Claim 50% Off TipRanks Premium
- Unlock hedge fund-level data and powerful investing tools for smarter, sharper decisions
- Stay ahead of the market with the latest news and analysis and maximize your portfolio's potential
Stifel Financial ( (SF) ) has shared an update.
On January 28, 2026, Stifel Financial reported record full-year 2025 net revenues of $5.53 billion, up from $4.97 billion in 2024, driven by higher investment banking, asset management, transactional revenues, and net interest income, while GAAP net income to common shareholders declined to $646.5 million from $694.1 million due in part to elevated legal provisions. Fourth-quarter 2025 results also set a quarterly revenue record at $1.56 billion, with GAAP net income of $255.0 million and strong non-GAAP profitability metrics, including a 22.3% pre-tax margin and an annualized return on average tangible common equity of 31.1%, underscoring robust performance despite legal costs. The board approved an 11% increase in the common stock dividend starting in the first quarter of 2026 and, on January 26, 2026, declared a three-for-two stock split in the form of a 50% stock dividend for shareholders of record as of February 12, 2026, to be distributed on February 26, 2026, signaling management’s confidence and offering incremental benefits to shareholders through enhanced liquidity and higher cash returns.
The most recent analyst rating on (SF) stock is a Hold with a $138.00 price target. To see the full list of analyst forecasts on Stifel Financial stock, see the SF Stock Forecast page.
Spark’s Take on SF Stock
According to Spark, TipRanks’ AI Analyst, SF is a Outperform.
Stifel Financial’s overall stock score reflects strong financial performance, positive technical indicators, and robust corporate events. The earnings call further supports a positive outlook with record revenues and strategic growth. However, the high P/E ratio suggests potential overvaluation, and operational efficiency needs improvement.
To see Spark’s full report on SF stock, click here.
More about Stifel Financial
Stifel Financial Corp. is a diversified financial services firm operating in wealth management, investment banking, asset management, and related capital markets activities, with a focus on advisory and transactional services for individual and institutional clients. The company generates revenues from investment banking, asset management fees, transactional revenues, and net interest income, and manages substantial client assets, which reached a record $551.9 billion at year-end 2025.
Average Trading Volume: 758,410
Technical Sentiment Signal: Buy
Current Market Cap: $13.12B
For an in-depth examination of SF stock, go to TipRanks’ Overview page.