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Stifel Financial Corp

SF · NYSE

Market closed$77.16$-1.53 (-1.94%)After hours $77.16 · 0.00%

Key statistics

Previous close$78.69
Open$77.06
Day high$78.60
Day low$77.04
52-week high$89.83
52-week low$67.81
Market cap11.84B
Volume878.05K
Average volume1.41M
P/E ratio11.25
Forward P/E11.01
EPS6.86
Dividend yield+1.87%

Market context

Why it moved

SF shares declined as a broad market selloff was triggered by China's Moonshot AI releasing a powerful open-weight model that intensified concerns over the sustainability of AI capital spending, pushing semiconductor stocks into bear-market territory and dragging down tech-linked equities across the board.

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What is happening

Recent company-specific developments and publisher coverage.

July 17, 2026Stifel Financial closed down nearly 2% as investors positioned cautiously ahead of the company's Q2 2026 earnings release scheduled for July 22, while broader financial sector sentiment was dented by Morgan Stanley's disappointing quarterly results and a risk-off tone tied to escalating U.S.-Iran military strikes. Despite the session's weakness, institutional interest in Stifel remains constructive — multiple funds including Principal Financial Group boosted stakes by nearly 50% in Q1 — and analyst consensus sits at 'Moderate Buy' with an average price target of $91.75, well above current levels. UBS maintained a Buy rating with an $86 target on July 8, and the firm's Q1 results showed 17.7% year-over-year revenue growth with EPS of $1.45 beating estimates.

-1.9443

July 16, 2026Stifel Financial shares rallied, buoyed by a powerful read-across from blockbuster Wall Street earnings — Goldman Sachs, Morgan Stanley, JPMorgan, and others posted blowout Q2 results driven by surging investment banking fees, record trading revenue, and robust dealmaking. With Stifel's own Q2 2026 earnings release scheduled for July 22, investors appear to be pricing in similar tailwinds for the mid-size investment bank, which beat Q1 estimates with EPS of $1.45 and 17.7% revenue growth. The consensus analyst rating remains "Moderate Buy" with an average price target of $91.75, well above current levels, while institutional buying — including a 43% stake increase by Kentucky's Teachers Retirement System — signals continued confidence ahead of the upcoming earnings catalyst.

3.1569

July 14, 2026Stifel Financial closed up 1.52%, lifted by a strong broader financial sector rally as major Wall Street banks — including Goldman Sachs (+7.7%), Morgan Stanley (+3.97%), JPMorgan, Wells Fargo, and Bank of America — all reported Q2 earnings that beat expectations on robust investment banking and trading revenue. The tailwind from big-bank earnings helped offset Stifel's own underperformance over the past six months (-12.7% vs. S&P 500's +8.4%), with analyst consensus sitting at a "Moderate Buy" and an average price target of $91.75, well above current levels, suggesting the stock may have room to recover as the dealmaking environment improves.

1.516

July 13, 2026Stifel Financial closed essentially flat, holding steady near $75.20 as investors weigh near-term headwinds against longer-term value. The firm recently dropped out of the Russell 1000 Index and has lagged the S&P 500 by a wide margin over the past six months, yet analysts maintain a 'Moderate Buy' consensus with an average price target of $91.75 — implying roughly 22% upside. Meanwhile, the broader financial sector faces a pivotal week with major bank Q2 earnings kicking off July 14, and Stifel's own next earnings are expected July 29, against a backdrop of strong investment banking activity and a favorable dealmaking environment that could benefit the firm's institutional and wealth management segments.
July 9, 2026Stifel Financial surged over 3% in regular trading, outperforming the broader financial sector (XLF flat) as investors responded to a pair of positive catalysts. The firm was recognized as No. 1 in employee advisor satisfaction in the J.D. Power 2026 study for the fourth consecutive year, scoring 812 out of 1,000—180 points above the industry average—while Morningstar upgraded shares to a 4-star rating, citing a 13% discount to its $84 fair value estimate. UBS maintained its Buy rating on the stock ahead of Q2 earnings season, though it trimmed its price target modestly to $86 from $89, with a median analyst target of $92 reflecting meaningful upside from current levels.

3.3147

July 9, 2026Stifel Financial shares fell amid a broad financial sector selloff driven by President Trump declaring the U.S.-Iran ceasefire 'over,' which sent oil prices surging over 5% and triggered a sharp risk-off move across markets — particularly hitting investment banking and brokerage stocks sensitive to deal-making activity and capital market conditions. Adding to the pressure, UBS maintained its Buy rating on Stifel but trimmed its price target from $89 to $86, citing the uncertain macro backdrop, even as the stock trades at roughly a 13% discount to Morningstar's $84 fair value estimate and recently earned a 4-star rating from the firm.

-2.2142

July 7, 2026Stifel Financial closed essentially flat in the regular session but is trading higher in after-hours, as Morningstar upgraded the stock to a 4-star rating with an $84 fair value estimate — implying a ~13% discount to current prices — following a strong 5.6% gain last week. The upgrade coincides with broader strength in the Banking & Investment Services sector, where peers like Goldman Sachs and Morgan Stanley surged 3%+ on Monday amid rising Q2 earnings optimism and robust capital markets activity. Stifel's diversified model spanning investment banking, wealth management, and brokerage positions it to benefit from the same tailwinds driving large-cap peers.

-0.1598

July 6, 2026Stifel Financial shares gained over 2.6% on Monday, outperforming the broader financial sector as XLF approached 52-week highs, amid a broad risk-on rally driven by tech and financials. Morningstar upgraded the stock to a 4-star rating with an $84 fair value estimate, noting it trades at a 13% discount, while the broader Finance sector heads into Q2 earnings season with expectations of over 12% earnings growth. Separately, Stifel's late-June removal from the Russell 1000 Dynamic Index — viewed as a technical rather than fundamental shift — continues to draw attention, with ongoing share buybacks (~$96.4M in Q1 2026) helping offset potential index-driven selling pressure.

2.624

MarketBeat · July 18, 2026Stifel Financial (SF) to Announce Earnings on WednesdayMarketBeat · July 18, 2026Fifth Third Bancorp Acquires 60,042 Shares of Stifel Financial Corporation $SFQuiver Quantitative · July 15, 2026Stifel Financial Corp. to Announce Second Quarter 2026 Financial Results on July 22Stock Titan · July 15, 2026Stifel CEO to Review Second-Quarter Results in July 22 WebcastGlobeNewswire · July 15, 2026Stifel Financial Schedules Second Quarter Financial Results Conference CallSimply Wall Street · July 11, 2026Stifel Financial (SF) Following Index Exit And JD Power Win Has Fair Value In FocusMoomoo · July 9, 2026Stifel Financial Is Maintained at Buy by UBS
Benzinga · July 8, 2026UBS Maintains Buy on Stifel Financial, Lowers Price Target to $86
Mt Newswire · July 8, 2026UBS Adjusts Stifel Financial Price Target to $86 From $89, Maintains Buy Rating
Mt Newswire · June 25, 2026Stifel Financial Reports Increase in May Client Assets
Mt Newswire · May 28, 2026Stifel Financial Posts 6% Rise in April Client Assets
Mt Newswire · May 1, 2026Stifel Financial to Pay Quarterly Dividend of $0.34 a Share, Payable June 15 to Holders of Record June 1
Mt Newswire · April 22, 2026Research Alert: CFRA Keeps Hold Rating On Shares Of Stifel Financial Corp.
Benzinga · April 22, 2026Stifel Financial Reports Q1 2026 Results: Full Earnings Call Transcript
Benzinga · April 22, 2026Stifel Stock Slips Despite Q1 Double Beat

Peers

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