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SFStifel Financial CorporationHold6.1·$72.66+1.76%
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Stifel Financial Corporation (SF) Stock Analysis

Recovery setup

HoldModerate Confidence

Financial Services · Capital Markets

Hold if already holding. Not a fresh buy at $72.66, but acceptable to hold if already in. Reasons: Thin upside margin: 5.1%; Below 200-day MA.

Stifel Financial is a financial holding company offering wealth management, investment banking, and banking through Stifel Nicolaus, KBW, Stifel Bank, and other subsidiaries, with 2,200+ financial advisors in 402 branches across 48 states and international markets. Revenue is... Read more

$72.66+5.1% A.UpsideScore 6.1/10#13 of 40 Capital Markets
QualityF-score8 / 9FCF yield
IncomeYield1.78%(5y avg 1.63%)Payout24.55%sustainable
Stop $69.26Target $76.34(analyst − 13%)A.R:R 0.8:1
Analyst target$87.75+20.8%8 analysts
$76.34our TP
$72.66price
$87.75mean
$103

Hold if already holding. Not a fresh buy at $72.66, but acceptable to hold if already in. Reasons: Thin upside margin: 5.1%; Below 200-day MA. Chart setup: Death cross but MACD improving, RSI 52. Maintain position. Not compelling to add more. Score 6.1/10, moderate confidence.

Passes 7/9 gates (positive momentum, clean insider activity, no SEC red flags, news events none recent, earnings proximity 44d clear, semi cycle peak clear, materials cycle peak clear). Fails on favorable risk/reward ratio. Suitability: moderate.

news + 30-day 8-K events · 5-min refresh

Recent developments

updated 2026-06-14
TrendMatrix Research · upcoming catalyst calendar

Upcoming dated catalysts

Wed, Jul 29, 202644d to earnings· next earnings call

Thesis

Rewards
Strong earnings beat streak (4/4)
Attractive valuation
Wide economic moat
Risks
Thin upside margin: 5.1%
Below 200-day MA

Key Metrics

P/E (TTM)14.2
P/E (Fwd)10.4
Mkt Cap$11.1B
EV/EBITDA
Profit Mgn15.6%
ROE15.3%
Rev Growth14.3%
Beta1.01
Dividend1.78%
Rating analysts16

Quality Signals

Piotroski F8/9MoatWideCompounder

Options Flow

P/C0.19bullish
IV49%normal
Max Pain$90+23.9% vs spot

Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results.

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About TrendMatrix. TrendMatrix is a publisher of general securities research and market commentary. We publish on a regular schedule. All content is the same for every subscriber in a tier — we do not provide personalized investment advice and we do not take into account any individual subscriber's financial situation, investment objectives, risk tolerance, tax situation, or holdings.

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Performance. Past performance is not indicative of future results. Performance figures reflect the published model only and do not reflect any individual subscriber's actual results.

Methodology · Editorial policy & full disclaimer

Rating Breakdown

1 floor-breaker

Ranks in the bottom of its industry peers on the composite signal. Better names in the same sector exist.static

Growth Rank
3.0
Quality Rank
4.6
Value Rank
7.0
GatesA.R:R 0.8 < 1.5@spotDeath cross (50MA < 200MA)Momentum 6.0>=5.5Insider activity: OKNo SEC red flagsNEWS EVENTS NONE RECENTEARNINGS PROXIMITY 44d clearSEMI CYCLE PEAK CLEARMATERIALS CYCLE PEAK CLEARRecoverySuitability: Moderate
RSI
52 · Neutral
20D MA 50D MA 200D MADEATH CROSSSupport $67.96Resistance $75.39

Price Targets

$69
$76
A.Upside+5.1%
A.R:R0.8:1

Position Sizing

ConvictionNone
Suggested %0.5%
Max %1%
RegimeSteady

Risk Alerts

! asymmetry at 0.8 (below the engine's 1.5 threshold)@spot

Earnings

B
B
B
B
4/4 beats
Next Earnings2026-07-29 (44d)

Verdict History

reverse chrono — latest first
Loading history...
Verdicts are recorded on every nightly pipeline run. Rows capture transitions (verdict flips, score deltas ≥0.3, entry/TP/SL changes). Rows with a ▶ can be expanded to see the change reason. Aggregate cohort performance is tracked in the recommendation ledger.
Frequently Asked Questions
Is SF stock a buy right now?

Hold if already holding. Not a fresh buy at $72.66, but acceptable to hold if already in. Reasons: Thin upside margin: 5.1%; Below 200-day MA. Chart setup: Death cross but MACD improving, RSI 52. Maintain position. Not compelling to add more. Target $76.34 (+5.1%), stop $69.26 (−4.9%), A.R:R 0.8:1. Score 6.1/10, moderate confidence.

What is the SF stock price target?

Take-profit target: $76.34 (+5.1% upside). Target $76.34 (+5.1%), stop $69.26 (−4.9%), A.R:R 0.8:1. Stop-loss: $69.26.

What are the risks of investing in SF?

Thin upside margin: 5.1%; Below 200-day MA.

Is SF overvalued or undervalued?

Stifel Financial Corporation trades at a P/E of 14.2 (forward 10.4). TrendMatrix value score: 7.9/10. Verdict: Hold.

What do analysts say about SF?

16 analysts cover SF with a consensus score of 3.9/5. Average price target: $88.

What does Stifel Financial Corporation do?Stifel Financial is a financial holding company offering wealth management, investment banking, and banking through...

Stifel Financial is a financial holding company offering wealth management, investment banking, and banking through Stifel Nicolaus, KBW, Stifel Bank, and other subsidiaries, with 2,200+ financial advisors in 402 branches across 48 states and international markets. Revenue is earned from commissions, asset management fees on $551.9B client assets, investment banking, and net interest income; no single client accounts for a material percentage of business.

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