Financial Knowledge & Information Portal

Stifel Financial (SF) Company Profile

Updated Jun 2, 2020
Stifel Financial has the following business profile:
Company's Full Name:Stifel Financial Corporation
Short Name:Stifel Financial
Trading Ticker Symbol:SF
Primary Exchange:NYSE
Headquarter City/Country:Missouri, MO
Primary Industry Sector:Finance
Seconday Sub-sector:Investment Bankers and Brokers
Main Business Areas: Finance, Investment Bankers and Brokers, Financial Services, Capital Markets
Dividend Payments:Dividend History
ETFs Holding:List of ETFs holding Stifel Financial stock

Market and Trading Information for Stifel Financial

The following details were available for trading and market data about the stock of Stifel Financial as of writing:
Current Share Price:$49.29
Previous Year's Closing Price:$60.65
Percentage Price Change (YTD):-18.73%
Market Cap:$3.38 billion
52-week Price Range:$31.13 - $69.1
Dividend Per Share:$0.62
EPS (TTM):5.35
Price-Earnings (Trailing):9.22
Price-Earnings (Forward):11.63

Company Profile and Business Description for Stifel Financial

Stifel Financial Corp., incorporated on December 31, 1981, is a financial holding company. The Company operates through three segments: Global Wealth Management, Institutional Group and Other. The Company's principal subsidiary is Stifel, Nicolaus & Company, Incorporated (Stifel), a full-service retail and institutional wealth management and investment banking company. Its principal activities are private client services, including securities transaction and financial planning services; institutional equity and fixed income sales, trading, research and municipal finance; investment banking services, including mergers and acquisitions, public offerings and private placements, and retail and commercial banking, including personal and commercial lending programs. The Global Wealth Management segment consists of two businesses, such as the Private Client Group and Stifel Bank. The Private Client Group includes branch offices and independent contractor offices of its broker-dealer subsidiaries located throughout the United States. These branches provide securities brokerage services, including the sale of equities, mutual funds, fixed income products and insurance, as well as offers banking products to its private clients through Stifel Bank, which provides residential, consumer and commercial lending, as well as the Federal Deposit Insurance Corporation (FDIC)-insured deposit accounts to customers of its broker-dealer subsidiaries and to the general public. The Institutional Group segment includes research, equity and fixed income institutional sales and trading, investment banking, public finance, and syndicate. The Other segment includes interest income from stock borrow activities and interest income, among others.

The Company, through its subsidiaries, is principally engaged in retail brokerage, securities trading, investment banking, investment advisory, retail, consumer, and commercial banking, and related financial services. The Company's other subsidiaries include Century Securities Associates, Inc. (CSA), Keefe, Bruyette & Woods, Inc. (KBW), Miller Buckfire & Co. LLC (Miller Buckfire), Eaton Partners, LLC (Eaton Partners), Stifel Nicolaus Europe Limited (SNEL), Stifel Bank & Trust, Stifel Trust Company Delaware, N.A., 1919 Investment Counsel, LLC (1919) and Ziegler Capital Management, LLC (ZCM).

Global Wealth Management

The Company's Global Wealth Management segment provides securities transaction, brokerage and investment services to its clients through the consolidated Stifel branch system. The Global Wealth Management segment also provides customer financing and asset management services. As of December 31, 2016, the Private Client Group had a network of 2,159 financial advisors located in 360 branch offices in 45 states and the District of Columbia. In addition, the Company had 123 independent contractors, as of December 31, 2016. The Company's financial advisors provide a range of investments and services to its clients, including financial planning services. It offers equity securities; taxable and tax-exempt fixed income securities, including municipal, corporate, and government agency securities; preferred stock, and unit investment trusts. The Company also offers a range of externally managed fee-based products. In addition, it offers insurance and annuity products and investment company shares through agreements with a range of third-party distributors. The Company's independent contractors provide the same types of financial products and services to its private clients as does Stifel. Under the contractual arrangements, these independent contractors also provides accounting services, real estate brokerage, insurance, or other business activities for their own account. CSA is an introducing broker-dealer, as such, and clears its transactions through Stifel.

