Stifel Financial Reports Record Q4 2025 Earnings with $5.5 Billion Revenue

Written by Emily J. Thompson, Senior Investment Analyst

SF-1.32%

Source: seekingalpha

Updated: 1d ago

0mins

Source: seekingalpha

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.

Get Free Real-Time Notifications for Any Stock

Monitor tickers like SF with instant alerts to capture every critical market movement.

Sign up for free to build your custom watchlist and receive professional-grade stock notifications.

SF

$124.57+Infinity%1D

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

Wolfe Research

Steven Chubak

Outperform

maintain

$142 -> $149

2026-01-07

Reason

Wolfe Research

Steven Chubak

Price Target

$142 -> $149

AI Analysis

2026-01-07

maintain

Outperform

Reason

Wolfe Research analyst Steven Chubak raised the firm's price target on Stifel Financial to $149 from $142 and keeps an Outperform rating on the shares as part of the firm's Top 10 Themes for 2026 note on the Banks, Brokers, and Alternative Managers. Heading into 2026, the firm notes Retail Brokers and Alts are its favorite subsectors.

UBS

Michael Brown

initiated

$150

2025-12-11

Reason

UBS

Michael Brown

Price Target

$150

2025-12-11

initiated

Reason

UBS analyst Michael Brown assumed coverage of Stifel Financial with a Buy rating and $150 price target, noting strong sector fundamentals across 20 U.S. asset managers and brokers despite more mixed views on valuations and consensus expectations.The outlook favors undervalued growth, disciplined capital allocation, and firms positioned for margin expansion, while secular tailwinds support wealth brokers and independent investment banks whose robust earnings growth appears partly priced in, the analyst tells investors in a research note.

Unlock Full Analyst Thesis， Get the complete breakdown of rating reason for SF

Unlock Now

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.