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SF

Stifel Financial Corp
$74.97 -0.12 (-0.16%) At close · Jul 7
Market Cap
$27.69B
Shares
378,429,169

Price & Indicators

20d MA 50d MA 200d MA Earnings Filing Insider Congress Investor day
Close$74.97 Open$75.36 Day$74.61–75.74 52W$67.81–89.41 Avg vol 30d1.5M Short int4.1M · 1.1% float · 3.1d Short vol66% Last earningsApr 22, 2026 DataJan 2020–Jul 2026 Filing10-Q · May 4
Equibles Rating blended score · not investment advice
Overall
Neutral
SellHoldBuy
Technical Buy Momentum Weak Sentiment Neutral Fundamentals Strong Quant / Vol Moderate
Market backdrop VIX 16.9 · calm Equity put/call 0.86
Technical
price trend
Buy
50 / 200-day cross No cross
Price vs 200-day avg −4%
below
Price vs 50-day avg +2%
above
RSI (14) 59
neutral
MACD trend Positive
52-week position 33%
mid-range
Momentum
relative strength
Weak
1-month return +6%
trailing
6-month return −14%
trailing
YTD return −10%
this year
Relative strength −22%
vs S&P · 6-mo
Sentiment
smart money
Neutral
Trend (MA cross) No cross
50d $73 › 200d $78 — 200d above 50d
Institutional flow Accumulating
18 of 631 funds reported for Jun 30 · net +343.4K sh shares · +1 new
Insider flow Flat
No net insider activity over 90 days
Short interest Rising
1.08% of float · ▲ +4.9% MoM · 3.1 days cover
Volume signal Normal
Volume near normal
Institution breadth Multi-yr high
631 holders — near 3-yr high, broad support
Squeeze score 60
elevated · 0–100
Fundamentals
Strong
Revenue growth +7%
Y/Y
EPS growth −6%
Y/Y
Valuation P/E 14.3
below peers
Balance sheet $1.6B
net cash
Quant / Vol
risk profile
Moderate
Volatility 26%
annualized · 1-yr
Max drawdown −23%
past year
ATR 2.5%
of price · 14-day

Blended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.

Up next
Next earnings call
Jul 22, 2026 Est · unconfirmed · in 2 wks
FQ3-26 quarter ends
~Sep 30, 2026 Est
filed May 4, 2026
AI Brief

TL;DR.

Bullish
    Bearish

      AI-generated from the earnings call and 8-K · may contain errors · not investment advice

      Technicals

      trend & momentum for long-term holders Buy
      0 · 4 · 2
      50 / 200-day cross
      No cross Neutral
      Price vs 200-day avg
      −4% Neutral
      Price vs 50-day avg
      +2% Bullish
      RSI (14)
      59 Neutral
      MACD trend
      Positive Bullish
      52-week position
      33% Neutral
      Market signals — smart money & positioning
      Bullish · 2 of 6
      Trend (MA cross) No cross
      50d $73 › 200d $78 — 200d above 50d
      Institutional flow Accumulating
      18 of 631 funds reported for Jun 30 · net +343.4K sh shares · +1 new
      Insider flow Flat
      No net insider activity over 90 days
      Short interest Rising
      1.08% of float · ▲ +4.9% MoM · 3.1 days cover
      Volume signal Normal
      Volume near normal
      Institution breadth Multi-yr high
      631 holders — near 3-yr high, broad support
      Price context
      position in its 52-week range
      52-wk low $68 Now $75 · 33% 52-wk high $89
      vs 200-day avg -4% vs 50-day avg +2%

      Illustrative technical + ownership context — a signal mix, not investment advice.

