Heartland Advisors Inc. Trims Stake in Stifel Financial Corporation $SF

Posted by Brenda Bartman on Jun 11th, 2026

Heartland Advisors Inc. cut its stake in shares of Stifel Financial Corporation (NYSE:SF – Free Report) by 13.4% during the fourth quarter, HoldingsChannel.com reports. The fund owned 85,807 shares of the financial services provider’s stock after selling 13,267 shares during the quarter. Heartland Advisors Inc.’s holdings in Stifel Financial were worth $10,745,000 at the end of the most recent quarter.

A number of other institutional investors have also modified their holdings of SF. Norges Bank purchased a new position in shares of Stifel Financial during the fourth quarter worth approximately $172,446,000. Ceredex Value Advisors LLC purchased a new position in shares of Stifel Financial during the third quarter worth approximately $56,126,000. Wellington Management Group LLP increased its position in shares of Stifel Financial by 13.8% during the third quarter. Wellington Management Group LLP now owns 3,451,787 shares of the financial services provider’s stock worth $391,674,000 after acquiring an additional 419,038 shares during the period. UBS Group AG increased its position in shares of Stifel Financial by 206.9% during the third quarter. UBS Group AG now owns 563,419 shares of the financial services provider’s stock worth $63,931,000 after acquiring an additional 379,817 shares during the period. Finally, AQR Capital Management LLC increased its position in shares of Stifel Financial by 26.8% during the third quarter. AQR Capital Management LLC now owns 1,485,503 shares of the financial services provider’s stock worth $168,560,000 after acquiring an additional 314,031 shares during the period. 82.01% of the stock is owned by hedge funds and other institutional investors.

Analyst Upgrades and Downgrades

SF has been the topic of a number of research reports. TD Cowen reduced their target price on shares of Stifel Financial from $136.00 to $92.00 and set a “hold” rating on the stock in a research report on Monday, March 23rd. UBS Group reduced their target price on shares of Stifel Financial from $100.00 to $89.00 and set a “buy” rating on the stock in a research report on Wednesday, April 8th. Zacks Research raised shares of Stifel Financial from a “strong sell” rating to a “hold” rating in a research report on Wednesday, May 20th. Finally, Weiss Ratings reiterated a “buy (b-)” rating on shares of Stifel Financial in a research note on Friday, May 29th. Six research analysts have rated the stock with a Buy rating and four have assigned a Hold rating to the stock. According to data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and an average target price of $91.15.

Check Out Our Latest Research Report on SF

Stifel Financial Price Performance

NYSE SF opened at $70.50 on Thursday. The company has a debt-to-equity ratio of 0.29, a quick ratio of 0.80 and a current ratio of 0.85. The firm’s 50 day moving average price is $75.06 and its 200-day moving average price is $78.84. Stifel Financial Corporation has a 52-week low of $62.90 and a 52-week high of $89.83. The company has a market cap of $10.81 billion, a PE ratio of 13.72 and a beta of 1.00.

Stifel Financial (NYSE:SF – Get Free Report) last released its quarterly earnings data on Wednesday, April 22nd. The financial services provider reported $1.45 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.39 by $0.06. Stifel Financial had a net margin of 15.34% and a return on equity of 18.76%. The firm had revenue of $1.44 billion for the quarter, compared to the consensus estimate of $1.51 billion. During the same period last year, the firm earned $0.49 earnings per share. The company’s quarterly revenue was up 17.7% on a year-over-year basis. Sell-side analysts forecast that Stifel Financial Corporation will post 6.25 EPS for the current fiscal year.

Stifel Financial Cuts Dividend

The company also recently announced a quarterly dividend, which will be paid on Monday, June 15th. Shareholders of record on Monday, June 1st will be paid a $0.34 dividend. This represents a $1.36 annualized dividend and a yield of 1.9%. The ex-dividend date is Monday, June 1st. Stifel Financial’s dividend payout ratio (DPR) is 26.46%.

About Stifel Financial

(Free Report)

Stifel Financial Corp. is a diversified financial services holding company headquartered in St. Louis, Missouri. Founded in 1890, the firm has grown into a full‐service brokerage and investment banking organization serving individual investors, corporations and institutions. Through its principal subsidiary, Stifel, Nicolaus & Company, Incorporated, the company delivers a broad array of financial products and services backed by research‐driven insights.

The firm’s main business activities are organized into two core segments: Private Client Group and Institutional Group.