STIFEL FINANCIAL CORP
At today's price, STIFEL FINANCIAL CORP (SF) is priced for +12.5% earnings growth. boothcheck doesn't publish a fair value or a price target; it shows what the price assumes, so you can judge whether that bar is too high. Built from SEC EDGAR filings.
• Stifel pairs a recurring Global Wealth Management business, which posted record Q1 2026 net revenue of $932.1 million on $538.7 billion of client assets, with a lumpier Institutional Group that supplies investment-banking upside. • The key risk is that the record quarter leaned on cyclical strength, with investment-banking revenue up 44% and a peak-conditions return on tangible equity of 24.8%, while the valuation methods already cluster near the price. • Watch the durability of investment-ban
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609 institutional managers reported holding SF in 13F filings for the quarter ended 2026-03-31. Together they hold about 84% of the company; the top 10 hold 42%. 65 opened new positions that quarter. Held by Vanguard Group, BlackRock, AQR Capital, among others. On the short side, 4.1M shares were sold short as of the 2026-06-15 count, about 2% of shares outstanding (3.1 days of typical volume to cover).
Quarterly 13F filings arrive up to 45 days after quarter end, so the picture is never current (filed through 2026-05-29). Nothing here is investment advice.
SF has cut its share count 3.9% over the past five years, spending $1.17B on repurchases. It pays no dividend. Cash returned over the past three years: $748.03M in repurchases.
Share counts are split-adjusted; repurchase totals are gross of share issuance. Nothing here is investment advice.
Open-market insider buys at SF over the trailing three years: 2025: 4 buys totaling $1k. 18 officers and directors are on file.
Code P open-market purchases from SEC Form 4 filings, non-derivative, excluding scheduled 10b5-1 plans. Nothing here is investment advice.
SF's recent reports: the day-one move, then what the following quarter actually did.
| report | day one | next quarter |
|---|---|---|
| 2023-08-10 | -3.6% | -5.8% |
| 2023-11-08 | -4.5% | +17.5% |
| 2024-02-17 | +4.8% | -1.9% |
| 2024-05-09 | +0.8% | +1.7% |
Day-one is the close-to-close move around the filing. Nothing here is investment advice.
SF's latest 8-K filings: 2026-06-25 (items 7.01, 9.01); 2026-06-09 (items 5.02, 5.03, 5.07, 9.01); 2026-05-28 (items 7.01, 9.01); 2026-04-22 (items 2.02, 9.01); 2026-03-26 (items 7.01, 9.01).
Item codes are the SEC's own classification of what each report discloses. Nothing here is investment advice.
Last analyzed: June 28, 2026
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For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.