Morningstar Investment Management LLC Buys New Holdings in Stifel Financial Corporation $SF

Posted by Francis Steltz on Jul 27th, 2026

Morningstar Investment Management LLC bought a new position in Stifel Financial Corporation (NYSE:SF – Free Report) in the 1st quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm bought 10,368 shares of the financial services provider’s stock, valued at approximately $766,000.

A number of other institutional investors have also recently bought and sold shares of the business. Fifth Third Bancorp raised its holdings in shares of Stifel Financial by 430.4% in the first quarter. Fifth Third Bancorp now owns 73,993 shares of the financial services provider’s stock valued at $5,470,000 after buying an additional 60,042 shares during the last quarter. Horizon Investments LLC grew its holdings in Stifel Financial by 146.7% during the 4th quarter. Horizon Investments LLC now owns 63,089 shares of the financial services provider’s stock worth $7,900,000 after acquiring an additional 37,516 shares during the last quarter. Heartland Advisors Inc. grew its holdings in Stifel Financial by 56.3% during the 1st quarter. Heartland Advisors Inc. now owns 134,153 shares of the financial services provider’s stock worth $9,917,000 after acquiring an additional 48,346 shares during the last quarter. Commonwealth of Pennsylvania Public School Empls Retrmt SYS increased its position in Stifel Financial by 49.9% in the 1st quarter. Commonwealth of Pennsylvania Public School Empls Retrmt SYS now owns 38,209 shares of the financial services provider’s stock valued at $2,824,000 after acquiring an additional 12,727 shares in the last quarter. Finally, AIA Group Ltd acquired a new stake in Stifel Financial in the 1st quarter valued at about $2,244,000. Institutional investors and hedge funds own 82.01% of the company’s stock.

Stifel Financial Stock Down 0.1%

Shares of NYSE SF opened at $80.70 on Monday. The firm has a market capitalization of $12.38 billion, a PE ratio of 14.44 and a beta of 1.01. The company has a current ratio of 0.85, a quick ratio of 0.80 and a debt-to-equity ratio of 0.29. Stifel Financial Corporation has a 1 year low of $67.81 and a 1 year high of $89.83. The firm’s 50-day moving average is $73.36 and its 200-day moving average is $76.75.

Stifel Financial (NYSE:SF – Get Free Report) last issued its quarterly earnings results on Wednesday, July 22nd. The financial services provider reported $1.42 EPS for the quarter, topping the consensus estimate of $1.33 by $0.09. The company had revenue of $1.45 billion during the quarter, compared to analysts’ expectations of $1.42 billion. Stifel Financial had a net margin of 16.11% and a return on equity of 19.32%. Stifel Financial’s revenue was up 13.0% on a year-over-year basis. During the same quarter in the previous year, the company earned $1.71 EPS. Equities analysts expect that Stifel Financial Corporation will post 6.29 EPS for the current year.

Stifel Financial Cuts Dividend

The firm also recently announced a quarterly dividend, which was paid on Monday, June 15th. Shareholders of record on Monday, June 1st were issued a dividend of $0.34 per share. This represents a $1.36 dividend on an annualized basis and a yield of 1.7%. The ex-dividend date of this dividend was Monday, June 1st. Stifel Financial’s payout ratio is currently 24.33%.

Wall Street Analyst Weigh In

SF has been the subject of a number of research analyst reports. Weiss Ratings reaffirmed a “buy (b-)” rating on shares of Stifel Financial in a research note on Friday, May 29th. Zacks Research raised shares of Stifel Financial from a “strong sell” rating to a “hold” rating in a research note on Wednesday, May 20th. UBS Group set a $90.00 price target on shares of Stifel Financial in a report on Thursday. Finally, JPMorgan Chase & Co. boosted their price objective on shares of Stifel Financial from $80.00 to $86.00 and gave the stock a “neutral” rating in a research report on Thursday. Five equities research analysts have rated the stock with a Buy rating and four have issued a Hold rating to the company’s stock. According to data from MarketBeat, Stifel Financial has an average rating of “Moderate Buy” and a consensus price target of $91.67.

Get Our Latest Stock Analysis on SF

Stifel Financial Company 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.