STIFEL FINANCIAL CORP(SF)— Stock Profile, AI Score & Financials
Financials · NYSE · AI-powered stock analysis, 32-signal quality score, SEC EDGAR financials, and institutional holdings. Updated .
STIFEL FINANCIAL CORP (SF) stock profile, AI quality score, and SEC EDGAR financial data, a Financials sector company. 13F Pro's AI-powered ranking engine scores SF at 67.0/100 on a 32-signal composite quality model, placing it at rank #382 of 2,960 stocks — the top 25% of the AI-ranked universe. SF scores in the top quartile across revenue scale (82.0), profitability (77.2). Areas of concern include earnings quality (19.2), which score below median versus the broader universe. Shareholder dilution risk is elevated at 35.7/100, reflecting ongoing share issuance or stock-based compensation. Based on the latest XBRL financial filings (Q2 2026), STIFEL FINANCIAL CORP reports quarterly revenue of $1.5B, net income of $226.5M, an operating margin of 20.6%. Top institutional holders of SF by reported 13-F value include BlackRock, FMR, VANGUARD PORTFOLIO MANAGEMENT, based on the most recent SEC filings. SF trades on the NYSE exchange and files with the SEC under CIK 720672. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate SF daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for STIFEL FINANCIAL CORP directly from SEC EDGAR.
AI Quality Score
67.0/100
AI Rank
#382
Revenue
$1.5B
Net Income
$226.5M
Free Cash Flow
$61.3M
Operating Margin
20.6%
SF key financials by period
STIFEL FINANCIAL CORP reported revenue, net income and margins by fiscal period, from SEC filings.
Period
Form
Revenue
Net income
Operating margin
FY 2025
10-K
$5.5B
$683.8M
15.8%
FY 2024
10-K
$5.0B
$731.4M
18.7%
FY 2023
10-K
$4.3B
$522.5M
16.3%
FY 2022
10-K
$4.4B
$662.2M
20.2%
FY 2021
10-K
$4.7B
$824.9M
22.5%
FY 2020
10-K
$3.8B
$503.5M
17.3%
Institutions holding SF
Institutional investors reporting a position in STIFEL FINANCIAL CORP on SEC Form 13F.
AI-extracted from the 10-Q filed 2026-08-05 — Q2 FY2026 (quarter ended June 30, 2026). Every figure is machine-verified against the filing text on SEC EDGAR.
Total revenues rose 9.9% to $1.64B as investment banking jumped 42.2% to $332.0M, lifting net income available to common shareholders 49.0% to $217.2M ($1.34 diluted).
Biggest Revenue Drivers
Interest$476.1M-0.2% YoY
Decrease in interest rates, partially offset by higher interest-earning assets
Asset management$456.6M+13.1% YoY
Higher asset values and net new asset growth; fee-based client assets +16.2% to $239.8B
Biggest Revenue Drivers
Total revenue: $1.64B+9.9% YoY
Interest$476.1M-0.2% YoY
Decrease in interest rates, partially offset by higher interest-earning assets
Asset management$456.6M+13.1% YoY
Higher asset values and net new asset growth; fee-based client assets +16.2% to $239.8B
Investment banking$332.0M+42.2% YoY
Higher volumes and larger deal sizes plus higher levels of completed advisory transactions
Within Investment banking
Capital raising$174.5M+64.3% YoY
Equity capital raising +120.1% to $107.2M; fixed income +17.1% to $67.3M on higher bond issuances
Commissions$221.5M+10.4% YoY
Higher volumes due to increased market volatility
Largest Expense Items
Compensation and benefits$833.0M+7.5% YoY
Higher variable compensation costs; 57.4% of net revenues versus 60.3% a year ago
Other operating expenses$143.9M+13.7% YoY
Higher travel, investment banking expenses, advertising and intangible amortization, partly offset by lower legal-related expenses
Occupancy and equipment rental$100.6M+5.1% YoY
Higher data processing expense and furniture and equipment costs tied to increased business activity
Provision for credit losses$12.5M+50.6% YoY
Overall loan growth in the retained portfolio and specific reserves on individual credits
Margins: Pre-tax margin widened to 20.6% of net revenues from 16.6%, as compensation fell to 57.4% of net revenues from 60.3%. Net interest margin slipped to 3.05% from 3.10%.
Watch Items from the Filing
Nonperforming loans totaled $125.6M, with $75.0M of commercial and industrial loans rated Doubtful and $12.9M of C&I charge-offs during the quarter.
Legal exposure: upper end of reasonably possible aggregate loss estimated at approximately $100.0M in excess of reserves; sixteen related FINRA arbitration claims remain unresolved.
Available-for-sale securities carried $118.0M of gross unrealized losses, with $111.9M in loss positions 12 months or longer; 83.5% of the portfolio.
Principal transactions fell 18.8% to $140.1M; the prior-year quarter benefited from a roughly $30 million gain in the aircraft business.
Fund banking loans grew to $5.77B, 23.5% of gross bank loans, from $4.10B (18.6%) at December 31, 2025; unused credit lines reached $7.2B.
AI-extracted and verified against SEC EDGAR filing text. Not investment advice.
