Analyst Consensus ?
ConsensusHold15 ratings
Bullish746.7%
Neutral853.3%
Bearish00.0%
Stifel Financial Corp. · SF-PB · FY2025 Q4 · Calendar Q1 2026
Stifel posts a record year as wealth and investment banking accelerate
The supplied analysis supports a constructive thesis for Stifel: record results, resilient wealth and investment-banking demand, adviser recruiting, and balance-sheet initiatives provide a foundation for continued growth. The main tests are execution, compensation discipline, fixed-income volatility, and the durability of market-sensitive activity.
Reported Before market openNYSEFinancial Services
$11.13B market cap
75quality score
Earnings scorecard
Reported versus consensus
Reported EPS
$1.75
Consensus $1.67
EPS surprise
+4.8%
Reported versus consensus
Reported revenue
$1.56B
Consensus $1.51B
Revenue surprise
+3.3%
Reported versus consensus
Market reaction
unavailable
Stock move
—
Event window
SPY move
—
Same window
Abnormal move
—
Stock minus SPY
Volume
—
Versus trailing sessions
Subsequent drift
—
Up to 20 sessions
Price and volume data were unavailable at publication time.
Ask FN2 about SF-PB FY2025 Q4
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How did the market react to SF-PB FY2025 Q4 earnings, and why?What changed in SF-PB's guidance and outlook in FY2025 Q4?Give me the bull and bear case for SF-PB after FY2025 Q4 earnings.
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Transcript intelligence
What changed
The supplied analysis highlights a record 2025, including the first annual revenue result above $5 billion in the company’s history, stronger wealth management and institutional investment banking, and a 50% year-over-year increase in investment-banking revenue. It also identifies maintained 2026 guidance and expanded recruiting, lending, and capital-allocation priorities.
Guidance delta
Maintained; the supplied analysis cites 2026 revenue guidance of $6–6.35 billion, lower compensation ratios, and continued margin expansion.
Key takeaways
- The supplied analysis describes record revenue and earnings, with the integrated model supported by wealth management and institutional investment banking.
- Investment-banking revenue rose 50% year over year, according to the supplied analysis.
- Advisor recruiting, fee-based asset growth, lending, and depository M&A were identified as key growth drivers.
- Capital strength and shareholder distributions remain part of the plan, alongside continued investment in recruiting and technology.
Management priorities
- Accelerate wealth-advisor recruiting and improve platform technology
- Expand balance-sheet lending, including venture and securities-based lending
- Pursue depository M&A advisory opportunities and selective acquisitions
- Continue disciplined capital allocation, including repurchases and dividend growth
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Firm-level rating actions
FMP grade actions identify the grading firm, not a named analyst.
| Firm | Rating | Prior rating | Action | Date |
|---|---|---|---|---|
| JMP Securities | Market Outperform | Market Outperform | Maintain | Oct 9, 2023 |
| Citigroup | Neutral | Neutral | Maintain | Apr 10, 2023 |
| UBS | Neutral | Neutral | Maintain | Nov 22, 2022 |
| Wolfe Research | Outperform | Underperform | Upgrade | Jun 22, 2021 |
| Wells Fargo | Equal Weight | Equal Weight | Maintain | Apr 27, 2021 |
| Credit Suisse | Neutral | Neutral | Maintain | Apr 27, 2021 |
| Goldman Sachs | Neutral | Buy | Downgrade | Jan 4, 2021 |
| Nomura | Buy | Buy | Maintain | Jan 31, 2018 |
| Nomura Instinet | Buy | Neutral | Upgrade | Jan 2, 2018 |
| Macquarie | Outperform | Outperform | Maintain | Sep 8, 2016 |
| Susquehanna | Neutral | Neutral | Maintain | Jul 14, 2015 |
| Raymond James | Outperform | Market Perform | Upgrade | Aug 27, 2013 |
| Sidoti & Co. | Buy | Buy | Maintain | Aug 18, 2013 |
| Davenport | Neutral | Buy | Downgrade | Jun 12, 2013 |
| B of A Securities | Neutral | Neutral | Maintain | May 9, 2012 |
Track every rating change on SF-PB the moment it posts. Free to start.
Start freeCompany context
Snapshot as of publicationStifel Financial Corp. is a prominent financial services and bank holding company that delivers a broad spectrum of services. These include wealth management for both retail and institutional clients, alongside comprehensive investment banking solutions. Its diverse clientele comprises individual investors, corporations, municipalities, and institutions across the United States, the United Kingdom, the wider European continent, and Canada. The company's operations are organized into three primary segments: Global Wealth Management, Institutional Group, and Other.…
Historical context
All SF-PB earningsFinancial Services peers this season
Latest reports in the same sector| Company | Quarter | EPS surprise | Market move | Headline |
|---|---|---|---|---|
| SEIC SEI Investments Company | FY2026 Q3 · Calendar Q4 2026 | +3.8% | +1.2% | SEI Posts Broad Q3 Growth as ETFs and Alternatives Expand |
| SF Stifel Financial Corp | FY2026 Q3 · Calendar Q4 2026 | +1.4% | -0.6% | Stifel posts record Q3 EPS as wealth management and lending lead |
| CME CME Group Inc. | FY2026 Q3 · Calendar Q4 2026 | +1.0% | +0.2% | CME posts record Q3 volume as products and international growth expand |
| MCO Moody's Corporation | FY2026 Q3 · Calendar Q4 2026 | -2.6% | +1.2% | Moody’s Reaffirms Guidance as AI Financing Supports Q3 Growth |
| NTRS Northern Trust Corporation | FY2026 Q3 · Calendar Q4 2026 | +11.5% | +0.9% | Northern Trust posts 40% EPS growth as AI and digital assets expand |
| NTRSO Northern Trust Corporation | FY2026 Q3 · Calendar Q4 2026 | +11.1% | +0.2% | Northern Trust pairs strong Q3 growth with 6–7% Q4 revenue outlook |
Latest beats and misses
Who reports nextBeat on EPS
Missed on EPS
- METAFY2026 Q3 · October 21, 2026-41.4% EPS+0.5% move
- LVSFY2026 Q3 · October 21, 2026-20.9% EPS-1.7% move
- MCOFY2026 Q3 · October 21, 2026-2.6% EPS+1.2% move
- CCIFY2026 Q3 · October 21, 2026-2.5% EPS-3.1% move
- PACFY2026 Q3 · October 20, 2026-2.2% EPS+7.1% move
- AGNCZFY2026 Q3 · October 19, 2026-0.6% EPS+0.3% move
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Sources
- Earnings call transcript and parsed analysis · 2026-05-11T10:29:34.698584+00:00
- FN2 earnings calendar · 2026-07-26T00:37:12.209961+00:00
- Polygon adjusted daily market bars
Methodology
Reported and consensus figures come from FN2's earnings event records. Market reaction and volume are calculated from daily adjusted bars around the event; abnormal move subtracts the SPY move over the same window.
Transcript intelligence is a structured synthesis of the current and prior earnings-call analyses. Missing values stay missing and are never estimated.
By FN2 Research · Updated · As of 2026-10-22. For educational purposes only; not investment advice.