Stifel uvedl rekordní fee-based spravovaná klientská aktiva 239,844 mld. USD a celková klientská aktiva 578,402 mld. USD, která meziročně po očištění o prodej SIA vzrostla o 17 % a 13 %.
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.
Ronald J. Kruszewski, Chairman and Chief Executive Officer, said, “Record fee-based client assets of $240 billion and total client assets of $578 increased 17% and 13%, respectively, year-over-year after excluding the impact of the SIA sale. Growth was driven by strong markets and solid recruiting. We remain on track to reach our full year loan guidance of $4 billion. Total loans grew more than 3% in the month of July led by continued strength in fund banking and residential mortgages. Treasury deposits increased more than $600 million in July, reflecting continued growth in venture deposits. Client money market and insured product balances declined by 5% during the month, primarily due to lower sweep balances.”
Selected Operating Data (Unaudited) As of % Change(millions)7/31/20267/31/2025(1)6/30/2026 7/31/20256/30/2026Total client assets$578,402
$522,303
$580,077
11%
(0%)
Fee-based client assets$239,844
$209,084
$239,777
15%
0%
Private Client Group fee-based client assets$209,901
$182,534
$210,049
15%
(0%)
Bank loans, net (includes loans held for sale)$25,624
$21,605
$24,805
19%
3%
Client money market and insured product(2)$24,062
$25,683
$25,398
(6%)
(5%)
Treasury deposits(3)$11,501
$7,246
$10,839
59%
6%
(1) Total client assets and Private Client Group fee-based client assets as of July 31, 2025, include $9.8 billion and $4.6 billion, respectively, of client assets from the Stifel Independent Advisors business that was sold on February 2, 2026.
(2) Includes Smart Rate deposits, Sweep deposits, Third-party Bank Sweep Program, and Other Sweep cash.
(3) Includes Other Bank deposits and Third-party Commercial Treasury deposits, which represent Venture, Fund, and Commercial deposits at Stifel Bancorp and third-party banks.
Company Information
Stifel Financial Corp. (NYSE: SF) is a diversified financial services firm providing wealth management, commercial and investment banking, trading, and research services to individuals, institutions, and municipalities. Founded in 1890 and headquartered in St. Louis, Missouri, the firm operates more than 400 offices across the United States and in major global financial centers. As a firm where success meets success, Stifel works closely with retail and institutional clients aiming to transform opportunities into achievement. To learn more about Stifel, please visit the Company’s website at www.stifel.com. For global disclosures, please visit www.stifel.com/investor-relations/press-releases.
Media Contact: Neil Shapiro (212) 271-3447 Investor Contact: Joel Jeffrey (212) 271- 3610 | www.stifel.com/investor-relations
Canada Pension Plan Investment Board ve 2. čtvrtletí otevřel novou pozici ve Stifel Financial za zhruba 6,6 mil. USD. Stifel zároveň oznámil čtvrtletní dividendu 0,34 USD na akcii.
Canada Pension Plan Investment Board purchased a new position in Stifel Financial Corporation (NYSE:SF – Free Report) in the second quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund purchased 93,950 shares of the financial services provider’s stock, valued at approximately $6,555,000. Canada Pension Plan Investment Board owned about 0.06% of Stifel Financial as of its most recent SEC filing.
A number of other institutional investors have also modified their holdings of SF. Activest Wealth Management grew its position in shares of Stifel Financial by 12,000.0% in the fourth quarter. Activest Wealth Management now owns 242 shares of the financial services provider’s stock valued at $30,000 after purchasing an additional 240 shares during the period. Advisory Services Network LLC purchased a new stake in Stifel Financial during the third quarter valued at about $29,000. Caitong International Asset Management Co. Ltd purchased a new stake in Stifel Financial during the fourth quarter valued at about $34,000. Cullen Frost Bankers Inc. purchased a new stake in Stifel Financial during the fourth quarter worth approximately $50,000. Finally, BOKF NA lifted its stake in shares of Stifel Financial by 1,626.9% during the third quarter. BOKF NA now owns 449 shares of the financial services provider’s stock worth $51,000 after purchasing an additional 423 shares in the last quarter. Institutional investors and hedge funds own 82.01% of the company’s stock.
