SF

Stifel Financial Corporation

SF.US stifel.com
79.76
+0.07 (+0.09%)
USD · NYSE
52-week range
67.52
88.61
Trading at 58% of the 52-week range
Market Cap
12.04B
P/E Ratio
14.27
Forward P/E
13.12
Book Value
35.15
Div. Yield
1.62%
% Institutions
93.38%
% Insiders
3.17%

1 Year

+5.6%

3 Year

+93.8%

10 Year

+436.8%
Description

Stifel Financial Corp. operates as the bank holding company for Stifel, Nicolaus & Company, Incorporated that provides retail and institutional wealth management, and investment banking services to individual, corporations, municipalities, and institutions in the United States, the United Kingdom, Canada, and internationally. It operates in three segments: Global Wealth Management, Institutional Group, and Other. The company provides private client services, including securities transaction and financial planning services; securities brokerage services, such as the sale of equities, mutual funds, fixed income products, and insurance; institutional equity and fixed income sales, trading and research, and municipal finance services; investment banking services, such as mergers and acquisitions, public offerings, and private placements; and retail and commercial banking services comprising personal and commercial lending programs, as well as deposit accounts. It participates in and manages underwritings for corporate and public finance; and offers financial advisory and securities brokerage services. The company was founded in 1890 and is headquartered in Saint Louis, Missouri.

Company Information

Company Name
Stifel Financial Corporation
Sector
Financial Services
Industry
Capital Markets
Exchange
NYSE
ISIN: US8606301021
CIK: 0000720672
CUSIP: 860630102
Currency: USD
Full Time Employees: 8,900
Phone: 314 342 2000
Website: stifel.com
Fiscal Year End: December
IPO Date: Jul 19, 1983
Description:

Stifel Financial Corp. operates as the bank holding company for Stifel, Nicolaus & Company, Incorporated that provides retail and institutional wealth management, and investment banking services to individual, corporations, municipalities, and institutions in the United States, the United Kingdom, Canada, and internationally. It operates in three segments: Global Wealth Management, Institutional Group, and Other. The company provides private client services, including securities transaction and financial planning services; securities brokerage services, such as the sale of equities, mutual funds, fixed income products, and insurance; institutional equity and fixed income sales, trading and research, and municipal finance services; investment banking services, such as mergers and acquisitions, public offerings, and private placements; and retail and commercial banking services comprising personal and commercial lending programs, as well as deposit accounts. It participates in and manages underwritings for corporate and public finance; and offers financial advisory and securities brokerage services. The company was founded in 1890 and is headquartered in Saint Louis, Missouri.

Address:

One Financial Plaza, Saint Louis, MO, United States, 63102-2188

People

Directors & Officers

Name Title Year Born
Mr. Ronald James Kruszewski Chairman & CEO 1959
Mr. James Mark Zemlyak President & Head of Global Wealth Management 1959
Mr. James M. Marischen Senior VP & CFO 1980
Mr. Thomas Wilson Weisel Senior MD & Director 1941
Mr. C. Bradford Raymond Global Co-Head of Institutional Equities & Advisory 1966
Mr. Thomas Beaulieu Michaud M.B.A. Senior VP and Co-Head of Institutional Equities & Advisory Businesses 1964
Mr. David D. Sliney Senior VP & COO 1970
Mr. Michael O'Keeffe C.F.A. Chief Investment Officer NA
Mr. Rajive Kumar Vice President NA
Harvinder Minhas Vice President NA

Insider Trading

Date Insider Name Title Transaction Type Shares Price Value
Feb 02, 2026 David Rubulotta N/A Sale 600.00 $82.87 $49.72K
Jan 29, 2026 James M Zemlyak N/A Sale 13.00 $82.60 $1.07K
Nov 24, 2025 Gilbert Ray Cisneros, Jr. N/A Sale N/A $79.14 N/A
Nov 03, 2025 Julia Letlow N/A Purchase N/A $79.37 N/A
Oct 31, 2025 Lisa C. McClain N/A Sale N/A $78.91 N/A
Oct 30, 2025 Lisa C. McClain N/A Purchase N/A $78.47 N/A
Oct 30, 2025 Lisa C. McClain N/A Sale N/A $78.47 N/A
Aug 12, 2025 James M Zemlyak N/A Purchase 3.00 $76.11 $228.33
Aug 11, 2025 James M Zemlyak N/A Purchase 1.00 $74.51 $74.51
Aug 07, 2025 James M Zemlyak N/A Purchase 6.00 $73.45 $440.70
Jun 17, 2025 Lisa C. McClain N/A Purchase N/A $64.02 N/A
Jun 06, 2025 Michael J Zimmerman N/A Sale 15.00K $64.46 $966.90K

