California Public Employees Retirement System Acquires 140,840 Shares of Stifel Financial Corporation $SF

California Public Employees Retirement System boosted its holdings in Stifel Financial Corporation (NYSE:SF) by 70.0% in the 1st quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional investor owned 342,065 shares of the financial services provider’s stock after purchasing an additional 140,840 shares during the quarter. California Public Employees Retirement System’s holdings in Stifel Financial were worth $25,285,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds have also recently made changes to their positions in SF. Advisory Services Network LLC bought a new position in shares of Stifel Financial during the third quarter worth approximately $29,000. Activest Wealth Management boosted its stake in shares of Stifel Financial by 12,000.0% in the fourth quarter. Activest Wealth Management now owns 242 shares of the financial services provider’s stock valued at $30,000 after buying an additional 240 shares during the period. Caitong International Asset Management Co. Ltd bought a new stake in shares of Stifel Financial in the fourth quarter valued at approximately $34,000. Cullen Frost Bankers Inc. acquired a new stake in Stifel Financial during the fourth quarter worth approximately $50,000. Finally, BOKF NA increased its stake in Stifel Financial by 1,626.9% during the 3rd quarter. BOKF NA now owns 449 shares of the financial services provider’s stock worth $51,000 after acquiring an additional 423 shares during the period. Institutional investors and hedge funds own 82.01% of the company’s stock.

Wall Street Analyst Weigh In

SF has been the subject of several analyst reports. Weiss Ratings reaffirmed a “buy (b-)” rating on shares of Stifel Financial in a report on Friday, May 29th. Zacks Research raised Stifel Financial from a “strong sell” rating to a “hold” rating in a report on Wednesday, May 20th. Finally, UBS Group reaffirmed a “buy” rating and issued a $86.00 price target (down from $89.00) on shares of Stifel Financial in a research note on Wednesday, July 8th. Five equities research analysts have rated the stock with a Buy rating and four have assigned a Hold rating to the company. Based on data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and an average price target of $91.75.

Stifel Financial Stock Up 2.2%

Shares of SF opened at $79.34 on Thursday. Stifel Financial Corporation has a one year low of $67.81 and a one year high of $89.83. The company has a market cap of $12.17 billion, a P/E ratio of 15.44 and a beta of 1.01. The company has a debt-to-equity ratio of 0.29, a current ratio of 0.85 and a quick ratio of 0.80. The firm has a 50 day simple moving average of $73.14 and a two-hundred day simple moving average of $76.84.

Stifel Financial (NYSE:SF) last released its earnings results on Wednesday, July 22nd. The financial services provider reported $1.42 earnings per share for the quarter, topping the consensus estimate of $1.33 by $0.09. Stifel Financial had a return on equity of 18.76% and a net margin of 15.34%.The firm had revenue of $1.45 billion during the quarter, compared to analysts’ expectations of $1.42 billion. During the same period in the prior year, the company earned $1.71 earnings per share. The company’s quarterly revenue was up 13.0% on a year-over-year basis. Research analysts forecast that Stifel Financial Corporation will post 6.22 EPS for the current fiscal year.

Stifel Financial Cuts Dividend

The firm also recently announced a quarterly dividend, which was paid on Monday, June 15th. Shareholders of record on Monday, June 1st were given a $0.34 dividend. This represents a $1.36 dividend on an annualized basis and a yield of 1.7%. The ex-dividend date was Monday, June 1st. Stifel Financial’s payout ratio is currently 26.46%.

Key Stories Impacting Stifel Financial

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

• Positive Sentiment: Stifel reported Q2 2026 earnings per share of $1.42, above the consensus estimate, while net revenue rose to $1.45 billion from $1.28 billion a year ago, signaling better-than-expected profitability. Stifel Reports Second Quarter 2026 Results
• Positive Sentiment: Net income available to common shareholders increased to $217.2 million, or $1.34 per diluted share, up sharply from $145.7 million, or $0.89 per share, in the prior-year quarter, showing strong year-over-year earnings momentum. Stifel Reports Second Quarter 2026 Results
• Neutral Sentiment: Some headlines noted that Stifel missed certain Q2 sales expectations, suggesting revenue strength was good but not enough to fully satisfy every analyst forecast. Stifel Financial Corp (SF) Q2 2026 Earnings Call Highlights
• Neutral Sentiment: Brokerage coverage and price-target updates around the earnings release may be reinforcing investor interest, but they do not change the core earnings picture by themselves. Brokerages Set Stifel Financial Corporation PT at $91.75

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.