Analyst Upgrades and Downgrades A number of analysts have recently issued reports on the stock. Wall Street Zen lowered shares of Stifel Financial from a “buy” rating to a “hold” rating in a research note on Sunday, August 9th. Weiss Ratings restated a “buy (b-)” rating on shares of Stifel Financial in a research note on Wednesday. UBS Group set a $90.00 price objective on Stifel Financial in a report on Thursday, July 23rd. JPMorgan Chase & Co. lifted their price objective on shares of Stifel Financial from $80.00 to $86.00 and gave the stock a “neutral” rating in a report on Thursday, July 23rd. Finally, Zacks Research upgraded Stifel Financial from a “strong sell” rating to a “hold” rating in a research note on Wednesday, May 20th. Five investment analysts have rated the stock with a Buy rating and four have given a Hold rating to the company. According to MarketBeat.com, Stifel Financial presently has an average rating of “Moderate Buy” and an average price target of $91.90.
Read Our Latest Research Report on SF Insiders Place Their Bets In related news, Director Maryam S. Brown sold 4,700 shares of the stock in a transaction dated Thursday, July 23rd. The stock was sold at an average price of $79.20, for a total value of $372,240.00. Following the completion of the sale, the director directly owned 5,729 shares of the company’s stock, valued at approximately $453,736.80. This represents a 45.07% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Insiders own 3.36% of the company’s stock.
Stifel Financial Stock Up 0.6% NYSE SF opened at $81.31 on Friday. Stifel Financial Corporation has a 12 month low of $67.81 and a 12 month high of $89.83. The company has a market capitalization of $12.28 billion, a P/E ratio of 14.55 and a beta of 0.99. The company’s 50 day simple moving average is $78.90 and its 200 day simple moving average is $76.33. The company has a debt-to-equity ratio of 0.33, a current ratio of 0.88 and a quick ratio of 0.83.
Stifel Financial (NYSE:SF – Get Free Report) last issued its earnings results on Wednesday, July 22nd. The financial services provider reported $1.42 earnings per share for the quarter, topping analysts’ consensus estimates of $1.33 by $0.09. Stifel Financial had a net margin of 16.11% and a return on equity of 19.22%. The firm had revenue of $1.45 billion during the quarter, compared to analysts’ expectations of $1.42 billion. During the same period last year, the firm posted $1.71 earnings per share. The firm’s revenue for the quarter was up 13.0% compared to the same quarter last year. Equities research analysts expect that Stifel Financial Corporation will post 6.36 earnings per share for the current fiscal year.
Stifel Financial Announces Dividend The firm also recently declared a quarterly dividend, which will be paid on Tuesday, September 15th. Investors of record on Tuesday, September 1st will be given a dividend of $0.34 per share. This represents a $1.36 annualized dividend and a yield of 1.7%. The ex-dividend date of this dividend is Tuesday, September 1st. Stifel Financial’s payout ratio is presently 24.33%.
Stifel Financial Company Profile (Free Report)
Stifel Financial Corp. is a diversified financial services holding company headquartered in St. Louis, Missouri. Founded in 1890, the firm has grown into a full‐service brokerage and investment banking organization serving individual investors, corporations and institutions. Through its principal subsidiary, Stifel, Nicolaus & Company, Incorporated, the company delivers a broad array of financial products and services backed by research‐driven insights.
The firm’s main business activities are organized into two core segments: Private Client Group and Institutional Group.
See Also Five stocks we like better than Stifel Financial From SaaS-pocalypse to Perfect Storm: Workday’s AI Growth Story Strengthens These 3 GARP Stocks Show Why Growth and Value Do Not Have to Clash Venture Into High-Volatility Corners of the Market With These 3 ETFs 3 Retail Stocks to Watch After a Big Consumer Earnings Week Want to see what other hedge funds are holding SF? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Stifel Financial Corporation (NYSE:SF – Free Report).
Receive News & Ratings for Stifel Financial Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Stifel Financial and related companies with MarketBeat.com's FREE daily email newsletter.
Bank of Nova Scotia ve 2. čtvrtletí koupila nový podíl ve Stifel Financial za zhruba 36,3 milionu USD, celkem 519 811 akcií. Podíl představoval 0,34 % společnosti.
Bank of Nova Scotia acquired a new stake in Stifel Financial Corporation (NYSE:SF – Free Report) in the 2nd 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% of Stifel Financial at the end of the most recent reporting period.
