Stifel Financial (NYSE:SF) Stock Price Target Cut by JPMorgan Chase & Co.

Stifel Financial (NYSE:SF) had its target price lowered by research analysts at JPMorgan Chase & Co. from $82.00 to $80.00 in a research note issued to investors on Thursday, Benzinga reports. The brokerage presently has a “neutral” rating on the financial services provider’s stock. JPMorgan Chase & Co.’s target price suggests a potential upside of 20.59% from the company’s current price.

SF has been the topic of a number of other reports. UBS Group reissued a “buy” rating and set a $84.00 target price (down from $90.00) on shares of Stifel Financial in a report on Wednesday, October 7th. Citigroup reissued a “market outperform” rating on shares of Stifel Financial in a research report on Thursday. Wall Street Zen downgraded shares of Stifel Financial from a “buy” rating to a “hold” rating in a research note on Sunday, August 9th. BMO Capital Markets decreased their price target on Stifel Financial from $85.00 to $75.00 and set a “market perform” rating on the stock in a research note on Tuesday, October 6th. Finally, Weiss Ratings reaffirmed a “buy (b-)” rating on shares of Stifel Financial in a research note on Wednesday, August 26th. Five research analysts have rated the stock with a Buy rating and four have issued a Hold rating to the stock. According to data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and a consensus price target of $85.83.

Stifel Financial Trading Down 0.1%

SF traded down $0.07 during mid-day trading on Thursday, hitting $66.34. The stock had a trading volume of 84,197 shares, compared to its average volume of 1,381,802. The firm has a market capitalization of $10.02 billion, a price-to-earnings ratio of 11.86 and a beta of 1.01. Stifel Financial has a 1-year low of $65.40 and a 1-year high of $89.83. The company has a debt-to-equity ratio of 0.33, a current ratio of 0.88 and a quick ratio of 0.83. The stock’s fifty day simple moving average is $75.59 and its 200-day simple moving average is $75.92.

Stifel Financial (NYSE:SF) last released its quarterly earnings results on Wednesday, October 21st. The financial services provider reported $1.46 earnings per share for the quarter, beating the consensus estimate of $1.44 by $0.02. The company had revenue of $1.43 billion during the quarter, compared to analysts’ expectations of $1.45 billion. Stifel Financial had a net margin of 16.11% and a return on equity of 19.22%. The business’s quarterly revenue was down .2% compared to the same quarter last year. During the same quarter in the prior year, the company earned $1.95 earnings per share. As a group, research analysts forecast that Stifel Financial will post 6.17 EPS for the current fiscal year.

Institutional Investors Weigh In On Stifel Financial

Several institutional investors have recently added to or reduced their stakes in SF. Caitong International Asset Management Co. Ltd bought a new stake in shares of Stifel Financial during the 4th quarter valued at about $34,000. Danske Bank A S purchased a new position in shares of Stifel Financial in the 2nd quarter valued at approximately $31,000. Elevation Wealth Partners LLC lifted its holdings in shares of Stifel Financial by 92.8% during the 3rd quarter. Elevation Wealth Partners LLC now owns 457 shares of the financial services provider’s stock valued at $32,000 after buying an additional 220 shares during the period. JTC Employer Solutions Trustee Ltd lifted its holdings in shares of Stifel Financial by 49.8% during the 1st quarter. JTC Employer Solutions Trustee Ltd now owns 481 shares of the financial services provider’s stock valued at $36,000 after buying an additional 160 shares during the period. Finally, Keating Financial Advisory Services Inc. purchased a new position in shares of Stifel Financial in the 2nd quarter worth $35,000. 82.01% of the stock is owned by hedge funds and other institutional investors.

Key Stifel Financial News

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

• Positive Sentiment: Stifel reported third-quarter adjusted earnings of $1.46 per share, slightly above the $1.44 consensus estimate. GAAP diluted EPS was $1.40, up from $1.22 a year earlier, while net income available to common shareholders rose to $224.8 million. Stifel Financial Q3 Earnings Beat Estimates
• Positive Sentiment: Global Wealth Management produced record revenue of $980.3 million, up 8% year over year. Asset-management revenue increased 14% to $492.2 million, and net interest income rose 9%, supporting the company’s diversification and recurring-revenue profile. Stifel Reports Third Quarter 2026 Results
• Positive Sentiment: The board declared a quarterly dividend of $0.34 per share, while Stifel repurchased $124 million of stock during the quarter. Management also emphasized resilient growth and continued business momentum during the earnings call. Stifel Financial Earnings Call Highlights Resilient Growth
• Neutral Sentiment: Consolidated revenue was approximately $1.43 billion, essentially flat from the prior year and below the $1.45 billion analyst consensus. This suggests the earnings beat was driven more by profitability and business mix than by top-line growth. Stifel Financial Earnings Results
• Negative Sentiment: Institutional Group revenue fell 14% to $430.3 million, offsetting gains in wealth and asset management. The revenue miss and uneven segment performance are likely the main reasons investors remain cautious despite the EPS beat. Stifel Financial Releases Q3 2026 Financial Results

About Stifel Financial

Stifel Financial Corp. is a financial services holding company headquartered in St. Louis, Missouri. Through its principal operating subsidiaries, including Stifel, Nicolaus & Company, Incorporated, the company provides wealth management, investment banking, securities brokerage and related financial services to individual investors, corporations, municipalities and institutional clients.

Its wealth management business offers investment advice, brokerage services, financial planning, banking and lending solutions, and access to a range of investment products.