Stifel Financial Corporation $SF Shares Acquired by Castleark Management LLC

Posted by Stanley Muller on Jun 13th, 2026

Castleark Management LLC grew its position in Stifel Financial Corporation (NYSE:SF – Free Report) by 12.4% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 98,530 shares of the financial services provider’s stock after acquiring an additional 10,860 shares during the quarter. Castleark Management LLC’s holdings in Stifel Financial were worth $12,338,000 at the end of the most recent reporting period.

Several other large investors have also modified their holdings of the company. Wellington Management Group LLP boosted its holdings in shares of Stifel Financial by 13.8% in the third quarter. Wellington Management Group LLP now owns 3,451,787 shares of the financial services provider’s stock valued at $391,674,000 after acquiring an additional 419,038 shares during the period. Boston Partners boosted its holdings in shares of Stifel Financial by 2.0% in the third quarter. Boston Partners now owns 2,371,880 shares of the financial services provider’s stock valued at $269,128,000 after acquiring an additional 45,631 shares during the period. Geode Capital Management LLC boosted its holdings in shares of Stifel Financial by 0.9% in the fourth quarter. Geode Capital Management LLC now owns 1,844,635 shares of the financial services provider’s stock valued at $231,034,000 after acquiring an additional 17,008 shares during the period. Dimensional Fund Advisors LP boosted its holdings in shares of Stifel Financial by 6.1% in the fourth quarter. Dimensional Fund Advisors LP now owns 1,725,806 shares of the financial services provider’s stock valued at $216,117,000 after acquiring an additional 99,485 shares during the period. Finally, AQR Capital Management LLC boosted its holdings in shares of Stifel Financial by 26.8% in the third quarter. AQR Capital Management LLC now owns 1,485,503 shares of the financial services provider’s stock valued at $168,560,000 after acquiring an additional 314,031 shares during the period. 82.01% of the stock is owned by institutional investors and hedge funds.

Wall Street Analyst Weigh In

Several research firms have recently weighed in on SF. UBS Group decreased their price objective on Stifel Financial from $100.00 to $89.00 and set a “buy” rating for the company in a report on Wednesday, April 8th. TD Cowen decreased their price target on Stifel Financial from $136.00 to $92.00 and set a “hold” rating for the company in a report on Monday, March 23rd. Zacks Research raised Stifel Financial from a “strong sell” rating to a “hold” rating in a report on Wednesday, May 20th. Finally, Weiss Ratings reaffirmed a “buy (b-)” rating on shares of Stifel Financial in a report on Friday, May 29th. Six equities 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, Stifel Financial has an average rating of “Moderate Buy” and a consensus target price of $91.15.

Get Our Latest Stock Analysis on SF

Stifel Financial Trading Up 1.7%

Shares of SF stock opened at $72.60 on Friday. Stifel Financial Corporation has a fifty-two week low of $62.90 and a fifty-two week high of $89.83. The stock has a market cap of $11.14 billion, a P/E ratio of 14.13 and a beta of 1.00. The business has a fifty day simple moving average of $74.98 and a 200-day simple moving average of $78.75. The company has a quick ratio of 0.80, a current ratio of 0.85 and a debt-to-equity ratio of 0.29.

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

Stifel Financial Cuts Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Monday, June 15th. Investors of record on Monday, June 1st will be given a dividend of $0.34 per share. This represents a $1.36 dividend on an annualized basis and a yield of 1.9%. The ex-dividend date is Monday, June 1st. Stifel Financial’s dividend payout ratio (DPR) is currently 26.46%.

Stifel Financial Profile

(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.