Wall Street analyst estimates for Stifel Financial Corp (SF): consensus price target, buy/hold/sell recommendations and forecasts for revenue and EPS for the upcoming fiscal years.
Stifel Financial Corp. operates as the bank holding company for Stifel, Nicolaus & Company, Incorporated that provides retail and institutional wealth management, and investment banking services to individual, corporations, municipalities, and institutions in the United States, the United Kingdom, Canada, and internationally. It operates in three segments: Global Wealth Management, Institutional Group, and Other.
Consensus price target
$79.00 (+18 % vs price $66.69)
between $75.00 and $83.00 · 3 targets published in the last quarter
Closing price, Oct 30
A twelve-month target is not a fair value: compare it with the range in the Valuation tab.
Revenue and EPS estimates
| Fiscal year | Revenue (average) | Revenue (low – high) | EPS (average) | Analysts |
|---|---|---|---|---|
| 2027E | $6.5B | $6.5B – $6.5B | $7.19 | 5 |
Figures in USD · consensus as of October 29, 2026
Analyst Consensus
| Strong Buy | 0 |
| Buy | 13 |
| Hold | 10 |
| Sell | 0 |
| Strong Sell | 0 |
| Total analysts | 23 |
| Avg rating (−2 sell to +2 buy) | 0.56 |
Recent Earnings Surprises
| Date | EPS Actual | EPS Est. | vs Est. |
|---|---|---|---|
| 2027-01-27 | $1.86 | ||
| 2026-10-21 | $1.46 | $1.44 | +1.4% |
| 2026-07-22 | $1.42 | $1.33 | +6.8% |
| 2026-04-22 | $1.45 | $1.38 | +5.1% |
| 2026-01-28 | $1.75 | $1.65 | +6.1% |
| 2025-10-22 | $1.30 | $1.23 | +5.7% |
| 2025-07-30 | $1.14 | $1.10 | +3.6% |
| 2025-04-23 | $0.42 | $1.07 | -60.7% |
Valuation Ratios
| P/E Ratio | 9.10 |
| Price / Book | 1.73 |
| EV / EBITDA | 4.54 |
| Dividend Yield | 1.94% |
Income Statement (10y)
| Year | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $2.60B | $2.95B | $3.15B | $3.47B | $3.76B | $4.72B | $4.54B | $5.10B | $5.89B | $6.30B |
| Cost of Revenue | $66.9M | $70.0M | $188.4M | $187.9M | $99.7M | $34.5M | $234.9M | $835.3M | $1.01B | $846.5M |
| Gross Profit | $2.53B | $2.88B | $2.96B | $3.28B | $3.66B | $4.69B | $4.30B | $4.27B | $4.88B | $5.45B |
| Research & Development | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Selling, General & Admin | $1.73B | $1.96B | $1.77B | $1.98B | $2.28B | $2.82B | $2.59B | $2.55B | $2.92B | $3.27B |
| Operating Expenses | $2.39B | $2.61B | $2.43B | $2.68B | $3.01B | $3.62B | $3.42B | $3.56B | $3.95B | $4.58B |
| Operating Income | $142.6M | $269.5M | $534.4M | $599.1M | $651.2M | $1.07B | $885.1M | $706.7M | $928.4M | $871.1M |
| EBITDA | $200.2M | $314.2M | $574.8M | $653.5M | $711.6M | $1.13B | $955.3M | $788.2M | $1.01B | $966.3M |
| Interest Expense | $66.9M | $70.0M | $170.1M | $177.9M | $65.8M | $46.0M | $201.4M | $810.3M | $981.4M | $817.8M |
| Pre-tax Income | $142.6M | $269.5M | $534.4M | $599.1M | $651.2M | $1.07B | $885.1M | $706.7M | $928.4M | $871.1M |
| Income Tax | $61.1M | $86.7M | $140.4M | $149.2M | $147.7M | $242.2M | $223.0M | $184.2M | $197.1M | $187.4M |
| Net Income | $81.5M | $182.9M | $394.0M | $448.4M | $503.5M | $824.9M | $662.2M | $522.5M | $731.4M | $683.8M |
| EPS | $0.77 | $1.69 | $3.57 | $3.99 | $4.49 | $7.34 | $5.74 | $4.55 | $6.67 | $6.27 |
| EPS (Diluted) | $0.67 | $1.43 | $3.15 | $3.66 | $4.16 | $6.66 | $5.32 | $4.28 | $6.25 | $5.88 |
| Shares Outstanding (Diluted) | 116.3 M | 121.6 M | 122.0 M | 117.9 M | 114.6 M | 118.5 M | 117.5 M | 113.5 M | 111.0 M | 110.3 M |
Price
| Price | $66.69 (closing price, October 30, 2026) |
| Market Cap | $10.0B |
| Exchange | NYSE |
| Country | US |
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Explore sector: Financial Services · Financial - Capital Markets
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