Stifel Financial (SF)

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 Credit Management, LLC ...

IRS number

431273600

SF stock data

1M 3M 6M 1Y

Analyst ratings and price targets

Last 3 months

Average target

$125.00

Low target

$115.00

High target

$135.00

Latest filings (excl ownership)

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8-K

Stifel Reports January 2025 Operating Data

26 Feb 25

Departure of Directors or Certain Officers

7 Feb 25

8-K

Stifel Reports Fourth Quarter and Full Year Results

29 Jan 25

8-K

Stifel Reports November 2024 Operating Data

19 Dec 24

8-K

Stifel Reports October 2024 Operating Data

6 Nov 24

Stifel Reports Third Quarter 2024 Results

23 Oct 24

8-K

Stifel Reports August 2024 Operating Data

26 Sep 24

N-PX

Annual report of proxy voting record

29 Aug 24

Transcripts

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Earnings call transcript

2024 Q4

29 Jan 25

Earnings call transcript

2024 Q3

23 Oct 24

Earnings call transcript

2024 Q2

24 Jul 24

Earnings call transcript

2024 Q1

24 Apr 24

Earnings call transcript

2023 Q4

24 Jan 24

Earnings call transcript

2023 Q3

25 Oct 23

Earnings call transcript

2023 Q2

26 Jul 23

Earnings call transcript

2023 Q2

26 Jul 23

Earnings call transcript

2023 Q1

26 Apr 23

Earnings call transcript

2022 Q4

25 Jan 23

Latest ownership filings

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CHRISTOPHER K REICHERT

Quarterly holdings report by institutional manager

13 Feb 25

Financial summary

Financial statements Chart SF financial data

Quarter (USD)	Dec 24	Sep 24	Jun 24	Mar 24
Revenue
Cost of revenue
Operating income
Operating margin
Net income
Net profit margin
Cash on hand
Change in cash
Diluted EPS

Annual (USD)	Dec 24	Dec 23	Dec 22	Dec 21
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)	2.65 bn	2.65 bn	2.65 bn	2.65 bn	2.65 bn	2.65 bn
Cash burn (monthly)	(no burn)	59.46 mm	(no burn)	(no burn)	(no burn)	(no burn)
Cash used (since last report)	n/a	129.15 mm	n/a	n/a	n/a	n/a
Cash remaining	n/a	2.52 bn	n/a	n/a	n/a	n/a
Runway (months of cash)	n/a	42.4	n/a	n/a	n/a	n/a

Beta Read what these cash burn values mean

Financial data from company earnings reports.

Institutional ownership, Q4 2024

SF institutional ownership history Ownership history

85.6% owned by funds/institutions

13F holders	Current	Prev Q	Change
Total holders	501	440	+13.9%
Opened positions	93	45	+106.7%
Closed positions	32	41	-22.0%
Increased positions	159	153	+3.9%
Reduced positions	168	163	+3.1%

13F shares	Current	Prev Q	Change
Total value	8.72 tn	7.56 tn	+15.3%
Total shares	87.57 mm	86.78 mm	+0.9%
Total puts	98.70 k	54.00 k	+82.8%
Total calls	245.70 k	259.10 k	-5.2%
Total put/call ratio	0.4	0.2	+92.7%

Largest owners	Shares	Value	Change
Vanguard	10.40 mm	$1.10 tn	+0.2%
BlackRock	9.46 mm	$1.00 tn	+1.6%
FMR	8.63 mm	$915.35 bn	+8.5%
Capital Research Global Investors	3.47 mm	$368.60 bn	+0.0%
STT State Street	3.21 mm	$340.70 bn	+2.9%
Earnest Partners	2.95 mm	$312.77 bn	-0.8%
Alliancebernstein	2.65 mm	$281.28 bn	-10.8%
Wellington Management	2.59 mm	$274.64 bn	+32.2%
MS Morgan Stanley	2.56 mm	$272.01 bn	+7.7%
SF Stifel Financial	2.16 mm	$228.81 bn	-5.4%

Largest transactions	Shares	Bought/sold	Change
Norges Bank	1.30 mm	+1.30 mm	NEW
LSV Asset Management	789.36 k	-710.41 k	-47.4%
FMR	8.63 mm	+672.42 k	+8.5%
Wellington Management	2.59 mm	+630.26 k	+32.2%
Fuller & Thaler Asset Management	1.30 mm	-463.86 k	-26.3%
Dimensional Fund Advisors	1.65 mm	-324.18 k	-16.5%
Alliancebernstein	2.65 mm	-322.05 k	-10.8%
Marshall Wace	147.58 k	-311.06 k	-67.8%
Balyasny Asset Management	30.93 k	-287.26 k	-90.3%
Walleye Capital	238.95 k	+197.30 k	+473.7%

Data from 13F filings, for the last complete 13F reporting period. For most recent data, click the ownership history button. Values as filed, not updated for current price. Long positions only.

Recent insider trades

SF insider ownership history Insider history

Date	Owner	Security	Transaction	Code	Indirect	10b5-1	$Price	#Shares	$Value	#Remaining
28 Feb 25	James M Marischen	Common Stock	Payment of exercise	Dispose F	No	No	104.9	475	49.83 k	68,846
28 Feb 25	James M Marischen	Common Stock	Option exercise	Acquire M	No	No	0	1,076	0.00	69,321
28 Feb 25	James M Marischen	Phantom Stock Units Common Stock	Option exercise	Dispose M	No	No	0	1,076	0.00	22,942
28 Feb 25	Christopher K Reichert	Common Stock	Payment of exercise	Dispose F	Yes	No	104.9	491	51.51 k	49,369
28 Feb 25	Christopher K Reichert	Common Stock	Option exercise	Acquire M	Yes	No	0	1,104	0.00	49,860
28 Feb 25	Christopher K Reichert	Phantom Stock Units Common Stock	Option exercise	Dispose M	No	No	0	1,104	0.00	16,039
28 Feb 25	Ronald J Kruszewski	Common Stock	Payment of exercise	Dispose F	No	No	104.9	6,143	644.40 k	1,255,189
28 Feb 25	Ronald J Kruszewski	Common Stock	Option exercise	Acquire M	No	No	0	13,945	0.00	1,261,332
28 Feb 25	Ronald J Kruszewski	Phantom Stock Units Common Stock	Option exercise	Dispose M	No	No	0	13,945	0.00	132,781
28 Feb 25	David D Sliney	Common Stock	Payment of exercise	Dispose F	No	No	104.9	860	90.21 k	171,043