SFFinancial Services · Capital MarketsThe 8 Wall Street analysts covering Stifel Financial Corp. hold a median 12-month price target of $87 — +23.8% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 85 of 100 as at 2 Oct 2026 — inside the top quartile. Here, the model and the Street point the same way.
Consensus tells you what everyone already believes. The model scores Stifel Financial Corp. on its factor families — the same systematic rank behind the Ticker Nerd portfolio.
Percentile across ~4,600 US stocks on Ticker Nerd’s systematic factor model. Higher is better. How the model is built and tested
Growth (94): Sales and profits are climbing, and climbing faster than before.
Accruals (18): A large share of reported profit has not shown up as cash, or the balance sheet is expanding quickly — both tend to unwind.
Size (15): Larger than most of the companies we track — more scrutinised, less often mispriced.
Built and run by Aslam Ghouse, an ex-Goldman Sachs quant trader with fourteen years in markets.
The bullish and bearish analyst opinions on SF, reported as data — targets and ratings, the market's view beside the model's.
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
Data provided by Twelve Data
The green dot is the last close — the median target sits +23.8% from it.
| Date | Firm | Action | Rating | Target |
|---|---|---|---|---|
| 23 July 2026 | JP Morgan | Maintains | Neutral | $80 → $86 |
| 8 July 2026 | UBS | Maintains | Buy | — |
| 8 July 2026 | UBS | Maintains | Buy | $89 → $86 |
| 8 Apr 2026 | UBS | Maintains | Buy | — |
| 23 Mar 2026 | TD Cowen | Maintains | Hold | — |
| 14 Jan 2026 | TD Cowen | Downgrade | Hold | — |
| 12 Jan 2026 | Citizens | Maintains | Market Outperform | — |
| 8 Jan 2026 | JP Morgan | Maintains | Neutral | — |
| 11 Dec 2025 | UBS | Assumes | Buy | $150 |
| 23 Oct 2025 | JP Morgan | Maintains | Neutral | — |
| 9 Oct 2025 | JMP Securities | Maintains | Market Outperform | — |
| 8 Oct 2025 | TD Cowen | Upgrade | Buy | — |
| 3 Oct 2025 | BMO Capital | Initiates | Market Perform | — |
| 31 July 2025 | Citigroup | Upgrade | Buy | — |
| 14 July 2025 | JMP Securities | Maintains | Market Outperform | — |
| 11 July 2025 | Wells Fargo | Maintains | Overweight | — |
| 7 July 2025 | Citigroup | Maintains | Neutral | — |
| 24 Apr 2025 | Wells Fargo | Maintains | Overweight | — |
| 11 Apr 2025 | JP Morgan | Maintains | Neutral | — |
| 9 Apr 2025 | TD Cowen | Maintains | Hold | — |
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
Computed off the Friday close and sent before the US open.
Market Radar reports the week’s largest rank changes across roughly 4,600 US stocks, the factor behind each one, and where the market went. SF appears on the weeks it earns a place.
Both lines are total return — dividends reinvested — so the comparison is honest on both sides.
Over the twelve months to 2 Oct 2026, Stifel Financial Corp. returned −4.1% against +16.2% for the S&P 500, dividends included.
Download this chart as an image — free to reuse; link this page as the source.
Data provided by Twelve Data
Not the forecast itself — the direction analysts are revising it. Revision direction is one of the model's factor families.
A margin means little on its own. Each bar marks where the figure sits across the whole US universe we score.
Cheaper than 51% of US stocks
Cheaper than 54% of US stocks
Cheaper than 44% of US stocks
Higher than 58% of US stocks
Higher than 73% of US stocks
Higher than 81% of US stocks
Higher than 79% of US stocks
Higher than 77% of US stocks
Higher than 60% of US stocks
Higher than 42% of US dividend payers
Bars mark the percentile across the ~4,600 US stocks Ticker Nerd covers, among those reporting the figure.
The headline figures, each with its date. Every row carries its own link — cite it straight from here.
Stifel Financial Corp. has a market value of $10.6B and an enterprise value of $9.2B.
Revenue in the twelve months to 30 June 2026: $5.9B. The latest quarter grew 12.7% year on year.
Net income over the same four quarters: $953.6M, a 16.3% net margin.
Diluted earnings per share, trailing twelve months: $5.59.
Free cash flow in the twelve months to 30 June 2026: $361.0M.
Stifel Financial Corp. spent $337.3M on share buybacks and $255.8M on dividends in the twelve months to 30 June 2026.
Trailing P/E: 12.5×; forward P/E: 9.6× — the forward figure prices analyst consensus estimates, not reported earnings.
Forward dividend yield: 1.94%, paying out 23% of earnings.
Stifel Financial Corp. employs 8,900 people — $658K of revenue per employee.
