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Stifel Financial Corp.

SF

Financial Services · 79.82 +0.2% today

Isolated · not yet confirmedMarket checked 11 Sept, 15:55 GMT-4

Market read

Stifel Financial Corp.'s current read is isolated; its market group is not confirming.

No new filing conclusion is available. 0 of 6 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 5 directly disclosed connections are confirming.

Company+0.2% todayVolume comparison unavailable
Market group0 of 6 activeFinancial Services Asset Management · unavailable
Disclosed network0 of 5 confirmingNo filing-linked name is confirming now
What would change this read
  • Quarterly equity capital-raising revenues reported a quantified increase to monitor for follow-up changes in magnitude.

Invalidation: The isolated read changes if SF's group or a disclosed connection begins moving with it.

Watch this read

Research brief

The story so far

Financial Services · Capital Markets

No new filing conclusion is available. 0 of 6 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 5 directly disclosed connections are confirming.

Evidence that supports

No thresholded supportive filing evidence is available yet.

Evidence that challenges

No thresholded adverse filing evidence is available yet.

What would clarify the read
  • Quarterly equity capital-raising revenues reported a quantified increase to monitor for follow-up changes in magnitude.

Company research

Understand the business, not just the ticker

As of Sep 12, 2026
Brokerage and capital-markets earnings model

For brokers and capital-markets platforms, the key question is how client activity, interest rates, customer balances, margin lending and market conditions translate into earnings and capital needs.

Key research questions
  • Can client and activity growth offset pressure from lower rates or weaker trading volumes?
  • Are customer balances, margin lending and credit conditions changing the risk profile?
  • Does the valuation reflect a durable earnings model or unusually favorable market conditions?
Annual periods9
Price observations328
Usable filing statements113
Verified relationships5
Evidence supporting the case
  • Latest annual revenue changed +14.5% year over year.
  • Operating cash flow covered net income at 1.63x in the latest annual period.
  • Demand and volume has repeated favorable evidence across 4 filings.
  • Restructuring and cost reductions has repeated favorable evidence across 4 filings.
Evidence challenging the case
  • Net margin changed -4.1 percentage points in the latest annual period.
Questions before a position

No credible peer-relative valuation comparison is available yet.

Longer-term price context

Price as of Sep 11, 2026

79.82
6m+12.7%12m-29.5%24m
Annual trajectory

Reported annual revenue and per-share history. This is accounting history, not a forecast.

PeriodRevenueYoYDiluted EPSShare change
2021-12-31$4.8B+25.3%$6.66+3.5%
2022-12-31$4.6B-4.0%$5.32-0.8%
2023-12-31$5.2B+12.3%$4.28-3.5%
2024-12-31$3.3B-36.2%$6.25-2.2%
2025-12-31$3.8B+14.5%$5.87-0.8%

What management says matters

Persistent and emerging business drivers

Demand and volumepositive · 4 filings
For the three months ended March 31, 2026, equity capital-raising revenues increased 37.3% to $67.3 million from $49.0 million during the comparable period in 2025 driven by higher volumes and larger deal sizes.
10-Q · May 4, 2026
Credit and interest ratesmixed · 1 filings
The increase in interest expense is primarily attributable to higher interest rates and higher interest-bearing liabilities.
10-K · Feb 24, 2026
Macroeconomic conditionspositive · 1 filings
As a result of the uncertainty inherent in the quantitative models, other quantitative and qualitative factors are considered in adjusting allowance amounts, including, but not limited to, the following: model imprecision, imprecision in macroeconomic forecas…
10-K · Feb 24, 2026

Valuation discipline

Peer-relative valuation withheld

Jodie found no industry-matched filing peers suitable for a valuation comparison. It will not substitute broader financial-sector names.

Scenario scaffold

Scenarios are withheld for Financial Services until sector-specific earnings and capital metrics are available; generic revenue/P/S scaffolds would be misleading.

Price action

How the market is pricing the story

79.82+0.2% today

Jodie does not have enough daily observations to draw a useful short-term chart for this asset. The latest quoted price was checked 11 Sept, 15:55 GMT-4; this is a coverage limitation, not a flat-price conclusion.

Developments

No sourced recent-development timeline yet

Jodie has not returned a relevant primary source or news item for SF. This is an evidence-coverage gap, not a conclusion that nothing material happened.

Business and financial condition

Reported financial figures are not available yet

Jodie has not returned structured SEC XBRL fundamentals for this asset. This is a coverage limitation, not an assessment of the business or its financial health.

Filing analysis

No comparable filing assessment is available yet

Jodie has not yet found a suitable current-versus-prior filing comparison for SF. This does not mean the latest filing was neutral or immaterial.

Business ecosystem

The relationships behind SF

Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.

Depends on

TBBKThe Bancorp, Inc.partnerAug 6, 2025

Federal Home Loan Bank Advances and other secured financing – Stifel Bancorp has borrowing capacity with the Federal Home Loan Bank of $5.9 billion at June 30, 2025 and $64.5 million in federal funds agreements for the purpose of purchasing short-term funds s…

Depended on by

MCHBMechanics BancorppartnerNov 17, 2025

B&F Capital Markets, LLC (a Stifel Company) has provided the interest rate swap services to the Company since 2023 .

Filing peers

Companies whose filings use similar operating language.

Open the three relationships above to see Jodie’s filing proof. Pro unlocks 9 more links, every receipt, and alerts when connected names begin moving. Unlock the full network →

What is moving around it

Live connections

SF is currently a Leader in the organic co-movement group Financial Services Asset Management. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 2 filing-linked names are in the relationship map; none is currently confirmed as moving with the group.

Context history

Theme membership history

No durable theme membership has been observed for this name yet.