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

NYSE:SF • US8606301021

Current stock price

77.37 USD
-4.9 (-5.96%)
At close:
78.1164 USD
+0.75 (+0.96%)
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
$94.69
+ 22.39% Upside
→ Price target details

Next Earnings Forecast

Earnings Estimate
Release Date
N/A
Period
Q2 / 2026
EPS Estimate
$1.44
Revenue Estimate
1.527B
→ 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
$94.69
Upside
+ 22.39%
From current price of $77.37 to mean target of $94.69, Based on 16 analyst forecasts
Low
$84.84
Median
$92.31
High
$108.50

Price Target Revisions

1 Month
-35.16%
3 Months
-32.57%

Price Target Summary

16 Wall Street analysts provided a forecast for the next 12 months for SF. The average price target is 94.69 USD. This implies a price increase of 22.39% is expected in the next year compared to the current price of 77.37.
The average price target has been revised downward by 32.57% 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
2026-04-08UBSMaintains Buy -> Buy
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

Next Earnings Forecast Details

Next Earnings Details

Release Date
N/A
Period
Q2 / 2026
EPS Estimate
$1.44
Revenue Estimate
1.527B
Revenue Q2Q
18.90%
EPS Q2Q
26.66%
Number of Analysts
10

Next Earnings Revisions

Revenue (1 Month)
-2.12%
Revenue (3 Months)
-0.74%
EPS (1 Month)
-1.45%
EPS (3 Months)
-35.00%

Next Earnings Summary

The next earnings revenue estimate has been revised downward by 0.74% 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%		6.292B
-0.87%		6.797B
8.03%		6.789B
-0.12%		6.387B
-5.92%		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%22.82%21.55%17.72%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%		6.48
22.33%		7.25
11.99%		8.64
19.09%		6.19
-28.32%		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

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		1.44
26.66%		1.60
22.76%		2.09
19.39%		1.70
17.05%		1.77
22.75%		1.88
17.79%		2.40
14.50%		1.96
15.30%		1.95
10.02%		2.16
14.70%		2.78
16.03%
Revenue
Q2Q % growth		1.527B
18.90%		1.595B
11.59%		1.721B
10.28%		1.659B
12.23%		1.727B
13.10%		1.81B
13.48%		1.971B
14.53%		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/A
EBIT
Q2Q % growth		350.2M
-16.74%		374.92M
-23.67%		415.09M
-17.01%		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
17.73%
EPS Next 5 Year
5.10%

Long Term Revenue Growth (CAGR)

Revenue Next 3 Year
6.46%
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 94.69 USD. This implies a price increase of 22.39% is expected in the next year compared to the current price of 77.37.

What are the consensus estimates for SF stock next earnings?

The consensus EPS estimate for the next earnings of STIFEL FINANCIAL CORP (SF) is 1.44 USD and the consensus revenue estimate is 1.53B USD.

How many analysts cover STIFEL FINANCIAL CORP (SF) stock?

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