Pulling SEC filings + quote and writing the call…
Pulling SEC filings + quote and writing the call…

STIFEL FINANCIAL CORP
Next earnings Jul 28, 2026 (before open) · consensus $1.40 EPS, $1.47B rev
Last earnings -6.0% on 2026-04-22
Diversified wealth & investment bank growing revenue 14.5% at a cheap 12.5x, with buybacks shrinking a flat share count.
Sources: SEC EDGAR (CIK 0000720672, latest 10-Q filed 2026-05-04) · EODHD · analysis by claude-code · as of 6/21/2026, 8:47:46 PM.
Research and education only — not financial advice. Calls are generated from SEC filings and a delayed/third-party price feed, may be wrong or out of date, and are not a recommendation to buy or sell any security. Do your own research.
Solid fundamentals at a roughly fair price — reasonable risk/reward at today's level.
Stifel Financial is a diversified broker-dealer and wealth manager, and FY2025 showed the franchise gaining ground: revenue grew 14.5% to $3.77B, recovering well past the 2022-23 trough ($2.71B in FY2023). Net income dipped 6.5% to $684M and diluted EPS fell 6.1% to $5.87, but the operating profile remains strong — a 24.6% operating margin, 18.1% net margin and 11.4% ROE on a capital-markets-sensitive business. Operating cash flow more than doubled (+127.8%) to $1.12B, a healthy sign of underlying activity.
The risks, catalysts, 12-month price target and the cited SEC figures behind this rating — with Pro.
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| Line item | FY21 | FY22 | FY23 | FY24 | FY25 |
|---|---|---|---|---|---|
| Revenue | $3.62B | $2.95B | $2.71B | $3.29B | $3.77B |
| Gross profit | — | — | — | — | — |
| Operating income | — | $885M | $707M | $928M | — |
| Net income | $825M | $662M | $523M | $731M | $684M |
| Diluted EPS | $6.66 | $5.32 | $4.28 | $6.25 | $5.87 |
| Net margin | 22.8% | 22.4% | 19.3% | 22.2% | 18.1% |
Annual figures from SEC 10-K XBRL filings. Open the filing links below for full statement detail.
Computed from SEC XBRL annual figures + the current quote. EV and ROIC use long-term + current debt where filed; estimates, not investment advice.
1 buy · 1 member · last 180d
Self-reported periodic transaction reports (STOCK Act). Amounts are disclosed ranges; a trade may be a spouse's. Disclosures lag the trade by up to ~45 days. Source: House Clerk + Senate eFD.
1482 tracked peers · median
Source: EODHD. Yield = trailing-12-month dividends ÷ price.
Dates from 8-K (Item 2.02); beat/miss = reported EPS vs consensus (Finnhub, recent quarters); move = prior close → close on/after.
Recent news tone vs the market's typical (which skews positive). A soft signal, not a recommendation.