Seasonal Headwind — september med -2.1% (mag 1/3) · posClose 34.88% (rel 1/3) · n43 ×1 = 7
About Stifel Financial Corporation
Stifel Financial Corp. operates as the bank holding company for Stifel, Nicolaus & Company, Incorporated that provides retail and institutional wealth management, and investment banking services to individual, corporations, municipalities, and institutions in the United States, the United Kingdom, Canada, and internationally. It operates in three segments: Global Wealth Management, Institutional Group, and Other. Read full Trend Edge analysis →
Sector: Financial Services
Industry: Capital Markets
Exchange: NYSE
IPO Date: July 19, 1983
Headquarters: One Financial Plaza, Saint Louis, MO, United States, 63102-2188
Hidden Gem: Yes — undiscovered relative to its market cap tier
Founder-Led: No
Key Metrics
Current Price
$80.80
Market Cap
$12.06B
Float
145.5M
Shares Outstanding
151.0M
P/E (Forward)
13.76
P/E (TTM)
14.79
Price/Sales (TTM)
2.07
vs. Analyst Target
+10.1% to analyst PT
Profit Margin
16.34%
Operating Margin (TTM)
21.76%
Revenue (TTM)
$5.83B
Earnings Growth (YoY)
50.60%
Dividend Rate
1.4%
Analyst Target Price
$89.00 (7 analysts)
Financial History
Annual Revenue & Earnings History
Year
Revenue
Net Income
Gross Profit
EBITDA
2020
$3.76B
$503M
$3.66B
$712M
2021
$4.72B
$825M
$4.69B
$1.13B
2022
$4.54B
$662M
$4.30B
$955M
2023
$5.10B
$523M
$4.27B
$788M
2024
$5.89B
$731M
$4.88B
$1.01B
2025
$6.30B
$684M
$5.45B
$934M
Recent Quarterly Revenue & Net Income
Quarter
Revenue
Net Income
Sep 2025
$1.62B
$211M
Dec 2025
$1.75B
$264M
Mar 2026
$1.67B
$251M
Jun 2026
$1.64B
$226M
Ownership & Float
Insider Ownership
3.2%
Institutional Ownership
93.5%
Short Float
3.2%
% of All Funds Holding
6.70%
Number of Funds Holding
589
Current Moving Averages
Trend Edge tracks near-term, medium-term, cyclical, and secular moving averages across weekly and monthly timeframes to identify trend structure at every horizon.
Timeframe
SMA
Value
Trend Context
Weekly
10-Week SMA
$78.90
Near-term / short-term trend
Weekly
40-Week SMA
$78.55
Medium-term trend
Weekly
80-Week SMA
$74.07
Cyclical trend (business cycle)
Weekly
200-Week SMA
$59.85
Secular trend (multi-year)
Monthly
10-Month SMA
$77.74
Near-term monthly trend
Monthly
20-Month SMA
$74.25
Medium-term monthly trend
Monthly
40-Month SMA
$63.13
Secular monthly trend
Volume Shelves — Support & Resistance
Trend Edge identifies volume shelves: price zones where historically elevated trading volume
creates structural support or resistance. A volume shelf forms when a disproportionate share of cumulative
volume was transacted at a specific price level, making it a high-conviction anchor for future price reactions.
Trend Edge's AI Consult feature delivers a comprehensive, multi-layer trade plan for Stifel Financial Corporation
(SF) powered by Claude Opus — Anthropic's most capable AI model.
The analysis covers five layers:
technical analysis (near-term, medium-term, cyclical, and secular trend, momentum,
volume shelf support and resistance, breakout and breakdown signals),
qualitative analysis (business model, competitive moat, sector dynamics),
insider sentiment (buy and sell signals from executive and director transactions),
share stats analysis (institutional accumulation, fund positioning, short float squeeze potential), and
fundamental analysis (valuation, revenue growth, profit margin, earnings quality).
AI Consult synthesizes all five layers into a single bullish or bearish thesis with explicit entry, exit,
stop loss, and take profit levels — giving you a complete, AI-powered trade plan with defined risk/reward.
Whether you are building a long position, initiating a short, or looking for a reversal setup,
AI Consult identifies the highest-probability signal from the current trend.