Stifel (SF)
Financials · Investment Banking & Brokerage · NYSE
Stifel is a full-service wealth management and investment banking firm providing comprehensive financial solutions to individual and institutional clients.
What Stifel does
Stifel Financial Corp. is a diversified financial services holding company that provides securities brokerage, investment banking, trading, investment advisory, and related financial services to individual investors, corporations, municipalities, and institutions. It also conducts a banking business through its subsidiary, Stifel Bank, which offers various loan and deposit products.
Themes: wealth management, investment banking, brokerage services, asset management, capital markets
Fundamentals
- Price$80.96 as of 2026-08-21 close
- Market cap$12.8B as of 2026-08-24
- 1-year return+9.8% 2025-08-21 close $73.77 → 2026-08-21 close $80.96
- P/E13.37 as of 2026-08-24
- Net margin+14.3% as of 2026-08-24
- Gross margin+99.1% as of 2026-08-24
- ROE+16.1% as of 2026-08-24
- Debt / equity5.89 as of 2026-08-24
- Revenue growth (YoY)+11.0% as of 2026-08-24
- Revenue CAGR (3y)+11.4% SEC XBRL
- Beta1.02 as of 2026-08-24
- Last reported earnings2026-07-22 SEC EDGAR Form 8-K (Item 2.02)
Dividend: yield +2.3%; at least 5 years of non-decreasing per-share dividends (SEC XBRL) — we do not hold the year before it, so the real streak may be longer.
How SF compares in its sector
- price-to-earnings ratiomiddle range 525 covered Financials peers, as of 2026-08-24
- net profit marginmiddle range 538 covered Financials peers, as of 2026-08-24
- operating marginmiddle range 534 covered Financials peers, as of 2026-08-24
- gross margintop 10% 176 covered Financials peers, as of 2026-08-24
- return on equitymiddle range 575 covered Financials peers, as of 2026-08-24
- 3-year revenue CAGRmiddle range 347 covered Financials peers
- indicated dividend yieldmiddle range 453 covered Financials peers, as of 2026-08-24
- free cash flow (absolute dollars, latest fiscal year)top 25% 431 covered Financials peers, as of FY2025
Position among covered Financials companies that report each metric (minimum 5 peers). A relative position within our covered catalog — not a valuation, quality, or investment judgment. A higher percentile is simply a higher value (for P/E, more expensive on earnings — never "better"). Informational only.
Top 10 scores & list membership
SF is not currently in any published Top 10 list. Its scores are below.
Long-term score
49.4 #516 of 987 scored · #159 of 191 in Financials
Growth 73rd (3-year revenue CAGR 11.4%, revenue growth year over year 11%) and capital return 71st (consecutive years of dividend increases 5 years); weakest is financial health (13th, debt to equity 5.9, free cash flow margin 5.4%).
Short-term score
62.5 #111 of 1,704 scored · #23 of 277 in Financials
Volume and participation 93rd: trading volume is about normal versus its 30-day average; setup 87th: day-to-day price swings are unusually narrow versus its own recent history — a "Bollinger squeeze" (in the tightest 1% of the past ~6 months), which often precedes a bigger move; weakest is trend 37th: a strong downtrend, with sellers in control.
Scores as of 21 Aug 2026. Each bar is a percentile: how this company ranked against every company the score ranked, 0–100. A list is a published formula and its output, not a recommendation. Method version 2.
How Stifel looks technically
Stifel (SF) is trading 2.9% above its 200-day average, the long-term trend line — a longer-term uptrend. Its 50-day average crossed below its 200-day average about 97 trading days ago — a "death cross", a bearish long-term signal. A strong downtrend is in place — ADX, a 0–100 trend-strength gauge, is 31, with sellers in control. Momentum is neutral — its 14-day RSI (a 0–100 momentum gauge) is 48, neither overbought (above 70) nor oversold (below 30). MACD, a trend-momentum gauge, turned bearish about 6 trading days ago (its momentum flipped negative). It made a new 20-day high about 7 trading days ago. Day-to-day price swings are unusually narrow versus its own recent history — a "Bollinger squeeze" (in the tightest 1% of the past ~6 months), which often precedes a bigger move.
