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Stifel Financial Corp Stock Research

SF

62.91USD-0.93(-1.46%)Market Closed
Watchlist

Market Summary

USD62.91-0.93
Market Closed
-1.46%

SF Alerts

  • 1 major insider sales recently.

SF Stock Price

SF RSI Chart

SF Valuation

Market Cap

6.8B

Price/Earnings (Trailing)

10.96

Price/Sales (Trailing)

1.4

EV/EBITDA

3.47

Price/Free Cashflow

4.89

SF Price/Sales (Trailing)

SF Profitability

EBT Margin

18.35%

Return on Equity

12.13%

Return on Assets

1.67%

Free Cashflow Yield

20.47%

SF Fundamentals

SF Revenue

Revenue (TTM)

4.8B

Revenue Y/Y

10.34%

Revenue Q/Q

-1.58%

SF Earnings

Earnings (TTM)

619.7M

Earnings Y/Y

-16.46%

Earnings Q/Q

-14.72%

Price Action

52 Week Range

49.3168.77
(Low)(High)

Last 7 days

-3.1%

Last 30 days

2.6%

Last 90 days

11.7%

Trailing 12 Months

10.6%

SF Financial Health

SF Investor Care

Dividend Yield

2.1%

Dividend/Share (TTM)

1.32

Buy Backs (1Y)

1.04%

Diluted EPS (TTM)

5.02

Historical Charts for Stock Metrics

Get all data in R, Python etc through our Historical Stock Data APIs
Net sales

Latest Insider Trading transactions for SF

Filter Transactions
Datesorted ascendingNameBuy/Sell$ ValueAvg. Price# SharesTitle
2023-08-18
REICHERT CHRISTOPHER K
sold
-600,283
62.38
-9,623
ceo of stifel bank & trust
2023-08-18
REICHERT CHRISTOPHER K
sold
-959,525
62.4
-15,377
ceo of stifel bank & trust
2023-06-13
Markus Maura A.
acquired
-
-
2,641
-
2023-06-13
Berlew Adam T.
acquired
-
-
2,641
-
2023-06-13
Brown Kathleen
acquired
-
-
2,641
-
2023-06-13
PEACOCK DAVID A
acquired
-
-
2,641
-
2023-06-13
Ludeman Daniel J.
acquired
-
-
2,641
-
2023-06-13
Kavanaugh James P.
acquired
-
-
2,554
-
2023-06-13
ZIMMERMAN MICHAEL J
acquired
-
-
2,641
-
2023-06-13
BROWN MICHAEL W
acquired
-
-
2,641
-

1–10 of 50

Which funds bought or sold SF recently?

View All Details
Datesorted ascendingFund NameType% Chg$ Change$ Held% Portfolio
2023-09-20
BARCLAYS PLC
added
23.41
983,000
4,975,000
-%
2023-09-12
Farther Finance Advisors, LLC
reduced
-12.5
-55.00
418
-%
2023-09-08
TUCKER ASSET MANAGEMENT LLC
unchanged
-
-37.00
865
-%
2023-09-05
Covenant Partners, LLC
unchanged
-
2,307
237,308
0.09%
2023-08-28
DELPHI MANAGEMENT INC /MA/
new
-
1,264,000
1,264,000
1.31%
2023-08-23
Stonebridge Capital Advisors LLC
reduced
-15.34
-13,972
82,345
0.01%
2023-08-22
COMERICA BANK
new
-
16,000
16,000
-%
2023-08-22
US Asset Management LLC
sold off
-100
-157,000
-
-%
2023-08-22
COMERICA BANK
new
-
-
-
-%
2023-08-22
VIRGINIA RETIREMENT SYSTEMS ET AL
reduced
-51.72
-439,115
417,690
-%

1–10 of 50

Latest Funds Activity

Are funds buying SF calls or puts?
Calls
Puts
No. of funds holding Calls - Puts
Net Call Options
No. of funds that own SF
No. of Funds

