Should I Buy SF? SF 2026 Analysis

Should You Buy Stifel Financial Corp (SF) Today? Analysis, Price Targets, and 2026 Outlook.

Conclusion

Hold

Latest Price

124.570

1 Day change

-1.32%

52 Week Range

134.740

Analysis Updated At

2026/01/26

Stifel Financial Corp (SF) is not a strong buy at the moment for a beginner, long-term investor with $50,000-$100,000 to invest. While the company has demonstrated strong financial performance and positive analyst sentiment, the technical indicators and options data suggest a neutral to slightly bearish short-term outlook. Additionally, there are no significant catalysts or trading signals to support an immediate buy decision.

Technical Analysis

The MACD is negative and expanding (-0.407), indicating bearish momentum. RSI is neutral at 44.772, and moving averages are converging, showing no strong trend. Support and resistance levels suggest the stock is trading near its pivot point (128.816), with limited upside potential in the short term.

Options Data

Bullish

Open Interest Put-Call Ratio

Bullish

Option Volume Put-Call Ratio

The low option volume put-call ratio (0.05) indicates a significant preference for calls, but the open interest put-call ratio (0.85) suggests a more balanced sentiment. Implied volatility is moderate (60.68), with an IV percentile of 50, indicating average volatility expectations.

Technical Summary

Sell

Buy

Positive Catalysts

Strong financial performance in Q3 2025, with revenue up 10.90% YoY, net income up 35.44% YoY, and EPS up 37.31% YoY. Analysts have raised price targets, with Wolfe Research and UBS highlighting the company's growth potential and strong sector fundamentals.

Neutral/Negative Catalysts

No significant trading trends from hedge funds or insiders. Technical indicators suggest a neutral to bearish short-term trend. The stock's historical pattern indicates a 40% chance of slight declines in the next day, week, and month.

Financial Performance

Stifel Financial Corp reported strong Q3 2025 financials: Revenue increased by 10.90% YoY to $1.62 billion, net income rose by 35.44% YoY to $202.05 million, and EPS grew by 37.31% YoY to 1.84. These results indicate robust growth and profitability.

Growth

Profitability

Efficiency

Analyst Ratings and Price Target Trends

Analysts are bullish on SF, with Wolfe Research raising the price target to $149 and UBS setting a target of $150. Both firms highlight strong sector fundamentals, undervalued growth, and margin expansion potential. However, valuations and consensus expectations remain mixed.

6 Analyst Rating

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 USD and a high forecast of 155 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.

5 Buy

1 Hold

0 Sell

Strong Buy

Current: 126.240

Low

133

Averages

143.67

High

155

Current: 126.240

Low

133

Averages

143.67

High

155

Wolfe Research

Steven Chubak

Outperform

maintain

$142 -> $149

AI Analysis

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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SF Should I Buy

SF Should I Buy

Should You Buy Stifel Financial Corp (SF) Today? Analysis, Price Targets, and 2026 Outlook.

Technical Analysis

Options Data

Technical Summary

Positive Catalysts

Neutral/Negative Catalysts

Financial Performance

Growth

Profitability

Efficiency

Analyst Ratings and Price Target Trends

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