Stifel Financial

SF · NYSE

$66.83+$0.77 (+1.17%)TodayMarket closed · Oct 20, 7:31 PM ET

Prev close $66.06

SF analyst rating

HoldConsensus of 5 analysts over the last 12 months. 40% rate it a buy.

Strong buy0
Buy2
Hold3
Underperform0
Sell0

12-month price target · 11 analysts

Average $92.65 (+38.6% upside)

Low: $84.84
Now: $66.83
High: $108.15

Upgrades and downgrades

The latest rating actions, newest first

SF analyst upgrades, downgrades and rating actions
Firm	Date	Action	Rating	Price target	Hit rate
TD Cowen	Oct 12, 2026	Maintains	Hold	$84.00 → $78.00	53%
UBS	Oct 7, 2026	Maintains	Buy	$90.00 → $84.00	43%
JP Morgan	Oct 6, 2026	Maintains	Neutral	$86.00 → $82.00	53%
BMO Capital	Oct 6, 2026	Maintains	Market Perform	$85.00 → $75.00	56%
JP Morgan	Jul 23, 2026	Maintains	Neutral	$80.00 → $86.00	53%
UBS	Jul 8, 2026	Maintains	Buy	$89.00 → $86.00	43%
UBS	Apr 8, 2026	Maintains	Buy	$100.00 → $89.00	43%
TD Cowen	Mar 23, 2026	Maintains	Hold	$136.00 → $92.00	53%
TD Cowen	Jan 14, 2026	Downgrade	Buy → Hold	$135.00 → $138.00	53%
Citizens	Jan 12, 2026	Maintains	Market Outperform	$140.00 → $155.00	64%

The case for and against

Updated Mar 1, 2025

Bull case

Stifel Financial significantly benefits from its strong revenue stream, with over 90% generated in the U.S. and approximately 67% coming from its well-established global wealth management division, which supports more than 2,000 financial advisors. The firm's active acquisition strategy enhances its market position, bolstering growth and diversification within the financial services sector. This combination of a robust revenue model and strategic expansion contributes to a positive outlook for the company's long-term financial stability and growth potential.

Bear case

The financial report indicates that Stifel Financial faces a significant reliance on its global wealth management division, which accounts for approximately 67% of its net revenue, potentially exposing the company to vulnerabilities in the wealth management market. Additionally, the firm's historic trend of aggressive acquisitions may strain resources and complicate integration processes, potentially leading to operational inefficiencies. The concentrated focus on the U.S. market could also pose risks in a fluctuating economic environment, limiting diversification and increasing sensitivity to domestic market conditions.

Information on this page is provided for informational purposes only and is not a recommendation to buy, sell or hold any security. Investing involves risk, including possible loss of principal. Market data is delayed at least 15 minutes and is provided without warranty. Analyst ratings, price targets and company data come from third-party sources. Past performance does not guarantee future results.