Walleye Capital LLC Boosts Position in Stifel Financial Corporation $SF

Walleye Capital LLC raised its position in Stifel Financial Corporation (NYSE:SF) by 94.5% during the 1st quarter, Holdings Channel reports. The firm owned 444,122 shares of the financial services provider’s stock after acquiring an additional 215,820 shares during the quarter. Walleye Capital LLC’s holdings in Stifel Financial were worth $32,829,000 at the end of the most recent reporting period.

A number of other hedge funds have also made changes to their positions in the company. Advisory Services Network LLC acquired a new position in shares of Stifel Financial during the 3rd quarter worth $29,000. Activest Wealth Management grew its stake in Stifel Financial by 12,000.0% in the 4th quarter. Activest Wealth Management now owns 242 shares of the financial services provider’s stock valued at $30,000 after acquiring an additional 240 shares during the last quarter. Caitong International Asset Management Co. Ltd acquired a new stake in Stifel Financial in the 4th quarter valued at about $34,000. Cullen Frost Bankers Inc. purchased a new position in Stifel Financial during the 4th quarter valued at about $50,000. Finally, BOKF NA increased its holdings in Stifel Financial by 1,626.9% during the 3rd quarter. BOKF NA now owns 449 shares of the financial services provider’s stock valued at $51,000 after acquiring an additional 423 shares in the last quarter. Hedge funds and other institutional investors own 82.01% of the company’s stock.

Analysts Set New Price Targets

Several analysts have issued reports on the stock. UBS Group reaffirmed a “buy” rating and issued a $86.00 price target (down from $89.00) on shares of Stifel Financial in a report on Wednesday, July 8th. Zacks Research raised shares of Stifel Financial from a “strong sell” rating to a “hold” rating in a research note on Wednesday, May 20th. Finally, Weiss Ratings restated a “buy (b-)” rating on shares of Stifel Financial in a research report on Friday, May 29th. Five research analysts have rated the stock with a Buy rating and four have issued a Hold rating to the company. Based on data from MarketBeat, Stifel Financial presently has a consensus rating of “Moderate Buy” and a consensus price target of $91.75.

Stifel Financial Trading Up 2.2%

Stifel Financial stock opened at $79.34 on Thursday. The stock has a 50-day moving average price of $73.14 and a 200 day moving average price of $76.84. Stifel Financial Corporation has a 52 week low of $67.81 and a 52 week high of $89.83. The stock has a market cap of $12.17 billion, a PE ratio of 15.44 and a beta of 1.01. The company has a current ratio of 0.85, a quick ratio of 0.80 and a debt-to-equity ratio of 0.29.

Stifel Financial (NYSE:SF) last released its earnings results on Wednesday, July 22nd. The financial services provider reported $1.42 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.33 by $0.09. Stifel Financial had a net margin of 15.34% and a return on equity of 18.76%. The company had revenue of $1.45 billion for the quarter, compared to analyst estimates of $1.42 billion. During the same period in the prior year, the firm earned $1.71 EPS. The firm’s quarterly revenue was up 13.0% on a year-over-year basis. Equities research analysts predict that Stifel Financial Corporation will post 6.22 earnings per share for the current fiscal year.

Stifel Financial Cuts Dividend

The company also recently disclosed a quarterly dividend, which was paid on Monday, June 15th. Stockholders of record on Monday, June 1st were given a $0.34 dividend. This represents a $1.36 dividend on an annualized basis and a dividend yield of 1.7%. The ex-dividend date of this dividend was Monday, June 1st. Stifel Financial’s payout ratio is currently 26.46%.

Key Stifel Financial News

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

• Positive Sentiment: Stifel reported Q2 2026 earnings per share of $1.42, above the consensus estimate, while net revenue rose to $1.45 billion from $1.28 billion a year ago, signaling better-than-expected profitability. Stifel Reports Second Quarter 2026 Results
• Positive Sentiment: Net income available to common shareholders increased to $217.2 million, or $1.34 per diluted share, up sharply from $145.7 million, or $0.89 per share, in the prior-year quarter, showing strong year-over-year earnings momentum. Stifel Reports Second Quarter 2026 Results
• Neutral Sentiment: Some headlines noted that Stifel missed certain Q2 sales expectations, suggesting revenue strength was good but not enough to fully satisfy every analyst forecast. Stifel Financial Corp (SF) Q2 2026 Earnings Call Highlights
• Neutral Sentiment: Brokerage coverage and price-target updates around the earnings release may be reinforcing investor interest, but they do not change the core earnings picture by themselves. Brokerages Set Stifel Financial Corporation PT at $91.75

Stifel Financial Company Profile

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.