Trend
8
| Distance from the 200-day | it is trading 2.9% above its 200-day average, the long-term trend line — a longer-term uptrend | +3.0% |
|---|---|---|
| 50-day moving average | its average price over the last 50 trading days — a short-term trend line — is $78.06 | $78.06 |
| 200-day moving average | its average price over the last 200 trading days — the long-term trend line — is $78.64 | $78.64 |
| Swing structure | its recent peaks and dips disagree — one of them is rising while the other is not, so there is no clean up or down pattern in the swings | mixed — one of the two is not confirming |
| Last swing turn | its last significant turn was a swing high 7 calendar days ago — the swings before that are what the structure reading is measured on | 7 sessions |
| Since the 50/200 cross | its 50-day average crossed below its 200-day average about 97 trading days ago — a "death cross", a bearish long-term signal | 97 sessions |
| Above the 200-day after a dip | it recently dipped to its 200-day average (the long-term trend line) and has since climbed back above it — now about 2.9% above | +3.0% |
| Trend strength (14-day ADX) | a strong downtrend is in place — ADX, a 0–100 trend-strength gauge, is 31, with sellers in control | 30.5 |
Momentum
3
| 14-day RSI | momentum is neutral — its 14-day RSI (a 0–100 momentum gauge) is 48, neither overbought (above 70) nor oversold (below 30) | 47.6 |
|---|---|---|
| Position in its 14-day range | it is trading near the bottom of its 14-day range ($79.83 to $86.19) — its "stochastic" reading is 18 out of 100, where 0 would mean closing exactly at the 14-session low and 100 exactly at the high. This measures WHERE the price sits inside its recent range, which is a different question from the RSI beside it: RSI is a momentum gauge, measuring how FAST the price has been moving, so a stock can drift quietly to the bottom of its range with an ordinary RSI, or fall sharply and still sit in the middle. It has been climbing within that range over the last few sessions. | 17.8 |
| Since the MACD crossed zero | MACD, a trend-momentum gauge, turned bearish about 6 trading days ago (its momentum flipped negative) | 6 sessions |
Range
12
| 52-week high | its highest closing price over the past year (about 252 trading days) was $89.83 | $89.83 |
|---|---|---|
| From the 52-week high | it is 9.9% below its 52-week high (its highest price of the past year) | -9.9% |
| Above the 52-week low | it is 57.2% above its 52-week low (its lowest price of the past year) | +57.2% |
| Below the 52-week high | it is 9.9% below its highest point of the past year | 9.9% |
| Since a 20-day breakout | it made a new 20-day high about 7 trading days ago | 7 sessions |
| Since a 55-day breakout | it made a new 55-day high about 7 trading days ago | 7 sessions |
| All-time high | its highest closing price on record is $89.83 (set on 2026-01-05) | $89.83 |
| Given back of the 52-week move | over the past year its closes ranged ($52.32 to $88.81), and it has recovered well over two thirds of its fall from last year’s high — 78% of it. Chart-watchers call 61.8%-65% given back the "golden pocket" — for this company that is $74.87 to $76.04. It is watched widely enough that orders cluster there, which is the honest reason it matters; it is not a forecast. | 78.5% |
| From the all-time high | it is 9.9% below its all-time high | -9.9% |
| Nearest price level | it is trading 1.1% above a support level at $80.05 — a price it turned at five times since 2024-11-25, most recently on 2026-05-06. Since 2024-08-21 it has 9 such levels below the current price and 3 above. Levels like these describe where the price has reversed or paused before; they are not a forecast of where it will go. | -1.1% |
| All-time low | its lowest closing price on record is $4.59 (set on 2005-08-19) | $4.59 |
| Above the all-time low | it is 1662.8% above its all-time low | +1,663% |
Volatility
5
| Band width vs its own 6 months | day-to-day price swings are unusually narrow versus its own recent history — a "Bollinger squeeze" (in the tightest 1% of the past ~6 months), which often precedes a bigger move | 0th percentile |
|---|---|---|
| Typical daily range | in a typical session it travels about $1.79 between its high and its low — about 2.2% of its price. That is its "average true range" over the last 14 sessions, which also counts the distance from the previous close, so a day that opens well away from yesterday counts as the large move it was | $1.79 |
