Stifel Financial Corp. (NYSE: SF) is expected to announce its third-quarter earnings for 2025 on Wednesday, October 22, prior to the opening of the market. Analysts project that the firm will report earnings of $1.85 per share and revenue of $1.3276 billion for the quarter. The company will host a conference call at 9:30 AM ET to discuss the results and provide further insights into its financial performance.
In its previous earnings report on July 30, 2025, Stifel Financial exceeded analysts’ expectations, posting earnings of $1.71 per share, surpassing the consensus estimate of $1.65 by $0.06. The firm also reported revenue of $1.28 billion, which outperformed analyst projections of $1.25 billion. Notably, Stifel recorded a net margin of 11.90% and a return on equity of 13.93%. Compared to the same quarter in 2024, the firm’s revenue grew by 5.4%.
As the firm prepares for its upcoming earnings release, its stock saw an increase of 1.7% on Tuesday, opening at $112.11. Stifel Financial maintains a solid financial position, with a debt-to-equity ratio of 0.28. The company has a market capitalization of $11.45 billion, a price-to-earnings ratio of 21.73, and a beta of 1.13. Over the past year, Stifel’s stock has ranged from a low of $73.27 to a high of $120.64. Its 50-day moving average stands at $113.25, while the 200-day moving average is $103.21.
Analysts’ Ratings and Price Targets
Recent evaluations from several equity analysts indicate a generally positive outlook for Stifel Financial. BMO Capital Markets initiated coverage on October 3, 2025, with a “market perform” rating and a price target of $121.00. UBS Group has set a higher target of $135.00 in its October 9 research note, while Citigroup reaffirmed an “outperform” rating on the same date. Additionally, Wells Fargo & Company increased its target price from $102.00 to $125.00 and assigned an “overweight” rating. Cowen also upgraded the stock from “hold” to “buy” in an October 8 report.
Currently, six analysts have a Buy rating on Stifel Financial’s stock, while another six have assigned a Hold rating. According to MarketBeat, the consensus rating for Stifel is “Moderate Buy” with an average price target of $122.60.
Institutional Investment Trends
Recent activity among institutional investors and hedge funds reflects growing interest in Stifel Financial. EverSource Wealth Advisors LLC increased its holdings by 106.8% during the second quarter, now owning 974 shares valued at $101,000. NewEdge Advisors LLC raised its stake by 5.8%, holding 2,673 shares worth $252,000 after acquiring additional shares. Jones Financial Companies Lllp made a significant increase, boosting its holdings by 1,162.6% to own 2,702 shares valued at $255,000.
Vident Advisory LLC also expanded its position by 6.0%, now holding 3,016 shares worth $313,000, while Osaic Holdings Inc. raised its stake by 84.2% to own 3,706 shares valued at $370,000. Currently, approximately 82.01% of Stifel’s stock is held by hedge funds and institutional investors.
Stifel Financial Corp. operates as a financial services and bank holding company, offering a range of wealth management and investment banking services to individuals and institutions, both domestically and internationally. The company is structured into three segments: Global Wealth Management, Institutional Group, and Other. As Stifel approaches its earnings announcement, the market will be watching closely for the latest developments in its financial performance.
