A Preview Of Stifel Financial's Earnings
Benzinga Insights 9 months ago
Earnings
Stifel Financial (NYSE:SF) is gearing up to announce its quarterly earnings on Wednesday, 2026-01-28. Here's a quick overview of what investors should know before the release.
Analysts are estimating that Stifel Financial will report an earnings per share (EPS) of $2.49.
Stifel Financial bulls will hope to hear the company announce they've not only beaten that estimate, but also to provide positive guidance, or forecasted growth, for the next quarter.
New investors should note that it is sometimes not an earnings beat or miss that most affects the price of a stock, but the guidance (or forecast).
Earnings Track Record
The company's EPS beat by $0.07 in the last quarter, leading to a 0.09% drop in the share price on the following day.
Here's a look at Stifel Financial's past performance and the resulting price change:
| Quarter | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 |
|---|---|---|---|---|
| EPS Estimate | 1.88 | 1.62 | 1.64 | 1.98 |
| EPS Actual | 1.95 | 1.71 | 0.49 | 2.23 |
| Price Change % | 0.00 | 0.00 | 4.00 | 0.00 |
Tracking Stifel Financial's Stock Performance
Shares of Stifel Financial were trading at $128.82 as of January 26. Over the last 52-week period, shares are up 8.07%. Given that these returns are generally positive, long-term shareholders are likely bullish going into this earnings release.
Analyst Views on Stifel Financial
For investors, staying informed about market sentiments and expectations in the industry is paramount. This analysis provides an exploration of the latest insights on Stifel Financial.
A total of 4 analyst ratings have been received for Stifel Financial, with the consensus rating being Neutral. The average one-year price target stands at $144.75, suggesting a potential 12.37% upside.
Analyzing Ratings Among Peers
The analysis below examines the analyst ratings and average 1-year price targets of XP, Moelis and Lazard, three significant industry players, providing valuable insights into their relative performance expectations and market positioning.
- Analysts currently favor an Buy trajectory for XP, with an average 1-year price target of $23.5, suggesting a potential 81.76% downside.
- Analysts currently favor an Neutral trajectory for Moelis, with an average 1-year price target of $78.67, suggesting a potential 38.93% downside.
- Analysts currently favor an Outperform trajectory for Lazard, with an average 1-year price target of $58.6, suggesting a potential 54.51% downside.
Comprehensive Peer Analysis Summary
Within the peer analysis summary, vital metrics for XP, Moelis and Lazard are presented, shedding light on their respective standings within the industry and offering valuable insights into their market positions and comparative performance.
| Company | Consensus | Revenue Growth | Gross Profit | Return on Equity |
|---|---|---|---|---|
| Houlihan Lokey | Outperform | 14.70% | $253.89M | 5.05% |
| XP | Buy | 7.73% | $566.94M | 5.75% |
| Moelis | Neutral | 30.37% | $101.48M | 10.16% |
| Lazard | Outperform | -3.70% | $264.89M | 8.80% |
Key Takeaway:
Stifel Financial ranks in the middle for revenue growth among its peers. It is at the bottom for gross profit and return on equity.
All You Need to Know About Stifel Financial
Stifel Financial is a diversified financial-services provider that generates revenue from wealth management, investment banking, and lending. The firm was founded in 1890 as a St. Louis-based full-service brokerage but has been transformed under CEO Ronald Kruszewski through a slew of acquisitions into a globally competitive wealth manager, investment bank, and retail and institutional brokerage. The firm generated $5.0 billion in revenue in 2024, with roughly two-thirds derived from wealth management and one-third derived from investment banking and trading.
Stifel Financial: Delving into Financials
Market Capitalization Analysis: Reflecting a smaller scale, the company's market capitalization is positioned below industry averages. This could be attributed to factors such as growth expectations or operational capacity.
Revenue Growth: Stifel Financial's remarkable performance in 3 months is evident. As of 30 September, 2025, the company achieved an impressive revenue growth rate of 16.98%. This signifies a substantial increase in the company's top-line earnings. As compared to competitors, the company encountered difficulties, with a growth rate lower than the average among peers in the Financials sector.
Net Margin: The company's net margin is below industry benchmarks, signaling potential difficulties in achieving strong profitability. With a net margin of 14.29%, the company may need to address challenges in effective cost control.
Return on Equity (ROE): Stifel Financial's ROE is below industry averages, indicating potential challenges in efficiently utilizing equity capital. With an ROE of 4.05%, the company may face hurdles in achieving optimal financial returns.
Return on Assets (ROA): Stifel Financial's ROA lags behind industry averages, suggesting challenges in maximizing returns from its assets. With an ROA of 0.5%, the company may face hurdles in achieving optimal financial performance.
Debt Management: The company maintains a balanced debt approach with a debt-to-equity ratio below industry norms, standing at 0.3.
To track all earnings releases for Stifel Financial visit their earnings calendar on our site.
This article was generated by Benzinga's automated content engine and reviewed by an editor.