STIFEL FINANCIAL ($SF) posted quarterly earnings results for Q4 2025 on Wednesday, January 28th. The company reported earnings of $2.63 per share, beating estimates of $2.58 by $0.05. The company also reported revenue of $1,560,580,000, beating estimates of $1,549,187,465 by $11,392,535.
You can see Quiver Quantitative's $SF stock page to track data on insider trading, hedge fund activity, congressional trading, and more.
STIFEL FINANCIAL Insider Trading Activity
STIFEL FINANCIAL insiders have traded $SF stock on the open market 4 times in the past 6 months. Of those trades, 4 have been purchases and 0 have been sales.
Here’s a breakdown of recent trading of $SF stock by insiders over the last 6 months:
- JAMES M ZEMLYAK (Co-President) has made 4 purchases buying 9 shares for an estimated $1,012 and 0 sales.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
STIFEL FINANCIAL Hedge Fund Activity
We have seen 312 institutional investors add shares of STIFEL FINANCIAL stock to their portfolio, and 208 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- FMR LLC removed 3,113,484 shares (-34.7%) from their portfolio in Q3 2025, for an estimated $353,287,029
- MILLENNIUM MANAGEMENT LLC removed 560,184 shares (-28.0%) from their portfolio in Q3 2025, for an estimated $63,564,078
- CEREDEX VALUE ADVISORS LLC added 494,635 shares (+inf%) to their portfolio in Q3 2025, for an estimated $56,126,233
- WELLINGTON MANAGEMENT GROUP LLP added 419,038 shares (+13.8%) to their portfolio in Q3 2025, for an estimated $47,548,241
- VANGUARD GROUP INC removed 380,474 shares (-3.7%) from their portfolio in Q3 2025, for an estimated $43,172,384
- UBS GROUP AG added 379,817 shares (+206.9%) to their portfolio in Q3 2025, for an estimated $43,097,834
- CHARLES SCHWAB INVESTMENT MANAGEMENT INC removed 354,483 shares (-29.6%) from their portfolio in Q3 2025, for an estimated $40,223,186
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
STIFEL FINANCIAL Congressional Stock Trading
Members of Congress have traded $SF stock 5 times in the past 6 months. Of those trades, 2 have been purchases and 3 have been sales.
Here’s a breakdown of recent trading of $SF stock by members of Congress over the last 6 months:
- REPRESENTATIVE GILBERT RAY CISNEROS, JR. sold up to $15,000 on 11/24.
- REPRESENTATIVE JULIA LETLOW purchased up to $15,000 on 11/03.
- REPRESENTATIVE LISA C. MCCLAIN has traded it 3 times. They made 1 purchase worth up to $15,000 on 10/30 and 2 sales worth up to $30,000 on 10/31, 10/30.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
STIFEL FINANCIAL Analyst Ratings
Wall Street analysts have issued reports on $SF in the last several months. We have seen 2 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Citizens issued a "Market Outperform" rating on 01/12/2026
- JMP Securities issued a "Market Outperform" rating on 10/09/2025
To track analyst ratings and price targets for STIFEL FINANCIAL, check out Quiver Quantitative's $SF forecast page.
STIFEL FINANCIAL Price Targets
Multiple analysts have issued price targets for $SF recently. We have seen 6 analysts offer price targets for $SF in the last 6 months, with a median target of $137.0.
Here are some recent targets:
- Bill Katz from TD Cowen set a target price of $138.0 on 01/14/2026
- Devin Ryan from Citizens set a target price of $155.0 on 01/12/2026
- Michael Cho from JP Morgan set a target price of $136.0 on 01/08/2026
- Michael Brown from UBS set a target price of $150.0 on 12/11/2025
- Devin Ryan from JMP Securities set a target price of $135.0 on 10/09/2025
- Brennan Hawken from BMO Capital set a target price of $121.0 on 10/03/2025
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
