Market Summary
USD62.91-0.93
Market Closed-1.46%
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SF Price/Sales (Trailing)
SF Profitability
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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
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Net sales
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Latest Insider Trading transactions for SF
Filter Transactions| Datesorted ascending | Name | Buy/Sell | $ Value | Avg. Price | # Shares | Title |
|---|---|---|---|---|---|---|
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 | - |
Which funds bought or sold SF recently?
View All Details| Datesorted ascending | Fund Name | Type | % 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 | -% |
Latest Funds Activity
Calls
Puts
Net Call Options
No. of Funds
SF Alerts
Schedule 13G FIlings of Stifel Financial
| Date Filed | Name of Filer | Percent of Class | No. of Shares | Form 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| Name | Mkt Capsorted ascending | Revenue | Price %, 1M | Returns, 1Y | P/E | P/S | Rev 1-Yr | Inc 1-Yr |
|---|---|---|---|---|---|---|---|---|
| LARGE-CAP | ||||||||
GS | 108.5B | 50.2B | 3.59% | 4.39% | 12.26 | 2.16 | 62.27% | -45.33% |
SCHW | 100.4B | 20.8B | -0.80% | -22.51% | 14.58 | 4.83 | 9.06% | 9.27% |
BLK | 98.6B | 17.4B | 0.45% | 11.55% | 19.01 | 5.68 | -10.46% | -11.12% |
RJF | 21.1B | 12.5B | -0.03% | -4.28% | 12.1 | 1.69 | 13.06% | 16.34% |
MKTX | 8.1B | 733.0M | -13.76% | -8.00% | 32.29 | 11.1 | 5.41% | 4.21% |
| MID-CAP | ||||||||
IBKR | 9.1B | 4.8B | -2.51% | 33.04% | 3.77 | 1.9 | 226.24% | 90.31% |
SEIC | 8.0B | 1.9B | -0.58% | 14.87% | 19.93 | 4.22 | -8.00% | -31.66% |
SF | 6.8B | 4.8B | 2.57% | 10.56% | 10.96 | 1.4 | 2.69% | -21.37% |
SNEX | 2.0B | 60.6B | 0.12% | 15.91% | 8.27 | 0.03 | -1.46% | 48.12% |
| SMALL-CAP | ||||||||
PIPR | 2.2B | 1.3B | 6.87% | 30.53% | 24.14 | 1.65 | -26.95% | -56.14% |
VIRT | 1.6B | 2.2B | -5.92% | -18.40% | 8.38 | 0.75 | -14.47% | -57.71% |
COWN | 1.1B | 1.5B | 0.39% | 32.10% | 14.3 | 0.71 | -27.22% | -74.14% |
AC | 801.8M | 23.7M | -3.52% | -3.57% | 43.84 | 33.9 | 51.04% | 152.07% |
OPY | 411.5M | 1.2B | 0.66% | 14.79% | 12.8 | 0.33 | 4.38% | -66.00% |
GHL | 278.1M | 298.1M | 0.14% | 131.13% | 18.26 | 0.93 | 3.91% | -16.38% |
Stifel Financial News
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) | |||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Description | (%) Q/Q | 2023Q2 | 2023Q1 | 2022Q4 | 2022Q3 | 2022Q2 | 2022Q1 | 2021Q4 | 2021Q3 | 2021Q2 | 2021Q1 | 2020Q4 | 2020Q3 | 2020Q2 | 2020Q1 | 2019Q4 | 2019Q3 | 2019Q2 | 2019Q1 | 2018Q4 | 2018Q3 | 2018Q2 |
| Revenue | 2.5% | 4,845 | 4,729 | 4,593 | 4,668 | 4,718 | 4,760 | 4,783 | 4,546 | 4,288 | 4,030 | 3,818 | 3,719 | 3,688 | 3,632 | 3,515 | 3,391 | 3,312 | 3,238 | 3,195 | 3,168 | 3,120 |
| EBITDA | -100.0% | - | 1,269 | 1,137 | 1,112 | 1,113 | 1,154 | 1,159 | 1,081 | 985 | 862 | 758 | 701 | 722 | 767 | 815 | 833 | 826 | 777 | 732 | 536 | - |
