SF
STIFEL FINANCIAL CORPPrice
Daily candles with volume. Pins mark insider trades, rating changes, 13F stakes, reports, catalysts and short-interest jumps.
- R Feb 26 Stifel Financial Corp. disclosed selected operating results for Janu…
- R Apr 22 Stifel Financial (SF) reported Q1 2026 GAAP EPS of $1.48 on $1.48B r…
- R Jul 22 Stifel Financial reported Q2 2026 net revenues of $1.45B (+13% YoY)…
- S Jul 23 1 insider sell $372.2K at $79.20
- E Oct 21 Earnings: SF Q3 2026 Earnings: EPS $1.46 (-5.5% vs est)
- R Oct 21 Stifel Financial Corp. reported Q3 2026 GAAP diluted EPS of $1.40 (a…
Signal stack
Where each data set points today.
- InsidersBEARISH
1 insider sold $372.2K.
- InstitutionsBEARISH
Q2 2026: 30 added (0 new), 48 trimmed or exited.
- AnalystsBULLISH
10 of 16 rate it Buy or better. Every target is above the price.
- Short sellersSTEADY
Short interest −9.4% to 4.26M shares. 2.4 days to cover, ≈2.8% of shares.
- TrendDOWNTREND
10% below its 50-day average.
Who's buying
13F· Q2 2026| Fund | Move | Value |
|---|---|---|
| WELLINGTON MANAGEMENT GROUP LLP | TRIM | $179.0M |
| NORGES BANK | ADD | $143.8M |
| MILLENNIUM MANAGEMENT LLC | DOUBLED | $137.6M |
| GOLDMAN SACHS GROUP INC | ADD | $116.5M |
| UBS Group AG | ADD | $72.0M |
| BNP PARIBAS FINANCIAL MARKETS | ADD | $61.1M |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | ADD | $52.8M |
| Fiera Capital Corp | TRIM | $48.8M |
Quarterly 13F filings are due 45 days after each quarter ends.
The Street
16 analystsPrice is below the lowest target. Median implies +18%.Targets as of Oct 26, 2026.
| Date | Firm | Rating |
|---|---|---|
| Oct 22, 2026 | UBS MAINTAIN | Buy |
| Oct 22, 2026 | JP Morgan MAINTAIN | Neutral |
| Oct 12, 2026 | TD Cowen MAINTAIN | Hold |
| Oct 7, 2026 | UBS MAINTAIN | Buy |
| Oct 6, 2026 | JP Morgan MAINTAIN | Neutral |
| Oct 6, 2026 | BMO Capital MAINTAIN | Market Perform |
Insider ledger
Form 4| Date | Insider | Type | Value |
|---|---|---|---|
| Jul 23, 2026 | Brown Maryam S. Director | SELL | $198.1K |
| Jul 23, 2026 | Brown Maryam S. Director | SELL | $174.1K |
| Jun 9, 2026 | Grady Robert Edward Director | AWARD | $174.9K |
| Jun 9, 2026 | Markus Maura A. Director | AWARD | $174.9K |
| Jun 9, 2026 | ZIMMERMAN MICHAEL J Director | AWARD | $174.9K |
| Jun 9, 2026 | PEACOCK DAVID A Director | AWARD | $174.9K |
| Jun 9, 2026 | Nesi Victor Director | AWARD | $174.9K |
| Jun 9, 2026 | Kavanaugh James P. Director | AWARD | $174.9K |
Earnings setup
EstimatesRevision history: 🔒 Fresh data, subscribers only
| Period | EPS est. | Range | 30D rev. | Revenue |
|---|---|---|---|---|
| Current Q | 🔒 Fresh data, subscribers only | |||
| Next Q | $1.62 | $1.50–$1.67 | -2.8% | $1.5B |
| Current FY | 🔒 Fresh data, subscribers only | |||
| Next FY | 🔒 Fresh data, subscribers only | |||
| Date | Member | Type | Amount |
|---|---|---|---|
| Jul 10, 2026 | Gilbert Cisneros D· HOUSE· Stifel Financial Corp | BUY | $1,001 - $15,000 |
Short side
FINRA· Sep 30, 2026SecBot reports
9 filings · 1 press release · 4 bullish · 1 bearish · 1 mixed · 3 neutral- BEARISH 8-KOct 21, 2026
Stifel Financial Corp. reported Q3 2026 GAAP diluted EPS of $1.40 (available to common…
The headline GAAP EPS miss vs consensus ($1.40 vs $1.86) will likely pressure the stock, but the non-GAAP EPS beat ($1.46 vs $1.43) may provide a floor. The divergence between record Wealth…
- NEUTRAL PRESS RELEASEOct 15, 2026
Stifel Financial announced a strategic minority investment in fintech Meow Technologies and a…
Monitor Stifel's next quarterly earnings for any update on platform adoption costs or revenue contribution from the Meow partnership. The investment amount is undisclosed, so near-term financial…
- MIXED 8-KSep 24, 2026
Stifel reported record total client assets ($587.6B) and fee-based client assets ($244.4B) as of…
Monitor Q3 earnings for the actual magnitude of the Institutional Group revenue decline and whether Global Wealth Management growth fully offsets it. The divergence between record wealth management…
- NEUTRAL 13F-HRAug 12, 2026
Stifel Financial Corp filed its quarterly 13F-HR for the period ending June 30, 2026, reporting…
The 13F reflects Stifel's proprietary trading desk positioning post-strong Q2 earnings. The rotation into regional banks and energy/commodities suggests a bullish view on rate-sensitive and…
All SF filing & press-release reports (10)
- 8-K reportOct 21, 2026
- PRESS-RELEASE reportOct 15, 2026
- 8-K reportSep 24, 2026
- 13F-HR reportAug 12, 2026
- 8-K reportJul 22, 2026
- PRESS-RELEASE reportJul 15, 2026
- 8-K reportJun 25, 2026
- PRESS-RELEASE reportApr 22, 2026
- PRESS-RELEASE reportApr 16, 2026
- 8-K reportFeb 26, 2026