Earning Analysis
Welcome to our in-depth analysis of Stifel Financial Corp(SF) earnings, offering investors a detailed look into the company’s financial performance, revenue trends, earnings per share (EPS), and market reactions. This page provides a comprehensive overview of Stifel Financial Corp earnings history, forecasts, and key financial metrics, empowering you with the data needed to make informed investment decisions. Whether you're tracking quarterly results, analyzing earnings surprises, or exploring future projections, our detailed breakdown covers it all.
Earnings Forecast
Revenue
EPS
Currency: USD
Actual
Estimate
Surprise Analysis
| FY2025Q3 | 2025-10-22 | Pre-Market | 1.85 | 1.95 | +5.41 | 1.33B | 1.43B | +7.67 | +3.84 | +5.94 |
| FY2025Q2 | 2025-07-30 | Pre-Market | 1.64 | 1.71 | +4.27 | 1.23B | 1.28B | +4.44 | +3.62 | +1.98 |
| FY2025Q1 | 2025-04-23 | Pre-Market | 1.61 | 0.49 | -69.57 | 1.27B | 1.26B | -1.34 | -3.81 | -0.10 |
| FY2024Q4 | 2025-01-29 | Pre-Market | 1.97 | 2.23 | +13.20 | 1.28B | 1.36B | +6.22 | +2.00 | -2.65 |
| FY2024Q3 | 2024-10-23 | Pre-Market | 1.60 | 1.50 | -6.25 | 1.20B | 1.22B | +1.97 | +0.71 | +4.23 |
| FY2024Q2 | 2024-07-24 | - | 1.59 | 1.60 | +0.63 | 1.18B | 1.22B | +3.15 | +2.70 | +6.63 |
| FY2024Q1 | 2024-04-24 | - | 1.62 | 1.49 | -8.02 | 1.14B | 1.16B | +2.25 | +0.51 | +2.62 |
| FY2023Q4 | 2024-01-24 | - | 1.42 | 1.50 | +5.63 | 1.09B | 1.15B | +5.57 | +3.82 | +5.50 |
SF Earnings Analysis
Our earnings analysis provides a granular look at the company’s performance across recent fiscal quarters, highlighting key metrics such as revenue, EPS, and operating margins. By examining actual results against analyst estimates, we uncover trends and surprises that drive stock price movements, offering valuable insights for both short-term traders and long-term investors.
In the most recent quarter, Stifel Financial Corp reported performance for FY2025Q3, announced on 2025-10-22. The company achieved an EPS of 1.95, compared to analyst estimates of 1.85 by 5.41% . Revenue for the quarter reached 1.43B compared to expectations of 1.33B by 7.67% .
The stock price reacted with a 3.84% one-day change and a 5.94% five-day change following the earnings release. These movements reflect market reaction in Stifel Financial Corp growth trajectory and strategic initiatives.
SF Earnings Forecast
Looking ahead, Stifel Financial Corp(SF) remains a focal point for investors seeking growth opportunities. Analyst forecasts for 2025/Q4 project quarter revenue of 1.47B and an EPS of 2.47.
However, recent estimate revisions provide additional context. Over the past three months, revenue estimates for FY2025 have been Revise Upward by 2.4%, while EPS estimates have been Revise Upward by 0.37%. For the upcoming Q4 2025, revenue estimates have been adjusted Revise Upward by 1.71% . These revisions correlate with a 10.76% change in stock price over the same period, suggesting potential buying opportunities for investors who believe in Stifel Financial Corp long-term fundamentals.
The relationship between earnings forecast revisions and stock price movements is critical for investors. Positive revisions in revenue or EPS often signal strengthening fundamentals, making temporary price dips attractive entry points. Conversely, downward revisions may reflect short-term challenges.
Estimate Revision
The chart shows the correlation between SF's stock price and earnings forecast revisions. Positive revisions in Revenue or EPS often strengthen the stock's fundamentals, making price dips potential buying opportunities.
