Stifel (SF)

• Market cap: $10.7B
• 1 day: 2.17%
• 5 days: -5.72%
• 1 month: -7.89%
• 3 months: 13.00%
• 6 months: 28.35%
• Year to date: 50.78%
• 1 year: 56.56%
• 5 years: 152.21%
• 10 years: 204.37%
• Sector: Financials
• Industry: Security Brokers, Dealers & Flotation Companies

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

8% more capital invested

Capital invested by funds: $7.55B [Q2] → $8.15B (+$598M) [Q3]

7% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 43

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

2.95% less ownership

Funds ownership: 87.56% [Q2] → 84.61% (-2.95%) [Q3]

Research analyst outlook

6 Wall Street Analysts provided 1 year price targets over the past 3 months

• Low target: $94 10% downside
• Avg. target: $110 5% upside
• High target: $130 24% upside

6 analyst ratings

• positive: 2 33%
• neutral: 4 67%
• negative: 0 0%

JP Morgan Michael Cho 100% 1-year accuracy 2 / 2 met price target	15% upside $120	Neutral Initiated	10 Dec 2024
Wells Fargo Michael Brown 68% 1-year accuracy 28 / 41 met price target	24% upside $130	Overweight Maintained	13 Nov 2024
TD Cowen Bill Katz 84% 1-year accuracy 32 / 38 met price target	0% upside $105	Hold Maintained	24 Oct 2024
JMP Securities Devin Ryan 86% 1-year accuracy 60 / 70 met price target	5% upside $110	Market Outperform Maintained	9 Oct 2024
Citigroup Christopher Allen 86% 1-year accuracy 18 / 21 met price target	2% downside $102	Neutral Maintained	27 Sept 2024