AEGON ASSET MANAGEMENT UK Plc Lowers Stock Position in Stifel Financial Corporation $SF

Key Points

• AEGON Asset Management UK Plc cut its stake in Stifel Financial by 26.8% in Q4, selling 49,384 shares and retaining 134,663 shares valued at about $16.86 million (roughly 0.13% ownership).
• Stifel reported quarterly EPS of $1.45, beating estimates by $0.06 and showing revenue up 17.7% year‑over‑year, though quarterly revenue of $1.44 billion missed analysts' $1.51 billion forecast.
• Institutional ownership stands at 82.01% with several funds increasing positions, and analysts maintain a consensus rating of "Moderate Buy" with an average target of $91.15.

AEGON ASSET MANAGEMENT UK Plc reduced its stake in Stifel Financial Corporation (NYSE:SF - Free Report) by 26.8% during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 134,663 shares of the financial services provider's stock after selling 49,384 shares during the quarter. AEGON ASSET MANAGEMENT UK Plc owned about 0.13% of Stifel Financial worth $16,860,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other institutional investors and hedge funds have also bought and sold shares of the company. CWM LLC raised its stake in Stifel Financial by 127.4% in the third quarter. CWM LLC now owns 29,654 shares of the financial services provider's stock valued at $3,365,000 after purchasing an additional 16,616 shares in the last quarter. Algebris UK Ltd. grew its position in Stifel Financial by 136.8% during the third quarter. Algebris UK Ltd. now owns 246,198 shares of the financial services provider's stock valued at $27,915,000 after acquiring an additional 142,223 shares during the last quarter. Calamos Advisors LLC grew its position in Stifel Financial by 88.6% during the third quarter. Calamos Advisors LLC now owns 36,311 shares of the financial services provider's stock valued at $4,120,000 after acquiring an additional 17,053 shares during the last quarter. Verdence Capital Advisors LLC bought a new position in Stifel Financial during the third quarter valued at approximately $4,019,000. Finally, Pacer Advisors Inc. grew its position in Stifel Financial by 186.9% during the third quarter. Pacer Advisors Inc. now owns 13,610 shares of the financial services provider's stock valued at $1,544,000 after acquiring an additional 8,866 shares during the last quarter. 82.01% of the stock is owned by hedge funds and other institutional investors.

Stifel Financial Stock Performance

NYSE:SF opened at $77.81 on Tuesday. The stock has a market cap of $12.04 billion, a P/E ratio of 15.14 and a beta of 1.10. The firm's fifty day simple moving average is $75.33 and its 200 day simple moving average is $79.79. Stifel Financial Corporation has a twelve month low of $55.48 and a twelve month high of $89.83. The company has a quick ratio of 0.80, a current ratio of 0.84 and a debt-to-equity ratio of 0.25.

Stifel Financial (NYSE:SF - Get Free Report) last released its quarterly earnings results on Wednesday, April 22nd. The financial services provider reported $1.45 earnings per share for the quarter, beating the consensus estimate of $1.39 by $0.06. The business had revenue of $1.44 billion for the quarter, compared to analysts' expectations of $1.51 billion. Stifel Financial had a net margin of 15.34% and a return on equity of 18.95%. The firm's revenue for the quarter was up 17.7% compared to the same quarter last year. During the same quarter in the previous year, the business posted $0.49 earnings per share. As a group, research analysts predict that Stifel Financial Corporation will post 6.29 EPS for the current year.

Analyst Upgrades and Downgrades

A number of research analysts have commented on SF shares. Wolfe Research reiterated an "outperform" rating and set a $99.33 price target on shares of Stifel Financial in a research report on Wednesday, January 7th. UBS Group reduced their price target on shares of Stifel Financial from $100.00 to $89.00 and set a "buy" rating on the stock in a research report on Wednesday, April 8th. TD Cowen cut their target price on shares of Stifel Financial from $136.00 to $92.00 and set a "hold" rating on the stock in a report on Monday, March 23rd. Stifel Nicolaus set a $92.00 target price on shares of Stifel Financial in a report on Wednesday, January 14th. Finally, JPMorgan Chase & Co. raised their target price on shares of Stifel Financial from $88.67 to $90.67 and gave the stock a "neutral" rating in a report on Thursday, January 8th. Six research analysts have rated the stock with a Buy rating, three have given a Hold rating and one has given a Sell rating to the stock. According to MarketBeat, the company currently has an average rating of "Moderate Buy" and a consensus target price of $91.15.

Insiders Place Their Bets

In related news, insider David Rubulotta sold 600 shares of Stifel Financial stock in a transaction on Monday, February 2nd. The shares were sold at an average price of $82.87, for a total value of $49,724.00. Following the sale, the insider owned 1,488 shares in the company, valued at $123,315.52. The trade was a 28.74% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available at this link. 3.28% of the stock is currently owned by company insiders.

About Stifel Financial

Stifel Financial Corp. is a diversified financial services holding company headquartered in St. Louis, Missouri. Founded in 1890, the firm has grown into a full‐service brokerage and investment banking organization serving individual investors, corporations and institutions. Through its principal subsidiary, Stifel, Nicolaus & Company, Incorporated, the company delivers a broad array of financial products and services backed by research‐driven insights.

The firm's main business activities are organized into two core segments: Private Client Group and Institutional Group.

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