Other institutional investors have also modified their holdings of the company. BlackRock Inc. bought a new stake in Stifel Financial during the 2nd quarter valued at $1,031,197,000. AQR Capital Management LLC grew its holdings in Stifel Financial by 94.8% during the 4th quarter. AQR Capital Management LLC now owns 2,893,850 shares of the financial services provider’s stock worth $362,368,000 after acquiring an additional 1,408,347 shares in the last quarter. Norges Bank bought a new position in Stifel Financial during the 4th quarter worth about $172,446,000. Bank of New York Mellon Corp purchased a new position in Stifel Financial during the 2nd quarter valued at about $93,235,000. Finally, Algebris UK Ltd. bought a new stake in shares of Stifel Financial in the 2nd quarter valued at about $70,086,000. 82.01% of the stock is owned by hedge funds and other institutional investors.
Insider Activity at Stifel Financial In other news, Director Maryam S. Brown sold 4,700 shares of the stock in a transaction on Thursday, July 23rd. The shares were sold at an average price of $79.20, for a total value of $372,240.00. Following the sale, the director owned 5,729 shares in the company, valued at $453,736.80. This represents a 45.07% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. 3.36% of the stock is owned by company insiders.
Stifel Financial Stock Down 0.0% Shares of SF stock opened at $80.95 on Monday. The stock’s 50-day simple moving average is $78.20 and its 200-day simple moving average is $76.43. The company has a debt-to-equity ratio of 0.33, a quick ratio of 0.83 and a current ratio of 0.88. The firm has a market capitalization of $12.22 billion, a PE ratio of 14.49 and a beta of 0.99. Stifel Financial Corporation has a fifty-two week low of $67.81 and a fifty-two week high of $89.83. Stifel Financial (NYSE:SF – Get Free Report) last released its earnings results on Wednesday, July 22nd. The financial services provider reported $1.42 EPS for the quarter, topping analysts’ consensus estimates of $1.33 by $0.09. The firm had revenue of $1.45 billion during the quarter, compared to the consensus estimate of $1.42 billion. Stifel Financial had a return on equity of 19.22% and a net margin of 16.11%.The company’s revenue was up 13.0% compared to the same quarter last year. During the same quarter in the previous year, the company posted $1.71 earnings per share. Equities analysts expect that Stifel Financial Corporation will post 6.36 earnings per share for the current year.
Stifel Financial Announces Dividend The firm also recently disclosed a quarterly dividend, which will be paid on Tuesday, September 15th. Stockholders of record on Tuesday, September 1st will be issued a $0.34 dividend. This represents a $1.36 annualized dividend and a dividend yield of 1.7%. The ex-dividend date of this dividend is Tuesday, September 1st. Stifel Financial’s dividend payout ratio is 24.33%.
Analyst Ratings Changes A number of equities analysts have recently issued reports on SF shares. UBS Group set a $90.00 price objective on shares of Stifel Financial in a research note on Thursday, July 23rd. Weiss Ratings reissued a “buy (b-)” rating on shares of Stifel Financial in a research note on Friday, May 29th. Wall Street Zen cut Stifel Financial from a “buy” rating to a “hold” rating in a research report on Sunday, August 9th. JPMorgan Chase & Co. lifted their price target on Stifel Financial from $80.00 to $86.00 and gave the company a “neutral” rating in a report on Thursday, July 23rd. Finally, Zacks Research raised Stifel Financial from a “strong sell” rating to a “hold” rating in a research report on Wednesday, May 20th. Five equities research analysts have rated the stock with a Buy rating and four have issued a Hold rating to the company. According to MarketBeat, the stock has a consensus rating of “Moderate Buy” and a consensus price target of $91.90.
Get Our Latest Stock Analysis on SF
(Free Report)
Stifel Financial Corp. is a diversified financial services holding company headquartered in St. Louis, Missouri. Founded in 1890, the firm has grown into a full‐service brokerage and investment banking organization serving individual investors, corporations and institutions. Through its principal subsidiary, Stifel, Nicolaus & Company, Incorporated, the company delivers a broad array of financial products and services backed by research‐driven insights.
The firm’s main business activities are organized into two core segments: Private Client Group and Institutional Group.
Read More Five stocks we like better than Stifel Financial VIG, VYM, and VYMI: Which Vanguard Dividend ETF Is Right for You? 3 Closed-End Funds to Maximize Dividend Payments Rocket Lab’s Sell-Off Is Fading—Is It Finally Safe to Buy? $27 Billion in Buybacks: 3 Stocks Betting Their Strong Runs Aren’t Over Want to see what other hedge funds are holding SF? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Stifel Financial Corporation (NYSE:SF – Free Report).
