Stifel Reports Q4 Revenue of $1.75B

Written by Emily J. Thompson, Senior Investment Analyst

Updated: 1d ago

0mins

Reports Q4 revenue $1.75B, consensus $1.5B. Ronald Kruszewski, Chairman and Chief Executive Officer, said "2025 marked a record year for Stifel and demonstrated the strength of our platform and long-term strategy. While we remain attentive to market and geopolitical risks, we are confident in our ability to navigate uncertainty and continue to deliver for clients and shareholders."

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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.

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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.