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 filings by fund managers ($100M+ AUM)
329% more first-time investments, than exits
New positions opened: 90 | Existing positions closed: 21
151% more call options, than puts
Call options by funds: $26.4M | Put options by funds: $10.5M
13% more capital invested
Capital invested by funds: $8.17B [Q3] → $9.25B (+$1.09B) [Q4]
12% more funds holding
Funds holding: 437 [Q3] → 490 (+53) [Q4]
0.41% more ownership
Funds ownership: 84.83% [Q3] → 85.24% (+0.41%) [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: 157 | Existing positions reduced: 166
Research analyst outlook
5 Wall Street Analysts provided 1 year price targets over the past 3 months
5 analyst ratings
UBS Brennan Hawken 74% 1-year accuracy 25 / 34 met price target | 15%upside $120 | Neutral Maintained | 3 Feb 2025 |
JMP Securities Devin Ryan 87% 1-year accuracy 59 / 68 met price target | 30%upside $135 | Market Outperform Maintained | 30 Jan 2025 |
Wells Fargo Michael Brown 52% 1-year accuracy 31 / 60 met price target | 30%upside $135 | Overweight Maintained | 30 Jan 2025 |
Citigroup Christopher Allen 80% 1-year accuracy 16 / 20 met price target | 11%upside $115 | Neutral Maintained | 10 Jan 2025 |
JP Morgan Michael Cho 75% 1-year accuracy 3 / 4 met price target | 15%upside $120 | Neutral Initiated | 10 Dec 2024 |
Financial journalist opinion
Based on 9 articles about SF published over the past 30 days
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