StifelSF
Market Cap: $8.55B
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 Q2 SEC filings by fund managers ($100M+ AUM)
329% more call options, than puts
Call options by funds: $20M | Put options by funds: $4.66M
133% more funds holding in top 10
Funds holding in top 10: 3 [Q1] → 7 (+4) [Q2]
8% more capital invested
Capital invested by funds: $6.77B [Q1] → $7.34B (+$572M) [Q2]
5% more first-time investments, than exits
New positions opened: 58 | Existing positions closed: 55
0.88% more ownership
Funds ownership: 84.32% [Q1] → 85.2% (+0.88%) [Q2]
1% more funds holding
Funds holding: 427 [Q1] → 430 (+3) [Q2]
14% less repeat investments, than reductions
Existing positions increased: 136 | Existing positions reduced: 158
Research analyst outlook
2 Wall Street Analysts provided 1 year price targets over the past 3 months
2 analyst ratings
TD Cowen Bill Katz 71% 1-year accuracy 15 / 21 met price target | 6%upside $88 | Hold Maintained | 25 Jul 2024 |
TD Cowen Bill Katz 71% 1-year accuracy 15 / 21 met price target | 7%upside $89 | Hold Downgraded | 8 Jul 2024 |