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Stifel Financial Corp

SF
130.610USD
+2.570+2.01%
Close 02/06, 16:00ETQuotes delayed by 15 min
13.28BMarket Cap
20.91P/E TTM

Stifel Financial Corp

130.610
+2.570+2.01%
TradingKey Stock Score
Overall Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
Peer Comparison
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: 2026-02-06

Key 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 27 out of 118 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 143.17.In the medium term, the stock price is expected to remain stable.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

Industry at a Glance

Industry Ranking
27 / 118
Overall Ranking
150 / 4521
Industry
Investment Banking & Investment Services

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 24.44% year-on-year.
High Profit Growth
The company's net income leads the industry, with the latest annual income totaling USD 6.35B.
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%.
Overvalued
The company’s latest PB is 2.63, at a high 3-year percentile range.
Institutional Selling
The latest institutional holdings are 90.31M shares, decreasing 3.52% quarter-over-quarter.
Held by CI Select Canadian Equity Fund
Star Investor CI Select Canadian Equity Fund holds 1.73K shares of this stock.

Analyst Rating

Based on 8 analysts
Buy
Current Rating
143.167
Target Price
+11.81%
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: 2026-02-06

The current financial score of Stifel Financial Corp is 6.93, ranking 56 out of 118 in the Investment Banking & Investment Services industry. Its financial status is robust, and its operating efficiency is low. Its latest quarterly revenue reached 1.75B, representing a year-over-year increase of 11.19%, while its net profit experienced a year-over-year increase of 8.67%.

Score

Industry at a Glance

Previous score
6.93
Change
0

Financials

9.00

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

5.90

Operational Efficiency

4.65

Growth Potential

6.65

Shareholder Returns

8.45

Stifel Financial Corp's Company Valuation

Currency: USD Updated: 2026-02-06

The current valuation score of Stifel Financial Corp is 5.37, ranking 113 out of 118 in the Investment Banking & Investment Services industry. Its current P/E ratio is 20.91, which is 5.63% below the recent high of 22.09 and 54.31% above the recent low of 9.55.

Score

Industry at a Glance

Previous score
5.37
Change
0

Valuation Dimensions

P/E
P/B
P/S
P/CF
Industry Ranking 27/118
Relevant data have not been disclosed by the company yet.

Earnings Forecast

Currency: USD Updated: 2026-02-06

The current earnings forecast score of Stifel Financial Corp is 7.00, ranking 59 out of 118 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

Industry at a Glance

Previous score
7.00
Change
0

Support & Resistance

Relevant data have not been disclosed by the company yet.

Analyst Rating

Based on 8 analysts
Buy
Current Rating
143.167
Target Price
+11.81%
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
20
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: 2026-02-06

The current price momentum score of Stifel Financial Corp is 9.42, ranking 7 out of 118 in the Investment Banking & Investment Services industry. Currently, the stock price is trading between the resistance level at 134.77 and the support level at 123.71, making it suitable for range-bound swing trading.

Score

Industry at a Glance

Previous score
9.02
Change
0.4

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.

Indicators
Sell(1)
Neutral(2)
Buy(2)
Indicators
Value
Direction
MACD(12,26,9)
0.151
Neutral
RSI(14)
57.541
Neutral
STOCH(KDJ)(9,3,3)
78.632
Buy
ATR(14)
3.839
High Vlolatility
CCI(14)
125.929
Buy
Williams %R
12.878
Overbought
TRIX(12,20)
-0.079
Sell
StochRSI(14)
100.000
Overbought
Moving Average
Sell(0)
Neutral(0)
Buy(6)
Indicators
Value
Direction
MA5
127.196
Buy
MA10
126.525
Buy
MA20
127.979
Buy
MA50
127.313
Buy
MA100
121.410
Buy
MA200
112.588
Buy

Institutional Confidence

Currency: USD Updated: 2026-02-06

The current institutional shareholding score of Stifel Financial Corp is 7.00, ranking 32 out of 118 in the Investment Banking & Investment Services industry. The latest institutional shareholding proportion is 87.68%, representing a quarter-over-quarter decrease of 4.53%. The largest institutional shareholder is The Vanguard, holding a total of 9.56M shares, representing 9.28% of shares outstanding, with 9.72% decrease in holdings.

Score

Industry at a Glance

Previous score
7.00
Change
0

Institutional Shareholding

Relevant data have not been disclosed by the company yet.

Shareholder Activity

Name
Shares Held
Chg %
The Vanguard Group, Inc.
Star Investors
9.97M
-3.69%
BlackRock Institutional Trust Company, N.A.
8.50M
-0.32%
Fidelity Management & Research Company LLC
4.86M
-31.55%
Wellington Management Company, LLP
3.45M
+13.82%
State Street Investment Management (US)
3.15M
-0.31%
EARNEST Partners, LLC
2.83M
-3.26%
Boston Partners
2.37M
+1.96%
Stifel, Nicolaus & Company, Incorporated
2.32M
+4.76%
Capital Research Global Investors
2.21M
-1.50%
AllianceBernstein L.P.
2.04M
-0.72%
1
2

Risk Assessment

Currency: USD Updated: 2026-02-06

The 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 118 in the Investment Banking & Investment Services industry. The company's beta value is 1.11. 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

Industry at a Glance

Previous score
8.94
Change
0
Beta vs S&P 500 index
1.11
VaR
+2.99%
240-Day Maximum Drawdown
+27.97%
240-Day Volatility
+35.77%

Return

Best Daily Return
60 days
+3.69%
120 days
+3.84%
5 years
+13.86%
Worst Daily Return
60 days
-3.75%
120 days
-3.85%
5 years
-10.87%
Sharpe Ratio
60 days
+1.31
120 days
+1.17
5 years
+0.64

Risk Assessment

Maximum Drawdown
240 days
+27.97%
3 years
+35.02%
5 years
+37.12%
Return-to-Drawdown Ratio
240 days
+0.85
3 years
+1.24
5 years
+0.47
Skewness
240 days
+0.05
3 years
+0.53
5 years
+0.19

Volatility

Realised Volatility
240 days
+35.77%
5 years
+31.36%
Standardised True Range
240 days
+2.30%
5 years
+1.58%
Downside Risk-Adjusted Return
120 days
+189.48%
240 days
+189.48%
Maximum Daily Upside Volatility
60 days
+18.10%
Maximum Daily Downside Volatility
60 days
+18.65%

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

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Earnings Forecast
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