established in 1890, stifel, nicolaus & company, incorporated is one of the nation’s premier full-service financial services firms, providing brokerage, trading, investment banking, investment advisory, and related services to individual investors, professional money managers, businesses, and municipalities through more than 350 locations in 45 states and the district of columbia. stifel ranks as the 6th largest brokerage firm in the country as measured by number of financial advisors, with approximately 2,100, and features a highly regarded equity research department that has earned numerous accolades from such publications as the wall street journal, forbes, and the financial times. stifel is the principal subsidiary of stifel financial corp. (nyse: sf), a financial services holding company headquartered in st. louis, missouri. some of stifel financial’s other subsidiaries include century securities associates, inc., an independent contractor broker-dealer firm; stifel nicolaus lim
Company profile
Ticker
SF, SF+B, SF+C, SF+D
Exchange
Website
CEO
Ronald Kruszewski
Employees
Incorporated
Location
Fiscal year end
Industry (SIC)
SEC CIK
Corporate docs
Subsidiaries
Stifel, Nicolaus & Company, Incorporated • KCP Fund General Partner LLC • Stifel Nicolaus Insurance Agency, Incorporated • Stifel Nicolaus Israel Ltd. • Thomas Weisel Capital Management LLC • Thomas Weisel Strategic Opportunities Partners LLC • Stifel Bancorp, Inc. • Stifel Bank Community Development Corporation • Stifel Bank - CDC - 501 N Broadway, Inc. • SBT Investments - REIT, Inc. ...
IRS number
431273600
SF stock data
Latest filings (excl ownership)
8-K
Stifel Reports February 2024 Operating Data
28 Mar 24
8-K
Departure of Directors or Certain Officers
8 Mar 24
8-K
Stifel Reports January 2024 Operating Data
22 Feb 24
10-K
2023 FY
Annual report
16 Feb 24
8-K
Stifel Reports Fourth Quarter and Full Year Results
24 Jan 24
8-K
Stifel Reports November 2023 Operating Data
21 Dec 23
8-K
Stifel Reports October 2023 Operating Data
21 Nov 23
10-Q
2023 Q3
Quarterly report
7 Nov 23
8-K
Stifel Reports Third Quarter 2023 Results
25 Oct 23
8-K
Entry into a Material Definitive Agreement
28 Sep 23
Transcripts
SF
Earnings call transcript
2023 Q4
24 Jan 24
SF
Earnings call transcript
2023 Q3
25 Oct 23
SF
Earnings call transcript
2023 Q2
26 Jul 23
SF
Earnings call transcript
2023 Q2
26 Jul 23
SF
Earnings call transcript
2023 Q1
26 Apr 23
SF
Earnings call transcript
2022 Q4
25 Jan 23
SF
Earnings call transcript
2022 Q3
26 Oct 22
SF
Earnings call transcript
2022 Q2
27 Jul 22
SF
Earnings call transcript
2022 Q1
27 Apr 22
SF
Earnings call transcript
2021 Q4
26 Jan 22
Latest ownership filings
4
JAMES M ZEMLYAK
12 Apr 24
SC 13G/A
VANGUARD GROUP INC
10 Apr 24
4
DAVID D SLINEY
15 Mar 24
144
Notice of proposed sale of securities
15 Mar 24
144
Notice of proposed sale of securities
13 Mar 24
4
RONALD J KRUSZEWSKI
12 Mar 24
4
CHRISTOPHER K REICHERT
12 Mar 24
4
Mark P Fisher
12 Mar 24
4
DAVID D SLINEY
12 Mar 24
4
Thomas B. Michaud
12 Mar 24
Financial summary
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Diluted EPS |
