STIFEL FINANCIAL CORP (SF) Forecast, Price Target & Analyst Ratings

NYSE:SF • US8606301021

Current stock price

71.86 USD
+0.93 (+1.31%)
At close:
71.86 USD
0 (0%)
After Hours:

Analyst forecast overview

View the latest analyst price targets, stock forecast, EPS estimates, revenue projections, revisions, full estimates, rating distribution and upgrades/downgrades for STIFEL FINANCIAL CORP (SF).

Forecast Snapshot

Consensus Price Target

Price Target
$97.01
+ 35.00% Upside
→ Price target details

Next Earnings Forecast

Earnings Estimate
Release Date
Apr 21, 2026
Period
Q1 / 2026
EPS Estimate
$1.46
Revenue Estimate
1.512B
→ Full earnings forecast details

ChartMill Buy Consensus

Rating
77.50%
Weighted Analyst Rating Score
→ Analyst Ratings details

Price Target Details & History

Consensus Price Target and Range

Mean target
$97.01
Upside
+ 35.00%
From current price of $71.86 to mean target of $97.01, Based on 16 analyst forecasts
Low
$87.53
Median
$97.92
High
$108.50

Price Target Revisions

1 Month
0.00%
3 Months
7.07%

Price Target Summary

16 Wall Street analysts provided a forecast for the next 12 months for SF. The average price target is 97.01 USD. This implies a price increase of 35% is expected in the next year compared to the current price of 71.86.
The average price target has been revised upward by 7.07% in the past 3 months.
→ Find peer stocks trading 30% below analyst price target

Analyst Ratings & History

Current Analyst Ratings

SF Current Analyst RatingSF Current Analyst Buy, Sell and Hold Ratings.Current Analyst Rating Strong Buy Buy Hold Sell Strong Sell 1 2 3 4 5

Analyst Ratings History

SF Historical Analyst RatingsSF Historical Analyst Buy, Sell and Hold Ratings and number of analysts.Historical Monthly Analyst Rating -19 -17 -15 -13 -11 -9 -7 -5 -3 -1 5 10 15

Analyst Ratings Consensus

ChartMill Buy Consensus
77.50%
SF was analyzed by 16 analysts. The buy percentage consensus is at 78. So analysts seem to be have mildly positive about SF.
In the previous month the buy percentage consensus was at a similar level.
SF was analyzed by 16 analysts, which should be a sufficient number of analysts to have a meaningful average consensus rating.
→ Find peer stocks with a buy consensus above 85%

Recent Upgrades & Downgrades

DateFirmActionFrom → To
2026-03-23TD CowenMaintains Hold -> Hold
2026-01-14TD CowenDowngrade Buy -> Hold
2026-01-12CitizensMaintains Market Outperform -> Market Outperform
2026-01-08JP MorganMaintains Neutral -> Neutral
2025-10-23JP MorganMaintains Neutral -> Neutral
2025-10-09JMP SecuritiesMaintains Market Outperform -> Market Outperform
2025-10-08TD CowenUpgrade Hold -> Buy
2025-10-03BMO CapitalInitiate Market Perform
2025-07-31CitigroupUpgrade Neutral -> Buy
2025-07-14JMP SecuritiesMaintains Market Outperform -> Market Outperform
2025-07-11Wells FargoMaintains Overweight -> Overweight
2025-07-07CitigroupMaintains Neutral -> Neutral
2025-04-24Wells FargoMaintains Overweight -> Overweight
2025-04-11JP MorganMaintains Neutral -> Neutral
2025-04-09TD CowenMaintains Hold -> Hold
2025-04-08JMP SecuritiesMaintains Market Outperform -> Market Outperform
2025-04-08Wells FargoMaintains Overweight -> Overweight
2025-04-03Goldman SachsMaintains Neutral -> Neutral
2025-04-02CitigroupMaintains Neutral -> Neutral
2025-02-03UBSMaintains Neutral -> Neutral
2025-01-30JMP SecuritiesMaintains Market Outperform -> Market Outperform
2025-01-30Wells FargoMaintains Overweight -> Overweight
2025-01-14Wells FargoMaintains Overweight -> Overweight
2025-01-10CitigroupMaintains Neutral -> Neutral
2024-12-10JP MorganInitiate Neutral

Next Earnings Forecast Details

Next Earnings Details

Release Date
Apr 21, 2026
Period
Q1 / 2026
EPS Estimate
$1.46
Revenue Estimate
1.512B
Revenue Q2Q
20.43%
EPS Q2Q
32.78%
Number of Analysts
11

Next Earnings Revisions

Revenue (1 Month)
0.00%
Revenue (3 Months)
1.14%
EPS (1 Month)
-32.61%
EPS (3 Months)
-33.87%

Next Earnings Summary

SF is expected to report earnings on 4/21/2026. The consensus EPS estimate for the next earnings is 1.46 USD and the consensus revenue estimate is 1.51B USD.
The next earnings revenue estimate has been revised upward by 1.14% in the past 3 months.
→ Find peers expecting at least 20% revenue growth next quarter