Receive News & Ratings for Stifel Financial Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Stifel Financial and related companies with MarketBeat.com's FREE daily email newsletter.
Algebris UK Ltd. ve 2. čtvrtletí otevřela novou pozici ve Stifel Financial: koupila 1 007 696 akcií za zhruba 70 086 000 USD. Podíl představuje 0,67 % společnosti.
Algebris UK Ltd. bought a new position in shares of Stifel Financial Corporation (NYSE:SF – Free Report) during the second quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm bought 1,007,696 shares of the financial services provider’s stock, valued at approximately $70,086,000. Stifel Financial comprises 4.6% of Algebris UK Ltd.’s holdings, making the stock its 7th largest holding. Algebris UK Ltd. owned approximately 0.67% of Stifel Financial as of its most recent filing with the Securities & Exchange Commission.
Several other institutional investors also recently modified their holdings of SF. Fifth Third Bancorp increased its stake in Stifel Financial by 430.4% during the 1st quarter. Fifth Third Bancorp now owns 73,993 shares of the financial services provider’s stock worth $5,470,000 after purchasing an additional 60,042 shares in the last quarter. Commonwealth of Pennsylvania Public School Empls Retrmt SYS increased its position in shares of Stifel Financial by 49.9% during the first quarter. Commonwealth of Pennsylvania Public School Empls Retrmt SYS now owns 38,209 shares of the financial services provider’s stock worth $2,824,000 after acquiring an additional 12,727 shares in the last quarter. Royal Bank of Canada increased its position in shares of Stifel Financial by 43.0% during the first quarter. Royal Bank of Canada now owns 143,081 shares of the financial services provider’s stock worth $10,578,000 after acquiring an additional 43,036 shares in the last quarter. Heartland Advisors Inc. increased its holdings in Stifel Financial by 56.3% during the 1st quarter. Heartland Advisors Inc. now owns 134,153 shares of the financial services provider’s stock worth $9,917,000 after purchasing an additional 48,346 shares in the last quarter. Finally, North Reef Capital Management LP bought a new position in Stifel Financial during the 1st quarter worth about $4,230,000. 82.01% of the stock is currently owned by institutional investors and hedge funds.
Stifel Financial Stock Down 1.2% SF opened at $82.73 on Thursday. The stock’s fifty day simple moving average is $77.86 and its 200 day simple moving average is $76.46. Stifel Financial Corporation has a 1-year low of $67.81 and a 1-year high of $89.83. The stock has a market cap of $12.49 billion, a PE ratio of 14.81 and a beta of 0.99. The company has a current ratio of 0.88, a quick ratio of 0.83 and a debt-to-equity ratio of 0.33.
Stifel Financial (NYSE:SF – Get Free Report) last released its quarterly earnings data on Wednesday, July 22nd. The financial services provider reported $1.42 EPS for the quarter, topping analysts’ consensus estimates of $1.33 by $0.09. The firm had revenue of $1.45 billion during the quarter, compared to analysts’ expectations of $1.42 billion. Stifel Financial had a net margin of 16.11% and a return on equity of 19.22%. The company’s revenue for the quarter was up 13.0% compared to the same quarter last year. During the same period in the previous year, the business posted $1.71 earnings per share. As a group, research analysts expect that Stifel Financial Corporation will post 6.36 earnings per share for the current year. Stifel Financial Announces Dividend The business also recently declared a quarterly dividend, which will be paid on Tuesday, September 15th. Shareholders of record on Tuesday, September 1st will be issued a $0.34 dividend. This represents a $1.36 annualized dividend and a yield of 1.6%. The ex-dividend date of this dividend is Tuesday, September 1st. Stifel Financial’s dividend payout ratio is currently 24.33%.
Insider Activity In related news, Director Maryam S. Brown sold 4,700 shares of Stifel Financial stock in a transaction that occurred on Thursday, July 23rd. The stock was sold at an average price of $79.20, for a total transaction of $372,240.00. Following the completion of the sale, the director directly owned 5,729 shares of the company’s stock, valued at approximately $453,736.80. This trade represents a 45.07% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is accessible through the SEC website. 3.36% of the stock is currently owned by corporate insiders.
