011993-12-091993-12-21Quarterly
1993-08-31$0.001993-09-071993-09-21Quarterly
1993-06-02$0.001993-06-081993-06-22Quarterly
1993-02-24$0.001993-03-021993-03-16Semi-Annual
1992-10-06$0.021992-10-131992-10-27Semi-Annual

Insider trades

DateInsiderActionSharesPriceValue
2026-07-23Brown Maryam S.Sell2.50K$79.25198.12K
2026-07-23Brown Maryam S.Sell2.20K$79.14174.11K
2026-06-09Berlew Adam T.Buy2.45K$71.40174.93K
2026-06-09Brown Maryam S.Buy2.45K$71.40174.93K
2026-06-09BROWN MICHAEL WBuy2.45K$71.40174.93K
2026-06-09Carnoy Lisa LandauBuy2.45K$71.40174.93K
2026-06-09Kavanaugh James P.Buy2.45K$71.40174.93K
2026-06-09Nesi VictorBuy2.45K$71.40174.93K
2026-06-09PEACOCK DAVID ABuy2.45K$71.40174.93K
2026-06-09Grady Robert EdwardBuy2.45K$71.40174.93K
2026-06-09ZIMMERMAN MICHAEL JBuy2.45K——
2026-06-09Markus Maura A.Buy2.45K——
2026-06-04BROWN MICHAEL WBuy2.81K——
2026-06-04BROWN MICHAEL WSell2.81K——
2026-06-04ZIMMERMAN MICHAEL JBuy2.81K——
2026-06-04ZIMMERMAN MICHAEL JSell2.81K——
2026-06-04Markus Maura A.Buy2.81K——
2026-06-04Markus Maura A.Sell2.81K——
2026-06-04PEACOCK DAVID ABuy2.81K——
2026-06-04PEACOCK DAVID ASell2.81K——
2026-06-04Berlew Adam T.Buy2.81K——
2026-06-04Berlew Adam T.Sell2.81K——
2026-06-04Kavanaugh James P.Buy2.81K——
2026-06-04Kavanaugh James P.Sell2.81K——
2026-06-04Brown Maryam S.Buy2.81K——
2026-06-04Brown Maryam S.Sell2.81K——
2026-06-04Carnoy Lisa LandauBuy2.81K——
2026-06-04Carnoy Lisa LandauSell2.81K——
2026-02-27KRUSZEWSKI RONALD JBuy27.01K——
2026-02-27KRUSZEWSKI RONALD JBuy39.16K——
2026-02-27McDuffie BrantleyBuy13.50K——
2026-02-27McDuffie BrantleyBuy10.53K——
2026-02-27Rubulotta DavidBuy13.50K——
2026-02-27Rubulotta DavidBuy10.53K——
2026-02-27REICHERT CHRISTOPHER KBuy4.05K——
2026-02-27REICHERT CHRISTOPHER KBuy5.40K——
2026-02-27Fisher Mark PBuy5.40K——
2026-02-27Fisher Mark PBuy9.72K——
2026-02-27Marischen James MBuy5.40K——
2026-02-27Marischen James MBuy9.72K——
2026-02-27Raymond Charles BradfordBuy13.50K——
2026-02-27Raymond Charles BradfordBuy12.69K——
2026-02-27SLINEY DAVID DBuy5.40K——
2026-02-27SLINEY DAVID DBuy12.42K——
2026-02-27Michaud Thomas B.Buy13.50K——
2026-02-27Michaud Thomas B.Buy17.62K——
2026-02-27ZEMLYAK JAMES MBuy13.50K——
2026-02-27ZEMLYAK JAMES MBuy25.39K——
2026-02-18KRUSZEWSKI RONALD JBuy73.96K——
2026-02-18KRUSZEWSKI RONALD JSell32.58K$120.493.93M
2026-02-18KRUSZEWSKI RONALD JBuy92.45K——
2026-02-18KRUSZEWSKI RONALD JSell73.96K——
2026-02-18SLINEY DAVID DBuy11.09K——
2026-02-18SLINEY DAVID DSell4.89K$120.49588.83K
2026-02-18SLINEY DAVID DBuy13.87K——
2026-02-18SLINEY DAVID DSell11.09K——
2026-02-18Michaud Thomas B.Buy16.18K——
2026-02-18Michaud Thomas B.Sell7.98K$120.49961.87K
2026-02-18Michaud Thomas B.Buy20.22K——
2026-02-18Michaud Thomas B.Sell16.18K——
2026-02-18ZEMLYAK JAMES MBuy31.43K——
2026-02-18ZEMLYAK JAMES MSell13.85K$120.491.67M
2026-02-18ZEMLYAK JAMES MBuy39.29K——
2026-02-18ZEMLYAK JAMES MSell31.43K——
2026-02-18Nesi VictorBuy36.98K——
2026-02-18Nesi VictorSell18.88K$120.492.27M
2026-02-18Nesi VictorBuy46.23K——
2026-02-18Nesi VictorSell36.98K——
2026-02-18Fisher Mark PBuy7.86K——
2026-02-18Fisher Mark PSell4.24K$120.49511.00K
2026-02-18Fisher Mark PBuy9.82K——
2026-02-18Fisher Mark PSell7.86K——
2026-02-18REICHERT CHRISTOPHER KBuy7.40K——
2026-02-18REICHERT CHRISTOPHER KSell3.26K$120.49392.92K
2026-02-18REICHERT CHRISTOPHER KBuy9.24K——
2026-02-18REICHERT CHRISTOPHER KSell7.40K——
2026-02-18Marischen James MBuy7.86K——
2026-02-18Marischen James MSell3.46K$120.49417.26K
2026-02-18Marischen James MBuy9.82K——
2026-02-18Marischen James MSell7.86K——
2026-02-18WEISEL THOMAS WBuy4.62K——
2026-02-18WEISEL THOMAS WSell1.69K$120.49203.99K
2026-02-18WEISEL THOMAS WBuy5.78K——
2026-02-18WEISEL THOMAS WSell4.62K——
2026-02-02Rubulotta DavidSell400$124.3149.72K
2026-01-30WEISEL THOMAS WBuy628——
2026-01-30WEISEL THOMAS WSell260$126.2432.82K
2026-01-30WEISEL THOMAS WSell628——
2026-01-30Marischen James MBuy1.57K——
2026-01-30Marischen James MSell691$126.2487.23K
2026-01-30Marischen James MSell1.57K——
2026-01-30REICHERT CHRISTOPHER KBuy1.57K——
2026-01-30REICHERT CHRISTOPHER KSell694$126.2487.61K
2026-01-30REICHERT CHRISTOPHER KSell1.57K——
2026-01-30Fisher Mark PBuy1.73K——
2026-01-30Fisher Mark PSell931$126.24117.53K
2026-01-30Fisher Mark PSell1.73K——
2026-01-30SLINEY DAVID DBuy2.26K——
2026-01-30SLINEY DAVID DSell995$126.24125.61K
2026-01-30SLINEY DAVID DSell2.26K——