| 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 Expenses | 50.1% | 521 | 347 | 201 | 94.00 | 44.00 | 41.00 | 46.00 | 53.00 | 57.00 | 56.00 | 66.00 | 83.00 | 113 | 153 | 178 | 204 | 209 | 193 | 170 | 132 | 101 |
| Earnings Before Taxes | -4.3% | 831 | 868 | 885 | 970 | 1,021 | 1,066 | 1,067 | 983 | 885 | 764 | 651 | 579 | 571 | 576 | 599 | 592 | 582 | 553 | 534 | 378 | 345 |
| 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% | 620 | 646 | 662 | 747 | 788 | 825 | 825 | 752 | 680 | 590 | 503 | 446 | 435 | 436 | 448 | 432 | 426 | 404 | 394 | 278 | 241 |
| 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% | - | 1,448 | 1,157 | 672 | 1,108 | 730 | 872 | 898 | 326 | 1,147 | 1,662 | 1,928 | 1,837 | 988 | 627 | 611 | 434 | 535 | 530 | -263 | - |
Balance Sheet(In Millions)
| Balance Sheet | (In Millions) | |||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Description | (%) Q/Q | 2023Q2 | 2023Q1 | 2022Q4 | 2022Q3 | 2022Q2 | 2022Q1 | 2021Q4 | 2021Q3 | 2021Q2 | 2021Q1 | 2020Q4 | 2020Q3 | 2020Q2 | 2020Q1 | 2019Q4 | 2019Q3 | 2019Q2 | 2019Q1 | 2018Q4 | 2018Q3 | 2018Q2 |
| Assets | -3.4% | 37,298 | 38,598 | 37,196 | 37,612 | 36,476 | 35,088 | 34,050 | 30,820 | 29,745 | 28,142 | 26,604 | 25,549 | 25,624 | 25,896 | 24,610 | 24,161 | 24,344 | 24,184 | 24,520 | 23,760 | 22,608 |
| Cash Equivalents | -31.0% | 1,908 | 2,766 | 2,200 | 1,415 | 1,578 | 1,555 | 1,963 | 2,054 | 1,362 | 1,426 | 2,279 | 1,717 | 1,792 | 1,383 | 1,143 | 869 | 797 | 778 | 1,937 | 694 | 472 |
| Net PPE | -1.2% | 198 | 201 | 200 | 177 | 171 | 169 | 168 | 308 | 167 | 166 | 168 | 937 | 840 | 830 | 1,108 | 1,043 | 1,155 | 1,078 | 373 | 298 | 154 |
| Goodwill | 0.2% | 1,382 | 1,380 | 1,327 | 1,320 | 1,309 | 1,309 | 1,307 | 1,182 | 1,182 | 1,182 | 1,182 | 1,182 | 1,181 | 1,185 | 1,194 | 1,158 | 37.00 | 1,056 | 1,035 | 1,026 | 984 |
| Liabilities | -4.0% | 31,955 | 33,270 | 31,868 | 32,385 | 31,352 | 30,033 | 29,015 | 26,029 | 25,236 | 23,823 | 22,365 | 21,518 | 21,740 | 22,426 | 20,940 | 20,603 | 20,858 | 20,750 | 21,322 | 20,598 | 19,654 |
| Short Term Borrowings | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | 118 | 399 | 181 | 140 | 243 |
| Long Term Debt | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | 1,016 | 1,016 | 1,016 | 1,016 | 1,015 |
| Shareholder's Equity | 0.3% | 5,343 | 5,327 | 5,328 | 5,227 | 5,125 | 5,054 | 5,035 | 4,791 | 4,509 | 4,319 | 4,239 | 4,031 | 3,884 | 3,470 | 3,670 | 3,558 | 3,485 | 3,433 | 3,198 | 3,162 | 2,954 |
| Additional Paid-In Capital | 1.4% | 1,857 | 1,831 | 1,928 | 1,914 | 1,884 | 1,852 | 1,922 | 1,864 | 1,847 | 1,815 | 1,889 | 1,878 | 1,853 | 1,838 | 1,904 | 1,890 | 1,867 | 1,827 | 1,893 | 1,873 | 1,737 |
| Shares Outstanding | -0.7% | 108 | 109 | - | 109 | 109 | 109 | - | 107 | 108 | 108 | 106 | 106 | 106 | 107 | 106 | 107 | 109 | 108 | 107 | 108 | 108 |
| Minority Interest | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | 55.00 | 56.00 | 56.00 | 57.00 | 30.00 | - | - |
Cashflow (Last 12 Months)(In Millions)