Analyst Upgrades and Downgrades A number of research firms have weighed in on SF. Weiss Ratings reaffirmed a “buy (b-)” rating on shares of Stifel Financial in a research report on Friday, May 29th. UBS Group set a $90.00 target price on shares of Stifel Financial in a research report on Thursday, July 23rd. Wall Street Zen cut Stifel Financial from a “buy” rating to a “hold” rating in a research report on Sunday, August 9th. Zacks Research upgraded Stifel Financial from a “strong sell” rating to a “hold” rating in a research note on Wednesday, May 20th. Finally, JPMorgan Chase & Co. boosted their price target on Stifel Financial from $80.00 to $86.00 and gave the stock a “neutral” rating in a research report on Thursday, July 23rd. Five investment analysts have rated the stock with a Buy rating and four have assigned a Hold rating to the company’s stock. According to MarketBeat, the stock currently has an average rating of “Moderate Buy” and an average target price of $91.90.
View Our Latest Analysis on Stifel Financial
(Free Report)
Stifel Financial Corp. is a diversified financial services holding company headquartered in St. Louis, Missouri. Founded in 1890, the firm has grown into a full‐service brokerage and investment banking organization serving individual investors, corporations and institutions. Through its principal subsidiary, Stifel, Nicolaus & Company, Incorporated, the company delivers a broad array of financial products and services backed by research‐driven insights.
The firm’s main business activities are organized into two core segments: Private Client Group and Institutional Group.
Read More Five stocks we like better than Stifel Financial Bloom Energy’s AI Surge Meets a Valuation Reality Check Target Is Winning Shoppers Back—Can the Rally Reach $180? IonQ’s Space Contract Points to a New Frontier for Quantum Investors Is Apple’s AI Strategy Smarter Than Skeptics Think? Want to see what other hedge funds are holding SF? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Stifel Financial Corporation (NYSE:SF – Free Report).
Receive News & Ratings for Stifel Financial Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Stifel Financial and related companies with MarketBeat.com's FREE daily email newsletter.
Stifel Financial Corp. oznámila čtvrtletní hotovostní dividendu 0,34 USD na kmenovou akcii. Společnost také schválila dividendu pro preferenční akcie Series B, C a D, splatnou 15. září 2026.
August 05, 2026 16:30 ET | Source: Stifel Financial Corporation
ST. LOUIS, Aug. 05, 2026 (GLOBE NEWSWIRE) -- Stifel Financial Corp. (NYSE: SF) today announced that its Board of Directors has declared a cash dividend on shares of its common stock of $0.34 per share, payable September 15, 2026, to shareholders of record at the close of business on September 1, 2026.
The Board of Directors also declared a quarterly cash dividend on the outstanding shares of its 6.25% Non-Cumulative Perpetual Preferred Stock, Series B (the “Series B Preferred Stock”), 6.125% Non-Cumulative Perpetual Preferred Stock, Series C (the “Series C Preferred Stock”), and 4.50% Non-Cumulative Perpetual Preferred Stock, Series D (the “Series D Preferred Stock”). The declared cash dividend on the Series B Preferred Stock, Series C Preferred Stock, and Series D Preferred Stock is for the period from June 16, 2026, up to, but excluding, September 15, 2026. The declared cash dividend equated to approximately $0.390625 per depositary share, or $390.625 per share of the Series B Preferred Stock outstanding. The declared cash dividend equated to approximately $0.3828125 per depositary share, or $382.8125 per share of the Series C Preferred Stock outstanding. The declared cash dividend equated to approximately $0.281250 per depositary share, or $281.250 per share of the Series D Preferred Stock outstanding. The cash dividends are payable on September 15, 2026 to shareholders of record on September 1, 2026.
The Company’s Series B Preferred Stock trades on the New York Stock Exchange under the symbol “SF PrB”, the Company’s Series C Preferred Stock trades on the New York Stock Exchange under the symbol “SF PrC”, and the Company’s Series D Preferred Stock trades on the New York Stock Exchange under the symbol “SF PrD.”
Stifel Company Information
Stifel Financial Corp. (NYSE: SF) is a diversified financial services firm providing wealth management, commercial and investment banking, trading, and research services to individuals, institutions, and municipalities. Founded in 1890 and headquartered in St. Louis, Missouri, the firm operates more than 400 offices across the United States and in major global financial centers. As a firm where success meets success, Stifel works closely with retail and institutional clients aiming to transform opportunities into achievement. To learn more about Stifel, please visit the Company’s website at www.stifel.com. For global disclosures, please visit https://www.stifel.com/investor-relations/press-releases.