Institutional holders

Latest filed quarter: Q2 2026.

Institutions holding: 605, holders -37 vs prior quarter. Ownership 135.62%.

HolderSharesChangeChange %Value
BLACKROCK, INC.14.78M292.54K+2.02%1.03B
FMR LLC8.53M398.57K+4.90%595.47M
VANGUARD PORTFOLIO MANAGEMENT LLC7.16M39.94K+0.56%499.81M
VANGUARD CAPITAL MANAGEMENT LLC6.66M11.79K+0.18%464.62M
AQR CAPITAL MANAGEMENT LLC6.00M-2.47M-29.14%418.72M
STATE STREET CORP4.88M223.23K+4.80%340.18M
BOSTON PARTNERS4.40M163.44K+3.85%307.33M
STIFEL FINANCIAL CORP3.89M111.72K+2.96%271.19M
EARNEST PARTNERS LLC3.61M-81.58K-2.21%251.77M
DIMENSIONAL FUND ADVISORS LP2.90M285.81K+10.92%202.48M
GEODE CAPITAL MANAGEMENT, LLC2.90M45.44K+1.59%202.17M
ALLIANCEBERNSTEIN L.P.2.64M-69.83K-2.58%194.95M
CAPITAL RESEARCH GLOBAL INVESTORS2.68M-114.17K-4.08%187.25M
WELLINGTON MANAGEMENT GROUP LLP2.57M-1.13M-30.63%178.99M
MORGAN STANLEY2.29M316.25K+16.02%159.83M
NORGES BANK2.06M2.06MNew143.84M
MILLENNIUM MANAGEMENT LLC1.97M1.55M+364.53%137.60M
BANK OF AMERICA CORP /DE/1.77M-104.66K-5.58%123.55M
GOLDMAN SACHS GROUP INC1.67M558.51K+50.23%116.55M
FISHER ASSET MANAGEMENT, LLC1.65M-35.70K-2.12%115.27M
JACOBS LEVY EQUITY MANAGEMENT, INC1.59M224.24K+16.43%110.88M
NORTHERN TRUST CORP1.53M4.45K+0.29%107.03M
QUBE RESEARCH & TECHNOLOGIES LTD1.52M259.07K+20.49%106.30M
FULLER & THALER ASSET MANAGEMENT, INC.1.44M218.50K+17.93%100.29M
NOMURA ASSET MANAGEMENT INTERNATIONAL INC.1.41M-57.49K-3.93%98.04M

Earnings and financials

Stifel Financial Corp (SF) trades at $67.89, with a market cap of $10.19B and a trailing P/E of 8.55. Revenue below is the annual history on file. It describes what the business has already reported. It is not a forecast and it is not a recommendation.

Financials

2016201720182019202020212022202320242025
2598055000295233000031529900003470950000376187900047234050004535074000510093600058888630006297774000

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Stifel Financial (SF) Financials: Revenue & Earnings

SF$67.89+1.00 +1.50%

$10.19B

Market Cap

8.55

P/E

10.90

Forward P/E

53

Score

Price History