Stifel Financial (SF) to Release Earnings on Wednesday

Key Points

• Stifel Financial will report Q1 2026 results before the market opens on Wednesday, April 22, with analysts expecting $1.46 EPS and $1.5146 billion in revenue; the earnings call is scheduled for 12:30 PM ET.
• In the prior quarter (reported Jan. 28) Stifel delivered a $2.63 EPS (beating estimates) and $1.56 billion in revenue, a 14.4% year‑over‑year increase, and analysts project roughly $8 EPS for the current fiscal year and $9 for next year.
• Stifel recently raised its quarterly dividend to $0.51 ($2.04 annualized, ~2.5% yield, DPR ~34.7%), and the stock carries an average analyst rating of "Moderate Buy" with a mean target of about $91.15.

Stifel Financial (NYSE:SF - Get Free Report) will likely be posting its Q1 2026 results before the market opens on Wednesday, April 22nd. Analysts expect Stifel Financial to post earnings of $1.46 per share and revenue of $1.5146 billion for the quarter. Individuals may visit the the company's upcoming Q1 2026 earning results page for the latest details on the call scheduled for Wednesday, April 22, 2026 at 12:30 PM ET.

Stifel Financial (NYSE:SF - Get Free Report) last released its earnings results on Wednesday, January 28th. The financial services provider reported $2.63 EPS for the quarter, topping analysts' consensus estimates of $2.48 by $0.15. Stifel Financial had a net margin of 12.37% and a return on equity of 15.53%. The company had revenue of $1.56 billion for the quarter, compared to analysts' expectations of $1.50 billion. During the same quarter last year, the business earned $1.49 EPS. The firm's revenue was up 14.4% compared to the same quarter last year. On average, analysts expect Stifel Financial to post $8 EPS for the current fiscal year and $9 EPS for the next fiscal year.

Stifel Financial Price Performance

NYSE SF opened at $80.63 on Wednesday. Stifel Financial has a 12 month low of $54.49 and a 12 month high of $89.83. The stock has a market cap of $12.48 billion, a price-to-earnings ratio of 20.57 and a beta of 1.10. The company's 50 day moving average is $75.95 and its two-hundred day moving average is $79.48. The company has a current ratio of 0.84, a quick ratio of 0.80 and a debt-to-equity ratio of 0.25.

Stifel Financial Increases Dividend

The business also recently disclosed a quarterly dividend, which was paid on Monday, March 16th. Stockholders of record on Monday, March 2nd were given a dividend of $0.51 per share. The ex-dividend date was Monday, March 2nd. This is an increase from Stifel Financial's previous quarterly dividend of $0.46. This represents a $2.04 annualized dividend and a dividend yield of 2.5%. Stifel Financial's dividend payout ratio (DPR) is 34.69%.

Analysts Set New Price Targets

SF has been the topic of several recent analyst reports. Stifel Nicolaus set a $92.00 price objective on shares of Stifel Financial in a research report on Wednesday, January 14th. TD Cowen reduced their price objective on shares of Stifel Financial from $136.00 to $92.00 and set a "hold" rating on the stock in a research report on Monday, March 23rd. Citigroup reiterated an "outperform" rating on shares of Stifel Financial in a research report on Monday, January 12th. Weiss Ratings upgraded shares of Stifel Financial from a "hold (c+)" rating to a "buy (b-)" rating in a research report on Monday, March 2nd. Finally, Citizens Jmp lifted their price objective on shares of Stifel Financial from $93.33 to $103.33 and gave the company a "market outperform" rating in a research report on Monday, January 12th. Six analysts have rated the stock with a Buy rating and four have given a Hold rating to the company's stock. Based on data from MarketBeat, Stifel Financial has an average rating of "Moderate Buy" and an average target price of $91.15.

Insiders Place Their Bets

In related news, insider David Rubulotta sold 600 shares of the business's 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 approximately $123,315.52. The trade was a 28.74% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Corporate insiders own 4.57% of the company's stock.

Institutional Investors Weigh In On Stifel Financial

Several large investors have recently bought and sold shares of the business. Compound Planning Inc. increased its position in Stifel Financial by 16.7% in the fourth quarter. Compound Planning Inc. now owns 2,856 shares of the financial services provider's stock worth $358,000 after purchasing an additional 408 shares during the last quarter. Invesco Ltd. increased its position in Stifel Financial by 4.8% in the fourth quarter. Invesco Ltd. now owns 1,428,245 shares of the financial services provider's stock worth $178,845,000 after purchasing an additional 64,963 shares during the last quarter. Corient Private Wealth LLC increased its position in Stifel Financial by 483.1% in the fourth quarter. Corient Private Wealth LLC now owns 65,090 shares of the financial services provider's stock worth $8,151,000 after purchasing an additional 53,927 shares during the last quarter. Mercer Global Advisors Inc. ADV increased its position in Stifel Financial by 95.9% in the fourth quarter. Mercer Global Advisors Inc. ADV now owns 38,892 shares of the financial services provider's stock worth $4,870,000 after purchasing an additional 19,039 shares during the last quarter. Finally, Caitlin John LLC bought a new stake in Stifel Financial in the fourth quarter worth $501,000. Institutional investors own 82.01% of the company's stock.

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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