Shareholders

Institutional Holders

Holder Name Shares Date Reported % Out Value % Change
BlackRock Inc 14.49M Mar 31, 2026 9.59% $0.02 3.47%
AQR Capital Management LLC 8.47M Mar 31, 2026 5.61% $0.28 95.12%
FMR Inc 8.14M Mar 31, 2026 5.39% $0.03 -1.69%
Vanguard Portfolio Management, LLC 7.12M Mar 31, 2026 4.72% $0.03 0.00%
Vanguard Capital Management, LLC 6.65M Mar 31, 2026 4.40% $0.01 0.00%
State Street Corp 4.65M Mar 31, 2026 3.08% $0.01 1.25%
Boston Partners Global Investors, Inc 4.40M Jun 30, 2026 2.92% $0.27 3.85%
Stifel Financial Corp 3.78M Mar 31, 2026 2.50% $0.26 10.13%
Earnest Partners LLC 3.69M Mar 31, 2026 2.44% $1.12 -3.07%
Dimensional Fund Advisors, Inc. 2.90M Jun 30, 2026 1.92% $0.04 10.92%
Geode Capital Management, LLC 2.85M Mar 31, 2026 1.89% $0.01 3.05%
AllianceBernstein L.P. 2.71M Mar 31, 2026 1.79% $0.11 -14.98%
Capital Research Global Investors 2.68M Jun 30, 2026 1.78% $0.03 -4.08%
Wellington Management Company LLP 2.57M Jun 30, 2026 1.70% $0.03 -30.63%
NORGES BANK 2.06M Jun 30, 2026 1.37% $0.01 -0.20%
Morgan Stanley - Brokerage Accounts 1.97M Mar 31, 2026 1.31% $0.01 -6.32%
Millennium Management LLC 1.97M Jun 30, 2026 1.31% $0.05 364.53%
Bank of America Corp 1.88M Mar 31, 2026 1.24% $0.01 5.78%
Fisher Asset Management, LLC 1.65M Jun 30, 2026 1.09% $0.03 -2.12%
Northern Trust Corp 1.53M Mar 31, 2026 1.01% $0.01 1.76%

Fund Holdings

Rank Holder Name Shares Held % of Shares Change Date Reported
1 iShares Core S&P Mid-Cap ETF 5.37M 3.56% ▲ 0.04% Aug 31, 2026
2 Vanguard MStar Total Stk Mkt Idx Invest 4.64M 3.07% ▲ 0.27% Jul 31, 2026
3 Vanguard Small Cap Index 3.35M 2.22% ▲ 0.22% Jul 31, 2026
4 JHancock Disciplined Value Mid Cap I 2.85M 1.89% ▼ 1.48% Jul 31, 2026
5 American Funds SMALLCAP World A 2.32M 1.54% ▲ 8.71% Jun 30, 2026
6 Vanguard MStar Small Cap Value Index 2.13M 1.41% ▲ 0.30% Jul 31, 2026
7 Fidelity Low-Priced Stock 1.93M 1.28% ▲ 0.00% Jun 30, 2026
8 Vanguard Institutional Extnd Mkt Idx Tr 1.77M 1.17% ▲ 0.35% Jul 31, 2026
9 FullerThaler Behavioral Sm-Cp Eq R6 1.38M 0.91% ▲ 18.16% Jun 30, 2026
10 FullerThaler Behavioral Small-Cap Equity 1.38M 0.91% ▲ 18.34% Jun 30, 2026

Financial Highlights

Market Cap: $12.04B
P/E Ratio: $14.27
PEG Ratio: $0.94
Book Value: $35.15
Dividend/Share: $1.29
Dividend Yield: 1.62%
Earnings/Share: $5.59
Profit Margin: 16.34%
Operating Margin: 21.76%
ROA (TTM): 2.25%
ROE (TTM): 16.43%
Revenue (TTM): $5.83B
Revenue/Share (TTM): $37.73
Earnings Growth (YOY): 50.60%
Revenue Growth (YOY): 12.70%

Valuation Metrics

Enterprise Value: $10.63B
Trailing P/E: 14.27
Forward P/E: 13.12

Shares Statistics

Shares Outstanding: 151.00M
Shares Float: 145.53M
% Insiders: 3.17%
% Institutions: 93.38%
Short % Float: 0.00%

Stock Price History

1 Year Price History

3 Years Price History

10 Years Price History

Financial Charts

Revenue, Net Income & Operating Cash Flow (Yearly)

Revenue, Net Income & Operating Cash Flow (Quarterly)

Operating Expenses (Yearly)

Operating Expenses (Quarterly)

Balance Sheet (Quarterly)

Assets Breakdown (Yearly)

Assets Breakdown (Quarterly)

Liabilities Breakdown (Yearly)

Liabilities Breakdown (Quarterly)

Income Statement Waterfall

Open full waterfall
Line Item
Step Type
Value
Revenue
adjust
$6.30B
Cost of Goods Sold
adjust
$-846.47M
Gross Profit
subtotal
$5.45B
SG&A
adjust
$-3.27B
Other Operating Expense
adjust
$-1.31B
Operating Income
subtotal
$871.14M
Other / Non-Operating Items
adjust
$-187.36M
Net Income
subtotal
$683.78M

Earnings Per Share (EPS) History

Financial Ratios

📦 Raw API Data (JSON Explorer)

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