Stifel Financial Corp is a financial services company that provides a range of investment banking, wealth management, and institutional services. Its core products include brokerage services, asset management, and financial advisory. Major business segments consist of Stifel Nicolaus (wealth management), Stifel Investment Banking, and Stifel Institutional. The primary revenue sources are fees from advisory services, commissions from trading activities, and asset management fees.
The investment profile of Stifel is more aligned with balanced investors, given its focus on both growth and stability in financial services. The company has shown resilience in its operations, though recent revenue trends indicate some challenges. This profile may appeal to those seeking moderate growth potential while maintaining a level of risk management.
| Date | Before | After | Reason |
|---|---|---|---|
| 2026-09-23 | Hold | Sell | Weak fundamentals and negative momentum raise significant concerns. |
| 2026-09-12 | Buy | Hold | Weak revenue growth offsets solid EPS performance. |
| 2026-09-04 | Sell | Buy | Solid performance, but mixed fundamentals and momentum signals. |
| 2026-09-02 | Hold | Sell | Weak fundamentals and negative momentum raise concerns. |
| 2026-08-27 | — | Hold | Mixed performance; fundamentals show some weakness. |
| Date | Analyst | Action | Target | Price Then |
|---|---|---|---|---|
| 2026-10-07 | UBS | Target Lowered | 90 → 84 | 70.12 |
| 2026-10-06 | Capital One Financial | Target Lowered | 85 → 75 | 71.13 |
| 2026-07-23 | UBS | Target Raised | 86 → 90 | 80.187 |
| 2026-07-08 | UBS | Target Lowered | 89 → 86 | 73.42 |
| 2026-04-08 | UBS | Target Lowered | 100 → 89 | 76.92 |
| 2026-01-14 | Stifel Nicolaus | Rating Downgraded | — → 138 | 86.13333333333334 |
| 2026-01-07 | Wolfe Research | Target Raised | 142 → 149 | 86.89333333333333 |
| 2025-12-11 | UBS | Update | — → 150 | 86.66 |
