Stifel Financial (NYSE:SF) Stock Price Target Cut by JPMorgan Chase & Co.

Stifel Financial (NYSE:SF) had its price target decreased by equities researchers at JPMorgan Chase & Co. from $82.00 to $80.00 in a note issued to investors on Thursday, Benzinga reports. The brokerage currently has a “neutral” rating on the financial services provider’s stock. JPMorgan Chase & Co.’s price target indicates a potential upside of 20.59% from the company’s current price.

Several other analysts have also issued reports on the stock. TD Cowen cut their target price on shares of Stifel Financial from $84.00 to $78.00 and set a “hold” rating for the company in a research report on Monday, October 12th. UBS Group reaffirmed a “buy” rating and set a $84.00 target price (down from $90.00) on shares of Stifel Financial in a report on Wednesday, October 7th. Weiss Ratings reiterated a “buy (b-)” rating on shares of Stifel Financial in a research report on Wednesday, August 26th. BMO Capital Markets decreased their price target on shares of Stifel Financial from $85.00 to $75.00 and set a “market perform” rating on the stock in a research report on Tuesday, October 6th. Finally, Citigroup reiterated a “market outperform” rating on shares of Stifel Financial in a research note on Thursday. Five investment analysts have rated the stock with a Buy rating and four have given a Hold rating to the stock. Based on data from MarketBeat.com, Stifel Financial has a consensus rating of “Moderate Buy” and an average price target of $85.83.

Stifel Financial Stock Performance

Shares of Stifel Financial stock traded down $0.07 during trading hours on Thursday, reaching $66.34. 84,197 shares of the stock traded hands, compared to its average volume of 1,381,802. Stifel Financial has a one year low of $65.40 and a one year high of $89.83. The firm has a market capitalization of $10.02 billion, a price-to-earnings ratio of 11.86 and a beta of 1.01. The company has a quick ratio of 0.83, a current ratio of 0.88 and a debt-to-equity ratio of 0.33. The company has a 50 day moving average price of $75.59 and a 200 day moving average price of $75.92.

Stifel Financial (NYSE:SF) last issued its quarterly earnings data on Wednesday, October 21st. The financial services provider reported $1.46 earnings per share for the quarter, topping the consensus estimate of $1.44 by $0.02. Stifel Financial had a net margin of 16.11% and a return on equity of 19.22%. The firm had revenue of $1.43 billion for the quarter, compared to analysts’ expectations of $1.45 billion. During the same quarter in the prior year, the business earned $1.95 EPS. The business’s quarterly revenue was down .2% on a year-over-year basis. On average, equities research analysts expect that Stifel Financial will post 6.17 earnings per share for the current fiscal year.

Institutional Trading of Stifel Financial

Institutional investors and hedge funds have recently modified their holdings of the company. BlackRock Inc. purchased a new position in shares of Stifel Financial during the 2nd quarter valued at $1,031,197,000. Dimensional Fund Advisors LP increased its stake in Stifel Financial by 51.6% in the 1st quarter. Dimensional Fund Advisors LP now owns 2,616,616 shares of the financial services provider’s stock worth $193,403,000 after buying an additional 890,810 shares in the last quarter. Bank of America Corp DE increased its stake in Stifel Financial by 58.7% in the 1st quarter. Bank of America Corp DE now owns 1,875,501 shares of the financial services provider’s stock worth $138,637,000 after buying an additional 693,437 shares in the last quarter. Bank of New York Mellon Corp increased its stake in Stifel Financial by 40.6% in the 1st quarter. Bank of New York Mellon Corp now owns 1,367,474 shares of the financial services provider’s stock worth $101,084,000 after buying an additional 394,863 shares in the last quarter. Finally, Principal Financial Group Inc. raised its holdings in Stifel Financial by 48.5% during the first quarter. Principal Financial Group Inc. now owns 1,075,067 shares of the financial services provider’s stock valued at $79,469,000 after acquiring an additional 351,146 shares during the period. 82.01% of the stock is currently owned by institutional investors.

Stifel Financial News Summary

Here are the key news stories impacting Stifel Financial this week:

• Positive Sentiment: Stifel reported third-quarter adjusted earnings of $1.46 per share, slightly above the $1.44 consensus estimate. GAAP diluted EPS was $1.40, up from $1.22 a year earlier, while net income available to common shareholders rose to $224.8 million. Stifel Financial Q3 Earnings Beat Estimates
• Positive Sentiment: Global Wealth Management produced record revenue of $980.3 million, up 8% year over year. Asset-management revenue increased 14% to $492.2 million, and net interest income rose 9%, supporting the company’s diversification and recurring-revenue profile. Stifel Reports Third Quarter 2026 Results
• Positive Sentiment: The board declared a quarterly dividend of $0.34 per share, while Stifel repurchased $124 million of stock during the quarter. Management also emphasized resilient growth and continued business momentum during the earnings call. Stifel Financial Earnings Call Highlights Resilient Growth
• Neutral Sentiment: Consolidated revenue was approximately $1.43 billion, essentially flat from the prior year and below the $1.45 billion analyst consensus. This suggests the earnings beat was driven more by profitability and business mix than by top-line growth. Stifel Financial Earnings Results
• Negative Sentiment: Institutional Group revenue fell 14% to $430.3 million, offsetting gains in wealth and asset management. The revenue miss and uneven segment performance are likely the main reasons investors remain cautious despite the EPS beat. Stifel Financial Releases Q3 2026 Financial Results

About Stifel Financial

Stifel Financial Corp. is a financial services holding company headquartered in St. Louis, Missouri. Through its principal operating subsidiaries, including Stifel, Nicolaus & Company, Incorporated, the company provides wealth management, investment banking, securities brokerage and related financial services to individual investors, corporations, municipalities and institutional clients.

Its wealth management business offers investment advice, brokerage services, financial planning, banking and lending solutions, and access to a range of investment products.