The Company's client securities transactions are provided on either a cash or margin basis. When securities are purchased on a margin basis, the customer deposits less than the full cost of the security in their account. The Company makes loan to the customer for the balance of the purchase price. Such loans are collateralized by the purchased securities. The Company offers securities-based lending through Stifel Bank, which allows clients to borrow money against the value of qualifying securities for any suitable purpose other than purchasing, trading, or carrying marketable securities or refinancing margin debt.

The Company's asset management business offers investment management solutions for institutions, private clients and investment advisors. It provides investment advisory related asset management services for individual and institutional investment portfolios, along with mutual funds. The investment advisory fees are earned on assets held in managed or non-discretionary asset-based programs. The Company's private client investment portfolios are based on asset values at the beginning of the period while institutional fees are based on asset values at the end of the period. Through Stifel Bank, the Company offers retail and commercial banking services to private and corporate clients, including personal loan programs, such as fixed and variable mortgage loans, home equity lines of credit, personal loans, loans secured by Certificate of Deposits (CDs) or savings, and securities-based loans, as well as commercial lending programs, such as small business loans, commercial real estate loans, lines of credit, credit cards, term loans, and inventory and receivables financing, in addition to other banking products.

Institutional Group

The Company's Institutional Group segment provides securities brokerage, trading and research services to institutions with a focus on the sale of equity and fixed income products. It also includes the management of and participation in underwritings for both corporate and public finance, merger and acquisition and financial advisory services. The Company's equity sales and trading team distributes its equity research products and communicates its investment recommendations to its client base of institutional investors, executes equity trades, sells the securities of companies for which it act as an underwriter, and makes a market in domestic securities. The investment banking group focuses on middle-market companies, as well as on companies in a range of industries, including real estate, financial services, healthcare, aerospace/defense and government services, telecommunications, transportation, energy, business services, consumer services, industrial, technology and education.

The Company's syndicate department coordinates marketing, distribution, pricing and stabilization of its managed equity and debt offerings. In addition, the department coordinates its underwriting participations and selling group opportunities managed by other investment banking firms. Its public finance group acts as an underwriter and dealer in bonds issued by states, cities and other political subdivisions, and acts as manager or participant in offerings managed by other firms.

Other Segment

The Company's Other segment includes interest income from stock borrow activities, unallocated interest expense, interest income and gains and losses from investments held, compensation expense associated with the expensing of restricted stock awards and all unallocated overhead cost associated with the execution of orders, and processing of securities transactions. It also includes the custody of client securities; receipt, identification, and delivery of funds and securities; compliance with regulatory and legal requirements; internal financial accounting and controls, and general administration and acquisition charges.

The Company competes with FBR & Co., Oppenheimer Holdings, Inc., JMP Group, Inc., Piper Jaffray Companies, Raymond James Financial, Inc., Goldman Sachs Group, Inc. and Morgan Stanley.

501 N Broadway

ETFs Holding Stifel Financial Stock

As of March 2020, the following exchange-traded funds (ETF) hold the Stifel Financial stocks in their respective portfolios. Below is a random list of only 10 ETFs in no particular order that have Stifel Financial stock holding. There are a total of 75 ETFs in records which are holding Stifel Financial stock in their portfolio. See Full List.

