What is the 13F Pro Quality Score for SF?

13F Pro ranks STIFEL FINANCIAL CORP (SF) on the 13F Pro Quality Score, a 0–100 composite of 32 fundamental signals including return on invested capital, free cash flow consistency, balance-sheet strength, earnings quality, growth durability, and valuation discipline. The score refreshes after each 10-K and 10-Q filing on SEC EDGAR. View SF's current score at https://13fpro.ai/company/SF (free sign-up required for the full ranking).

Which hedge funds own the most SF stock?

Based on the most recent Form 13F-HR filings on SEC EDGAR, the largest reported institutional holders of SF include BlackRock,, FMR, VANGUARD PORTFOLIO MANAGEMENT. Holdings are reported quarterly within 45 days of quarter-end and updated on https://13fpro.ai/company/SF as soon as new 13F filings post.

Where does 13F Pro source SF data?

All STIFEL FINANCIAL CORP fundamentals and ownership data come directly from SEC EDGAR. STIFEL FINANCIAL CORP files with the SEC under CIK 720672. 13F Pro ingests XBRL financial facts from 10-K and 10-Q filings, Form 13F-HR institutional holdings, and Form 4 insider transactions, with no third-party rewrites or estimates.

What sector is SF in?

STIFEL FINANCIAL CORP (SF) is classified in the Financials sector. 13F Pro publishes sector-level fund flow analysis and quality leaders at https://13fpro.ai/research/sector/financials.

What drives SF's revenue?

Per STIFEL FINANCIAL CORP's latest 10-Q filed with the SEC on 2026-08-05, the biggest revenue drivers are: Interest ($476.1M, -0.2% YoY); Asset management ($456.6M, +13.1% YoY); Investment banking ($332.0M, +42.2% YoY). Figures are extracted from the filing text and machine-verified against the document. Full breakdown at https://13fpro.ai/company/SF.

What are SF's largest expenses?

STIFEL FINANCIAL CORP's latest 10-Q reports these as the largest expense items: Compensation and benefits ($833.0M, +7.5% YoY); Other operating expenses ($143.9M, +13.7% YoY); Occupancy and equipment rental ($100.6M, +5.1% YoY). Sourced directly from SEC EDGAR filing text for Q2 FY2026 (quarter ended June 30, 2026).

How often is SF research updated on 13F Pro?

SF's fundamentals refresh within hours of each new 10-K or 10-Q filing on SEC EDGAR. Institutional ownership updates after each quarterly 13F filing window. Insider transactions update after each Form 4 filing. The 13F Pro Quality Score recalculates after every fundamentals refresh.

STIFEL FINANCIAL CORP(SF)Stock Analysis

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13F Pro Quality Score

67.0/100

Rank #382 of 2,960 stocksTOP 25%

View Financials peers →

Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Nov 14, 2026.

Revenue Growth

63.7/100

Profitability

77.2/100

Balance Sheet

54.7/100

Earnings Quality

19.2/100

Free Cash Flow

43.5/100

Institutional Flow

45.4/100

Revenue Scale

82.0/100

Dilution Risk

35.7/100

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Why SF Scores 67/100

exact factor attribution · 2026-09-10

SF's composite is driven by scale and profitability, held back by earnings quality. Bars show each factor's exact push vs. a median company, using the same weights the ranking engine applies.

Scale

+6.4 pts

82th pct

Profitability

+5.4 pts

77th pct

Revenue growth

+3.6 pts

64th pct

Earnings growth

+2.1 pts

82th pct

Capital efficiency

+0.6 pts

55th pct

Institutional flow

-0.3 pts

45th pct

Shareholder dilution

-0.9 pts

36th pct

Free cash flow

-1.0 pts

44th pct

Earnings quality

-3.1 pts

19th pct

Latest change (2026-08-05): 70 → 69 · ↓ Free cash flow 83→63; ↓ Revenue growth 74→64; despite ↑ Profit margin 77→89

Factor percentiles are cross-sectional ranks across the ~2,800-stock scored universe, computed from SEC EDGAR filings. Not investment advice.

SF Stock Analysis & AI Quality Score

Data updated 2026-09-10

AI stock analysis and institutional research for STIFEL FINANCIAL CORP (SF), 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. STIFEL FINANCIAL CORP's 13F Pro composite quality score has ranged between 42 and 75 since 2021, currently 67.0 — a stable long-term trajectory across 68 quarterly and live scoring snapshots.

What's Driving SF's Business? Latest 10-Q Breakdown

✓ 43/43 datapoints verified

AI-extracted from STIFEL FINANCIAL CORP's 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.