Revenue Estimates for FY2025
Revise Upward
+2.4%
In Past 3 Month
EPS Estimates for FY2025
Revise Upward
+0.37%
In Past 3 Month
Revenue Estimates for Q4 2025
Revise Upward
+1.71%
In Past 3 Month
Stock Price
Go Up
+10.76%
In Past 3 Month
1Y
3Y
5Y
Annual FY 2025
Currency: USD
1Y
3Y
5Y
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Revenue Estimate-Annual FY 2025:5.44B
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EPS Estimate-Annual FY 2025:7.25
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Stock Price124.69
SF Revenue and EPS Performance: A Historical Perspective
Stifel Financial Corp revenue and earnings per share (EPS) performance over recent quarters provides a clear picture of its financial health. Below is a detailed breakdown of the company’s earnings history, showcasing actual results, analyst estimates, and surprise percentages for key fiscal quarters:
FY2025Q3 (2025-10-22,Pre-Market):
EPS: 1.95 (Actual) vs.1.85 (Estimate) (5.41%)
Revenue: 1.43B (Actual) vs. 1.33B (Estimate) (7.67%)
Price Reaction: 3.84%(1-Day), 5.94%(5-Day)
FY2025Q2 (2025-07-30,Pre-Market):
EPS: 1.71 (Actual) vs.1.64 (Estimate) (4.27%)
Revenue: 1.28B (Actual) vs. 1.23B (Estimate) (4.44%)
Price Reaction: 3.62%(1-Day), 1.98%(5-Day)
FY2025Q1 (2025-04-23,Pre-Market):
EPS: 0.49 (Actual) vs.1.61 (Estimate) (-69.57%)
Revenue: 1.26B (Actual) vs. 1.27B (Estimate) (-1.34%)
Price Reaction: -3.81%(1-Day), -0.10%(5-Day)
Earnings Reaction
The chart below shows how SF performed 10 days before and after its earnings report, based on data from the past quarters. Typically, SF sees a -5.04% change in stock price 10 days leading up to the earnings, and a +2.60% change 10 days following the report. On the earnings day itself, the stock moves by +1.67%. This data can give you a slight idea of what to expect for the next quarter's release.
For example, in SEP/2025, the stock changed -0.09% on the day following the earnings release and then changed by 2.38% over the next 10 days. These patterns provide investors with valuable insights into potential price movements and help inform trading strategies around earnings events.
Transcript Summary
Stifel Financial Corp (SF) Q3 2025 Earnings Call Summary
Positive
2025-10-22
The earnings call highlights strong financial performance, including record revenue and profitability improvements. The Q&A session reveals a positive outlook on investment banking and wealth management, with manageable risks in credit exposure. The firm shows potential for margin expansion and strategic capital allocation, while maintaining independence and focusing on growth. Despite some uncertainties, the overall sentiment is positive, with a likelihood of stock price appreciation.
Stifel Financial Corp (SF) Q1 2025 Earnings Call Summary
Positive
2025-04-24
The earnings call reveals strong financial performance with an 8% increase in net revenue and 11% increase in operating EPS. The dividend increase and share repurchase program highlight shareholder returns. Despite legal charges, asset management and investment banking revenues hit record highs. The Q&A session showed optimism in advisor recruiting and M&A activity. Although there are concerns about regulatory issues and public finance, the overall sentiment is positive, supported by optimistic guidance and strategic initiatives. Without specific market cap, the stock reaction is likely positive, possibly within the 2% to 8% range.
Stifel Financial Corp (SF) Q1 2025 Earnings Call Summary
Neutral
2025-04-23
The earnings call presents mixed signals: strong financial performance with record EPS growth and increased revenues, but legal charges negatively impacting EPS and challenges in recruitment and market conditions. The dividend increase and share repurchase are positives, but cautious economic outlook and potential recruitment issues add uncertainty. The Q&A highlights confidence in navigating market volatility and recruiting, but legal uncertainties remain. Overall, the sentiment is balanced, suggesting a neutral stock price movement.
Stifel Financial Corp (SF) Q4 2024 Earnings Call Summary
Positive
2025-01-31
The earnings call reveals strong financial performance with significant revenue and EPS growth, a 10% dividend increase, and share repurchases. Despite concerns about retail loan demand, the Q&A indicates optimism for future growth, especially in recruiting and FICC business. The management's conservative guidance for 2025 suggests confidence. Positive market reaction is expected, with a potential stock price increase of 2% to 8% over the next two weeks, driven by strong earnings, dividend hike, and optimistic future outlook.
Stifel Financial Corp. (SF) Q3 2024 Earnings Call Summary
Positive
2024-10-23
The earnings call highlights strong financial performance with a 17% increase in net revenue and a 150% rise in EPS. The company maintains optimistic guidance, targets $8 EPS, and plans continued share repurchases. Although management avoided detailed guidance on the $8 EPS target for 2025, the positive financial metrics, shareholder returns, and strategic initiatives suggest a positive outlook. The company's resilience to interest rate changes and effective liquidity management further support the positive sentiment. Despite geopolitical risks, the overall sentiment is positive, leading to an expected stock price increase of 2% to 8%.
Stifel Financial Corp. (SF) Q2 2024 Earnings Call Summary
Neutral
2024-07-24
The earnings call presents mixed signals. Strong financial performance with record revenues and increased investment banking and asset management revenue is a positive. However, the decline in net interest income, concerns about regulatory risks, and unclear management responses in the Q&A raise uncertainties. The share repurchase program's reduction is also a negative factor. The net effect of these factors suggests a neutral market reaction in the short term.
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FAQ
What were the key highlights of SF’s latest earnings report for FY2025Q3?
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What are the revenue and EPS estimates for SF for 2025/Q4?
How does SF’s stock price correlate with earnings forecast revisions?
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