Assetmark Inc. Buys 9,413 Shares of Stifel Financial Corporation $SF

Assetmark Inc. lifted its position in Stifel Financial Corporation (NYSE:SF) by 35.7% during the first quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 35,780 shares of the financial services provider’s stock after buying an additional 9,413 shares during the period. Assetmark Inc.’s holdings in Stifel Financial were worth $2,645,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other large investors also recently modified their holdings of the company. Brown Brothers Harriman & Co. boosted its holdings in shares of Stifel Financial by 15.0% in the fourth quarter. Brown Brothers Harriman & Co. now owns 811 shares of the financial services provider’s stock worth $102,000 after buying an additional 106 shares during the last quarter. Steward Partners Investment Advisory LLC raised its holdings in Stifel Financial by 0.5% during the fourth quarter. Steward Partners Investment Advisory LLC now owns 23,449 shares of the financial services provider’s stock valued at $2,936,000 after acquiring an additional 114 shares during the period. Principal Securities Inc. raised its holdings in Stifel Financial by 6.9% during the fourth quarter. Principal Securities Inc. now owns 1,926 shares of the financial services provider’s stock valued at $241,000 after acquiring an additional 124 shares during the period. Clark Capital Management Group Inc. lifted its position in shares of Stifel Financial by 3.8% in the third quarter. Clark Capital Management Group Inc. now owns 3,642 shares of the financial services provider’s stock valued at $413,000 after acquiring an additional 134 shares in the last quarter. Finally, Crossmark Global Holdings Inc. lifted its position in shares of Stifel Financial by 1.8% in the fourth quarter. Crossmark Global Holdings Inc. now owns 7,811 shares of the financial services provider’s stock valued at $978,000 after acquiring an additional 140 shares in the last quarter. Institutional investors own 82.01% of the company’s stock.

Wall Street Analyst Weigh In

Several research analysts have weighed in on SF shares. Zacks Research upgraded Stifel Financial from a “strong sell” rating to a “hold” rating in a research note on Wednesday, May 20th. Weiss Ratings reiterated a “buy (b-)” rating on shares of Stifel Financial in a research report on Friday, May 29th. JPMorgan Chase & Co. lifted their price target on shares of Stifel Financial from $80.00 to $86.00 and gave the company a “neutral” rating in a report on Thursday. Finally, UBS Group set a $90.00 price target on shares of Stifel Financial in a research note on Thursday. Five equities research analysts have rated the stock with a Buy rating and four have issued a Hold rating to the company’s stock. Based on data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and an average target price of $91.67.

Key Stories Impacting Stifel Financial

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

Stifel Financial Stock Up 0.4%

Shares of SF opened at $79.63 on Friday. The company has a market cap of $12.22 billion, a PE ratio of 14.25 and a beta of 1.01. The business has a fifty day moving average of $73.23 and a 200 day moving average of $76.80. Stifel Financial Corporation has a 52-week low of $67.81 and a 52-week high of $89.83. The company has a quick ratio of 0.80, a current ratio of 0.85 and a debt-to-equity ratio of 0.29.

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, beating analysts’ consensus estimates of $1.33 by $0.09. The business had revenue of $1.45 billion for the quarter, compared to analysts’ expectations of $1.42 billion. Stifel Financial had a net margin of 16.11% and a return on equity of 19.32%. The business’s revenue was up 13.0% compared to the same quarter last year. During the same quarter in the previous year, the business posted $1.71 earnings per share. On average, sell-side analysts expect that Stifel Financial Corporation will post 6.22 EPS for the current year.

Stifel Financial Cuts Dividend

The firm also recently announced a quarterly dividend, which was paid on Monday, June 15th. Shareholders of record on Monday, June 1st were given a dividend of $0.34 per share. This represents a $1.36 annualized dividend and a dividend yield of 1.7%. The ex-dividend date was Monday, June 1st. Stifel Financial’s payout ratio is 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.