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
Analyst ratings and price targets
Latest filings (excl ownership)
S-3ASR
Automatic shelf registration
14 Sep 23
8-K
Stifel Reports July 2023 Operating Data
24 Aug 23
8-K
Amendments to Articles of Incorporation or Bylaws
11 Aug 23
10-Q
2023 Q2
Quarterly report
9 Aug 23
8-K
Stifel Reports Second Quarter 2023 Results
26 Jul 23
8-K
Stifel Reports May 2023 Operating Data
22 Jun 23
8-K
Submission of Matters to a Vote of Security Holders
7 Jun 23
8-K
Stifel Reports April 2023 Operating Data
24 May 23
DEFA14A
Additional proxy soliciting materials
8 May 23
10-Q
2023 Q1
Quarterly report
4 May 23
Transcripts
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 Q1
27 Apr 22
SF
Earnings call transcript
2021 Q4
26 Jan 22
SF
Earnings call transcript
2021 Q3
27 Oct 21
SF
Earnings call transcript
2021 Q2
28 Jul 21
SF
Earnings call transcript
2021 Q1
27 Apr 21
SF
Earnings call transcript
2020 Q4
29 Jan 21
SF
Earnings call transcript
2020 Q3
28 Oct 20
Latest ownership filings
4
CHRISTOPHER K REICHERT
21 Aug 23
144
Notice of proposed sale of securities
18 Aug 23
13F-HR
Quarterly holdings report by institutional manager
14 Aug 23
11-K
Annual report of employee stock purchases
21 Jun 23
4
MICHAEL J ZIMMERMAN
15 Jun 23
4
DAVID A PEACOCK
15 Jun 23
4
Maura A. Markus
15 Jun 23
4
Daniel J. Ludeman
15 Jun 23
4
James P. Kavanaugh
15 Jun 23
4
MICHAEL W BROWN
15 Jun 23
Financial summary
Quarter (USD) | Jun 23 | Mar 23 | Dec 22 | Sep 22 | |
---|---|---|---|---|---|
Revenue | |||||
Cost of revenue | |||||
Operating income | |||||
Operating margin | |||||
Net income | |||||
Net profit margin | |||||
Cash on hand | |||||
Change in cash | |||||
Diluted EPS |
Annual (USD) | Dec 22 | Dec 21 | Dec 20 | Dec 19 | |
---|---|---|---|---|---|
Revenue | |||||
Cost of revenue | |||||
Operating income | |||||
Operating margin | |||||
Net income | |||||
Net profit margin | |||||
Cash on hand | |||||
Change in cash | |||||
Diluted EPS |
Cash burn rate (est.) | Burn method: Change in cash | Burn method: Operating income | Burn method: FCF (opex + capex) | Last Q | Avg 4Q | Last Q | Avg 4Q | Last Q | Avg 4Q |
---|---|---|---|---|---|---|
Cash on hand (at last report) | 1.91 bn | 1.91 bn | 1.91 bn | 1.91 bn | 1.91 bn | 1.91 bn |
Cash burn (monthly) | 285.94 mm | (no burn) | (no burn) | (no burn) | (no burn) | (no burn) |
Cash used (since last report) | 799.80 mm | n/a | n/a | n/a | n/a | n/a |
Cash remaining | 1.11 bn | n/a | n/a | n/a | n/a | n/a |
Runway (months of cash) | 3.9 | n/a | n/a | n/a | n/a | n/a |
Institutional ownership, Q2 2023
81.6% owned by funds/institutions
13F holders | Current |
---|---|
Total holders | 363 |
Opened positions | 42 |
Closed positions | 42 |
Increased positions | 114 |
Reduced positions | 144 |
13F shares | Current |
---|---|
Total value | 5.06 tn |
Total shares | 85.22 mm |
Total puts | 19.80 k |
Total calls | 117.40 k |
Total put/call ratio | 0.2 |
Largest owners | Shares | Value |
---|---|---|
Vanguard | 10.48 mm | $625.36 bn |
BLK Blackrock | 10.00 mm | $596.47 bn |
Capital Research Global Investors | 6.09 mm | $363.49 bn |
STT State Street | 2.99 mm | $178.57 bn |
Earnest Partners | 2.79 mm | $166.72 bn |
Alliancebernstein | 2.70 mm | $161.17 bn |
MS Morgan Stanley | 2.50 mm | $149.46 bn |
SF Stifel Financial | 2.43 mm | $144.91 bn |
MCQEF Macquarie | 2.31 mm | $137.59 bn |
LSV Asset Management | 1.98 mm | $118.34 bn |
Recent insider trades
Date | Owner | Security | Transaction | Code | Indirect | 10b5-1 | $Price | #Shares | $Value | #Remaining |
---|---|---|---|---|---|---|---|---|---|---|
18 Aug 23 | Christopher K Reichert | Common Stock | Sell | Dispose S | Yes | No | 62.4 | 15,377 | 959.52 k | 42,225 |
18 Aug 23 | Christopher K Reichert | Common Stock | Sell | Dispose S | No | No | 62.38 | 9,623 | 600.28 k | 0 |
13 Jun 23 | Berlew Adam T. | Common Stock | Option exercise | Acquire M | No | No | 0 | 2,641 | 0.00 | 10,024 |
13 Jun 23 | Berlew Adam T. | Phantom Stock Units Common Stock | Option exercise | Dispose M | No | No | 0 | 2,641 | 0.00 | 2,504 |
13 Jun 23 | Brown Kathleen | Common Stock | Option exercise | Acquire M | No | No | 0 | 2,641 | 0.00 | 22,090 |
13 Jun 23 | Brown Kathleen | Phantom Stock Units Common Stock | Option exercise | Dispose M | No | No | 0 | 2,641 | 0.00 | 0 |
13 Jun 23 | Brown Michael W | Common Stock | Option exercise | Acquire M | No | No | 0 | 2,641 | 0.00 | 62,575 |
13 Jun 23 | Brown Michael W | Phantom Stock Units Common Stock | Option exercise | Dispose M | No | No | 0 | 2,641 | 0.00 | 2,504 |
13 Jun 23 | James P. Kavanaugh | Common Stock | Option exercise | Acquire M | No | No | 0 | 2,554 | 0.00 | 2,554 |
13 Jun 23 | James P. Kavanaugh | Phantom Stock Units Common Stock | Option exercise | Dispose M | No | No | 0 | 2,554 | 0.00 | 2,504 |
News
JMP Securities Reiterates Market Outperform on Stifel Financial, Maintains $86 Price Target
27 Jul 23
Stifel Financial Q2 Adj EPS $1.20 Misses $1.33 Estimate, Sales $1.05B Miss $1.07B Estimate
26 Jul 23
Earnings Scheduled For July 26, 2023
26 Jul 23
Stifel Financial Earnings Preview
25 Jul 23
Citigroup A 'Cheap' Stock? Plus: Morgan Stanley, Stifel Financial And This Real Estate Ticker On CNBC's 'Final Trades'
20 Jul 23
Press releases
Eaton Partners Adds Depth to Private Capital Advisory Team
6 Sep 23
Stifel Reports July 2023 Operating Data
24 Aug 23
Stifel Declares Quarterly Common Stock Cash Dividend and Declares Preferred Stock Cash Dividend
9 Aug 23
Stifel Independent Advisors Expands with New Teams Representing $670 Million in Client Assets
3 Aug 23
Stifel Financial Schedules Second Quarter 2023 Financial Results Conference Call
21 Jul 23