Stifel Investor Relations Contact
Joel Jeffrey, Senior Vice President
(212) 271-3610 direct [email protected]
Stifel Financial Corp. uvedla, že vstoupila do roku 2026 s plánem růstu výnosů, navýšení úvěrového portfolia až o 4 miliardy USD a zvýšení treasury vkladů.
Stifel Financial Corp. (SF) Q2 2026 Earnings Call July 22, 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
Steven Chubak - Wolfe Research, LLC
Michael Brown - UBS Investment Bank, Research Division
Devin Ryan - Citizens JMP Securities, LLC, Research Division
William Katz - TD Cowen, Research Division
Brennan Hawken - BMO Capital Markets Equity Research
Y. Cho - JPMorgan Chase & Co, Research Division
Presentation
Operator
Good day, and welcome to the Stifel Financial Q2 '26 Financial Results Conference Call. Today's conference is being recorded.
At this time, I would like to turn the conference over to Joel Jeffrey, Head of Investor Relations. Please go ahead.
Joel Jeffrey
Senior Vice President of Investor relations
Thank you, operator. Good morning, and welcome to Stifel Second Quarter 2026 Earnings Call. On behalf of Stifel Financial Corp., I will begin the call with the following information and disclaimers.
This call is being recorded. During today's presentation, we will refer to our earnings release and financial supplement, copies of which are available at stifel.com.
Today's presentation may include forward-looking statements that are subject to the risks and uncertainties that may cause actual results to differ materially. Stifel Financial Corp. does not undertake to update the forward-looking statements in this discussion. Please refer to our notices regarding forward-looking statements and non-GAAP measures that appear in our earnings release.
I will now turn the call over to our Chairman and Chief Executive Officer, Ronald Kruszewski.
Ronald J. Kruszewski
Chairman & CEO
Thanks, Joel. Good morning, everyone, and thank you for joining us. We entered 2026 with a clear plan. At the beginning of the year, we said we would grow revenue, increase our loan book by up to $4 billion, increase treasury deposits, improve operating leverage and
Stifel Financial (SF - Free Report) came out with quarterly earnings of $1.42 per share, beating the Zacks Consensus Estimate of $1.35 per share. This compares to earnings of $1.14 per share a year ago. These figures are adjusted for non-recurring items.
This quarterly report represents an earnings surprise of +5.19%. A quarter ago, it was expected that this brokerage and investment banking firm would post earnings of $1.39 per share when it actually produced earnings of $1.45, delivering a surprise of +4.32%.
Over the last four quarters, the company has surpassed consensus EPS estimates four times.
Stifel, which belongs to the Zacks Financial - Investment Bank industry, posted revenues of $1.45 billion for the quarter ended June 2026, surpassing the Zacks Consensus Estimate by 3.13%. This compares to year-ago revenues of $1.28 billion. The company has topped consensus revenue estimates four times over the last four quarters.
The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call.
Stifel shares have lost about 7% since the beginning of the year versus the S&P 500's gain of 9.7%.
What's Next for Stifel?While Stifel has underperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock?
There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately.
Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions.
Ahead of this earnings release, the estimate revisions trend for Stifel was unfavorable. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #4 (Sell) for the stock. So, the shares are expected to underperform the market in the near future. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here.
It will be interesting to see how estimates for the coming quarters and the current fiscal year change in the days ahead. The current consensus EPS estimate is $1.47 on $1.46 billion in revenues for the coming quarter and $6.22 on $6.04 billion in revenues for the current fiscal year.
Investors should be mindful of the fact that the outlook for the industry can have a material impact on the performance of the stock as well. In terms of the Zacks Industry Rank, Financial - Investment Bank is currently in the top 12% of the 250 plus Zacks industries. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than 2 to 1.
One other stock from the same industry, Evercore (EVR - Free Report) , is yet to report results for the quarter ended June 2026. The results are expected to be released on July 29.
This investment bank is expected to post quarterly earnings of $3.02 per share in its upcoming report, which represents a year-over-year change of +24.8%. The consensus EPS estimate for the quarter has been revised 0% higher over the last 30 days to the current level.
Evercore's revenues are expected to be $993.52 million, up 18.4% from the year-ago quarter.
Stifel oznámil, že celková klientská aktiva vzrostla meziročně o 18 % a poplatková o 23 % po vyloučení dopadu prodeje Stifel Independent Advisors. Bankovní úvěry se meziměsíčně zvýšily o více než 2 %.