Full Analyst Estimates 2026 - 2033

Yearly Earnings Per Share (EPS), Revenue, EBIT, EBITDA and Operating Margin Analyst Estimates

2023 2024 2025 2026 2027 2028 2029 2030 2031 2032 2033
Revenue
YoY % growth
SF revenue by date.SF revenue by date.
5.159B
12.33%		5.952B
15.36%		6.348B
6.65%		6.427B
1.25%		6.916B
7.61%		6.956B
0.58%		6.387B
-8.18%		6.811B
6.64%		7.233B
6.20%		7.535B
4.18%		7.234B
-3.99%
EBITDA
YoY % growth
SF ebitda by date.SF ebitda by date.
1.598B
38.19%		1.996B
24.85%		1.784B
-10.61%		1.444B
-19.06%		1.408B
-2.49%		1.288B
-8.52%		1.397B
8.46%		1.509B
8.02%		1.618B
7.22%		1.7B
5.07%		1.615B
-5.00%
EBIT
YoY % growth
SF ebit by date.SF ebit by date.
1.517B
39.62%		1.91B
25.89%		1.689B
-11.56%		1.436B
-14.98%		1.465B
2.02%		1.203B
-17.88%		1.308B
8.73%		1.415B
8.18%		1.521B
7.49%		1.599B
5.13%		1.519B
-5.00%
Operating Margin
SF operating margin by date.SF operating margin by date.
29.40%32.09%26.61%22.34%21.18%17.29%20.48%20.78%21.03%21.22%21.00%
EPS
YoY % growth
SF eps by date.SF eps by date.
3.13
-18.40%		4.55
45.11%		5.29
16.42%		6.60
24.69%		7.39
11.97%		8.94
20.91%		6.19
-30.72%		6.79
9.65%		7.45
9.76%		7.93
6.45%		7.62
-3.98%

All data in USD

Quarterly Earnings Per Share (EPS), Revenue, EBIT and EBITDA Analyst Estimates

Q1 / 26 Q2 / 26 Q3 / 26 Q4 / 26 Q1 / 27 Q2 / 27 Q3 / 27 Q4 / 27 Q1 / 28 Q2 / 28 Q3 / 28 Q4 / 28
EPS
Q2Q % growth		1.46
32.78%		1.51
32.33%		1.64
26.50%		2.13
21.54%		1.70
16.21%		1.77
17.49%		1.88
14.31%		2.40
12.47%		1.96
15.30%		1.95
10.02%		2.16
14.70%		2.78
16.03%
Revenue
Q2Q % growth		1.512B
20.43%		1.57B
22.25%		1.63B
14.03%		1.749B
12.07%		1.659B
9.72%		1.727B
10.00%		1.81B
11.04%		1.971B
12.69%		1.865B
12.42%		1.898B
9.90%		1.98B
9.39%		2.19B
11.11%
EBITDA
Q2Q % growth		N/AN/AN/AN/AN/AN/AN/AN/AN/AN/AN/AN/A
EBIT
Q2Q % growth		342.99M
23.86%		369.77M
-12.09%		396.55M
-19.27%		419.21M
-16.19%		N/AN/AN/AN/AN/AN/AN/AN/A

All data in USD

Yearly Earnings Per Share (EPS) and Revenue Trends vs Historical Data

SF Yearly Revenue VS EstimatesSF Yearly Revenue VS EstimatesYearly Revenue VS Estimates 2015 2017 2019 2021 2023 2025 2027 2029 2031 2033 2B 4B 6B
SF Yearly EPS VS EstimatesSF Yearly EPS VS EstimatesYearly EPS VS Estimates 2015 2017 2019 2021 2023 2025 2027 2029 2031 2033 2 4 6 8

Long Term Forward Growth Forecast Summary

Long Term EPS Growth (CAGR)

EPS Next 3 Year
19.07%
EPS Next 5 Year
5.10%

Long Term Revenue Growth (CAGR)

Revenue Next 3 Year
7.33%
Revenue Next 5 Year
3.90%

Long Term EBIT Growth (CAGR)

EBIT Next 3 Year
13.33%
EBIT Next 5 Year
11.27%
→ Find peers expecting at least 20% CAGR revenue growth over the next 3 years

STIFEL FINANCIAL CORP / SF Forecast FAQ

Can you provide the average price target for STIFEL FINANCIAL CORP stock?

16 analysts have analysed SF and the average price target is 97.01 USD. This implies a price increase of 35% is expected in the next year compared to the current price of 71.86.

What is the next earnings date for SF stock?

STIFEL FINANCIAL CORP (SF) will report earnings on 2026-04-21, before the market open.

Can you provide the consensus estimates for STIFEL FINANCIAL CORP next earnings?

The consensus EPS estimate for the next earnings of STIFEL FINANCIAL CORP (SF) is 1.46 USD and the consensus revenue estimate is 1.51B USD.

What is the number of analysts for SF stock?

The number of analysts covering STIFEL FINANCIAL CORP (SF) is 16.