Allspring Global Investments Holdings LLC Purchases 29,167 Shares of Stifel Financial Corporation $SF

Allspring Global Investments Holdings LLC raised its position in shares of Stifel Financial Corporation (NYSE:SF) by 47.8% in the 1st quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 90,210 shares of the financial services provider’s stock after purchasing an additional 29,167 shares during the period. Allspring Global Investments Holdings LLC’s holdings in Stifel Financial were worth $6,674,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds have also recently added to or reduced their stakes in SF. Brown Brothers Harriman & Co. boosted its holdings in shares of Stifel Financial by 15.0% in the 4th quarter. Brown Brothers Harriman & Co. now owns 811 shares of the financial services provider’s stock valued at $102,000 after purchasing an additional 106 shares in the last quarter. Steward Partners Investment Advisory LLC raised its holdings in shares of Stifel Financial by 0.5% during the 4th quarter. Steward Partners Investment Advisory LLC now owns 23,449 shares of the financial services provider’s stock worth $2,936,000 after buying an additional 114 shares in the last quarter. Principal Securities Inc. lifted its position in shares of Stifel Financial by 6.9% during the 4th quarter. Principal Securities Inc. now owns 1,926 shares of the financial services provider’s stock worth $241,000 after buying an additional 124 shares during the last quarter. Clark Capital Management Group Inc. lifted its position in shares of Stifel Financial by 3.8% during the 3rd quarter. Clark Capital Management Group Inc. now owns 3,642 shares of the financial services provider’s stock worth $413,000 after buying an additional 134 shares during the last quarter. Finally, Crossmark Global Holdings Inc. grew its holdings in shares of Stifel Financial by 1.8% during the 4th quarter. Crossmark Global Holdings Inc. now owns 7,811 shares of the financial services provider’s stock valued at $978,000 after purchasing an additional 140 shares during the last quarter. 82.01% of the stock is currently owned by institutional investors.

Key Stifel Financial News

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

• Positive Sentiment: Stifel reported Q2 2026 EPS of $1.42, topping estimates, while revenue of $1.45 billion also beat forecasts; the company highlighted record revenue and stronger profitability, which supports the stock. Stifel Reports Second Quarter 2026 Results
• Positive Sentiment: JPMorgan raised its price target on Stifel Financial from $80 to $86, signaling improved valuation expectations even while maintaining a neutral rating. Benzinga report on JPMorgan price target increase
• Neutral Sentiment: Coverage around the earnings call and transcript is drawing additional attention to the quarter, but it does not appear to add materially new information beyond the reported results. Stifel Financial Corp Q2 2026 Earnings Call Highlights
• Neutral Sentiment: One market recap noted that Stifel missed sales expectations on a separate headline, but that appears to be outweighed by the company’s own reported beat on revenue and earnings. Stifel misses Q2 CY2026 sales expectations

Analyst Ratings Changes

Several research firms recently weighed in on SF. Weiss Ratings reissued a “buy (b-)” rating on shares of Stifel Financial in a report on Friday, May 29th. UBS Group set a $90.00 target price on Stifel Financial in a report on Thursday. JPMorgan Chase & Co. boosted their target price on shares of Stifel Financial from $80.00 to $86.00 and gave the stock a “neutral” rating in a report on Thursday. Finally, Zacks Research upgraded shares of Stifel Financial from a “strong sell” rating to a “hold” rating in a report on Wednesday, May 20th. Five 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 currently has a consensus rating of “Moderate Buy” and a consensus price target of $91.67.

Stifel Financial Trading Up 0.4%

NYSE:SF opened at $79.63 on Friday. The firm’s fifty day moving average is $73.23 and its 200-day moving average is $76.80. The company has a debt-to-equity ratio of 0.29, a quick ratio of 0.80 and a current ratio of 0.85. Stifel Financial Corporation has a 52 week low of $67.81 and a 52 week high of $89.83. The firm has a market cap of $12.22 billion, a P/E ratio of 14.25 and a beta of 1.01.

Stifel Financial (NYSE:SF) last posted its quarterly earnings data on Wednesday, July 22nd. The financial services provider reported $1.42 earnings per share for the quarter, topping the consensus estimate of $1.33 by $0.09. Stifel Financial had a net margin of 16.11% and a return on equity of 19.32%. The company had revenue of $1.45 billion during the quarter, compared to analysts’ expectations of $1.42 billion. During the same period in the prior year, the company posted $1.71 earnings per share. Stifel Financial’s revenue for the quarter was up 13.0% compared to the same quarter last year. Equities analysts expect that Stifel Financial Corporation will post 6.22 earnings per share for the current year.

Stifel Financial Cuts Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Monday, June 15th. Stockholders of record on Monday, June 1st were paid 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%.

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.