Schedule 13G FIlings of Stifel Financial

Date FiledName of FilerPercent of ClassNo. of SharesForm Type
May 10, 2023
vanguard group inc
10.02%
10,638,876
SC 13G/A
Feb 13, 2023
capital research global investors
5.7%
6,087,636
SC 13G/A
Feb 09, 2023
vanguard group inc
9.83%
10,445,607
SC 13G/A
Jan 23, 2023
blackrock inc.
10.6%
11,237,257
SC 13G/A
Feb 11, 2022
capital research global investors
5.8%
6,080,494
SC 13G/A
Feb 11, 2022
macquarie group ltd
4.25%
4,443,649
SC 13G/A
Feb 10, 2022
vanguard group inc
9.33%
9,715,835
SC 13G/A
Feb 07, 2022
blackrock inc.
12.1%
12,647,285
SC 13G/A
Feb 16, 2021
capital research global investors
5.8%
5,974,206
SC 13G
Feb 12, 2021
macquarie group ltd
5.19%
5,352,754
SC 13G/A

Recent SEC filings of Stifel Financial

View All Filings
Date Filed Form Type Document
Sep 14, 2023
S-3ASR
S-3ASR
Aug 24, 2023
8-K
Current Report
Aug 21, 2023
4
Insider Trading
Aug 18, 2023
144
Notice of Insider Sale Intent
Aug 14, 2023
13F-HR
Fund Holdings Report
Aug 11, 2023
8-K
Current Report
Aug 09, 2023
10-Q
Quarterly Report
Jul 26, 2023
8-K
Current Report
Jun 22, 2023
8-K
Current Report
Jun 21, 2023
11-K
Employee Benefit Details

Peers (Alternatives to Stifel Financial)

View All Peers In Detail
NameMkt Capsorted ascendingRevenuePrice %, 1MReturns, 1YP/EP/SRev 1-YrInc 1-Yr
LARGE-CAP
108.5B
50.2B
3.59% 4.39%
12.26
2.16
62.27% -45.33%
100.4B
20.8B
-0.80% -22.51%
14.58
4.83
9.06% 9.27%
98.6B
17.4B
0.45% 11.55%
19.01
5.68
-10.46% -11.12%
21.1B
12.5B
-0.03% -4.28%
12.1
1.69
13.06% 16.34%
8.1B
733.0M
-13.76% -8.00%
32.29
11.1
5.41% 4.21%
MID-CAP
9.1B
4.8B
-2.51% 33.04%
3.77
1.9
226.24% 90.31%
8.0B
1.9B
-0.58% 14.87%
19.93
4.22
-8.00% -31.66%
6.8B
4.8B
2.57% 10.56%
10.96
1.4
2.69% -21.37%
2.0B
60.6B
0.12% 15.91%
8.27
0.03
-1.46% 48.12%
SMALL-CAP
2.2B
1.3B
6.87% 30.53%
24.14
1.65
-26.95% -56.14%
1.6B
2.2B
-5.92% -18.40%
8.38
0.75
-14.47% -57.71%
1.1B
1.5B
0.39% 32.10%
14.3
0.71
-27.22% -74.14%
801.8M
23.7M
-3.52% -3.57%
43.84
33.9
51.04% 152.07%
411.5M
1.2B
0.66% 14.79%
12.8
0.33
4.38% -66.00%
278.1M
298.1M
0.14% 131.13%
18.26
0.93
3.91% -16.38%

Stifel Financial News

Investing.com
Rising oil prices challenge Fed's inflation and growth strategy By ....
Investing.com,
3 days ago
StreetInsider.com

Returns for SF

Cumulative Returns on SF

9.0%


10-Year Cumulative Returns

14.3%


7-Year Cumulative Returns

12.6%


5-Year Cumulative Returns

25.4%


3-Year Cumulative Returns

Risks for SF

What is the probability of a big loss on SF?