| Bollinger bands (20-day, ±2σ) | most of its recent trading has stayed between about $80.60 and $86.25 — the "Bollinger bands", a range drawn two standard deviations either side of its 20-day average price, which widens when the stock gets more volatile and narrows when it settles | $80.60 – $83.42 – $86.25 |
| Typical daily range (% of price) | its price moves about 2.2% in a typical session — calmer than most companies we cover. This is the average gap between a session's high and low over the last 14 sessions, counting overnight moves, expressed against the current price so it can be compared with companies trading at any price | 2.2% |
| Stretch from the 200-day average | it is trading 1.3 daily ranges above its 200-day average price (3.0% above it in plain percentage terms) — a way of asking how far it has stretched from its own average in units of how far it normally moves in a day, so a calm company and a jumpy one can be compared on the same scale | 1.3 daily ranges above its 200-day average |
Volume
1
| Volume vs its 30-day average | trading volume is about normal versus its 30-day average | 1.56× |
|---|
Analyst
2
| Change in the average price target | analysts' average price target is unchanged from the prior reading | 0.0% |
|---|---|---|
| Change in the consensus rating | the analyst consensus rating is unchanged since the prior reading | unchanged |
Candlestick patterns
1
| Since a bullish engulfing | 9 sessions ago it opened below the previous session's close and finished above that session's open — a "bullish engulfing" pair, where one up day more than undid the down day before it | 9 sessions ago |
|---|
Price gaps
1
| Gap at the open | it opened on 2026-08-21 1.0% above the previous session's close — an overnight gap, the part of the move that happened while the market was shut, and had not traded back through that level by the close | +0.9% |
|---|
Price streaks
1
| Closing streak | it closed higher in its latest session, after a session that did not close higher — a single up day rather than a run | 1 session up |
|---|
Relative strength
4
| vs market, 1 month | over the past 1 month this stock beat the market by 2.0 percentage points (the stock gained 4.3% while the market gained 2.3%) | +2.0% |
|---|---|---|
| vs market, 3 months | over the past 3 months this stock beat the market by 8.4 percentage points (the stock gained 11.5% while the market gained 3.1%) | +8.4% |
| vs market, 6 months | over the past 6 months this stock lagged the market by 9.8 percentage points (the stock gained 1.3% while the market gained 11.1%) | -9.8% |
| vs market, 12 months | over the past 12 months this stock lagged the market by 10.7 percentage points (the stock gained 9.8% while the market gained 20.5%) | -10.7% |
Signal agreement
2
| Bullish technical signals | 3 of the 9 technical signals we can compute for it are currently in a bullish state: trading above its 200-day average, near the bottom of its 14-day range (oversold), trading above the Ichimoku cloud — these describe past price behaviour, not a forecast | 3 of 9 |
|---|---|---|
| Bearish technical signals | 4 of the 9 technical signals we can compute for it are currently in a bearish state: a strong downtrend, with sellers in control, a "death cross" — its 50-day average is below its 200-day, MACD momentum is negative, lagging the market over 6 months — these describe past price behaviour, not a forecast | 4 of 9 |
Trend (Ichimoku cloud)
1
| Vs the Ichimoku cloud | trading 8.5% above the Ichimoku cloud — a band drawn from where its own highs and lows sat up to 2026-07-16 and projected forward over today's price, the side traders read as an established uptrend, with the band below acting as the level that would have to give way. The band itself is thin, spanning 1.4% of the share price, which is taken to mean a barrier that gives way easily. | +8.5% |
|---|
Volume-weighted price
2
| Vs this year’s average price paid | the price is 5% above the average price paid so far this year, so the typical buyer over that stretch is showing a gain. That average is $77.25 — a volume-weighted average of daily closes over 157 sessions, not a true tick-by-tick VWAP. | +4.8% |
|---|---|---|
| Vs the average paid since it last reported | the price is 2% below the average price paid since it last reported on 2026-07-22 (its 8-K), so the typical buyer over that stretch is under water. That average is $82.53 — a volume-weighted average of daily closes over 23 sessions, not a true tick-by-tick VWAP. | -1.9% |
Price levels it has turned at before
SF last closed at $80.96 on 2026-08-21. Since 2024-08-21 it has turned at 9 prices below its last close and 3 above; the 3 nearest below and the 3 nearest above are listed, nearest first.
