Stifel Financial (NYSE:SF) Shares Acquired Rep. Lisa C. McClain

Key Points

• Representative Lisa C. McClain purchased shares of Stifel Financial Corporation (NYSE:SF) worth between $1,001 and $15,000 on June 17th, according to a disclosure filing.
• Stifel Financial recently announced a quarterly dividend of $0.46 per share, which will be paid on September 16th to shareholders of record as of September 2nd.
• Analysts have upgraded their ratings on Stifel Financial, with Citigroup raising its rating from "neutral" to "buy" and increasing the price target from $115 to $135.

Representative Lisa C. McClain (R-Michigan) recently bought shares of Stifel Financial Corporation NYSE: SF. In a filing disclosed on August 13th, the Representative disclosed that they had bought between $1,001 and $15,000 in Stifel Financial stock on June 17th. The trade occurred in the Representative's "CHARLES SCHWAB BROKERAGE ACCOUNT 924" account.

Representative Lisa C. McClain also recently made the following trade(s):

• Sold $1,001 - $15,000 in shares of Autoliv NYSE: ALV on 8/4/2025.
• Sold $1,001 - $15,000 in shares of Amazon.com NASDAQ: AMZN on 8/4/2025.
• Sold $1,001 - $15,000 in shares of Applied Materials NASDAQ: AMAT on 8/4/2025.
• Sold $1,001 - $15,000 in shares of Arthur J. Gallagher & Co. NYSE: AJG on 8/4/2025.
• Sold $1,001 - $15,000 in shares of SAP NYSE: SAP on 7/22/2025.
• Purchased $1,001 - $15,000 in shares of XPO NYSE: XPO on 7/22/2025.
• Purchased $1,001 - $15,000 in shares of Lithia Motors NYSE: LAD on 7/22/2025.
• Sold $1,001 - $15,000 in shares of Sanofi NASDAQ: SNY on 7/22/2025.
• Sold $1,001 - $15,000 in shares of Waters NYSE: WAT on 7/22/2025.
• Purchased $1,001 - $15,000 in shares of Group 1 Automotive NYSE: GPI on 7/22/2025.

Stifel Financial Stock Performance

NYSE:SF traded up $0.9730 during trading hours on Monday, hitting $115.3030. 308,817 shares of the company traded hands, compared to its average volume of 791,524. The stock has a market capitalization of $11.78 billion, a price-to-earnings ratio of 22.33 and a beta of 1.11. Stifel Financial Corporation has a twelve month low of $73.27 and a twelve month high of $120.64. The firm has a 50-day moving average of $108.47 and a 200 day moving average of $99.62. The company has a current ratio of 0.82, a quick ratio of 0.77 and a debt-to-equity ratio of 0.28.

Stifel Financial (NYSE:SF - Get Free Report) last released its earnings results on Wednesday, July 30th. The financial services provider reported $1.71 EPS for the quarter, beating the consensus estimate of $1.65 by $0.06. Stifel Financial had a net margin of 11.90% and a return on equity of 13.93%. The firm had revenue of $1.28 billion during the quarter, compared to analysts' expectations of $1.25 billion. During the same period in the prior year, the company earned $1.60 EPS. The business's quarterly revenue was up 5.4% compared to the same quarter last year. On average, analysts forecast that Stifel Financial Corporation will post 8.26 EPS for the current year.

Stifel Financial Dividend Announcement

The business also recently announced a quarterly dividend, which will be paid on Tuesday, September 16th. Investors of record on Tuesday, September 2nd will be paid a dividend of $0.46 per share. This represents a $1.84 annualized dividend and a yield of 1.6%. The ex-dividend date is Tuesday, September 2nd. Stifel Financial's dividend payout ratio is presently 35.66%.

Analyst Upgrades and Downgrades

SF has been the subject of a number of recent research reports. Stifel Nicolaus set a $135.00 price objective on shares of Stifel Financial in a research note on Thursday, July 31st. Wells Fargo & Company increased their price objective on shares of Stifel Financial from $102.00 to $125.00 and gave the company an "overweight" rating in a research note on Friday, July 11th. Citigroup upgraded shares of Stifel Financial from a "neutral" rating to a "buy" rating and increased their target price for the stock from $115.00 to $135.00 in a research report on Thursday, July 31st. Wall Street Zen upgraded shares of Stifel Financial from a "sell" rating to a "hold" rating in a research report on Sunday, August 3rd. Finally, JMP Securities increased their target price on shares of Stifel Financial from $120.00 to $130.00 and gave the stock a "market outperform" rating in a research report on Monday, July 14th. Four research analysts have rated the stock with a Buy rating and four have assigned a Hold rating to the company. According to data from MarketBeat, the stock has an average rating of "Moderate Buy" and a consensus target price of $115.78.

Institutional Investors Weigh In On Stifel Financial

Hedge funds have recently added to or reduced their stakes in the stock. NBC Securities Inc. bought a new position in shares of Stifel Financial in the 1st quarter valued at about $26,000. Alpine Bank Wealth Management acquired a new stake in shares of Stifel Financial in the first quarter valued at approximately $27,000. Allworth Financial LP raised its holdings in shares of Stifel Financial by 67.7% in the first quarter. Allworth Financial LP now owns 337 shares of the financial services provider's stock valued at $29,000 after purchasing an additional 136 shares during the last quarter. MassMutual Private Wealth & Trust FSB raised its holdings in shares of Stifel Financial by 123.6% in the first quarter. MassMutual Private Wealth & Trust FSB now owns 331 shares of the financial services provider's stock valued at $31,000 after purchasing an additional 183 shares during the last quarter. Finally, Bessemer Group Inc. raised its holdings in shares of Stifel Financial by 52.1% in the fourth quarter. Bessemer Group Inc. now owns 321 shares of the financial services provider's stock valued at $34,000 after purchasing an additional 110 shares during the last quarter. Institutional investors own 82.01% of the company's stock.

Insider Activity

In other news, Director Michael J. Zimmerman sold 10,000 shares of Stifel Financial stock in a transaction that occurred on Friday, June 6th. The shares were sold at an average price of $96.69, for a total value of $966,900.00. Following the sale, the director directly owned 45,833 shares in the company, valued at $4,431,592.77. This trade represents a 17.91% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Insiders have purchased 7 shares of company stock valued at $781 in the last 90 days. 4.57% of the stock is owned by company insiders.

About Representative McClain

Lisa McClain (Republican Party) is a member of the U.S. House, representing Michigan's 9th Congressional District. She assumed office on January 3, 2023. Her current term ends on January 3, 2027. McClain (Republican Party) is running for re-election to the U.S. House to represent Michigan's 9th Congressional District. She declared candidacy for the 2026 election. Lisa McClain lives in Romeo, Michigan. McClain earned a bachelor's degree in business administration from Northwood University. Her career experience includes founding and working as the president of North End Support Team.

Stifel Financial Company Profile

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 and internationally. It operates in three segments: Global Wealth Management, Institutional Group, and Other.