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

Assetmark Inc. increased its holdings in shares of Stifel Financial Corporation (NYSE:SF) by 35.7% in the first quarter, according to its most recent disclosure with the SEC. The firm owned 35,780 shares of the financial services provider’s stock after purchasing 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 SEC.

Several other large investors also recently modified their holdings of the stock. Fifth Third Bancorp increased its holdings in shares of Stifel Financial by 430.4% in the first quarter. Fifth Third Bancorp now owns 73,993 shares of the financial services provider’s stock worth $5,470,000 after purchasing an additional 60,042 shares during the period. Horizon Investments LLC raised its position in Stifel Financial by 146.7% during the fourth quarter. Horizon Investments LLC now owns 63,089 shares of the financial services provider’s stock valued at $7,900,000 after purchasing an additional 37,516 shares in the last quarter. Commonwealth of Pennsylvania Public School Empls Retrmt SYS boosted its stake in Stifel Financial by 49.9% in the first quarter. Commonwealth of Pennsylvania Public School Empls Retrmt SYS now owns 38,209 shares of the financial services provider’s stock worth $2,824,000 after buying an additional 12,727 shares in the last quarter. Hillsdale Investment Management Inc. purchased a new stake in Stifel Financial in the first quarter worth approximately $1,001,000. Finally, Polianta Ltd bought a new position in Stifel Financial during the first quarter valued at approximately $1,522,000. 82.01% of the stock is 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

Stifel Financial Trading Up 0.4%

NYSE SF opened at $79.63 on Friday. Stifel Financial Corporation has a 12 month low of $67.81 and a 12 month high of $89.83. The company has a current ratio of 0.85, a quick ratio of 0.80 and a debt-to-equity ratio of 0.29. The stock’s fifty day moving average price is $73.23 and its 200-day moving average price is $76.80. The stock 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 results on Wednesday, July 22nd. The financial services provider reported $1.42 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.33 by $0.09. The firm had revenue of $1.45 billion during the quarter, compared to analyst estimates of $1.42 billion. Stifel Financial had a return on equity of 19.32% and a net margin of 16.11%.During the same quarter in the previous year, the firm earned $1.71 EPS. Stifel Financial’s quarterly revenue was up 13.0% compared to the same quarter last year. As a group, equities analysts forecast that Stifel Financial Corporation will post 6.22 EPS for the current fiscal 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 issued a $0.34 dividend. The ex-dividend date of this dividend was Monday, June 1st. This represents a $1.36 dividend on an annualized basis and a dividend yield of 1.7%. Stifel Financial’s dividend payout ratio (DPR) is presently 26.46%.

Wall Street Analysts Forecast Growth

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

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.