| Level | Side | Distance | Evidence |
|---|---|---|---|
| $80.05 | Support | 1.1% below the last close | turned there five times · 2024-11-25 to 2026-05-06 |
| $83.46 | Resistance | 3.1% above the last close | turned there five times · 2025-11-12 to 2026-04-21 |
| $77.83 | Support | 3.9% below the last close | turned there 7 times · 2024-11-11 to 2026-02-12 |
| $85.73 | Resistance | 5.9% above the last close | turned there four times · 2025-12-24 to 2026-08-14 |
| $74.90 | Support | 7.5% below the last close | turned there six times · 2024-11-19 to 2026-06-17 |
| $88.18 | Resistance | 8.9% above the last close | turned there three times · 2025-12-12 to 2026-02-09 |
A level is a price this company reversed or paused at more than once — they describe past behaviour, not a forecast of where the price will go.
Wave structure
No Elliott-wave labelling currently fits its swings: the recent highs and lows do not satisfy the three rules a five-wave count has to obey, so there is no count to show rather than a count we are unsure about.
Read from daily closes as of 2026-08-21.
An Elliott-wave count describes the swings already printed and the level that would disprove it. It is not a forecast, a target, or advice.
Screens: Trading above the 200-day moving average · Tested and reclaimed 200-day support · in a Bollinger Band volatility squeeze · lagging the market · At the bottom of its 14-day range (stochastic below 20) · Under water since its last earnings report (below the anchored VWAP) | Learn: moving average · golden cross · adx · rsi · macd · breakout · bollinger bands
Based on daily closing prices as of 2026-08-21. Describes past price behavior only — informational, not financial advice.
Analyst consensus
- Mean price target$89.00 range $81.00 – $103.00; median $87.00
Analyst estimates, as of 2026-08-24. These are third-party analyst opinions and price targets, aggregated — not a recommendation, prediction, or advice from stocks-llm. Informational only.
Analyst EPS estimate for SF
- Consensus EPS estimate$1.59 next reporting period, as of 2026-08-24
Change over time is not available yet: it needs two readings of the same reporting period at least 30 days apart, and we have been recording these estimates since 2026-08-04. An estimate for a DIFFERENT quarter is not a revision, so a reading from before the last report is never compared with one after it.
The consensus estimate for the next reporting period, and how it has moved between readings of that SAME period. A change is measured only between readings estimating one period — when a company reports, the consensus moves to the next quarter and the two numbers are not comparable. Informational only, not a forecast and not advice.
Key risks (from latest filing)
["Market volatility and its impact on trading and investment banking revenues","Credit risk associated with its loan and investment portfolios","Dependence on the global economic environment and interest rate fluctuations"]
What changed in the latest 10-Q
AI-assisted comparison of SF's 10-Q filed 2026-05-04 against the prior one filed 2025-11-05.