TickerNameShort DescriptionExpense
No. of
ESGVVanguard ESG US Stock ETFThe Vanguard ESG U.S. Stock ETF tracks a market-cap-weighted index of US companies screened for environmental, social, and corporate governance (ESG) criteria. ...Full Details0.12%988
Full List
FNCLFidelity MSCI Financials Index ETFThe Fidelity MSCI Financials ETF tracks a market-cap-weighted index of stocks in the broad US financials sector. ...Full Details0.08%377
Full List
FNDBSchwab Fundamental US Broad Market Index ETFThe Schwab Fundamental U.S. Broad Market Index ETF tracks a fundamentally selected and weighted Russell Index based on sales, cash flow and dividends/buybacks. ...Full Details0.25%1481
Full List
IEFNiShares Evolved US Financials ETFThe iShares Evolved U.S. Financials ETF is an actively managed, market-cap-weighted fund of large-, mid-, and small-cap US stocks in the financial sector, according to an alternative classification system defined by machine learning algorithms. ...Full Details0.18%254
Full List
ITOTiShares Core S&P Total US Stock Market ETFThe iShares Core S&P Total U.S. Stock Market ETF tracks a market cap-weighted index of all common equities listed on the NYSE and the NASDAQ. ...Full Details0.03%3090
Full List
IUSGiShares Core S&P US Growth ETFiShares Core S&P U.S. Growth ETF aims to track an index of U.S. large-, mid- and small-cap growth stocks. The index selects from stocks ranked 1-3,000 by market cap based on fundamental growth factors. ...Full Details0.04%547
Full List
IUSViShares Core S&P US Value ETFiShares Core S&P U.S. Value ETF aims to track an index of U.S. large-, mid- and small-cap value stocks. The index selects from stocks ranked 1-3000 by market cap based on 3 factors. ...Full Details0.04%672
Full List
IWViShares Russell 3000 ETFThe iShares Russell 3000 ETF tracks a cap-weighted index that measures the investable US equities market, covering the entire market-cap spectrum, including micro-caps. ...Full Details0.2%3002
Full List
IYFiShares US Financials ETFThe iShares Dow Jones U.S. Financials ETF tracks the performance of a market-cap-weighted index of US financial companies. ...Full Details0.43%290
Full List
IYGiShares US Financial Services ETFThe iShares Dow Jones U.S. Financial Services ETF invests in a market-cap-weighted subset of US stocks consisting exclusively of financial service firms. ...Full Details0.43%122
Full List

See Full List of ETFs holding Stifel Financial stock in their respective portfolios.

Peer / Competitor Companies of Investment Bankers and Brokers Sector

Along with Stifel Financial Corporation, the following other peer (competitor) companies also exist within the same Investment Bankers and Brokers - Finance sector whose company profile and dividend history is as follows:

▶ Associated Capital (AC): Associated Capital Group, Inc., incorporated on April 15, 2015, is a parent operating company for the spin-off of GAMCO Investors, Inc.s (GAMCOs) alternative investment management business, institutional research services operations ....See Detailed Company Profile,  Dividend History

▶ BGC Partners (BGCP): BGC Partners, Inc. (BGC), incorporated on June 3, 1999, is a global brokerage company servicing the financial and real estate markets. The Company operates through two segments: Financial Services and ....See Detailed Company Profile,  Dividend History

▶ BlackRock (BLK): BlackRock, Inc. (BlackRock), incorporated on February 13, 2006, is an investment management company. BlackRock provides a range of investment and risk management services to institutional and retail clients worldwide. Its ....See Detailed Company Profile,  Dividend History

▶ Charles Schwab (SCHW): The Charles Schwab Corporation (CSC), incorporated on November 25, 1986, is a savings and loan holding company. The Company, through its subsidiaries, engages in wealth management, securities brokerage, banking, money ....See Detailed Company Profile,  Dividend History  and Recent Candlestick Patterns.