Data provided by Twelve Data
The nearest names by industry and size, scored by the same model — like for like.
Look up any of the roughly 4,600 stocks we score.
The rank is the raw material. Whether the rules would actually own Stifel Financial Corp. — and when they’d sell — is the membership. See the Ticker Nerd 20 →
1919 Investment Counsel, a subsidiary of Stifel Financial Corp., announced its inclusion in Barron's 2026 Top 100 RIA Firms list. The recognition highlights the firm's standing among registered investment advisory firms.
Why it matters — This recognition brings positive visibility to a Stifel subsidiary and reflects favorably on the firm's wealth-management capabilities.
Stifel reiterated its 'buy' rating and CHF25 price target on Santhera Pharmaceuticals after the Swiss neuromuscular drugmaker doubled first-half revenue to CHF48.3 million. Santhera left its 2026 guidance of CHF80 million to CHF90 million unchanged.
Why it matters — The news highlights a Stifel rating and price target affirmation on a covered company following strong revenue growth, which is relevant to followers of Stifel's stock coverage.
Stifel Financial Corp. reported selected operating results for August 31, 2026, providing investors with timely information on certain key performance metrics. The company noted that due to the limited nature of the data, a consistent correlation to earnings should not be assumed.
Why it matters — SF watchers would care because the release offers a periodic update on key operating metrics before formal earnings are reported.
Stifel Financial announced the addition of three senior leaders to its Venture Banking business, expanding and further solidifying its presence across the East Coast. The announcement comes via GlobeNewsWire.
Why it matters — SF watchers would care because the hires signal continued growth and expansion of Stifel's venture banking operations along the East Coast.
Keefe, Bruyette & Woods, Inc., the specialist investment bank and wholly owned subsidiary of Stifel Financial Corp. (NYSE: SF), announced the upcoming index rebalancing for the third quarter of 2026, as released via GlobeNewsWire.
Why it matters — Since KBW is a wholly owned subsidiary of Stifel Financial Corp., changes to its index rebalancing may affect index constituents and, consequently, Stifel's financial-services and fintech client activity.
The 8 Wall Street analysts covering Stifel Financial Corp. have a median 12-month price target of $87, with estimates ranging from $81 to $103. These are third-party analyst estimates, not Ticker Nerd forecasts, and they are frequently wrong.
Of the 8 analysts covering Stifel Financial Corp., 3 rate it a Buy, 5 a Hold and 0 a Sell. Ticker Nerd's systematic factor model ranks Stifel Financial Corp. 85 out of 100 across roughly 4,600 US stocks as at 2 Oct 2026. None of this is personal advice — it does not consider your circumstances.
As at 2 Oct 2026, Stifel Financial Corp. ranks 85 out of 100 on Ticker Nerd's systematic factor model — a percentile across roughly 4,600 US stocks, built from its factor families. Its strongest factor family is Growth (94 of 100).
No one can know that. What the data says: the median 12-month target from 8 analysts implies +23.8% from the last close, and Ticker Nerd's factor model ranks Stifel Financial Corp. 85 out of 100 as at 2 Oct 2026. Analyst targets are third-party estimates and frequently wrong; none of this is personal advice.
No analyst covering Stifel Financial Corp. publishes a 2030 price target — Wall Street targets run 12 to 18 months out. Sites quoting a 2030 price for SF are extrapolating price history, which says nothing about the business. The furthest attributed numbers are the current analyst targets: $81 to $103 over the next 12 months.
Stifel Financial Corp. returned -4.1% over the 12 months to 2 Oct 2026, with dividends reinvested. Past performance does not indicate future returns.
Stifel Financial Corp. is a diversified financial services holding company that provides wealth management, investment banking, brokerage, trading, lending, and related advisory services.
The most recent item we track (PRNewsWire, 30 Sept 2026): "1919 Investment Counsel Recognized Among Barron's 2026 Top 100 RIA Firms". 1919 Investment Counsel, a subsidiary of Stifel Financial Corp., announced its inclusion in Barron's 2026 Top 100 RIA Firms list. The recognition highlights the firm's standing among registered investment advisory firms.
Stifel Financial Corp. is a diversified financial services holding company that provides wealth management, investment banking, brokerage, trading, lending, and related advisory services. Through its Global Wealth Management, Institutional Group, and Other segments, the company serves individuals, professional money managers, corporations, and municipalities with services that include financial planning, securities execution, research, fixed income and equity sales, municipal finance, capital raising, and private client brokerage. It also offers banking and lending solutions, such as deposit accounts, personal and commercial loans, and trust services, supporting both individual and business clients. Headquartered in St. Louis, Missouri, Stifel Financial Corp. plays a broad role in capital markets and client asset management across retail, institutional, and corporate financial services.
CEO Mr. Ronald James Kruszewski · 8,900 employees · United States · https://www.stifel.com