Management's Discussion & Analysis (MD&A)
- Added:
- January 26, 2026 Board declaration of 50% stock dividend in the form of three-for-two stock split, payable February 26, 2026 to shareholders of record February 12, 2026, with retroactive adjustment of share and per share information
- February 2, 2026 sale of Stifel Independent Advisors, LLC to an affiliate of Equitable with $49.8 million gain recognized in other income
- Three months ended March 31, 2026 results: net revenues increased 17.7% to $1.5 billion from $1.3 billion in comparable 2025 period
- Three months ended March 31, 2026 net income available to common shareholders increased 454.4% to $242.1 million, or $1.48 per diluted common share compared to $43.7 million or $0.26 per diluted common share in comparable 2025 period
- Reference that Q1 2025 net income was negatively impacted by elevated provisions for legal matters
- Reference to 2025 Form 10-K for year ended December 31, 2025 instead of 2024 Form 10-K
- Removed:
- April 7, 2025 acquisition of portion of B. Riley Financial's traditional wealth management business with 36 advisors and approximately $4 billion in assets under management
- June 2, 2025 acquisition of Bryan, Garnier & Co., an independent full-service investment bank focused on European technology and healthcare companies, with offices in Paris, London, Amsterdam, Munich, Oslo, Stockholm, and New York
- July 4, 2025 enactment of One Big Beautiful Bill Act (OBBBA) with tax legislation provisions for immediate expensing of R&D, 100% bonus depreciation, and reinstatement of favorable business tax treatment
- October 27, 2025 announcement of definitive agreement to sell Stifel Independent Advisors, LLC with approximately $13.4 million in total assets as of September 30, 2025, with expected closing in first quarter of 2026
- Three and nine months ended September 30, 2025 results and comparisons to 2024 periods
- Reworded:
- Form 10-K year end date changed from December 31, 2024 to December 31, 2025 in opening MD&A reference
- Form 10-K year end date changed from December 31, 2024 to December 31, 2025 in forward-looking statements section
- Strategic language changed from 'consolidation among middle-market firms' (older) to 'consolidation' (newer), removing 'among middle-market firms' qualifier
- Notes:
- The two filings cover different reporting periods (Q1 2026 in newer vs. Q3 2025 in older), making some differences reflective of period-specific events rather than changes to boilerplate disclosures
- Older filing contained forward-looking statements about pending SIA sale; newer filing reports completed sale
Risk Factors
The two filings could not be meaningfully compared for this section.
AI-assisted comparison of two SEC filing sections. It describes wording and theme changes only, makes no materiality, legal, or investment judgement, and is not financial advice. Informational only — not financial advice.
Insider activity (SEC Form 4)
0 open-market purchases and 2 open-market sales by insiders in the last 90 days.
- Last 90 days0 buys · 2 sells ($372233) — 1 selling insider
- Last 180 days0 buys · 2 sells ($372233) — 1 selling insider
Activity heuristic: net selling (a transparent product heuristic from the counts above, not a prediction or advice)
Most recent open-market transaction: 2026-07-23. As of 2026-08-24.
View full insider trading history → View SEC Form 3/4/5 filingsAsk about SF's insider activity →
Only open-market purchases (SEC code P) and sales (code S) are counted here. Option exercises, vesting/awards, gifts, and shares withheld for taxes are excluded — they are compensation or mechanical, not open-market conviction. Sales may be planned and non-discretionary (e.g. a Rule 10b5-1 plan) and are not necessarily bearish; open-market buying is not a recommendation to buy. Informational only — not financial advice.
Congressional trading disclosures
U.S. House members publicly disclose their own, their spouse's, and dependent children's stock transactions under the STOCK Act. We hold 7 matched disclosures for SF from U.S. House Clerk Periodic Transaction Report filings.
Congressional trading disclosures →Institutional ownership (13F)
6 institutional 13F filers reported holding SF as of 2026-03-31 (quarter-end position, filed within 45 days).
- Distinct 13F filers 6
- Reported shares held 27,775,618
- Reported value $2,053,173,736
reported quarterly holdings change (2025-12-31 → 2026-03-31): 1 new, 4 increased, 1 decreased, 0 exited. Change counts cover only managers that filed 13F reports in BOTH quarters, derived between two quarter-end snapshots — not same-day trades; a single manager is never said to have "bought" or "sold".