June 25, 2026 16:15 ET | Source: Stifel Financial Corporation
ST. LOUIS, June 25, 2026 (GLOBE NEWSWIRE) -- Stifel Financial Corp. (NYSE: SF) today reported selected operating results for May 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.
Ronald J. Kruszewski, Chairman and Chief Executive Officer, said, “Total and fee-based client assets increased 18% and 23%, respectively, year-over-year, excluding the sale of Stifel Independent Advisors, LLC. Growth was driven by market appreciation and solid advisor recruiting. Loan balances rose more than 2% from the prior month as demand in fund banking remained robust. Treasury deposits declined 3% in May, which was primarily a function of the timing of inflows and outflows by our corporate clients, but we continue to expect strong growth in the second quarter and beyond. Investment banking momentum remains strong, supported by increased capital raising activity. We expect second-quarter investment banking revenue to increase 25% to 30% from the second quarter of 2025.”
Selected Operating Data (Unaudited) As of % Change(millions)5/31/20265/31/2025 (1)4/30/2026 5/31/20254/30/2026Total client assets$579,678$501,357$568,887 16%2%Fee-based client assets$238,727$199,078$232,400 20%3%Private Client Group fee-based client assets$208,755$173,557$202,919 20%3%Bank loans, net (includes loans held for sale)$23,932$21,204$23,409 13%2%Client money market and insured product (2)$24,967$25,827$25,038 (3%)(0%)Treasury deposits (3)$10,805$6,155$11,116 76%(3%) (1) Total client assets and Private Client Group fee-based client assets as of May 31, 2025, include $9.3 billion and $4.4 billion, respectively, of client assets from the Stifel Independent Advisors business that was sold on February 2, 2026.
(2) Includes Smart Rate deposits, Sweep deposits, Third-party Bank Sweep Program, and Other Sweep cash.
(3) Includes Other Bank deposits and Third-party Commercial Treasury deposits, which represent Venture, Fund, and Commercial deposits at Stifel Bancorp and third-party banks.
Company Information
Stifel Financial Corp. (NYSE: SF) is a diversified financial services firm providing wealth management, commercial and investment banking, trading, and research services to individuals, institutions, and municipalities. Founded in 1890 and headquartered in St. Louis, Missouri, the firm operates more than 400 offices across the United States and in major global financial centers. As a firm where success meets success, Stifel works closely with retail and institutional clients aiming to transform opportunities into achievement. To learn more about Stifel, please visit the Company’s website at www.stifel.com. For global disclosures, please visit www.stifel.com/investor-relations/press-releases.
Media Contact: Neil Shapiro (212) 271-3447 | Investor Contact: Joel Jeffrey (212) 271- 3610 | www.stifel.com/investor-relations
Stifel zahájil pokrytí Victrex s doporučením koupit a cílovou cenou 750 p, protože ziskovost je na nejnižší úrovni od roku 2009 a akcie považuje za atraktivní vstup.
Victrex PLC (LSE:VCT) has spent much of the past seven years falling short of the standards it set during its heyday, but Stifel believes the specialist polymer maker is approaching an inflection point under new chief executive Jakob Sigurd Routh.
The broker initiated coverage with a 'buy' rating and a 750p price target, arguing that with the FTSE 250 group's earnings at the lowest level since 2009, risk is "asymmetrically upside weighted" and the shares offer "an attractive entry point".
Victrex is the market leader in PEEK, a high-performance polymer used as a lightweight alternative to metal in sectors including aerospace, electronics, energy and medical devices.
Its financial performance was strong between 2003 and 2018, with adjusted operating profit increasing more than fivefold to around £127 million.
Since then, however, revenue has fallen and gross margins have contracted to 45.3% from much higher levels, hit by increased Chinese competition, weakness in spinal implants, operational challenges and losses at its manufacturing facility in China.
Stifel said Routh, who joined from AB Dynamics in January, has moved quickly to address those issues. A profit improvement plan is targeting more than £10 million of savings in the 2027 financial year through lower overheads, operational efficiencies and a simplified product range.
Investors are also looking ahead to a capital markets day in September, when Routh and co are expected to outline a broader turnaround strategy, including plans for the China facility, capital allocation priorities and medium-term financial targets.
The broker argues the shares look inexpensive at around 13 times forward earnings, a discount to their five-year average valuation, despite a strong balance sheet and the prospect of improving profitability.
