ST. LOUIS, March 27, 2025 (GLOBE NEWSWIRE) -- Stifel Financial Corp. (NYSE:SF) today reported selected operating results for February 28, 2025 in an effort to provide timely information to investors on certain key performance metrics. Due to the limited nature of this data, a consistent correlation to earnings should not be assumed. Ronald J. Kruszewski, Chairman and Chief Executive Officer, said, "Total client assets under management increased 11% in February to $506 billion and fee-based client assets ros ...

Siegmann Brings Extensive Industry & Investment Experience to StifelST. LOUIS, March 10, 2025 (GLOBE NEWSWIRE) -- Stifel Financial Corp. (NYSE: SF) today appointed Jonathan Siegmann as Managing Director of Equity Research, covering the aerospace and defense industry. He will be based in the firm’s Boston office. Most recently, Mr. Siegmann was engaged in the new space industry and served as Senior Vice President of Corporate Development at Terran Orbital Corporation (NYSE: LLAP). At Terran Orbital, he led t ...

ST. LOUIS, Feb. 28, 2025 (GLOBE NEWSWIRE) -- Stifel (NYSE:SF), the official team naming partner of the Stifel U.S. Alpine Ski Team, is proud to celebrate the 100th career World Cup victory for Mikaela Shiffrin this past weekend as she captured first place in slalom in Sestriere, Italy, by supporting her efforts to raise $100,000 for the Share Winter Foundation. Shiffrin broke the all-time record for World Cup wins (86) back in March 2023 and has continued to build on that incredible record before notching h ...

ST. LOUIS, Feb. 28, 2025 (GLOBE NEWSWIRE) -- Stifel (NYSE: SF), the official team naming partner of the Stifel U.S. Alpine Ski Team, is proud to celebrate the 100th career World Cup victory for Mikaela Shiffrin this past weekend as she captured first place in slalom in Sestriere, Italy, by supporting her efforts to raise $100,000 for the Share Winter Foundation. Shiffrin broke the all-time record for World Cup wins (86) back in March 2023 and has continued to build on that incredible record before notching ...

Core Insights - Stifel Financial Corp. reported selected operating results for January 31, 2025, highlighting key performance metrics for investors [1][2] Group 1: Financial Performance - Client assets under administration reached $510 billion, marking a 14% year-on-year increase [2] - Fee-based assets grew to $197 billion, reflecting an 18% increase compared to the same period last year [2] - Private Client Group fee-based client assets increased to $172.5 billion, an 18% rise year-on-year [2] - Bank loans, net, amounted to $21.1 billion, an 8% increase from the previous year [2] - Client money market and insured products rose to $27.9 billion, a 7% increase year-on-year, although there was a 4% decline in January due to seasonal factors [2] Group 2: Company Overview - Stifel Financial Corp. is a financial services holding company based in St. Louis, Missouri, operating through several wholly owned subsidiaries [4] - The company provides a range of services including securities brokerage, investment banking, trading, and investment advisory to various clients [4] - Stifel Bank and Stifel Bank & Trust offer consumer and commercial lending solutions, while Stifel Trust Company provides trust and related services [4]

Financial Performance - The company's daily Value-at-Risk (VaR) for trading portfolios was $16,114,000 at its highest and $5,259,000 at its lowest during the year ended December 31, 2024, with an average of $9,703,000[513]. - Interest-earning assets totaled $20.8 billion, with loans accounting for $12.7 billion and securities for $6.6 billion[515]. - The company's interest-bearing liabilities amounted to $28.8 billion, primarily from transaction accounts and savings[515]. - The projected change in net interest margin at December 31, 2024, indicates a potential increase of 3.4% with a +200 basis points shift in interest rates[515]. - The cumulative GAP analysis at December 31, 2024, showed a negative GAP of $8.0 billion for the 0-6 months repricing period[515]. Risk Management - The company actively manages interest rate risk by matching assets and liabilities with similar cash flow and repricing time frames[514]. - Credit risk is managed through position limits for counterparties and regular credit reviews, ensuring exposure is monitored[517]. - The company is exposed to operational risk, which includes potential losses from inadequate internal processes and systems[524]. - The company engages in various trading and brokerage activities, with a focus on managing market, credit, and operational risks[502]. Regulatory Compliance - The company is subject to extensive regulation by the SEC, FINRA, and state securities regulators, as well as the Federal Reserve for bank holding companies[526]. - Stifel Bancorp must adhere to various regulatory capital requirements administered by the FDIC and state banking authorities, with failure to meet these requirements potentially leading to material effects on financial statements[527]. Economic Factors - The company's assets are primarily monetary, including cash and securities inventory, which are generally liquid and not significantly affected by inflation[528]. - Inflation impacts various expenses such as employee compensation, communications, and office supplies, which may not be recoverable in service pricing[528]. - Rising interest rates due to inflation may adversely affect the company's financial position and results of operations[528].

Core Viewpoint - Stifel Financial Corp. (NYSE: SF) is rated as a Buy for investors focused on capital appreciation and long-term investments, despite a recent stock price increase of over 45.2% leading to a high valuation multiple [1]. Group 1 - The company's stock price has risen significantly, indicating strong market performance [1]. - The investment recommendation is aimed at long-term buy and hold investors [1]. - The founder of Endurance Capital Management, David A. Johnson, has extensive experience in various investment vehicles, which adds credibility to the analysis [1].

Core Viewpoint - Stifel Financial (SF) shows a significantly improving earnings outlook, making it a solid investment choice as analysts continue to raise earnings estimates for the company [1][2]. Estimate Revisions - The trend in estimate revisions reflects growing analyst optimism regarding Stifel's earnings prospects, which is expected to positively influence its stock price [2]. - The current-quarter earnings estimate of $1.85 per share indicates a year-over-year increase of +24.16%, with a 6.32% rise in the Zacks Consensus Estimate over the last 30 days [4]. - For the full year, Stifel is projected to earn $8.26 per share, representing a +21.29% change year-over-year, with a 5.7% increase in the consensus estimate due to two upward revisions [5]. Zacks Rank - Stifel currently holds a Zacks Rank 2 (Buy), indicating promising estimate revisions that suggest potential for significant outperformance compared to the S&P 500 [6]. - Historically, Zacks 1 (Strong Buy) and 2 (Buy) ranked stocks have shown strong performance, with Zacks 1 stocks averaging a +25% annual return since 2008 [3][6]. Investment Outlook - The strong estimate revisions have led to a 5.4% increase in Stifel's stock price over the past four weeks, suggesting further upside potential, making it a candidate for portfolio addition [7].

Fourth Quarter 2024 Financial Results Presentation January 29, 2025 Quarterly Earnings Report 2024 Snapshot 2024 RESULTS millions, except per share and ratios Record Net Revenue HIGHLIGHTS NET REVENUE GAAP $4,970 NON-GAAP $4,971 PRE-TAX MARGIN GAAP 18.7% NON-GAAP 20.1% NET EARNINGS GAAP $694 NON-GAAP $756 EPS GAAP $6.25 NON-GAAP $6.81 ROCE GAAP 14.6% NON-GAAP 15.9% ROTCE* GAAP 20.9% NON-GAAP 22.7% Second Highest Institutional Group Revenue Record Revenue for Global Wealth Management Record Asset Management ...

Stifel Financial (SF) came out with quarterly earnings of $2.23 per share, beating the Zacks Consensus Estimate of $1.97 per share. This compares to earnings of $1.50 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of 13.20%. A quarter ago, it was expected that this brokerage and investment banking firm would post earnings of $1.60 per share when it actually produced earnings of $1.50, delivering a surprise of -6.25%.Over the las ...