Stifel Financial Corp (SF)
Stifel Financial Corp brought in $6.7B of revenue over the twelve months to September 30, 2026, up 8.2% from a year earlier. Net income was $976.4M, a net margin of 14.6%. Operating cash flow minus capital spending left $1.1B of free cash flow in fiscal 2025. At September 30, 2026 it held $1.6B in cash against $618.1M of debt. Its latest periodic report to the SEC is the quarterly report (10-Q) filed on November 4, 2026.
Key facts about Stifel Financial Corp
- Net worth
- Stifel Financial Corp has a market value (market cap) of $11B at the latest share price, and shareholders' equity of $6B on its balance sheet at September 30, 2026. A company's "net worth" usually means one of these: what the market pays for all its shares, or its assets minus its liabilities.
- Revenue and profit
- In fiscal 2025 revenue was $6.3B (+6.7% year on year), with net income of $683.8M. Over the 12 months to September 30, 2026: revenue $6.7B, net income $976.4M.
- Cash flow
- In fiscal 2025 operations brought in $1.1B of cash; after $62.1M of capital spending, free cash flow was $1.1B.
- Latest report
- The latest periodic report (quarterly report, 10-Q) was filed with the SEC on November 4, 2026 and covers the period to September 30, 2026. Open on SEC EDGAR
- Next earnings report
- Stifel Financial Corp's next report is expected around January 27, 2027. That is an estimate from its filing rhythm, not a date the company has announced.
- Dividend
- Stifel Financial Corp declared dividends of $1.84 per share in fiscal 2025, a yield of 2.52% at the current price.
What Stifel Financial Corp does
Stifel Financial Corp is registered with the SEC under industry code SIC 6211 (Security Brokers, Dealers & Flotation Companies). Its shares trade on NYSE under the ticker SF.
Revenue and profit by year
Key figures
| Fiscal year | Revenue | Net income | Diluted EPS | Free cash flow |
|---|---|---|---|---|
| 2025 | $6.3B | $683.8M | $5.87 | $1.1B |
| 2024 | $6B | $731.4M | $6.25 | $416.6M |
| 2023 | $5.2B | $522.5M | $4.28 | $447.4M |
| 2022 | $4.6B | $662.2M | $5.32 | $1.1B |
| 2021 | $4.8B | $824.9M | $6.66 | $683.9M |
| 2020 | $3.8B | $503.5M | $4.16 | $1.6B |
Earnings: every quarter and the next report date
Full financial statements: income, balance sheet and cash flow
Where SF ranks in Finance
Dividends
Stifel Financial Corp declared $1.84 per share in fiscal 2025. At the current price that is a yield of 2.52%.
| Fiscal year | Per share | Paid out | Of profit |
|---|---|---|---|
| 2025 | $1.84 | n/a | n/a |
| 2024 | $1.68 | n/a | n/a |
| 2023 | $1.44 | n/a | n/a |
| 2022 | $1.20 | n/a | n/a |
| 2021 | $0.60 | n/a | n/a |
| 2020 | $0.45 | n/a | n/a |
Latest SEC filings
What Stifel Financial Corp has filed recently, newest first. Each links to the original document on SEC EDGAR.
- November 4, 2026Quarterly report 10-Q · period to September 30, 2026Revenue was flat at $1.6B versus the same quarter last year; diluted EPS $1.40 versus $1.22.
- October 21, 2026
- September 29, 2026Form N-PX filing N-PX
- September 24, 2026
- August 27, 2026
- August 12, 2026Form 13F-HR filing 13F-HR
- August 12, 2026Passive stake changed SCHEDULE 13G/A
- August 5, 2026Quarterly report 10-Q · period to June 30, 2026Revenue rose 9.9% to $1.6B versus the same quarter last year; diluted EPS $1.34 versus $0.89.
- July 22, 2026
- June 25, 2026
What is SF worth? A DCF from its reported cash flow
Insider trades
What the people running Stifel Financial Corp did with its shares, from the Form 4 filings they must send the SEC within two business days.
No insider trades were reported in the last 90 days.
| Date | Insider | What | Shares | Value |
|---|---|---|---|---|
| July 23, 2026 | Brown Maryam S.Director | Sold | 2,500 | $198.1K |
| July 23, 2026 | Brown Maryam S.Director | Sold | 2,200 | $174.1K |
| June 4, 2026 | Carnoy Lisa LandauDirector | Exercised options | 2,812 | - |
| June 4, 2026 | Brown Maryam S.Director | Exercised options | 2,812 | - |
| June 4, 2026 | Kavanaugh James P.Director | Exercised options | 2,812 | - |
| June 4, 2026 | Berlew Adam T.Director | Exercised options | 2,812 | - |
| June 4, 2026 | Peacock David ADirector | Exercised optionsindirect | 2,812 | - |
| June 4, 2026 | Markus Maura A.Director | Exercised options | 2,812 | - |
Who owns SF
Three views from three kinds of SEC filings, each with its own date. They overlap and are not added up.
