Last 7 days
-3.1%
Last 30 days
2.6%
Last 90 days
11.7%
Trailing 12 Months
10.6%
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 | - |
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 | -% |
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 |
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 |
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% |
9.0%
14.3%
12.6%
25.4%
60.8%
45%
22.7%
Y-axis is the maximum loss one would have experienced if Stifel Financial was unfortunately bought at previous high price.
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) | |||||||||||||||||||||
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
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) | |||||||||||||||||||||
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
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 |
Consolidated 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 |