Institutional holdings are quarter-end long positions reported on SEC Form 13F-HR, filed up to 45 days after the quarter ends — they are delayed, are not real-time trades, exclude short positions and most non-US securities, and are not investment advice. Any increase/decrease is a reported change between two quarterly snapshots, not a same-day purchase or sale. These are quarter-end snapshots from the 13F filings on SEC EDGAR, filed within 45 days — not real-time, and any change is a difference between two quarterly reports, not a same-day trade. Informational only — not financial advice.
Short interest (FINRA)
SF had 4,654,667 shares of reported short interest as of the 2026-07-31 FINRA settlement date (delayed, bi-monthly; not real-time).
Short interest as a percent of shares outstanding is not shown for SF because we do not hold a verified share count to divide it by. The reported figures above are unaffected.
- Reported short interest (shares) 4,654,667
- Prior settlement (shares) 4,882,081
- Reported change -4.66%
- Days to cover (reported) 3.62
Reported to FINRA as of the 2026-07-31 settlement date. Short interest is reported to FINRA and published on a delayed, bi-monthly schedule (as of a settlement date, disseminated roughly eight business days later) — it is NOT real-time, does not cover every venue or all US trading, and is not a short-squeeze prediction or investment advice. Days-to-cover is the value FINRA reports; percent of float is not shown because the source file carries no share-count denominator — where a percent appears it is of shares OUTSTANDING, the larger base, and is therefore a floor on percent of float. Informational only — not financial advice.
Competitors & peers
- Raymond James Financial (RJF)
- Piper Sandler (PIPR)
- Jefferies Financial Group (JEF)
- Evercore (EVR)
- Lazard (LAZ)
- Charles Schwab (SCHW)
- Morgan Stanley (MS)
AI-enriched competitor set. Linked names are companies covered by stocks-llm; other named peers are shown for reference only.
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Frequently asked questions
What does Stifel (SF) do?
Stifel Financial Corp. is a diversified financial services holding company that provides securities brokerage, investment banking, trading, investment advisory, and related financial services to individual investors, corporations, municipalities, and institutions. It also conducts a banking business through its subsidiary, Stifel Bank, which offers various loan and deposit products.
What sector is Stifel (SF) in?
Stifel (SF) is classified in the Financials sector. Its industry is Investment Banking & Brokerage. It trades on NYSE.
Does SF pay a dividend?
Yes — Stifel (SF) pays a dividend, with an indicated yield of about 2.32% and at least 5 years of non-decreasing per-share dividends (SEC EDGAR XBRL) — we do not hold the year before it, so the real streak may be longer (market data, as of 2026-08-24). Informational only — not financial advice.
Who are Stifel's (SF) competitors?
Notable peers of Stifel (SF) include Raymond James Financial, Piper Sandler, Jefferies Financial Group, Evercore and Lazard. This peer set is informational only — not financial advice.
Has there been recent Congressional stock trading in SF?
Yes — we hold 7 matched STOCK Act disclosures for SF from U.S. House Clerk Periodic Transaction Report filings. These are legally-required disclosures (often filed 30–45 days after the trade), may belong to a U.S. House member, their spouse, or a dependent child, and are not an indicator of company performance or investment advice.
Is Stifel (SF) overbought or oversold right now?
Stifel (SF) is currently neither overbought nor oversold — its 14-day RSI (a 0–100 momentum gauge) is 48, in the neutral middle (as of 2026-08-21). RSI describes recent price momentum, not a forecast — informational only, not financial advice.
Where does stocks-llm's data on SF come from?
Fundamentals and prices come from market data, as of 2026-08-24; company filings and profile facts come from SEC EDGAR. All figures are delayed daily-close data shown with their as-of date — informational only, not financial advice.
Fundamentals: market data, as of 2026-08-24. Filings: SEC EDGAR. Prices are delayed daily-close data.
Last updated 2026-08-21.
Informational only — NOT financial advice. All figures are delayed daily-close data from SEC EDGAR & market data, shown with their as-of date.