5% holders
| Holder | Of class | Filed |
|---|---|---|
| Fmr LLC13G, passive with 1 related filers | 5.7% | November 5, 2025 |
| Vanguard Capital Management13G, passive | 5.04% | April 30, 2026 |
Largest institutional holders
Positions that investment managers reported on Form 13F for the quarter ended June 30, 2026, largest first, with the change on the quarter ended March 31, 2026. Managers file 13F up to 45 days after a quarter ends. 593 managers reported a position.
| Holder | Shares | Change on quarter |
|---|---|---|
| BlackRock, Inc. | 14,779,953 | +292,535 |
| Fmr LLC | 8,534,782 | +398,571 |
| Vanguard Portfolio Management LLC | 7,163,692 | +39,937 |
| Vanguard Capital Management LLC | 6,659,358 | +11,794 |
| Aqr Capital Management LLC | 6,001,400 | -2,468,463 |
| State Street Corp | 4,875,785 | +223,230 |
| Boston Partners | 4,403,821 | +163,441 |
| Stifel Financial Corp | 3,886,981 | +111,723 |
| Earnest Partners LLC | 3,608,530 | -81,584 |
| Dimensional Fund Advisors LP | 2,902,428 | +285,812 |
| Geode Capital Management, LLC | 2,896,899 | +45,439 |
| Alliancebernstein L.P. | 2,637,266 | -69,833 |
| Capital Research Global Investors | 2,683,784 | -114,171 |
| Wellington Management Group Llp | 2,565,429 | -1,132,739 |
| Morgan Stanley | 2,290,873 | +316,245 |
| Norges Bank | 2,061,688 | new |
| Millennium Management LLC | 1,972,193 | +1,547,637 |
| Bank of America Corp | 1,770,839 | -104,662 |
| Goldman Sachs Group Inc | 1,670,473 | +558,515 |
| Fisher Asset Management, LLC | 1,652,113 | -35,698 |
Insiders
20 insiders reported holding 3,477,037 shares in total, about $254.2M at the last price.
| Holder | Shares |
|---|---|
| Kruszewski Ronald JChief Executive Officer, Director | 1,255,459 |
| Zemlyak James MPresident | 1,177,7927,072 held indirectly |
| Nesi VictorDirector | 207,02241,975 held indirectly |
| Sliney David DChief Operating Officer | 169,940 |
| Brown Michael WDirector | 103,264 |
| Raymond Charles BradfordCo-Head Global Instl Eqty Adv | 88,337 |
| Michaud Thomas B.Senior Vice President | 86,490 |
| Marischen James MChief Financial Officer | 75,030 |
| Zimmerman Michael JDirector | 71,562 |
| Reichert Christopher KCEO of Stifel Bank & Trust | 59,48059,480 held indirectly |
Questions about SF
What does Stifel Financial Corp do?
Stifel Financial Corp is a company in the Finance sector, listed on NYSE as SF. Its shares trade on NYSE under the ticker SF.
What is Stifel Financial Corp's net worth?
Stifel Financial Corp has a market value (market cap) of $11B at the latest share price, and shareholders' equity of $6B on its balance sheet at September 30, 2026. A company's "net worth" usually means one of these: what the market pays for all its shares, or its assets minus its liabilities.
Is Stifel Financial Corp profitable?
Yes. Over the twelve months to September 30, 2026 it reported net income of $976.4M on revenue of $6.7B, a net margin of 14.6%.
How much revenue does Stifel Financial Corp make?
Over the twelve months to September 30, 2026 Stifel Financial Corp reported revenue of $6.7B. That is 8.2% more than a year earlier.
When did Stifel Financial Corp last report?
Its most recent periodic report is the quarterly report (10-Q) filed on November 4, 2026. It covers the period to September 30, 2026.
When is Stifel Financial Corp's next earnings report?
Stifel Financial Corp's next report is expected around January 27, 2027. That is an estimate from its filing rhythm, not a date the company has announced.
Does Stifel Financial Corp pay a dividend?
Yes. Stifel Financial Corp declared dividends of $1.84 per share in fiscal 2025, a yield of 2.52% at the current price.
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Where the numbers come from
Financial figures are the values Stifel Financial Corp tagged in its own SEC filings (XBRL), taken from the latest filing for each period, so restatements replace older figures. Revenue, profit and cash flow are for full fiscal years unless marked as the last twelve months, which is the sum of the four most recent quarters. Where a company reports only the full year, the fourth quarter is the year minus the first three.
Prices are delayed end-of-day market data in the listing currency, and market cap moves with the price. P/E is shown only when earnings per share are positive. Nothing here is investment advice.