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Stifel Financial Corporation 5.20% Senior Notes due 2047 logo

Stifel Financial Corporation 5.20% Senior Notes due 2047

SFB

NYSEFinancial ServicesInvestment - Banking & Investment Services

Open in GoAI

Regular session

$19.52

+$0.02 · +0.10%

Aug 24, 10:33 AM ETData delayed

SFB company overview

Regular session · ET · Market data may be delayed.

GoAI snapshot

AI-powered factor overview

Jul 10, 2026

GoAI score

Buy

Favorable setup — positive multi-factor alignment

Valuation

96

Deep Value

Momentum

40

Weakening

Sentiment

70

Bullish

Risk resilience

78

Moderate Risk

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Company profile

Company website

Stifel Financial Corp. delivers a comprehensive array of financial services, which includes securities brokerage, investment banking, trading, and investment advisory. The firm organizes its activities across three primary divisions: Global Wealth Management, Institutional Group, and Other. The Global Wealth Management segment comprises two key business units: the Private Client Group and Stifel Bancorp. Its Institutional Group is primarily concerned with institutional sales and trading. The "Other" segment accounts for miscellaneous financial items such as interest income derived from stock lending, unallocated interest expenses, other general interest earnings, and capital gains or losses from held investments. Founded in 1890, Stifel Financial Corp. maintains its corporate headquarters in St. Louis, Missouri.

Industry
Investment - Banking & Investment Services
Sector
Financial Services
Headquarters
US
CEO
Ronald James Kruszewski
Listed since
Oct 17, 2017
Employees
9,000

Market position

Day range

Current $19.52

52-week range

Current $19.52

Open
$19.63
Previous close
$19.50
Volume
1.65K
0.13× average
Average volume
13.09K
Average daily volume
Market cap
1.99B USD
Beta
1.13
Market reference 1
50-day average
$19.6862
-0.84% below average
200-day average
$19.9525
-2.17% below average

Financials

Financial snapshot

Latest / TTM

Valuation & yield

Enterprise value
2.02B USD
P/E (TTM)
8.97×
P/B (TTM)
1.39×
P/S (TTM)
1.85×
EV / EBITDA
1.93×
Earnings yield
32.28%
Free cash flow yield
56.72%
Dividend yield
1.77%

Profitability & efficiency

Gross margin
84.93%
Operating margin
24.52%
Net margin
14.28%
Return on equity
11.44%
Return on assets
1.64%
Return on invested capital
2.02%

Financial health

Debt / equity
0.14×
Current ratio
5.24×

Financial statements

Margin trends

Profitability as a percentage of reported revenue.

Gross marginOperating marginNet margin
Gross, operating, and net margin trends106%71%36%1%Gross margin, FY2021: 97.33%Gross margin, FY2022: 94.01%Gross margin, FY2023: 83.24%Gross margin, FY2024: 82.56%Gross margin, FY2025: 84.33%Operating margin, FY2021: 24.51%Operating margin, FY2022: 21.98%Operating margin, FY2023: 16.58%Operating margin, FY2024: 18.36%Operating margin, FY2025: 16.83%Net margin, FY2021: 17.22%Net margin, FY2022: 14.45%Net margin, FY2023: 10.13%Net margin, FY2024: 12.30%Net margin, FY2025: 10.77%FY2021FY2022FY2023FY2024FY2025
Gross margin FY2021 97.33%. Gross margin FY2022 94.01%. Gross margin FY2023 83.24%. Gross margin FY2024 82.56%. Gross margin FY2025 84.33%. Operating margin FY2021 24.51%. Operating margin FY2022 21.98%. Operating margin FY2023 16.58%. Operating margin FY2024 18.36%. Operating margin FY2025 16.83%. Net margin FY2021 17.22%. Net margin FY2022 14.45%. Net margin FY2023 10.13%. Net margin FY2024 12.30%. Net margin FY2025 10.77%.

Income trends

Revenue

6.35B USD+6.72%

Operating income

1.07B USD-2.20%

Net income

683.78M USD-6.51%
Income trends across reported periods6.93B USD4.6B USD2.27B USD−59.96M USDRevenue, FY2021: 4.79B USDRevenue, FY2022: 4.58B USDRevenue, FY2023: 5.16B USDRevenue, FY2024: 5.95B USDRevenue, FY2025: 6.35B USDOperating income, FY2021: 1.17B USDOperating income, FY2022: 1.01B USDOperating income, FY2023: 855.38M USDOperating income, FY2024: 1.09B USDOperating income, FY2025: 1.07B USDNet income, FY2021: 824.86M USDNet income, FY2022: 662.16M USDNet income, FY2023: 522.54M USDNet income, FY2024: 731.38M USDNet income, FY2025: 683.78M USDFY2021FY2022FY2023FY2024FY2025
Revenue FY2021 4.79B USD. Revenue FY2022 4.58B USD. Revenue FY2023 5.16B USD. Revenue FY2024 5.95B USD. Revenue FY2025 6.35B USD. Operating income FY2021 1.17B USD. Operating income FY2022 1.01B USD. Operating income FY2023 855.38M USD. Operating income FY2024 1.09B USD. Operating income FY2025 1.07B USD. Net income FY2021 824.86M USD. Net income FY2022 662.16M USD. Net income FY2023 522.54M USD. Net income FY2024 731.38M USD. Net income FY2025 683.78M USD.
Metric (USD)FY2025FY2024FY2023FY2022FY2021
Revenue6.35B USD5.95B USD5.16B USD4.58B USD4.79B USD
Cost of goods sold994.8M USD1.04B USD864.66M USD274.6M USD127.95M USD
Gross profit5.35B USD4.91B USD4.29B USD4.31B USD4.66B USD
Operating expenses4.28B USD3.82B USD3.44B USD3.3B USD3.49B USD
Interest income1.9B USD————
Interest expense817.8M USD————
Depreciation and amortization95.16M USD85.97M USD81.46M USD70.21M USD63.76M USD
Operating income1.07B USD1.09B USD855.38M USD1.01B USD1.17B USD
Net income683.78M USD731.38M USD522.54M USD662.16M USD824.86M USD

