Stifel
About: Stifel Financial is a middle-market-focused investment bank that produces more than 90% of its revenue in the United States. Approximately 60% of the company's net revenue is derived from its global wealth management division, which supports over 2,000 financial advisors, with the remainder coming from its institutional securities business. Stifel has a history of being an active acquirer of other financial-services firms.
Employees: 9,000
Fund manager confidence
Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)
380% more call options, than puts
Call options by funds: $24.3M | Put options by funds: $5.07M
7% more capital invested
Capital invested by funds: $7.55B [Q2] → $8.11B (+$564M) [Q3]
0% more funds holding in top 10
Funds holding in top 10: 7 [Q2] → 7 (+0) [Q3]
0% less funds holding
Funds holding: 432 [Q2] → 431 (-1) [Q3]
2% less first-time investments, than exits
New positions opened: 46 | Existing positions closed: 47
5% less repeat investments, than reductions
Existing positions increased: 151 | Existing positions reduced: 159
3.29% less ownership
Funds ownership: 87.56% [Q2] → 84.27% (-3.29%) [Q3]
Research analyst outlook
9 Wall Street Analysts provided 1 year price targets over the past 3 months
9 analyst ratings
Wells Fargo Michael Brown 88% 1-year accuracy 21 / 24 met price target | 14%upside $130 | Overweight Maintained | 13 Nov 2024 |
TD Cowen Bill Katz 97% 1-year accuracy 32 / 33 met price target | 8%downside $105 | Hold Maintained | 24 Oct 2024 |
Wells Fargo Michael Brown 88% 1-year accuracy 21 / 24 met price target | 1%downside $113 | Overweight Maintained | 24 Oct 2024 |
Wells Fargo Michael Brown 88% 1-year accuracy 21 / 24 met price target | 6%downside $108 | Overweight Maintained | 9 Oct 2024 |
JMP Securities Devin Ryan 91% 1-year accuracy 63 / 69 met price target | 4%downside $110 | Market Outperform Maintained | 9 Oct 2024 |
Financial journalist opinion
Based on 7 articles about SF published over the past 30 days