Read the full 10-Q on SEC EDGAR →Share on X

Revenue

Q2 2026

$1.5B

Net Income

Q2 2026

$226.5M

Free Cash Flow

Q2 2026

$61.3M

Operating Margin

Q2 2026

20.6%

ROIC

Q2 2026

18.1%

D/E Ratio

Q2 2026

0.10

Period

Revenue & Net Income

Earnings Per Share

Key Financials Over Time

Export Financial Table · Pro

Revenue

+11.3% YoY

$5.53BFY 2025

FY22 $4.39BFY23 $4.35BFY24 $4.97BFY25 $5.53B

Net Income

-6.5% YoY

$683.8MFY 2025

FY22 $662.2MFY23 $522.5MFY24 $731.4MFY25 $683.8M

Operating Income

—FY 2025

FY22 $885.1MFY23 $706.7MFY24 $928.4MFY25 —

EPS (Diluted)

-6.1% YoY

$3.91FY 2025

FY22 $3.55FY23 $2.85FY24 $4.17FY25 $3.91

Total Assets

+3.4% YoY

$41.27BFY 2025

FY22 $37.20BFY23 $37.73BFY24 $39.90BFY25 $41.27B

Total Debt

+0.1% YoY

$617.4MFY 2025

FY22 $1.11BFY23 $1.12BFY24 $616.6MFY25 $617.4M

Op. Cash Flow

+127.8% YoY

$1.12BFY 2025

FY22 $1.16BFY23 $499.3MFY24 $490.4MFY25 $1.12B

Free Cash Flow

+153.2% YoY

$1.05BFY 2025

FY22 $1.08BFY23 $447.4MFY24 $416.6MFY25 $1.05B

Metric	FY 2025	FY 2024	FY 2023	FY 2022	FY 2021	FY 2020
Revenue	$5.53B +11.3%	$4.97B +14.3%	$4.35B -1.0%	$4.39B -7.3%	$4.74B +26.3%	$3.75B
Net Income	$683.8M -6.5%	$731.4M +40.0%	$522.5M -21.1%	$662.2M -19.7%	$824.9M +63.8%	$503.5M
Operating Income	—	$928.4M +31.4%	$706.7M -20.2%	$885.1M	—	—
EPS (Diluted)	$3.91 -6.1%	$4.17 +46.0%	$2.85 -19.6%	$3.55 -20.1%	$4.44 +60.1%	$2.77
Total Assets	$41.27B +3.4%	$39.90B +5.7%	$37.73B +1.4%	$37.20B +9.2%	$34.05B +28.0%	$26.60B
Total Debt	$617.4M +0.1%	$616.6M -44.7%	$1.12B +0.1%	$1.11B +0.1%	$1.11B +0.1%	$1.11B
Operating Cash Flow	$1.12B +127.8%	$490.4M -1.8%	$499.3M -56.9%	$1.16B +32.7%	$872.1M -47.5%	$1.66B
Free Cash Flow	$1.05B +153.2%	$416.6M -6.9%	$447.4M -58.4%	$1.08B +57.2%	$683.9M -56.9%	$1.59B

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Available Research

13F Pro tracks comprehensive data for STIFEL FINANCIAL CORP including:

SEC EDGAR filings (10-K, 10-Q, 8-K)

XBRL financial facts (revenue, EPS, margins)

Insider transactions (Form 4)

Institutional 13F holdings

Quality rankings (32 signals)

AI analyst debates & daily meetings

Historical financial trends

Peer comparison & sector analysis

Top Institutional Holders of SF

BlackRock, Inc.
$1.0B14,779,953 sh
FMR LLC
$595.5M8,534,782 sh
VANGUARD PORTFOLIO MANAGEMENT LLC
$499.8M7,163,692 sh
VANGUARD CAPITAL MANAGEMENT LLC
$464.6M6,659,358 sh
AQR CAPITAL MANAGEMENT LLC
$418.7M6,001,400 sh
STATE STREET CORP
$340.2M4,875,785 sh
Boston Partners
$307.3M4,403,821 sh
STIFEL FINANCIAL CORP
$271.2M3,886,981 sh
EARNEST PARTNERS LLC
$251.8M3,608,530 sh
DIMENSIONAL FUND ADVISORS LP
$202.5M2,902,428 sh

Fund	Value	Shares
BlackRock, Inc.	$1.0B	14,779,953
FMR LLC	$595.5M	8,534,782
VANGUARD PORTFOLIO MANAGEMENT LLC	$499.8M	7,163,692
VANGUARD CAPITAL MANAGEMENT LLC	$464.6M	6,659,358
AQR CAPITAL MANAGEMENT LLC	$418.7M	6,001,400
STATE STREET CORP	$340.2M	4,875,785
Boston Partners	$307.3M	4,403,821
STIFEL FINANCIAL CORP	$271.2M	3,886,981
EARNEST PARTNERS LLC	$251.8M	3,608,530
DIMENSIONAL FUND ADVISORS LP	$202.5M	2,902,428

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Is SF a good stock to buy?

13F Pro's AI-powered analysis of STIFEL FINANCIAL CORP (SF) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Financials sector (listed on NYSE). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for SF are available on the SF stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing. SF is classified as a large company.

Which hedge funds own SF?

Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling SF. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of STIFEL FINANCIAL CORP's investment landscape.