Annual (USD) | Dec 22 | Dec 21 | Dec 20 | Dec 19 | |
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Institutional ownership, Q3 2023
83.1% owned by funds/institutions
13F holders | Current |
---|---|
Total holders | 359 |
Opened positions | 45 |
Closed positions | 49 |
Increased positions | 127 |
Reduced positions | 126 |
13F shares | Current |
---|---|
Total value | 5.21 tn |
Total shares | 85.47 mm |
Total puts | 35.50 k |
Total calls | 106.80 k |
Total put/call ratio | 0.3 |
Largest owners | Shares | Value |
---|---|---|
Vanguard | 10.31 mm | $633.60 bn |
BLK Blackrock | 9.23 mm | $566.80 bn |
Capital Research Global Investors | 6.09 mm | $374.41 bn |
MS Morgan Stanley | 3.04 mm | $186.49 bn |
STT State Street | 3.03 mm | $186.07 bn |
Earnest Partners | 2.80 mm | $172.17 bn |
Alliancebernstein | 2.61 mm | $160.46 bn |
SF Stifel Financial | 2.36 mm | $144.87 bn |
FMR | 2.22 mm | $136.45 bn |
MCQEF Macquarie | 2.21 mm | $135.68 bn |
Recent insider trades
Date | Owner | Security | Transaction | Code | Indirect | 10b5-1 | $Price | #Shares | $Value | #Remaining |
---|---|---|---|---|---|---|---|---|---|---|
11 Apr 24 | James M Zemlyak | Common Stock | Gift | Acquire G | Yes | No | 0 | 409 | 0.00 | 409 |
15 Mar 24 | David D Sliney | Common Stock | Sell | Dispose S | No | No | 74.01 | 3,795 | 280.87 k | 184,619 |
13 Mar 24 | David D Sliney | Common Stock | Gift | Dispose G | No | No | 0 | 1,300 | 0.00 | 188,414 |
13 Mar 24 | David D Sliney | Common Stock | Sell | Dispose S | No | No | 74.83 | 17,000 | 1.27 mm | 189,714 |
11 Mar 24 | Thomas B. Michaud | Common Stock | Sell | Dispose S | No | No | 74.26 | 25,421 | 1.89 mm | 90,055 |
8 Mar 24 | James M Zemlyak | Common Stock | Sale back to company | Dispose D | No | No | 75.41 | 50,000 | 3.77 mm | 1,229,845 |
8 Mar 24 | James M Zemlyak | Phantom Stock Units Common Stock | Grant | Acquire A | No | No | 75 | 26,000 | 1.95 mm | 86,736 |
8 Mar 24 | Victor Nesi | Common Stock | Sale back to company | Dispose D | No | No | 75.41 | 25,000 | 1.89 mm | 168,653 |
8 Mar 24 | Victor Nesi | Phantom Stock Units Common Stock | Grant | Acquire A | No | No | 75 | 25,067 | 1.88 mm | 92,283 |
8 Mar 24 | Thomas B. Michaud | Phantom Stock Units Common Stock | Grant | Acquire A | No | No | 75 | 9,000 | 675.00 k | 44,408 |
News
Decoding 4 Analyst Evaluations For Stifel Financial
11 Apr 24
Citigroup Maintains Neutral on Stifel Financial, Raises Price Target to $80
11 Apr 24
JMP Securities Reiterates Market Outperform on Stifel Financial, Maintains $88 Price Target
9 Apr 24
In-Depth Examination Of 4 Analyst Recommendations For Stifel Financial
22 Mar 24
TD Cowen Maintains Outperform on Stifel Financial, Raises Price Target to $92
22 Mar 24
Press releases
Stifel Financial Earns Credit Upgrade
2 Apr 24
Stifel Reports February 2024 Operating Data
28 Mar 24
Stifel North Atlantic and ASTRO America Announce a First-of-its-Kind Private Equity Fund Under New DOD-SBA Initiative
21 Feb 24
Stifel Raises Quarterly Common Stock Cash Dividend By 17% and Declares Preferred Stock Cash Dividend
7 Feb 24
Eaton Partners Acts as Exclusive Placement Agent for 3 Boomerang Capital's First Fund
6 Feb 24