Hsbc Holdings PLC Purchases 62,164 Shares of Stifel Financial Corporation $SF

Hsbc Holdings PLC raised its position in Stifel Financial Corporation (NYSE:SF) by 324.3% during the first quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 81,330 shares of the financial services provider’s stock after buying an additional 62,164 shares during the quarter. Hsbc Holdings PLC’s holdings in Stifel Financial were worth $5,980,000 at the end of the most recent reporting period.

Several other large investors have also recently added to or reduced their stakes in SF. AQR Capital Management LLC grew its stake in shares of Stifel Financial by 94.8% in the fourth quarter. AQR Capital Management LLC now owns 2,893,850 shares of the financial services provider’s stock valued at $362,368,000 after acquiring an additional 1,408,347 shares in the last quarter. Norges Bank bought a new position in Stifel Financial during the fourth quarter worth about $172,446,000. Marshall Wace LLP raised its stake in Stifel Financial by 50.9% in the 4th quarter. Marshall Wace LLP now owns 1,284,806 shares of the financial services provider’s stock worth $160,883,000 after purchasing an additional 433,341 shares in the last quarter. Wellington Management Group LLP raised its stake in Stifel Financial by 13.8% in the 3rd quarter. Wellington Management Group LLP now owns 3,451,787 shares of the financial services provider’s stock worth $391,674,000 after purchasing an additional 419,038 shares in the last quarter. Finally, Balyasny Asset Management L.P. boosted its holdings in Stifel Financial by 137.3% in the 4th quarter. Balyasny Asset Management L.P. now owns 670,926 shares of the financial services provider’s stock valued at $84,013,000 after purchasing an additional 388,190 shares during the period. Institutional investors own 82.01% of the company’s stock.

Trending Headlines about Stifel Financial

Here are the key news stories impacting Stifel Financial this week:

• Positive Sentiment: Stifel reported Q2 2026 EPS of $1.42, topping estimates, while revenue of $1.45 billion also beat forecasts; the company highlighted record revenue and stronger profitability, which supports the stock. Stifel Reports Second Quarter 2026 Results
• Positive Sentiment: JPMorgan raised its price target on Stifel Financial from $80 to $86, signaling improved valuation expectations even while maintaining a neutral rating. Benzinga report on JPMorgan price target increase
• Neutral Sentiment: Coverage around the earnings call and transcript is drawing additional attention to the quarter, but it does not appear to add materially new information beyond the reported results. Stifel Financial Corp Q2 2026 Earnings Call Highlights
• Neutral Sentiment: One market recap noted that Stifel missed sales expectations on a separate headline, but that appears to be outweighed by the company’s own reported beat on revenue and earnings. Stifel misses Q2 CY2026 sales expectations

Stifel Financial Trading Up 0.4%

SF opened at $79.63 on Friday. The stock has a market capitalization of $12.22 billion, a price-to-earnings ratio of 14.25 and a beta of 1.01. The company has a quick ratio of 0.80, a current ratio of 0.85 and a debt-to-equity ratio of 0.29. Stifel Financial Corporation has a twelve month low of $67.81 and a twelve month high of $89.83. The company has a 50-day simple moving average of $73.23 and a 200 day simple moving average of $76.80.

Stifel Financial (NYSE:SF) last released its earnings results on Wednesday, July 22nd. The financial services provider reported $1.42 EPS for the quarter, beating the consensus estimate of $1.33 by $0.09. The firm had revenue of $1.45 billion for the quarter, compared to analyst estimates of $1.42 billion. Stifel Financial had a net margin of 16.11% and a return on equity of 19.32%. The business’s quarterly revenue was up 13.0% compared to the same quarter last year. During the same period last year, the firm earned $1.71 EPS. Analysts predict that Stifel Financial Corporation will post 6.22 EPS for the current fiscal year.

Stifel Financial Cuts Dividend

The company also recently disclosed a quarterly dividend, which was paid on Monday, June 15th. Investors of record on Monday, June 1st were paid a $0.34 dividend. This represents a $1.36 dividend on an annualized basis and a yield of 1.7%. The ex-dividend date of this dividend was Monday, June 1st. Stifel Financial’s dividend payout ratio (DPR) is 26.46%.

Wall Street Analyst Weigh In

SF has been the topic of a number of analyst reports. JPMorgan Chase & Co. increased their target price on shares of Stifel Financial from $80.00 to $86.00 and gave the stock a “neutral” rating in a research report on Thursday. Weiss Ratings reiterated a “buy (b-)” rating on shares of Stifel Financial in a research report on Friday, May 29th. UBS Group set a $90.00 price target on Stifel Financial in a research note on Thursday. Finally, Zacks Research raised Stifel Financial from a “strong sell” rating to a “hold” rating in a research report on Wednesday, May 20th. Five equities research analysts have rated the stock with a Buy rating and four have given a Hold rating to the stock. According to data from MarketBeat, the company currently has an average rating of “Moderate Buy” and an average target price of $91.67.

Stifel Financial Company Profile

Stifel Financial Corp. is a diversified financial services holding company headquartered in St. Louis, Missouri. Founded in 1890, the firm has grown into a full‐service brokerage and investment banking organization serving individual investors, corporations and institutions. Through its principal subsidiary, Stifel, Nicolaus & Company, Incorporated, the company delivers a broad array of financial products and services backed by research‐driven insights.

The firm’s main business activities are organized into two core segments: Private Client Group and Institutional Group.