SF · Stifel Financial Corp
Price & Indicators
Raw chart and full-history price indicators begin at the captured split on Feb 27, 2026; bars on opposite sides are not compared.
The closing range begins at the captured split on Feb 27, 2026.
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AI Brief
TL;DR.
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Ask ALVIS about this →Equibles Rating
blended score · not investment adviceBlended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Guidance & track record
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Technicals
trend & momentum for long-term holders NeutralIllustrative technical + ownership context — a signal mix, not investment advice.
Key metrics
the company's own KPIs, from written earnings releases and filings| Metric | Latest | Period | YoY |
|---|---|---|---|
| Average assets | $40.98B | 2Q 2026 | — |
| Average price (repurchases) | $73.2 | 2Q 2026 | — |
| Book value per common share | $35.15 | Three Months Ended 6/30/2026 | — |
| Common stock repurchases | 177.04M | 2Q 2026 | — |
| Compensation Ratio non-GAAP | 57% | 2Q26 | — |
| Effective tax rate | 24.4% | 2Q 2026 | — |
| Fee-based client assets | 239.78B | Three Months Ended 6/30/2026 | — |
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| Non-compensation ratio | 21.4% | 2Q 2026 | — |
| Non-GAAP compensation and benefits non-GAAP | 828.38M | 2Q 2026 | — |
| Non-GAAP compensation and benefits as a percentage of non-GAAP net revenues non-GAAP | 57% | 2Q 2026 | — |
| Non-GAAP earnings per diluted common share non-GAAP | $1.48 | 2Q 2026 | — |
| Non-GAAP earnings per diluted common share available to common shareholders non-GAAP | $1.42 | 2Q 2026 | — |
| Non-GAAP net income available to common shareholders non-GAAP | 229.3M | 2Q 2026 | — |
| Non-GAAP net revenues non-GAAP | 1.45B | 2Q 2026 | — |
| Non-GAAP non-compensation expenses non-GAAP | 309.43M | 2Q 2026 | — |
| Non-GAAP non-compensation expenses as a percentage of non-GAAP net revenues non-GAAP | 21.3% | 2Q 2026 | — |
| Non-GAAP pre-tax margin non-GAAP | 21.7% | Q2 2026 | — |
| Number of shares (repurchased) | 2.42M | 2Q 2026 | — |
| Period end shares | 151.59M | 2Q 2026 | — |
| Pre-tax Pre-provision Margin | 39.1% | 2Q26 | — |
| Private Client Fee-based Client Assets | 210.05B | 2Q26 | — |
| Recruited trailing twelve-month production | 30M | Q2 2026 | — |
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| Return on common equity | 16.2% | Three Months Ended 6/30/2026 | — |
| Risk weighted assets | $26.41B | 2Q 2026 | — |
| ROCE non-GAAP | 17.1% | Q2 2026 | — |
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| ROTCE non-GAAP | 23.6% | Q2 2026 | — |
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| Secured client lending | 4.14B | Three Months Ended 6/30/2026 | — |
| Tangible book value per common share | $25.52 | Three Months Ended 6/30/2026 | — |
| Tier 1 capital | $4.58B | 2Q 2026 | — |
| Tier 1 common capital ratio | 14.7% | 2Q 2026 | — |
| Tier 1 leverage capital ratio | 11.2% | 2Q 2026 | — |
| Tier 1 risk-based capital ratio | 17.3% | 2Q 2026 | — |
| Transactional assets | 340.3B | Three Months Ended 6/30/2026 | — |
| Weighted average diluted shares outstanding | 161.63M | 2Q 2026 | — |
| Bank loans | $22.19B | 1Q 2026 | — |
| Client assets | 538.7B | 1Q 2026 | — |
| Total client assets | $538.72B | 1Q 2026 | — |
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| Financial advisors recruited | 14 | Q4 2025 | — |
| Pre-tax margin non-GAAP | 17.9% | FY 2025 | — |
Figures exactly as the company stated them in writing · click a metric with a to chart its history · period links open the stating document · "filing" marks figures stated in the 10-K/10-Q · YoY needs an exactly comparable prior-year period
Versus peers
Capital Markets — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
SF
this stock
Stifel Financial Corp
|
$31.64B | — | +6.7% | 15.1 | 1.2% |
|
MS
Morgan Stanley
|
$342.71B | +20.7% | +5.5% | 17.6 | 0.8% |
|
GS
Goldman Sachs Group Inc
|
$297.48B | +16.2% | +8.9% | 15.8 | 2.1% |
|
SCHW
Schwab Charles Corp
|
$192.99B | +11.0% | +22.0% | 20.3 | 1.2% |
|
HOOD
Robinhood Markets, Inc.
|
$86.11B | -15.3% | +51.6% | 42.4 | 3.7% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
At a glance
key data from every sectionPerformance
Raw-price comparisons begin at the captured split on Feb 27, 2026; windows that need an earlier baseline remain unavailable.
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| SF | -2.6% | +4.3% | — | -0.2% | — |
| SPY | -0.4% | +2.9% | +11.6% | +3.0% | +12.8% |
| vs SPY | -2.2% | +1.4% | — | -3.2% | — |
Capital returns
Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.