Stifel
About: Stifel Financial is a middle-market-focused investment bank that produces more than 90% of its revenue in the United States. Approximately 67% 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 Q4 regulatory disclosures by fund managers ($100M+ AUM)
338% more first-time investments, than exits
New positions opened: 92 | Existing positions closed: 21
151% more call options, than puts
Call options by funds: $26.4M | Put options by funds: $10.5M
15% more funds holding
Funds holding: 439 [Q3] → 503 (+64) [Q4]
14% more capital invested
Capital invested by funds: $8.15B [Q3] → $9.28B (+$1.13B) [Q4]
0.8% more ownership
Funds ownership: 84.65% [Q3] → 85.45% (+0.8%) [Q4]
0% more funds holding in top 10
Funds holding in top 10: 8 [Q3] → 8 (+0) [Q4]
5% less repeat investments, than reductions
Existing positions increased: 161 | Existing positions reduced: 170
Research analyst outlook
7 Wall Street Analysts provided 1 year price targets over the past 3 months
7 analyst ratings
Wells Fargo Michael Brown 39% 1-year accuracy 29 / 75 met price target | 19%upside $102 | Overweight Maintained | 24 Apr 2025 |
JP Morgan Michael Cho 25% 1-year accuracy 1 / 4 met price target | 17%upside $100 | Neutral Maintained | 11 Apr 2025 |
TD Cowen Bill Katz 64% 1-year accuracy 21 / 33 met price target | 2%downside $84 | Hold Maintained | 9 Apr 2025 |
JMP Securities Devin Ryan 67% 1-year accuracy 4 / 6 met price target | 40%upside $120 | Market Outperform Maintained | 8 Apr 2025 |
Goldman Sachs Alexander Blostein 55% 1-year accuracy 26 / 47 met price target | 22%upside $105 | Neutral Maintained | 3 Apr 2025 |
Financial journalist opinion
Based on 10 articles about SF published over the past 30 days