60.8%


Probability that Stifel Financial stock will be more than 20% underwater in next one year

45%


Probability that Stifel Financial stock will be more than 30% underwater in next one year.

22.7%


Probability that Stifel Financial stock will be more than 40% underwater in next one year.
*Calculated based on probability distribution of losses observed in actual data in the last 5 years.

How does SF drawdown profile look like?

Y-axis is the maximum loss one would have experienced if Stifel Financial was unfortunately bought at previous high price.

Drawdowns

Financials for Stifel Financial

Income Statement (Last 12 Months)
(In Millions)
Income Statement (Last 12 Months)
(In Millions)
(*) denotes actual numbers (not divided by Millions)
Description(%) Q/Q2023Q22023Q12022Q42022Q32022Q22022Q12021Q42021Q32021Q22021Q12020Q42020Q32020Q22020Q12019Q42019Q32019Q22019Q12018Q42018Q32018Q2
Revenue2.5%4,8454,7294,5934,6684,7184,7604,7834,5464,2884,0303,8183,7193,6883,6323,5153,3913,3123,2383,1953,1683,120
EBITDA-100.0%-1,2691,1371,1121,1131,1541,1591,081985862758701722767815833826777732536-
EBITDA Margin-100.0%-0.27*0.25*0.24*0.24*0.24*0.24*0.24*0.23*0.21*0.20*0.19*0.20*0.21*0.23*0.25*0.25*0.24*0.23*0.17*-
Interest Expenses50.1%52134720194.0044.0041.0046.0053.0057.0056.0066.0083.00113153178204209193170132101
Earnings Before Taxes-4.3%8318688859701,0211,0661,067983885764651579571576599592582553534378345
EBT Margin-100.0%-0.18*0.19*0.21*0.22*0.22*0.22*0.22*0.21*0.19*0.17*0.16*0.15*0.16*0.17*0.17*0.18*0.17*0.17*0.12*-
Net Income-4.1%620646662747788825825752680590503446435436448432426404394278241
Net Income Margin-100.0%-0.14*0.14*0.16*0.17*0.17*0.17*0.17*0.16*0.15*0.13*0.12*0.12*0.12*0.13*0.13*0.13*0.12*0.12*0.09*-
Free Cashflow-100.0%-1,4481,1576721,1087308728983261,1471,6621,9281,837988627611434535530-263-
Balance Sheet
(In Millions)
Balance Sheet
(In Millions)
(*) denotes actual numbers (not divided by Millions)
Description(%) Q/Q2023Q22023Q12022Q42022Q32022Q22022Q12021Q42021Q32021Q22021Q12020Q42020Q32020Q22020Q12019Q42019Q32019Q22019Q12018Q42018Q32018Q2
Assets-3.4%37,29838,59837,19637,61236,47635,08834,05030,82029,74528,14226,60425,54925,62425,89624,61024,16124,34424,18424,52023,76022,608
    Cash Equivalents-31.0%1,9082,7662,2001,4151,5781,5551,9632,0541,3621,4262,2791,7171,7921,3831,1438697977781,937694472
  Net PPE-1.2%1982012001771711691683081671661689378408301,1081,0431,1551,078373298154
  Goodwill0.2%1,3821,3801,3271,3201,3091,3091,3071,1821,1821,1821,1821,1821,1811,1851,1941,15837.001,0561,0351,026984
Liabilities-4.0%31,95533,27031,86832,38531,35230,03329,01526,02925,23623,82322,36521,51821,74022,42620,94020,60320,85820,75021,32220,59819,654
  Short Term Borrowings-----------------118399181140243
  Long Term Debt-----------------1,0161,0161,0161,0161,015
Shareholder's Equity0.3%5,3435,3275,3285,2275,1255,0545,0354,7914,5094,3194,2394,0313,8843,4703,6703,5583,4853,4333,1983,1622,954
  Additional Paid-In Capital1.4%1,8571,8311,9281,9141,8841,8521,9221,8641,8471,8151,8891,8781,8531,8381,9041,8901,8671,8271,8931,8731,737
Shares Outstanding-0.7%108109-109109109-107108108106106106107106107109108107108108
Minority Interest---------------55.0056.0056.0057.0030.00--
Cashflow (Last 12 Months)
(In Millions)
Cashflow (Last 12 Months)
(In Millions)
Description(%) Q/Q2023Q22023Q12022Q42022Q32022Q22022Q12021Q42021Q32021Q22021Q12020Q42020Q32020Q22020Q12019Q42019Q32019Q22019Q12018Q42018Q32018Q2
Cashflow From Operations-4.0%1,3901,4481,1576721,0697178728983261,1471,6621,9281,837988627611434535530-263-72.67
  Share Based Compensation2.3%136133136137136133119113112109108105103101102104108106101134133
Cashflow From Investing61.9%-1,401-3,678-4,324-7,622-6,925-6,178-6,965-4,416-3,561-2,346-1,689-1,720-1,490-1,327-350427106-811-989-1,671-2,533
Cashflow From Financing-90.9%2953,2443,1916,3465,9465,6615,7943,7232,8171,1211,1997247411,075-1,076-814-3016591,7482,0392,512
  Buy Backs28.0%25720010611916216117386.0043.0014.0058.0092.0014721821528824922117063.0046.00

