Stifel Financial Corp. announced a three-for-two stock split and increased cash dividends for common and preferred stock.
Quiver AI Summary
Stifel Financial Corp. announced a three-for-two stock split in the form of a 50% stock dividend, set to be distributed on February 26, 2026, to shareholders on record by February 12, 2026. Following this split, the total number of shares outstanding will increase from approximately 103 million to 155 million. The Board of Directors also declared a cash dividend of $0.51 per common share, marking an 11% increase and representing Stifel's ninth consecutive annual dividend increase; this dividend will be payable on March 16, 2026, to shareholders on record by March 2, 2026. Additionally, cash dividends were declared for the non-cumulative perpetual preferred stocks, with payments scheduled for the same date. The company emphasizes these moves as a reflection of its strong market performance and commitment to long-term shareholder value.
Potential Positives
- The Board of Directors declared a three-for-two stock split, increasing the attractiveness of shares to investors.
- The declared cash dividend of $0.51 per share represents an 11% increase and marks the ninth consecutive annual dividend increase.
- The total number of shares outstanding will increase from approximately 103 million to 155 million following the stock split, potentially increasing liquidity in the stock.
- These actions reflect the company's strong market performance and the board's confidence in driving long-term shareholder value.
Potential Negatives
- Declaring a stock split can sometimes be perceived as a strategy to artificially inflate stock liquidity or price perception, which may raise concerns among investors about the company's actual financial performance.
- The need for a stock split and a cash dividend increase could indicate that the company's share price had risen significantly, potentially leading to potential volatility or investor concerns about sustainability.
- The focus on a stock split and dividend increase may overshadow other critical performance metrics or operational challenges that are not addressed in the announcement, leading to speculation about the company's overall health.
FAQ
What is the date of Stifel's upcoming stock split?
The stock split will take place on February 26, 2026.
How many shares will shareholders receive after the stock split?
Shareholders will receive one additional share for every two shares owned.
What is the new cash dividend amount after the stock split?
The 2026 quarterly dividend will equate to $0.34 per common share.
When is the cash dividend payable to shareholders?
The cash dividend is payable on March 16, 2026, to shareholders of record on March 2, 2026.
How many shares of Stifel are currently outstanding?
Stifel currently has approximately 103 million shares outstanding.
Disclaimer: This is an AI-generated summary of a press release distributed by GlobeNewswire. The model used to summarize this release may make mistakes. See the full release here.
$SF Insider Trading Activity
$SF 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.
$SF Revenue
$SF had revenues of $1.4B in Q3 2025. This is an increase of 16.72% from the same period in the prior year.
You can track SF financials on Quiver Quantitative's SF stock page.
$SF 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.
$SF Hedge Fund Activity
We have seen 314 institutional investors add shares of $SF stock to their portfolio, and 207 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.
$SF 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 $SF, check out Quiver Quantitative's $SF forecast page.
$SF 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
Full Release
ST. LOUIS, Jan. 27, 2026 (GLOBE NEWSWIRE) -- Stifel Financial Corp. (NYSE: SF) today announced that its Board of Directors declared a three-for-two stock split of Stifel’s common stock in the form of a 50% stock dividend to be distributed on February 26, 2026, to shareholders of record at the close of business on February 12, 2026. Shareholders will receive one additional share of Stifel common stock for every two shares owned as of the close of business on the record date. Cash will be distributed in lieu of fractional shares based on the closing price on the record date. The company currently has approximately 103 million shares outstanding. After the split, the company will have approximately 155 million shares outstanding.
For additional information on the stock split, please visit the Stifel Investor Relations page at:
https://www.stifel.com/docs/pdf/investorrelations/stock-split-faq.pdf
The Board of Directors also declared a cash dividend on shares of its common stock of $0.51 per share, payable March 16, 2026, to shareholders of record at the close of business on March 2, 2026. This represents an 11% increase in the common stock dividend, Stifel’s ninth consecutive annual increase of its common stock dividend. Following the stock split, the 2026 quarterly dividend equates to $0.34 per common share.
“Our stock split and the board’s intention to increase our common dividend are the result of our company’s strong market performance, continuing growth prospects, and our desire to reward existing and long-term investors. Additionally, these actions reflect the board’s confidence in our ability to drive long-term shareholder value by focusing on the fundamentals of our company,” commented Ronald J. Kruszewski, Chairman & Chief Executive Officer of Stifel Financial Corp.
The Board of Directors also declared a quarterly cash dividend on the outstanding shares of its 6.25% Non-Cumulative Perpetual Preferred Stock, Series B (the “Series B Preferred Stock”), 6.125% Non-Cumulative Perpetual Preferred Stock, Series C (the “Series C Preferred Stock”), and 4.50% Non-Cumulative Perpetual Preferred Stock, Series D (the “Series D Preferred Stock”). The declared cash dividend on the Series B Preferred Stock, Series C Preferred Stock, and Series D Preferred Stock is for the period from December 15, 2025, up to, but excluding, March 16, 2026. The declared cash dividend equated to approximately $0.390625 per depositary share, or $390.625 per share of the Series B Preferred Stock outstanding. The declared cash dividend equated to approximately $0.3828125 per depositary share, or $382.8125 per share of the Series C Preferred Stock outstanding. The declared cash dividend equated to approximately $0.281250 per depositary share, or $281.250 per share of the Series D Preferred Stock outstanding. The cash dividends are payable on March 16, 2026, to shareholders of record on March 2, 2026.
The company’s Series B Preferred Stock trades on the New York Stock Exchange under the symbol “SF PrB”, the company’s Series C Preferred Stock trades on the New York Stock Exchange under the symbol “SF PrC”, and the company’s Series D Preferred Stock trades on the New York Stock Exchange under the symbol “SF PrD.”
Company Information
Stifel Financial Corp. (NYSE: SF) is a diversified financial services firm providing wealth management, commercial and investment banking, trading, and research services to individuals, institutions, and municipalities. Founded in 1890 and headquartered in St. Louis, Missouri, the firm operates more than 400 offices across the United States and in major global financial centers. As a firm where success meets success, Stifel works closely with retail and institutional clients aiming to transform opportunities into achievement.
To learn more about Stifel, please visit the Company’s website at www.stifel.com . For global disclosures, please visit www.stifel.com/investor-relations/press-releases .
Media Contact
Neil Shapiro, +1 (212) 271-3447
[email protected]
Investor Relations Contact
Joel Jeffrey, +1 (212) 271-3610
[email protected]