Stifel Financial Corporation (SF)
Financials · NYQ
Price as at 1 Oct 2026, 10:09 UTC. Quotes are delayed.
Fundamentals
Valuation and ratings
Stifel Financial Corporation trades at $70.04, which is 154% below the $177.80 our fair value estimate puts on the business. On that measure alone it screens as undervalued, though a valuation model is an argument rather than a measurement, and the market is frequently right about why something is cheap.
Our moat model scores it 62 out of 100, which is a moat, but not a deep one. A moat is a structural reason competitors cannot take the profits away, and it matters more to a long holding period than any single quarter's numbers do.
It changes hands at 14.5 times earnings. Be careful reading that in isolation: for a cyclical business a low P/E arrives at the top of the cycle, when profits are peaking and about to fall, which is exactly when the shares look cheapest and are not.
SF dividend history
Dividends per share by year
| Year | Total per share | Payments |
|---|---|---|
| 2026 (year to date) | $1.02 | 3 |
| 2025 | $1.23 | 4 |
| 2024 | $1.12 | 4 |
| 2023 | $0.960 | 4 |
| 2022 | $0.800 | 4 |
| 2021 | $0.400 | 4 |
| 2020 | $0.302 | 4 |
| 2019 | $0.267 | 4 |
| 2018 | $0.213 | 4 |
| 2017 | $0.089 | 2 |
| 2002 | $0.009 | 2 |
Split-adjusted amounts in the listing currency, grouped by the calendar year of the ex-dividend date, from the filed record. Growth and streak figures compare complete years only.
SF earnings and analyst estimates
Recommendation mix, 8 published ratings
Estimates are the published analyst consensus and move often. An earnings date is scheduled, not certain, and a share tends to reprice most violently on the day itself.
About Stifel Financial Corporation
Stifel Financial Corp. operates as the bank holding company for Stifel, Nicolaus & Company, Incorporated that provides retail and institutional wealth management, and investment banking services to individual, corporations, municipalities, and institutions in the United States, the United Kingdom, Canada, and internationally. It operates in three segments: Global Wealth Management, Institutional Group, and Other. The company provides private client services, including securities transaction and financial planning services; securities brokerage services, such as the sale of equities, mutual funds, fixed income products, and insurance; institutional equity and fixed income sales, trading and research, and municipal finance services; investment banking services, such as mergers and acquisitions, public offerings, and private placements; and retail and commercial banking services comprising personal and commercial lending programs, as well as deposit accounts. It participates in and manages underwritings for corporate and public finance; and offers financial advisory and securities brokerage services. The company was founded in 1890 and is headquartered in Saint Louis, Missouri.
Company profile, industry and headcount are as reported by our data provider and can lag a company's own filings by a reporting period. The annual report is the authority.
SF passes 3 of our 30 screens today
Each screen prints the exact criteria it used, and the circumstances in which it is wrong.
Super investor ownership
12 of the funds we track reported a position in their latest SEC 13F filing. Largest first:
- Cliff Asness, AQR CAPITAL MANAGEMENT LLC$418.72M · 0.1% of book
- Capital Research Global, Capital Research Global Investors$187.25M · 0.0% of book
- Israel Englander, MILLENNIUM MANAGEMENT LLC$137.60M · 0.1% of book
- Ken Fisher, Fisher Asset Management, LLC$115.27M · 0.0% of book
- Two Sigma, TWO SIGMA INVESTMENTS, LP$85.61M · 0.1% of book
A word of warning on reading these figures: a 13F reports the market value of a holding, so a fund that traded nothing at all still appears to have sold when the price fell. We found 102 companies where the standard reading gives the opposite answer. Only the share count is honest.
Politician trades in SF
Trades in SF disclosed by members of Congress and executive-branch officials, latest first:
- Gilbert Cisneros · HouseBuy · $1,001 - $15,000 · traded 10 Jul 2026 · disclosed 4 Sept 2026
- Gilbert Cisneros · HouseSell · $1,001 - $15,000 · traded 24 Nov 2025 · disclosed 15 Dec 2025
- Gilbert Cisneros · HouseBuy · $1,001 - $15,000 · traded 17 Jul 2020 · disclosed 19 Aug 2020
A disclosure reports a value band, not an amount, and is due up to 45 days after the trade; some arrive later. Every filer we track, each with their own page, is on the Congress trading tracker.
SF peers
The largest companies in the same industry (Capital Markets), then in the same sector.
- NMR Nomura Holdings, Inc.
- LPLA LPL Financial Holdings Inc.
- IREN IREN Limited
- EVR Evercore Inc.
- HUT Hut 8 Corp.
- SOL.AX WHSP Holdings Limited
- BMNR Bitmine Immersion Technologies, Inc.
- GLXY Galaxy Digital
Every financials company we cover is on the Financials hub.
Common questions
Is Stifel Financial Corporation (SF) undervalued?
Against our fair value estimate of $177.80, SF at $70.04 is 154% below fair value. That is one model's answer, not a recommendation. It is built from normalized earning power with growth capped deliberately low, which understates companies whose value is mostly future growth.
Which funds own SF?
12 of the institutions we track reported a position in SF in their most recent SEC 13F filing. A 13F is filed up to 45 days after quarter end, so it tells you what a fund held then, not what it holds now.
What is SF's P/E ratio?
SF trades at 14.5 times earnings. A low P/E is not automatically cheap: on a cyclical company it is usually a warning that earnings are at a peak.
Does Stifel Financial Corporation (SF) pay a dividend?
Yes. Stifel Financial Corporation yields 1.60% at the current share price. It has paid $1.33 per share over the trailing twelve months. It has paid a dividend in each of the last 9 complete calendar years. A dividend is declared by the board and can be cut at any time; a yield is a fact about the current price, not a promise.
When does SF report earnings next?
Stifel Financial Corporation is scheduled to report on 21 Oct 2026. Companies move earnings dates, so read it as scheduled rather than certain.
Where does SteadyShares get its SF data?
Fundamentals for SF come from company filings and exchange data, as listed on NYQ; institutional ownership comes from SEC 13F filings. The share price shown was last refreshed on 1 Oct 2026, 10:09 UTC and is delayed. Our data quality score for this company is 83/100, which is the share of the inputs behind our scores that were actually available rather than assumed. Metrics we do not hold are left out of the page rather than estimated.
The full research page for SF, with financial statements, ownership detail, peer comparison and alerts, is free inside the app.
Data from company filings, exchange quotes and SEC EDGAR 13F disclosures. Quotes are delayed. Metrics we do not have are left out rather than estimated. Educational information, not financial advice.