Stifel Financial Corp. Reports Record 2025 Earnings
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 1d ago
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Source: Newsfilter
- Significant Revenue Growth: Stifel Financial Corp. reported net revenues of $5.53 billion for 2025, an 11.3% increase from $4.97 billion in 2024, demonstrating strong performance in investment banking and asset management, which solidifies its market position.
- Earnings Per Share Increase: The diluted earnings per share for 2025 reached $6.76, up from $6.25 in 2024 despite legal provisions impacting results, reflecting enhanced profitability and operational efficiency.
- Surge in Investment Banking Revenue: Investment banking revenue soared by 50% year-over-year in Q4, reaching $455.9 million, primarily driven by an increase in completed advisory transactions, indicating robust market demand recovery.
- Increased Shareholder Returns: The Board approved an 11% increase in the common stock dividend starting in Q1 2026 and announced a three-for-two stock split, aimed at enhancing shareholder value and attracting more investor interest.
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Analyst Views on SF
Wall Street analysts forecast SF stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for SF is 143.67 USD with a low forecast of 133.00 USD and a high forecast of 155.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
6 Analyst Rating
5 Buy
1 Hold
0 Sell
Strong Buy
Current: 126.240
Low
133.00
Averages
143.67
High
155.00
Current: 126.240
Low
133.00
Averages
143.67
High
155.00
About SF
Stifel Financial Corp. is a financial holding company. The Company's principal subsidiary is Stifel, Nicolaus & Company, Incorporated, a full-service retail and institutional wealth management and investment banking company. The Company’s segments include Global Wealth Management, Institutional Group, and Other. Its Global Wealth Management segment provides securities transaction, brokerage, and investment services to its clients through the consolidated Stifel branch system. The Institutional Group segment includes research, equity and fixed income institutional sales and trading, investment banking, public finance, and syndicate. The Other segment includes interest income from stock borrowing activities, unallocated interest expense, interest income and gains and losses from investments held, amortization of stock-based awards for certain administrative associates; and all unallocated overhead costs associated with the execution of orders; custody of client securities, and others.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Stifel Financial Reports Record Q4 2025 Earnings with $5.5 Billion Revenue
- Record Revenue: Stifel Financial achieved a record revenue of $5.5 billion in 2025, marking an 11% increase and the first time surpassing $5 billion in its 135-year history, indicating robust growth momentum.
- Strong Wealth Management Performance: The Global Wealth Management segment generated $933 million in revenue for the quarter, while institutional revenue reached $610 million, up 28% year-over-year, reflecting the company's strong competitive position in wealth management and investment banking.
- Increased Shareholder Returns: The Board of Directors authorized an 11% increase in the common stock dividend starting in Q1 2026 and a 3-for-2 stock split effective February 26, 2026, demonstrating the company's commitment to shareholders and confidence in future growth.
- Optimistic Outlook: Total net revenue is projected to range between $6 billion and $6.35 billion for 2026, and despite the impact of the SIA sale and closure of the European equities business, management remains confident in improving expenses and margins.
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Stifel Financial Posts Impressive Earnings, Yet Stock Declines.
- Earnings Report: Stifel Financial reported adjusted fourth-quarter earnings that exceeded Wall Street estimates.
- Investment Banking Surge: The earnings boost was attributed to a significant increase in investment banking revenue.
- Stock Performance: Despite the positive earnings report, shares of Stifel Financial fell on Wednesday morning.
- Market Reaction: The decline in stock price occurred even with the strong financial performance reported.
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