Company facts updated Aug 24, 2026.

Earnings

EPS beat rate
91%
10 beats, 1 miss, 0 met estimates
Average EPS surprise
+9.64%
11 comparable reports
Latest EPS result
1.42
Estimate 1.33 · Beat by 6.77%

EPS: actual versus estimate

Recent quarterly results

ActualEstimate
Quarterly EPS actual values compared with estimates1.821.551.281.01Q1 '25BeatQ2 '25BeatQ3 '25BeatQ4 '25BeatQ1 '26BeatQ2 '26BeatQ3 '26BeatQ4 '26Estimate
Q1 2025, reported Jan 29, 2025: actual 1.49, estimate 1.31, surprise +13.74%, Beat. Q2 2025, reported Apr 23, 2025: actual 1.1, estimate 1.09, surprise +0.92%, Beat. Q3 2025, reported Jul 30, 2025: actual 1.14, estimate 1.08, surprise +5.56%, Beat. Q4 2025, reported Oct 22, 2025: actual 1.3, estimate 1.23, surprise +5.69%, Beat. Q1 2026, reported Jan 28, 2026: actual 1.75, estimate 1.67, surprise +4.79%, Beat. Q2 2026, reported Apr 22, 2026: actual 1.45, estimate 1.38, surprise +5.07%, Beat. Q3 2026, reported Jul 22, 2026: actual 1.42, estimate 1.33, surprise +6.77%, Beat. Q4 2026, reported Oct 28, 2026: actual —, estimate 1.58, surprise —, Comparison unavailable.

Revenue: actual versus estimate

Recent quarterly results

ActualEstimate
Quarterly Revenue actual values compared with estimates1.62B1.47B1.32B1.17BQ1 '25BeatQ2 '25MissQ3 '25BeatQ4 '25BeatQ1 '26BeatQ2 '26MissQ3 '26BeatQ4 '26Estimate
Q1 2025, reported Jan 29, 2025: actual 1.36B USD, estimate 1.28B USD, surprise +6.22%, Beat. Q2 2025, reported Apr 23, 2025: actual 1.26B USD, estimate 1.27B USD, surprise -1.34%, Miss. Q3 2025, reported Jul 30, 2025: actual 1.28B USD, estimate 1.23B USD, surprise +4.44%, Beat. Q4 2025, reported Oct 22, 2025: actual 1.43B USD, estimate 1.33B USD, surprise +7.15%, Beat. Q1 2026, reported Jan 28, 2026: actual 1.56B USD, estimate 1.51B USD, surprise +3.31%, Beat. Q2 2026, reported Apr 22, 2026: actual 1.44B USD, estimate 1.44B USD, surprise -0.09%, Miss. Q3 2026, reported Jul 22, 2026: actual 1.45B USD, estimate 1.42B USD, surprise +2.26%, Beat. Q4 2026, reported Oct 28, 2026: actual —, estimate 1.53B USD, surprise —, Comparison unavailable.

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ETFs holding SFB

Funds reporting this stock among their holdings, ordered by reported position size.

iShares Preferred and Income Securities ETF logoiShares Preferred and Income Securities ETFPFF
Market value
10.83M
Weight
0.08%
AUM
13.06B USD
Expense ratio
0.45%
Price / 1D
$30.405-0.18%
Invesco Preferred ETF logoInvesco Preferred ETFPGX
Market value
6.36M
Weight
0.17%
AUM
3.76B USD
Expense ratio
0.50%
Price / 1D
$10.545-0.47%
Goldman Sachs Access U.S. Preferred Stock and Hybrid Securities ETF logoGoldman Sachs Access U.S. Preferred Stock and Hybrid Securities ETFGPRF
Market value
83.57K
Weight
0.06%
AUM
145.77M USD
Expense ratio
0.45%
Price / 1D
$49.50+0.30%
iShares Morningstar Multi-Asset Income ETF logoiShares Morningstar Multi-Asset Income ETFIYLD
Market value
15.43K
Weight
0.01%
AUM
125.77M USD
Expense ratio
0.50%
Price / 1D
$22.245-0.20%

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