Stifel Financial Corporation: stock overview

SFNYSEFinancial services · Security Brokers, Dealers & Flotation CompaniesBank

Price

$72.75

November 13, 2026Market cap $11.3B

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  • The full history: 17 fiscal years, from 2009
  • The estimated fair value, with its range and its certainty
  • The full analysis, 18 a month
  • More questions to the chat on its filings
  • Excel with every year
  • An email when it reports, changes its dividend or an officer buys

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In short

Stifel Financial had revenue of $5.9B over the last 12 months and net income of $976M, a net margin of 16.5%. Revenue grew by 8.1% a year on average over the last 5 years. At $72.75 the shares trade at a P/E of 12.0, against a median of 16.2 over the last 5 fiscal years. It pays a dividend yielding 1.82%.

From its SEC filings (latest fiscal year to December 31, 2025) and the price of November 13, 2026.

Its SEC filings
Market cap
$11.3B
155M shares
P/E
12.0
Today12.0
Median16.2
Revenue, 12 months
$5.9B
+8.1% a year over 5 years
Net margin
16.5%
2025: 10.2%, above 41% of its industry

Worth knowing

What a holder would want to hear from the company's SEC filings of the last three years. Each with its filing, without comment.

3 fiscal years in figures

Each fiscal year's figures as the company filed them, and the share price at its end.

2023–2025 fiscal years

+12.8% a year over 2 years

  • 202510-K
    Revenue$5.5B
  • 202410-K
    Revenue$5.0B
  • 202310-K
    Revenue$4.3B

Fiscal years in figures

SF's revenue, profit, cash flow and dividend with each year-end price, from 2009 to 2022, 14 more fiscal years

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Key figures

The company's current figures in five groups. Each term is explained behind its ⓘ.

Valuation

Market cap 3-year median: $11.0B
$11.3B
P/E 3-year median: 17.0
12.0
P/B 3-year median: 1.9
2.1
Earnings yield 3-year median: 5.9%
8.3%

Profitability

Net margin 3-year median: 12.4%
16.5%
ROE 
16.4%

Growth

Revenue, yearly change 
+11.3%
EPS, yearly change 
-6.1%
Revenue, average a year 
+8.1%
EPS, average a year 
+7.1%

The yearly change compares FY2025 with FY2024.

Returns to shareholders

Dividend yield 3-year median: 1.6%
1.82%
Buybacks 
2.17%
Total returned 
3.99%
Shares, yearly change 
-0.5%
Valuation against its own pastEach fiscal year's P/E and P/B beside today's, and the calculator for the bank.Valuation

Bank health

Core capital (CET1) is 11.9% of risk-weighted assets, loan reserves cover the loans past due 0.7 times, and the group earned 17.9% on its common equity over the last 12 months.

Core capital is 7.1% of assets, under the 8% line used in the bank-failure figures. Weighted by risk, its core capital (CET1) is 11.9%, above the 7% regulators require with the safety buffer.

11.9%
18%
0.62%
0.48%
0.71x
0.23%
3.18%
28%
78%
7.1%

The STIFEL FINANCIAL CORP. group (Federal Reserve)

17.9%
24%
2.7x
0.9 years of dividends
14.7%
0.46%

Historically, in the Fed's data for US banks from 2001 to 2025, when a group paid out more than 75% of its earnings about 4 in 10 cut the dividend the next year, against about 1 in 20 of the rest. Capital (CET1) did not tell the cutters apart. It is a historical measure, not a forecast for this bank.

Securities held to maturity

On Jun 30, 2026 the group carried $6.9B of securities it intends to hold to maturity, at cost. Their market value was $6.9B. Marked to market, its tangible common equity would be 0.3% higher, after tax at 21%.

A sensitivity, not a deduction: accounting keeps these bonds at cost because the bank means to hold them until they are repaid, and the deposits and loans on the other side are not marked to market either.

A year earlier (Jun 30, 2025): CET1 from 13.0% to 11.9% · Uninsured from 19% to 18% · Past due from 0.66% to 0.62% · Reserves to loans from 0.62% to 0.48%

From quarterly FDIC Call Reports for Stifel Bank and Trust, Stifel Bank and 2 more, as of Jun 30, 2026. Group figures from FR Y-9C filings with the Federal Reserve, as of Jun 30, 2026. The bank is about 78% of the group, so these figures describe that part, not the whole group.

Against its industry

Where its margins and returns stood in fiscal 2025 among the SEC filers of its industry (SIC code 62).

Net margin

10.2%

Above 41% of the 82 companies in its industry, and 66% of all.

ROE

10.8%

Above 34% of the 74 companies in its industry, and 63% of all.

ROA

1.6%

Above 34% of the 78 companies in its industry, and 52% of all.

Revenue growth

6.7%

Above 36% of the 80 companies in its industry, and 51% of all.

From the yearly figures every company files with the SEC, for those with revenue of at least $25 million. The industry is the first two digits of the SIC code.

The company at the SEC

How it is registered and when its fiscal year ends.

Name at the SEC
STIFEL FINANCIAL CORP
Exchange
NYSE
Industry (SIC)
6211 · Security Brokers, Dealers & Flotation Companies
Fiscal year ends
December 31
Latest annual report
December 31, 2025
Reporting currency
USD
Shares
155M

Other companies: Financial services

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The full analysis

What do Stifel Financial's filings show?

These are Stifel Financial's figures. The full Ploutos AI analysis reads everything the company has filed and shows what stands behind it, with a source for every figure.

  • A fair value range built from the filings
  • Earnings quality, debt and red flags
  • Insider and institutional moves
  • The case for and the case against

Questions about SF

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What is SF's market cap?

Stifel Financial Corporation's market cap is $11.3B, at a price of $72.75 on November 13, 2026 and 155M shares.

What is SF's P/E?

SF's P/E is 12.0, on earnings per share of $5.76 over the last 12 months. The median over the last 5 fiscal years was 16.2.

How much revenue does SF have?

Stifel Financial had revenue of $5.9B over the last 12 months. Over the last 5 years it changed by +8.1% a year on average.

Does SF pay a dividend?

Yes. Stifel Financial paid $1.33 per share over the last 12 months, a yield of 1.82% at today's price. All the figures are in the Dividend section.

Where do the figures come from?

From Stifel Financial Corporation's SEC filings (10-K and 10-Q) and the share price. They hold no analyst estimates and no score, and they are not a recommendation.

Related pages

The other pages on US stocks, free to read. On the company pages, the last three fiscal years are open to everyone, five with a free account, and every year with Ploutos Investor.

The figures come from the company's SEC filings and the share price, and describe what it has reported. They are not a score or a fair value.