SF Income Statement

2023-06-30
Consolidated Statements of Operations (Unaudited) - USD ($)
shares in Thousands, $ in Thousands
3 Months Ended6 Months Ended
Jun. 30, 2023
Jun. 30, 2022
Jun. 30, 2023
Jun. 30, 2022
Revenues:    
Commissions$ 165,358$ 186,681$ 334,908$ 382,590
Principal transactions105,700125,603221,222284,873
Investment banking166,825271,075378,704525,921
Asset management320,264331,264635,833672,900
Interest482,770212,754934,334378,189
Other income894(1,917)(1,399)6,971
Total revenues1,241,8111,125,4602,503,6022,251,444
Interest expense191,09017,334346,08826,791
Net revenues1,050,7211,108,1262,157,5142,224,653
Non-interest expenses:    
Compensation and benefits615,667652,7091,266,8571,326,400
Occupancy and equipment rental84,60478,251166,744155,277
Communications and office supplies44,96943,64591,10586,101
Commissions and floor brokerage14,11215,10628,55230,993
Provision for credit losses7,82412,78512,74421,025
Other operating expenses102,16087,089200,244159,207
Total non-interest expenses869,336889,5851,766,2461,779,003
Income from operations before income tax expense181,385218,541391,268445,650
Provision for income taxes47,03357,72599,377111,285
Net income134,352160,816291,891334,365
Preferred dividends9,3209,32118,64018,641
Net income available to common shareholders$ 125,032$ 151,495$ 273,251$ 315,724
Earnings per common share:    
Basic$ 1.16$ 1.39$ 2.52$ 2.89
Diluted1.11.292.382.68
Cash dividends declared per common share$ 0.36$ 0.3$ 0.72$ 0.6
Weighted-average number of common shares outstanding:    
Basic107,944109,083108,360109,144
Diluted113,864117,400114,658117,838
Ronald J. Kruszewski
8600
Stifel Financial Corp., a financial services and bank holding company, provides retail and institutional wealth management, and investment banking services to individual investors, corporations, municipalities, and institutions in the United States, the United Kingdom, the rest of Europe, and Canada. It operates in three segments: Global Wealth Management, Institutional Group, and Other. The company provides private client services, including securities transaction and financial planning services; institutional equity and fixed income sales, trading and research, and municipal finance services; investment banking services, such as mergers and acquisitions, public offerings, and private placements; and retail and commercial banking services comprising personal and commercial lending programs, as well as deposit accounts. It also participates in and manages underwritings for corporate and public finance; and offers financial advisory and securities brokerage services. The company was founded in 1890 and is headquartered in St. Louis, Missouri.