Systematic Financial Management LP boosted its position in Stifel Financial Corporation (NYSE:SF – Free Report) by 49.1% during the 1st quarter, Holdings Channel.com reports. The firm owned 616,827 shares of the financial services provider’s stock after purchasing an additional 203,152 shares during the period. Stifel Financial comprises about 1.0% of Systematic Financial Management LP’s portfolio, making the stock its 22nd biggest holding. Systematic Financial Management LP’s holdings in Stifel Financial were worth $45,596,000 at the end of the most recent quarter.
Other institutional investors and hedge funds have also bought and sold shares of the company. Advisory Services Network LLC purchased a new stake in Stifel Financial in the third quarter worth $29,000. Activest Wealth Management lifted its position in shares of Stifel Financial by 12,000.0% during the 4th quarter. Activest Wealth Management now owns 242 shares of the financial services provider’s stock valued at $30,000 after buying an additional 240 shares during the last quarter. Caitong International Asset Management Co. Ltd purchased a new position in shares of Stifel Financial during the 4th quarter valued at $34,000. Cullen Frost Bankers Inc. bought a new position in shares of Stifel Financial during the 4th quarter worth $50,000. Finally, BOKF NA grew its stake in shares of Stifel Financial by 1,626.9% during the 3rd quarter. BOKF NA now owns 449 shares of the financial services provider’s stock worth $51,000 after acquiring an additional 423 shares during the period. 82.01% of the stock is owned by institutional investors.
Key Stifel Financial News
Here are the key news stories impacting Stifel Financial this week:
- Positive Sentiment: Stifel reported Q2 2026 EPS of $1.42, topping estimates, while revenue of $1.45 billion also beat forecasts; the company highlighted record revenue and stronger profitability, which supports the stock. Stifel Reports Second Quarter 2026 Results
- Positive Sentiment: JPMorgan raised its price target on Stifel Financial from $80 to $86, signaling improved valuation expectations even while maintaining a neutral rating. Benzinga report on JPMorgan price target increase
- Neutral Sentiment: Coverage around the earnings call and transcript is drawing additional attention to the quarter, but it does not appear to add materially new information beyond the reported results. Stifel Financial Corp Q2 2026 Earnings Call Highlights
- Neutral Sentiment: One market recap noted that Stifel missed sales expectations on a separate headline, but that appears to be outweighed by the company’s own reported beat on revenue and earnings. Stifel misses Q2 CY2026 sales expectations
Analyst Ratings Changes
View Our Latest Stock Report on SF
Stifel Financial Trading Up 0.4%
NYSE:SF opened at $79.63 on Friday. The company has a market cap of $12.22 billion, a P/E ratio of 14.25 and a beta of 1.01. The stock’s fifty day moving average price is $73.23 and its two-hundred day moving average price is $76.80. Stifel Financial Corporation has a 1 year low of $67.81 and a 1 year high of $89.83. The company has a debt-to-equity ratio of 0.29, a current ratio of 0.85 and a quick ratio of 0.80.
Stifel Financial (NYSE:SF – Get Free Report) last announced its quarterly earnings results on Wednesday, July 22nd. The financial services provider reported $1.42 earnings per share for the quarter, beating the consensus estimate of $1.33 by $0.09. Stifel Financial had a return on equity of 19.32% and a net margin of 16.11%.The company had revenue of $1.45 billion during the quarter, compared to analysts’ expectations of $1.42 billion. During the same period in the previous year, the business earned $1.71 earnings per share. The firm’s quarterly revenue was up 13.0% compared to the same quarter last year. As a group, analysts expect that Stifel Financial Corporation will post 6.22 EPS for the current year.
Stifel Financial Cuts Dividend
The business also recently announced a quarterly dividend, which was paid on Monday, June 15th. Shareholders of record on Monday, June 1st were paid a $0.34 dividend. The ex-dividend date was Monday, June 1st. This represents a $1.36 annualized dividend and a yield of 1.7%. Stifel Financial’s dividend payout ratio (DPR) is currently 26.46%.
About Stifel Financial
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.
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