Stifel/$SF
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Capital at risk
About Stifel
Stifel Financial is a diversified financial-services provider focused on wealth management, investment banking, and lending. Founded in 1890 as a Saint Louis-based full-service brokerage firm, Stifel has been been transformed during the past three decades by CEO Ronald Kruszewski through a handful of acquisitions, turning it into a globally competitive wealth manager, investment bank, and retail and institutional brokerage. The firm generated $5.5 billion in revenue in 2025, with roughly two-thirds derived from wealth management and one-third derived from trading and investment banking.
- Ticker
- $SF
- Sector
- Finance
- Primary listing
- NYSE
- Employees
- 8,900
- Headquarters
- Saint Louis, United States
- Website
- www.stifel.com
Stifel Metrics
BasicAdvanced
$10B
11.84
$5.77
1.01
$1.33
1.99%
Price and volume
Market cap
$10B
Beta
1.01
52-week high
$89.83
52-week low
$65.40
Average daily volume
1.5M
Dividend rate
$1.33
Financial strength
Total debt to equity
0.52
Profitability
Gross margin (TTM)
95.65%
Net profit margin (TTM)
16.61%
Operating margin (TTM)
22.67%
Effective tax rate (TTM)
21.45%
Revenue per employee (TTM)
$660,000
Management effectiveness
Valuation
Price to earnings (TTM)
11.841
Price to revenue (TTM)
1.79
Price to book
1.94
Price to tangible book (TTM)
2.74
Dividend yield (TTM)
1.94%
Forward dividend yield
1.99%
Growth
Revenue change (TTM)
11.07%
Earnings per share change (TTM)
52.91%
3-year revenue growth (CAGR)
11.03%
10-year revenue growth (CAGR)
8.95%
3-year earnings per share growth (CAGR)
25.80%
10-year earnings per share growth (CAGR)
31.67%
3-year dividend per share growth (CAGR)
12.69%
What the Analysts think about Stifel
Analyst ratings (Buy, Hold, Sell) for Stifel stock.
Analyst projections of the future price of Stifel stock.
Bulls say / Bears say
Global Wealth Management gives Stifel a growing recurring-fee base: Q2 revenue reached a record $956.5 million, up 13% year on year, while August fee-based client assets rose 17% year on year excluding the SIA sale. The August update attributed asset growth to recruiting as well as market appreciation. (GlobeNewswire, Stifel)
Investment banking activity rebounded strongly in Q2: revenue rose 42% year on year, with capital raising up 64% and advisory up 24%. Management also reported robust pipelines, which could support further growth if deal activity holds up. (GlobeNewswire, Stock Analysis)
Profitability is improving alongside growth: Stifel’s Institutional Group pre-tax margin reached 19.5% in the first half, up from 11% a year earlier, while its Q2 compensation ratio fell to 57% from 58%. This points to better operating leverage after the firm’s efficiency work. (Stock Analysis, Stifel)
Management expects Q3 revenue to be roughly flat year on year, with Global Wealth Management growth offsetting an approximately 15% fall in Institutional Group revenue. Lower transactional revenue and a modest decline in investment banking are the stated drags. (Stifel)
Rapid loan growth brings added credit and capital risk: Stifel added $2.6 billion of loans in Q2, while credit provisions contributed to higher non-compensation costs and its Tier 1 risk-based capital ratio fell to 17.3%. Further balance-sheet expansion may therefore require more capital and absorb higher credit costs. (Stifel, Stock Analysis)
Wealth-management fees are exposed to market declines: Stifel said Q2 asset-management revenue growth reflected higher asset values as well as net new assets. If markets weaken, falling client asset values could slow fee growth even if client relationships remain intact. (GlobeNewswire)
Data summarised monthly by Lightyear AI. Last updated on 14 Oct 2026.
Stifel Financial Performance
Revenues and expenses
Stifel Earnings Performance
Company profitability
Upcoming events
No upcoming events
Stifel News
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Funds containing Stifel
AllUSDEURGBP
Fund name | Fund size | $SF weighting |
|---|---|---|
SPDR S&P 400 US Mid Cap£SPX4 | $6.4B | 0.30% |
SPDR S&P 400 US Mid Cap$SPY4 | $6.4B | 0.30% |
SPDR MSCI USA Small Cap Value Weighted$USSC | $1.1B | 0.15% |
iShares MSCI World Small Cap£WLDS | $9B | 0.10% |
iShares MSCI World Small Cap$WSML | $9B | 0.10% |
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