Indicators
Indicators
Value
Direction
MACD(12,26,9)
0.983
Neutral
RSI(14)
42.015
Neutral
STOCH(KDJ)(9,3,3)
60.375
Buy
ATR(14)
2.088
Low Volatility
CCI(14)
63.599
Neutral
Williams %R
38.360
Buy
TRIX(12,20)
-0.461
Sell
StochRSI(14)
87.398
Overbought
Stifel Financial Corp
SF71.620USD
-0.620-0.86%
Market hours （ET）Quotes delayed by 15 min
5.76BMarket Cap
17.20P/E TTM
TradingKey Stock Score
Overall Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
Peer Comparison
TradingKey Stock Score of Stifel Financial Corp
Currency: USD Updated: 2026-03-26Key Insights
Stifel Financial Corp's fundamentals are relatively very healthy, with an industry-leading ESG disclosure.and its growth potential is high.Its valuation is considered fairly valued, ranking 47 out of 117 in the Investment Banking & Investment Services industry.Institutional ownership is very high.Over the past month, multiple analysts have rated it as Buy, with the highest price target at 95.11.In the medium term, the stock price is expected to trend down.Despite an average stock market performance over the past month, the company shows strong fundamentals and technicals.The stock price is trading sideways between the support and resistance levels, making it suitable for range-bound swing trading.
Stifel Financial Corp's Score
Support & Resistance
Relevant data have not been disclosed by the company yet.
Score Analysis
Current score
Previous score
Media Coverage
Last 24 hours
Coverage Level
Very Low
Very High
Negative
Stifel Financial Corp Highlights
StrengthsRisks
Stifel Financial Corp. is a financial holding company. The Company's principal subsidiary is Stifel, Nicolaus & Company, Incorporated, a full-service retail and institutional wealth management and investment banking company. The Company’s segments include Global Wealth Management, Institutional Group, and Other. Its Global Wealth Management segment provides securities transaction, brokerage, and investment services to its clients through the consolidated Stifel branch system. The Institutional Group segment includes research, equity and fixed income institutional sales and trading, investment banking, public finance, and syndicate. The Other segment includes interest income from stock borrowing activities, unallocated interest expense, interest income and gains and losses from investments held, amortization of stock-based awards for certain administrative associates; and all unallocated overhead costs associated with the execution of orders; custody of client securities, and others.
High Growth
The company's revenue has grown steadily over the past 3 years, averaging 23.14% year-on-year.
High Profit Growth
The company's net income leads the industry, with the latest annual income totaling USD 6.28B.
High Dividend
The company is a high dividend payer, with the latest dividend payout ratio of 28.07%.
Stable Dividend
The company has regularly paid dividends over the past 5 years, with the latest dividend payout ratio of 28.07%.
Fairly Valued
The company’s latest PB is 2.08, at a medium 3-year percentile range.
Institutional Selling
The latest institutional holdings are 90.28M shares, decreasing 3.72% quarter-over-quarter.
Held by CI Select Canadian Equity Fund
Star Investor CI Select Canadian Equity Fund holds 2.60K shares of this stock.
Analyst Rating
Based on
8
analysts
Buy
Current Rating
95.111
Target Price
+31.92%
Upside Space
Data disclaimer: Analyst ratings and target prices are provided by LSEG for informational purposes only and do not constitute investment advice.
Financial Health
Currency: USD Updated: 2026-03-26The current financial score of Stifel Financial Corp is 7.53, ranking 52 out of 117 in the Investment Banking & Investment Services industry. Its financial status is robust, and its operating efficiency is average. Its latest quarterly revenue reached 1.74B, representing a year-over-year increase of 10.15%, while its net profit experienced a year-over-year increase of 8.67%.
Score
Financials
8.90
Key Metrics
Cash and cash equivalents
Total assets
Total liabilities
Free cash flow
Relevant data have not been disclosed by the company yet.
Quality of Earnings
7.05
Operational Efficiency
6.11
Growth Potential
6.86
Shareholder Returns
8.74
Stifel Financial Corp's Company Valuation
Currency: USD Updated: 2026-03-26The current valuation score of Stifel Financial Corp is 5.37, ranking 112 out of 117 in the Investment Banking & Investment Services industry. Its current P/E ratio is 17.35, which is 27.32% below the recent high of 22.09 and 44.92% above the recent low of 9.55.
Score
Valuation Dimensions
P/E
P/B
P/S
P/CF
Industry Ranking 47/117
Relevant data have not been disclosed by the company yet.
Earnings Forecast
Currency: USD Updated: 2026-03-26The current earnings forecast score of Stifel Financial Corp is 7.00, ranking 59 out of 117 in the Investment Banking & Investment Services industry. The average price target is 131.00, with a high of 140.00 and a low of 120.00.
Score
Support & Resistance
Relevant data have not been disclosed by the company yet.