| Cashflow (Last 12 Months) | (In Millions) | |||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Description | (%) Q/Q | 2023Q2 | 2023Q1 | 2022Q4 | 2022Q3 | 2022Q2 | 2022Q1 | 2021Q4 | 2021Q3 | 2021Q2 | 2021Q1 | 2020Q4 | 2020Q3 | 2020Q2 | 2020Q1 | 2019Q4 | 2019Q3 | 2019Q2 | 2019Q1 | 2018Q4 | 2018Q3 | 2018Q2 |
| Cashflow From Operations | -4.0% | 1,390 | 1,448 | 1,157 | 672 | 1,069 | 717 | 872 | 898 | 326 | 1,147 | 1,662 | 1,928 | 1,837 | 988 | 627 | 611 | 434 | 535 | 530 | -263 | -72.67 |
| Share Based Compensation | 2.3% | 136 | 133 | 136 | 137 | 136 | 133 | 119 | 113 | 112 | 109 | 108 | 105 | 103 | 101 | 102 | 104 | 108 | 106 | 101 | 134 | 133 |
| Cashflow From Investing | 61.9% | -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 | -350 | 427 | 106 | -811 | -989 | -1,671 | -2,533 |
| Cashflow From Financing | -90.9% | 295 | 3,244 | 3,191 | 6,346 | 5,946 | 5,661 | 5,794 | 3,723 | 2,817 | 1,121 | 1,199 | 724 | 741 | 1,075 | -1,076 | -814 | -301 | 659 | 1,748 | 2,039 | 2,512 |
| Buy Backs | 28.0% | 257 | 200 | 106 | 119 | 162 | 161 | 173 | 86.00 | 43.00 | 14.00 | 58.00 | 92.00 | 147 | 218 | 215 | 288 | 249 | 221 | 170 | 63.00 | 46.00 |
SF Income Statement
2023-06-30Consolidated Statements of Operations (Unaudited) - USD ($) shares in Thousands, $ in Thousands | 3 Months Ended | 6 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 transactions | 105,700 | 125,603 | 221,222 | 284,873 |
| Investment banking | 166,825 | 271,075 | 378,704 | 525,921 |
| Asset management | 320,264 | 331,264 | 635,833 | 672,900 |
| Interest | 482,770 | 212,754 | 934,334 | 378,189 |
| Other income | 894 | (1,917) | (1,399) | 6,971 |
| Total revenues | 1,241,811 | 1,125,460 | 2,503,602 | 2,251,444 |
| Interest expense | 191,090 | 17,334 | 346,088 | 26,791 |
| Net revenues | 1,050,721 | 1,108,126 | 2,157,514 | 2,224,653 |
| Non-interest expenses: | ||||
| Compensation and benefits | 615,667 | 652,709 | 1,266,857 | 1,326,400 |
| Occupancy and equipment rental | 84,604 | 78,251 | 166,744 | 155,277 |
| Communications and office supplies | 44,969 | 43,645 | 91,105 | 86,101 |
| Commissions and floor brokerage | 14,112 | 15,106 | 28,552 | 30,993 |
| Provision for credit losses | 7,824 | 12,785 | 12,744 | 21,025 |
| Other operating expenses | 102,160 | 87,089 | 200,244 | 159,207 |
| Total non-interest expenses | 869,336 | 889,585 | 1,766,246 | 1,779,003 |
| Income from operations before income tax expense | 181,385 | 218,541 | 391,268 | 445,650 |
| Provision for income taxes | 47,033 | 57,725 | 99,377 | 111,285 |
| Net income | 134,352 | 160,816 | 291,891 | 334,365 |
| Preferred dividends | 9,320 | 9,321 | 18,640 | 18,641 |
| 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 |
| Diluted | 1.1 | 1.29 | 2.38 | 2.68 |
| Cash dividends declared per common share | $ 0.36 | $ 0.3 | $ 0.72 | $ 0.6 |
| Weighted-average number of common shares outstanding: | ||||
| Basic | 107,944 | 109,083 | 108,360 | 109,144 |
| Diluted | 113,864 | 117,400 | 114,658 | 117,838 |
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.