SFB Stifel Financial Corporation 5.20% Senior Notes due 2047
SFB Stock Snapshot Price, market cap, P/E, EPS, ROE, debt/equity, 52-week range
SFB Stock Price Chart Daily OHLCV with technical indicators — pan, zoom, and customize your view
10-Year Performance Revenue, net income, margins and EPS trends
Valuation P/E, P/S, P/B, EV/EBITDA ratios — is the stock expensive or cheap?
Profitability Gross, operating and net margins; ROE, ROA, ROIC
Financial Health Debt, liquidity, solvency — balance sheet strength
Growth Revenue, EPS and net income growth: YoY, 3Y CAGR, 5Y CAGR
Capital Efficiency Asset turnover, inventory turnover, receivables turnover
Dividends Yield, payout ratio, dividend history, 5Y CAGR
| Ex-date | Amount |
|---|---|
| July 1, 2026 | $0.3250 |
| April 1, 2026 | $0.3250 |
SFB Analyst Consensus Bullish and bearish analyst opinions, 12-month price target, upside
- Strong Buy 4 25.0%
- Buy 6 37.5%
- Hold 6 37.5%
- Sell 0 0.0%
- Strong Sell 0 0.0%
Earnings History EPS actual vs estimate, surprise %, beat rate, next earnings date
| Period | EPS Actual | EPS Est | Surprise |
|---|---|---|---|
| June 30, 2026 | $1.42 | $1.38 | 0.04% |
| March 31, 2026 | $1.45 | $1.44 | 0.01% |
| Dec. 31, 2025 | $1.75 | $1.72 | 0.03% |
| Sept. 30, 2025 | $1.30 | $1.30 | 0.00% |
| June 30, 2025 | $1.14 | $1.11 | 0.03% |
| March 31, 2025 | $1.10 | $1.13 | -0.03% |
Peer comparison (GICS sub-industry) Key metrics vs sector peers
| Ticker | Market Cap | P/E | Rev YoY | Net Margin | ROE | Gross Margin |
|---|---|---|---|---|---|---|
| SFB | — | — | — | — | — | — |
| SCHW | $207.21B | 21.5 | 22.0% | 37.0% | 17.9% | — |
| IBKR | — | 29.0 | 23.4% | — | — | — |
| HOOD | $101.94B | 55.2 | 51.6% | 42.1% | 21.9% | — |
| RJF | $34.20B | 16.8 | 6.6% | 13.4% | 17.7% | — |
| LPLA | — | 32.7 | 37.2% | 5.1% | 16.6% | — |
| SF | — | 14.2 | 6.7% | 10.8% | 11.7% | — |
| JEF | — | 20.3 | 2.9% | 6.3% | 6.6% | — |
| EVR | — | 24.2 | 29.5% | 15.3% | 31.7% | — |
| FRHC | $8.88B | 57.7 | 9.3% | 7.0% | 11.3% | — |
| VIRT | — | 6.5 | 26.2% | 12.9% | 58.4% | — |
Full Fundamentals All metrics by year — income statement, balance sheet, cash flow
Income Statement 10
| Metric | Trend | Q2 2026 |
|---|---|---|
| Revenue | $1.64B | |
| Interest Expense | $188M | |
| Interest Income | $476M | |
| Pretax Income | $299M | |
| Income Tax | $73M | |
| Net Income | $226M | |
| EPS (Basic) | $1.41 | |
| EPS (Diluted) | $1.34 | |
| Shares (Basic) | 154,234,000 | |
| Shares (Diluted) | 161,631,000 |
Balance Sheet 13
| Metric | Trend | Q2 2026 |
|---|---|---|
| Cash & Equivalents | $2.19B | |
| PP&E (Net) | $229M | |
| Goodwill | $1.46B | |
| Intangibles | $89M | |
| Total Assets | $44.91B | |
| Total Liabilities | $38.89B | |
| Long-term Debt | $618M | |
| Common Stock | $25M | |
| Paid-in Capital | $1.86B | |
| Treasury Stock | $957M | |
| AOCI | $-29M | |
| Stockholders' Equity | $6.01B | |
| Liabilities + Equity | $44.91B |
Cash Flow 11
| Metric | Trend | Q2 2026 |
|---|---|---|
| D&A | $16M | |
| Deferred Tax | $-4M | |
| Amort. of Intangibles | $9M | |
| Operating Cash Flow | $76M | |
| CapEx | $15M | |
| Investing Cash Flow | $-2.59B | |
| Debt Issued | $100M | |
| Stock Repurchased | $172M | |
| Financing Cash Flow | $1.81B | |
| Net Change in Cash | $-707M | |
| Taxes Paid | $56M |
Profitability 4
| Metric | Trend | Q2 2026 |
|---|---|---|
| Net Margin | 13.8% | |
| Pretax Margin | 18.3% | |
| ROA | 0.53% | |
| ROE | 3.9% |
Efficiency 1
| Metric | Trend | Q2 2026 |
|---|---|---|
| Asset Turnover | 0.0 |
Valuation (TTM) 4
| Metric | Trend | Q2 2026 |
|---|---|---|
| Revenue TTM | $6.43B | |
| Net Income TTM | $844M | |
| P/E | 3.6 | |
| Earnings Yield | 27.8% |
Financial Statements Income statement, balance sheet, cash flow — annual, last 5 years
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Institutional owners (13F) 2 filers · $9K total · As of June 30, 2026
Institutions that report holding this stock in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.
| New positions | Exited positions | Increased | Decreased | Net shares change |
|---|---|---|---|---|
| 0 (-1 vs prior Q) | 0 (-1 vs prior Q) | 1 (+1 vs prior Q) | 1 (+1 vs prior Q) | +219 |
Compared to Q1 2026. SEC Form 13F filings are due within 45 days of quarter-end plus a short buffer for late filers — quarters still inside that window are skipped in favor of the most recent fully-reported pair.
| Institution | Value | Shares | % of tracked 13F | Type |
|---|---|---|---|---|
| First Command Advisory Services, Inc. | $6,670 | 334 | 71.06% | Shares |
| PNC Financial Services Group, Inc. | $2,716 | 136 | 28.94% | Shares |
Company insiders 1 insider · 0 officers · 1 directors
| Insider | Role | Last activity | Shares owned | Buys 12m | Sells 12m | Net 12m |
|---|---|---|---|---|---|---|
| Maryam S. Brown | Director | July 23, 2026 S | 5,729 | 0 | 2 | $-372,233 |
Insiders from SEC Form 3/4/5 filings; net = open-market P/S only
ETF ownership Held by 1 ETF
Weight reflects direct equity holdings (N-PORT) only; leveraged or derivative-based funds may hold additional swap exposure not shown.
| Fund | Weight | Units | As of | Source |
|---|---|---|---|---|
| GPRF · Goldman Sachs ETF Trust | 0.07% | 3,092 NS | May 31, 2026 | N-PORT |