Stifel Financial stock weighs flat Q3 revenue outlook
Published on 10/06/2026 at 09:32 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS
Stifel Financial (ISIN US8606301021) was last at USD 70.63 on the NYSE on October 5, 2026, up 0.50 percent in the session. The latest operating update points to record client assets but an essentially flat third-quarter revenue outlook, leaving wealth management to offset weaker institutional activity.
Flat revenue meets stronger assets
According to GlobeNewswire on September 24, 2026, Stifel reported total client assets of USD 587.622 billion as of August 31, 2026, up 10 percent from a year earlier. Fee-based client assets reached USD 244.377 billion, a 14 percent year-over-year increase.
The same update said third-quarter firm-wide net revenue is expected to be essentially flat versus the third quarter of 2025. Growth in Global Wealth Management is expected to offset weaker Institutional Group activity, including lower transactional and investment banking revenue.
Q2 earnings set a higher base
Stifel's second-quarter 2026 revenue was USD 1.45 billion, up 13 percent year over year, while adjusted EPS reached USD 1.42 versus a USD 1.33 consensus estimate, according to MarketBeat in its September 30, 2026 report on the results released July 22, 2026. The USD 0.09 adjusted EPS beat gives the flat third-quarter outlook a clear counterpoint: the company enters the period from a stronger earnings base.
The operating data also show a mixed funding picture. Treasury deposits rose to USD 12.344 billion as of August 31, 2026, up 61 percent year over year, while client money market and insured-product balances fell 8 percent to USD 23.443 billion.
Target remains above the market price
MarketBeat reports that nine brokerages hold a Moderate Buy consensus, with five Buy ratings and four Holds. The average 12-month target is USD 91.90, which lies 30.1 percent above the October 5, 2026 NYSE price of USD 70.63.
Stifel Financial stock stays in its yearly range
Stifel Financial stock was last at USD 70.63 on the NYSE at 4:00 p.m. ET on October 5, 2026. Its 52-week range was USD 67.81 to USD 89.83, while market capitalization stood at USD 10.7 billion and session volume reached 1,343,037 shares.
Stifel Financial stock facts
- Company: Stifel Financial Corp
- ISIN: US8606301021
- Ticker: SF
- Trading venue: NYSE
- Price (as of October 5, 2026, 4:00 p.m. ET): USD 70.63
- Market capitalization: USD 10.7 billion (as of October 5, 2026)
- 52-week range: USD 67.81-89.83 (as of October 5, 2026)
- Sector / Industry: Financial Services / Investment Banking and Investment Services
