SFB Stifel Financial Corporation 5.20% Senior Notes due 2047

Stifel Financial Corporation (NYSE:SF) has received a consensus "Moderate Buy" rating from twelve analysts, with an average 12-month price target of $127.40. The company recently surpassed quarterly earnings estimates, reporting $1.95 EPS compared to the expected $1.89, and revenue of $1.43 billion against an estimated $1.33 billion. Stifel Financial also declared a quarterly dividend of $0.46, representing an annualized dividend of $1.84 and a yield of approximately 1.4%.

Inspire Investing LLC recently acquired 9,230 shares of Stifel Financial (NYSE:SF) valued at approximately $1.05 million during the third quarter, indicating new institutional interest. Other major investors like Invesco Ltd. also increased their holdings in Stifel Financial, which has a "Moderate Buy" consensus rating from analysts with an average target price of $127.40. The company recently surpassed quarterly earnings estimates and reported a significant year-over-year revenue increase.

Harbor Capital Advisors Inc. significantly reduced its stake in Stifel Financial Corporation (NYSE:SF) by 72.3% in the third quarter, selling 42,289 shares. Despite this, other major institutions like Boston Partners, Norges Bank, and AQR Capital Management substantially increased or initiated positions, bringing institutional ownership to approximately 82%. Stifel Financial recently reported strong quarterly earnings, beating EPS estimates and increasing revenue by 16.7% year-over-year, and also announced a quarterly dividend of $0.46 per share.

Stifel Financial Corp (SF) has seen significant stock growth over the past five years, outperforming the S&P 500, but the author advises caution. Concerns include unimpressive annual EPS growth of 9% and decelerating book value per share growth. The article suggests that while Stifel is not a "terrible business," its current valuation, combined with limited growth, means there are more exciting investment opportunities elsewhere.

Stifel Financial (SF) reported record client assets and elevated client activity in November 2025, driven by strong advisor recruitment and market gains. These factors are expected to positively impact the company's near-term revenue through higher fee income and transaction volumes, supporting its investment narrative and capacity for capital returns. However, investors are advised to consider potential risks from prolonged market volatility and policy uncertainty.

Stifel Financial recently reported record client assets and elevated client activity in November 2025, driven by strong adviser recruitment and market gains. These figures suggest a positive near-term revenue outlook for the firm through increased fee income and transaction volumes. However, investors should still consider potential risks from prolonged market volatility and policy uncertainties that could affect future client activity and asset levels.