▶ China Finance Online (JRJC): China Finance Online Co. Limited, incorporated on November 2, 1998, is a Web-based financial services company in China. The Company provides Chinese retail investors with online access to securities and ....See Detailed Company Profile,  Dividend History

▶ CME (CME): CME Group Inc., incorporated on August 2, 2001, through its exchanges, provides products across all asset classes, including futures and options based on interest rates, equity indexes, foreign exchange, energy, ....See Detailed Company Profile,  Dividend History

▶ Cowen (COWN): Cowen Group, Inc., incorporated on June 1, 2009, is a financial services company. The Company provides alternative investment management, investment banking, research, sales and trading, and prime brokerage services. The ....See Detailed Company Profile,  Dividend History

▶ Credit Suisse (CS): Credit Suisse Group AG, together with its subsidiaries, provides various financial services worldwide. It operates through six segments: Swiss Universal Bank, International Wealth Management, Asia Pacific, Glob....See Detailed Company Profile,  Dividend History

▶ Euronet Worldwide (EEFT): Euronet Worldwide, Inc. (Euronet), incorporated on December 13, 1996, is an electronic payments provider. The Company offers payment and transaction processing and distribution solutions to financial institutions, retailers, service providers ....See Detailed Company Profile,  Dividend History

▶ GAIN Capital (GCAP): GAIN Capital Holdings, Inc. (GAIN), incorporated on March 24, 2006, is a provider of trading services and solutions, specializing in over-the-counter (OTC) and exchange-traded markets. The Companys segments include Retail ....See Detailed Company Profile,  Dividend History

▶ Gamco Investors (GBL): GAMCO Investors, Inc. is a publicly owned holding investment manager. The firm also provides wealth management, investment advisory, institutional research, brokerage, dealer, underwriting, and distri....See Detailed Company Profile,  Dividend History

▶ Goldman Sachs (GS): The Goldman Sachs Group, Inc., incorporated on July 21, 1998, is an investment banking, securities and investment management company that provides a range of financial services to corporations, financial institutions, ....See Detailed Company Profile,  Dividend History  and Recent Candlestick Patterns.

▶ Greenhill and Co. (GHL): Greenhill & Co., Inc., incorporated on March 10, 2004, is an investment bank. The Company provides financial and strategic advice on domestic and cross-border mergers and acquisitions, divestitures, restructurings, financings, ....See Detailed Company Profile,  Dividend History

▶ Interactive Brokers (IBKR): Interactive Brokers Group, Inc. (IBG, Inc.), incorporated on November 14, 2006, is a holding company. The Company is an automated global electronic broker and market maker specializing in routing orders, ....See Detailed Company Profile,  Dividend History

▶ Intercontinental Exchange (ICE): Intercontinental Exchange, Inc., incorporated on March 6, 2013, is an operator of regulated exchanges, clearing houses and listings venues. The Company provides data services for commodity and financial markets. The ....See Detailed Company Profile,  Dividend History

▶ INTL FCStone (INTL): INTL FCStone Inc., incorporated on October 26, 1987, is a financial services organization. The Company provides financial products, and advisory and execution service. The Company operates through five segments: Commercial ....See Detailed Company Profile,  Dividend History

▶ JMP LLC (JMP): JMP Group, Inc., incorporated on July 26, 2004, is a full-service investment banking and asset management firm. The Company operates in five segments: Broker-Dealer, Asset Management, Corporate Credit, Investment Income ....See Detailed Company Profile,  Dividend History

▶ Ladenburg Thalmann Financial (LTS): Ladenburg Thalmann Financial Services Inc., incorporated on February 5, 1996, is a financial services company engaged in independent brokerage and advisory services, investment banking, equity research, institutional sales and trading, ....See Detailed Company Profile,  Dividend History

▶ LPL Financial (LPLA): LPL Financial Holdings Inc., incorporated on October 25, 2005, is a broker-dealer, a custodian for registered investment advisors (RIAs) and an independent consultant to retirement plans. The Company provides a ....See Detailed Company Profile,  Dividend History

▶ MarketAxess (MKTX): MarketAxess Holdings Inc., incorporated on April 11, 2000, operates an electronic trading platform that enables fixed-income market participants to trade corporate bonds and other types of fixed-income instruments using its ....See Detailed Company Profile,  Dividend History

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