      Key metrics

      the company's own KPIs, from its earnings releases, calls, and filings
      Metric Latest Period YoY
      Client assets 538.7B 1Q 2026
      Non-GAAP pre-tax margin non-GAAP 22.2% 1Q 2026
      Recruited trailing twelve-month production 80M 1Q 2026
      advisory revenues $218M Q1 2026 call
      equity capital raising $67M Q1 2026 call
      fee-based assets $220B Q1 2026 call
      fixed income underwriting $50M Q1 2026 call
      Global Wealth Management net revenue $932M Q1 2026 call
      Institutional Group revenue $495M Q1 2026 call
      investment banking revenue $341M Q1 2026 call
      non-GAAP revenues non-GAAP $1.44B Q1 2026 call
      recruited trailing 12-month production $80M trailing 12 months call
      software loan exposure $500M Q1 2026 call
      Fee-based client assets 224.5B the fourth quarter of 2025
      Recruited financial advisors 14 the fourth quarter of 2025

      Figures exactly as the company stated them · click a metric with a to chart its history · period links open the stating document · "call" marks figures stated on the earnings call, "filing" figures stated in the 10-K/10-Q · YoY needs the prior-year figure on file

      Versus peers

      Capital Markets — same industry group
      Open screener →
      Company Mkt cap YTD Rev growth Y/Y P/E Short % shares
      SF
      Stifel Financial Corp
      this stock
      $27.69B -9.8% +6.7% 14.3 1.1%
      MS
      Morgan Stanley
      $343.96B +23.5% +5.5% 19.8 1.1%
      GS
      Goldman Sachs Group Inc
      $303.75B +17.8% 18.8 2.3%
      SCHW
      Schwab Charles Corp
      $177.27B +2.4% -9.3% 20.3 1.3%
      HOOD
      Robinhood Markets, Inc.
      $101.67B -0.2% +51.6% 54.8 4.1%

      Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding

      At a glance

      key data from every section
      Ownership
      Institutional Holders Accumulating
      Holders
      630
      % held
      34.4%
      Reported
      18 of 631
      Top holder
      BlackRock, Inc.
      Held Float
      View
      Held by Funds
      Fund positions
      486
      View
      Short & Settlement
      Short Interest Rising
      Shares short
      4.1M
      Days to cover
      3.1d
      Change
      +189.5K sh
      View
      Short Volume
      Short vol %
      66%
      As of
      Jul 8, 2026
      Short Total
      View
      Fails to Deliver
      FTD shares
      2.7K
      Value
      $193.1K
      As of
      Jun 12, 2026
      View
      Off-Exchange
      Off-exchange %
      32.1%
      Week of
      Jun 15, 2026
      Off-exch Lit
      View
      Smart Money
      Congressional Trades Sell
      Member
      Gilbert Cisneros
      Amount
      $1.0K–$15.0K
      Traded
      Nov 24, 2025
      View
      Financials
      Financials
      Revenue (FY)
      $6.3B
      Net income (FY)
      $683.8M
      EPS diluted
      $3.91
      View
      Buybacks
      Authorized
      shares 10.2M
      Remaining
      shares 1.3M
      Spent Remaining
      View
      Filings
      SEC Filings
      Latest
      8-K
      Filed
      Jun 25, 2026
      This year
      11
      View
      Proposed Sales
      Value
      $967.0K
      Shares
      10.0K
      Filed
      Jun 6, 2025
      View
      Earnings & Events
      Earnings Calls
      Last call
      Apr 22, 2026
      View

      Performance

      5D 20D 120D MTD YTD
      SF +10.3% +6.0% -14.1% +7.5% -9.8%
      SPY +0.9% +1.4% +7.6% +0.1% +9.7%
      vs SPY +9.4% +4.6% -21.7% +7.3% -19.4%

      Capital returns

      Latest dividend
      $0.34 / share · ex Mar 2, 2026
      Raised 10.9%
      Paid (TTM)
      $0.9533 / share · 3 payouts
      Dividend yield (TTM, derived)
      1.27%
      Buyback program · as of Sep 30, 2011
      Authorized
      shares 10.20M
      Spent (derived)
      shares 8.90M
      Remaining
      shares 1.30M
      Spent Remaining

      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.

      Key facts CIK 720672 CUSIP 860630102 13F (30d) 19 filings 18 filers Visit website Investor relations