Analyst Rating
Based on
8
analysts
Buy
Current Rating
95.111
Target Price
+31.92%
Upside Space
Strong Buy
Buy
Hold
Sell
Strong Sell
Peer Comparison
26
Total
10
Median
10
Average
Company name
Ratings
Analysts
Stifel Financial Corp
SF
8
Morgan Stanley
MS
25
Citigroup Inc
C
24
Goldman Sachs Group Inc
GS
24
Charles Schwab Corp
SCHW
21
LPL Financial Holdings Inc
LPLA
15
1
2
3
4
5
Financial Forecasting
EPS
Revenue
Net Profit
EBIT
Relevant data have not been disclosed by the company yet.
Data disclaimer: Analyst ratings and target prices are provided by LSEG for informational purposes only and do not constitute investment advice.
Price Momentum
Currency: USD Updated: 2026-03-26The current price momentum score of Stifel Financial Corp is 7.24, ranking 41 out of 117 in the Investment Banking & Investment Services industry. Currently, the stock price is trading between the resistance level at 76.09 and the support level at 68.85, making it suitable for range-bound swing trading.
Score
Support & Resistance
Relevant data have not been disclosed by the company yet.
Indicators
The Indicators feature provides value and direction analysis for various instruments under a selection of technical indicators, together with a technical summary.
This feature includes nine of the commonly used technical indicators: MACD, RSI, KDJ, StochRSI, ATR, CCI, WR, TRIX and MA. You may also adjust the timeframe depending on your needs.
Please note that technical analysis is only part of investment reference, and there is no absolute standard for using numerical values to assess direction. The results are for reference only, and we are not responsible for the accuracy of the indicator calculations and summaries.
Moving Average
Indicators
Value
Direction
MA5
71.964
Sell
MA10
71.149
Buy
MA20
72.406
Sell
MA50
78.596
Sell
MA100
80.831
Sell
MA200
77.289
Sell
Institutional Confidence
Currency: USD Updated: 2026-03-26The current institutional shareholding score of Stifel Financial Corp is 7.00, ranking 33 out of 117 in the Investment Banking & Investment Services industry. The latest institutional shareholding proportion is 87.65%, representing a quarter-over-quarter decrease of 4.56%. The largest institutional shareholder is The Vanguard, holding a total of 14.34M shares, representing 9.26% of shares outstanding, with 9.89% decrease in holdings.
Score
Institutional Shareholding
Relevant data have not been disclosed by the company yet.
Shareholder Activity
Name
Shares Held
Chg %
BlackRock Institutional Trust Company, N.A.
Fidelity Management & Research Company LLC
Wellington Management Company, LLP
State Street Investment Management (US)
AQR Capital Management, LLC
EARNEST Partners, LLC
Boston Partners
Stifel, Nicolaus & Company, Incorporated
Capital Research Global Investors
1
2
Risk Assessment
Currency: USD Updated: 2026-03-26The U.S. Dollar Index is currently in a neutral state, which has a neutral effect on the Investment Banking & Investment Services domestic-focused industry. The Dollar Index (DXY) measures the value of the U.S. dollar against a basket of major currencies, including the euro, yen, pound sterling, Canadian dollar, Swedish krona, and Swiss franc. The current risk assessment score of Stifel Financial Corp is 8.94, ranking 34 out of 117 in the Investment Banking & Investment Services industry. The company's beta value is 1.12. This indicates that the stock tends to outperform the index during upward trending markets but experiences larger declines during downward trending markets. with an industry-leading ESG disclosure.
Score
Beta vs S&P 500 index
1.12
VaR
+3.06%
240-Day Maximum Drawdown
+21.37%
240-Day Volatility
+32.45%
Return
Best Daily Return
60 days
+3.69%
120 days
+3.84%
5 years
+13.86%
Worst Daily Return
60 days
-6.27%
120 days
-6.27%
5 years
-10.87%
Sharpe Ratio
60 days
-2.19
120 days
-0.10
5 years
+0.55
Risk Assessment
Maximum Drawdown
240 days
+21.37%
3 years
+35.02%
5 years
+37.12%
Return-to-Drawdown Ratio
240 days
+1.65
3 years
+0.85
5 years
+0.36
Skewness
240 days
-0.34
3 years
+0.41
5 years
+0.14
Volatility
Realised Volatility
240 days
+32.45%
5 years
+31.72%
Standardised True Range
240 days
+2.71%
5 years
+1.96%
Downside Risk-Adjusted Return
120 days
-12.19%
240 days
-12.19%
Maximum Daily Upside Volatility
60 days
+22.41%
Maximum Daily Downside Volatility
60 days
+30.03%
Liquidity
Average Turnover Rate
60 days
+0.69%
120 days
+0.78%
5 years
--
Turnover Deviation
20 days
+5.64%
60 days
+10.56%
120 days
+25.07%
Peer Comparison
Investment Banking & Investment Services
Stifel Financial Corp
SF
7.13 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
State Street Corp
STT
8.69 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
Virtu Financial Inc
VIRT
8.52 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
Bank of New York Mellon Corp
BK
8.42 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
Citigroup Inc
C
8.41 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
Ameriprise Financial Inc
AMP
8.15 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
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