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
0
Funds holding %
of 6,823 funds
0
Analysts bullish %
of 4 analysts
Fund manager confidence
Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)
369% more call options, than puts
Call options by funds: $24.5M | Put options by funds: $5.22M
18% more first-time investments, than exits
New positions opened: 46 | Existing positions closed: 39
8% more capital invested
Capital invested by funds: $7.57B [Q2] → $8.17B (+$596M) [Q3]
1% more funds holding
Funds holding: 432 [Q2] → 435 (+3) [Q3]
0% more funds holding in top 10
Funds holding in top 10: 7 [Q2] → 7 (+0) [Q3]
6% less repeat investments, than reductions
Existing positions increased: 152 | Existing positions reduced: 161
3.0% less ownership
Funds ownership: 87.81% [Q2] → 84.81% (-3.0%) [Q3]
Research analyst outlook
4 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$105
8%
downside
Avg. target
$117
3%
upside
High target
$128
12%
upside
4 analyst ratings
1 positive
25%
3 neutral
75%
0 negative
0%
Wells Fargo Michael Brown 74% 1-year accuracy 32 / 43 met price target | 12%upside $128 | Overweight Maintained | 14 Jan 2025 |
Citigroup Christopher Allen 81% 1-year accuracy 17 / 21 met price target | 1%upside $115 | Neutral Maintained | 10 Jan 2025 |
JP Morgan Michael Cho 50% 1-year accuracy 1 / 2 met price target | 5%upside $120 | Neutral Initiated | 10 Dec 2024 |
TD Cowen Bill Katz 88% 1-year accuracy 30 / 34 met price target | 8%downside $105 | Hold Maintained | 24 Oct 2024 |
Financial journalist opinion
Based on 5 articles about SF published over the past 30 days
Positive
Seeking Alpha
3 days ago
Our Top 10 High-Growth Dividend Stocks -- January 2025
This monthly article focuses on selecting high-growth dividend stocks with rapidly growing dividends rather than high current yields. We use our proprietary models to rate quantitatively and qualitatively and select the top ten names from an initial list of nearly 400 dividend stocks. The final list of ten stocks is chosen based on sector diversity, high-growth quality scores, and positive momentum, suitable for investors in the accumulation phase.
Neutral
GlobeNewsWire
5 days ago
Eaton Partners Acts as Lead Placement Agent for Colbeck Capital Management's Third Flagship Fund
STAMFORD, Conn., Jan. 15, 2025 (GLOBE NEWSWIRE) -- Eaton Partners, one of the largest placement agents and fund advisory firms and a wholly-owned subsidiary of Stifel Financial Corp. (NYSE: SF), is pleased to have acted as lead placement agent for Colbeck Capital Management (“Colbeck”), a leading middle-market private credit firm focused on strategic lending.
Positive
Zacks Investment Research
5 days ago
Stifel Financial (SF) to Report Q4 Results: Wall Street Expects Earnings Growth
Stifel (SF) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
Neutral
GlobeNewsWire
1 week ago
Eaton Partners Acts as Asia-Pacific Placement Agent for FTV Capital
STAMFORD, Conn. and HONG KONG, Jan. 13, 2025 (GLOBE NEWSWIRE) -- Eaton Partners, one of the largest placement agents and fund advisory firms and a wholly-owned subsidiary of Stifel Financial Corp. (NYSE: SF), is pleased to have acted as the Asia-Pacific placement agent for leading growth equity firm FTV Capital (“FTV” or the “Firm”) for its latest flagship fund, FTV VIII, L.P. (“FTV VIII”), which the Firm raised alongside FTV Ascend I, L.P. (“FTV Ascend”). FTV VIII and FTV Ascend held final closes of $3.4 billion USD and $651 million USD respectively, bringing FTV's total capital raised since inception to over $10.2 billion USD, across growth equity investments in North America, Europe, and globally.
Positive
Zacks Investment Research
1 week ago
Stifel to Expand Global Advisory Business With Bryan Garnier Buyout
SF's buyout of Bryan Garnier marks a strategic move in the progress of the former's global advisory business.
Positive
Seeking Alpha
1 month ago
Our Top 10 Dividend Growth Stocks - December 2024
This monthly article focuses on selecting high-growth dividend stocks with rapidly growing dividends rather than high current yields. We use our proprietary models to rate quantitatively and qualitatively and select the top ten names from an initial list of nearly 400 dividend stocks. The final list of ten stocks is chosen based on sector diversity, high-growth quality scores, and positive momentum, suitable for investors in the accumulation phase.
Neutral
GlobeNewsWire
1 month ago
Stifel Reports November 2024 Operating Data
ST. LOUIS, Dec. 19, 2024 (GLOBE NEWSWIRE) -- Stifel Financial Corp. (NYSE: SF) today reported selected operating results for November 30, 2024 in an effort to provide timely information to investors on certain key performance metrics. Due to the limited nature of this data, a consistent correlation to earnings should not be assumed.
Neutral
GlobeNewsWire
1 month ago
KBW Announces Index Rebalancing for Fourth-Quarter 2024
NEW YORK, Dec. 13, 2024 (GLOBE NEWSWIRE) -- Keefe, Bruyette & Woods, Inc., a leading specialist investment bank to the financial services and fintech sectors, and a wholly owned subsidiary of Stifel Financial Corp. (NYSE: SF), announces the upcoming index rebalancing for the fourth quarter of 2024.
Neutral
GlobeNewsWire
1 month ago
Stifel Reports October 2024 Operating Data
ST. LOUIS, Nov. 21, 2024 (GLOBE NEWSWIRE) -- Stifel Financial Corp. (NYSE: SF) today reported selected operating results for October 31, 2024 in an effort to provide timely information to investors on certain key performance metrics. Due to the limited nature of this data, a consistent correlation to earnings should not be assumed.
Neutral
GlobeNewsWire
2 months ago
Brad Edgar Joins Stifel as Managing Director and Lead Healthcare Equity Trader
ST. LOUIS, Nov. 18, 2024 (GLOBE NEWSWIRE) -- Stifel Financial Corp. (NYSE: SF) today announced the hiring of Brad Edgar as Managing Director and Lead Healthcare Equity Trader. He is based in the firm's New York office and reports directly to R.J. Grant, Head of Global Equity Trading at Stifel.
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