Market open · Delayed intraday data · 3:04 PM ET
Last update: Jul 24, 2026, 3:03 PM ET
Stifel Financial Corp
$80.18 0.78% today
Market Open

Why Stifel Financial Corp (SF) stock moved

Updated Jul 24, 2026

Stifel Financial Corp (SF) shares rose 0.8% to $80.18 as of July 24, 2026, a slight gain from the prior close of $79.56. BestStocks flagged the session as a major change for SF. The move is tied to an earnings beat. Below, we break down what changed for SF, why it matters for investors, how the stock reacted, and the catalysts on the calendar.

What happened

Earnings Beat

Stifel Financial Corp (SF) reported EPS of $1.42 vs. consensus estimate of $1.33, beating by 6.8% on 2026-07-22. Monitor SF's next earnings report and any management commentary on capital deployment or revenue trends.

This summary describes the catalyst and move as first detected on Jul 22, 2026, 11:12 AM EDT; the stock has continued trading since, so the current price and percentage move (shown above) may be larger or smaller than the figures here.
Material / EarningsLow confidence
Rel. volume
0.4×
Below Avg
Vs peers
No comparable peers
Market cap
$12.3B
New York Stock Exchange
Analyst target
$90
+12.2% vs price
Price chart
Jun 23 – Jul 24
FEEVVVVFEV$68$74$80Jun 23Jul 1Jul 9Jul 17Jul 24
E earnings
F filing
A analyst
V/N other
click a marker to highlight
Change events — click to jump to details

What it means for Stifel Financial Corp investors

For Stifel Financial Corp investors, the balance of recent signals points to a bullish shift. On the constructive side: Material positive event; Positive 0.8% session move. Weighing against that: New SEC filing — review for material disclosures; New SEC filing — review for material disclosures. Wall Street's consensus price target sits at $90.00, implying +12.2% upside from $80.18. BestStocks rates the overall signal quality low (47/100). With earnings roughly 96 days out, the next report is the most likely near-term test of the move.

SF price reaction

SF last traded at $80.18, up $0.62 (+0.78%) from the previous close of $79.56. The session traded on 0.4× average volume (below avg), so participation was unremarkable. Over the past month the stock has ranged between $67.98 and $80.18, and it currently sits about 100% of the way up that band.

Bullish and bearish analyst opinions on Stifel Financial Corp (SF)

Latest catalyststrengthens the bull case
The latest catalyst — an earnings beat the market rewarded — it strengthens the bull case and confirms the prevailing bullish analyst lean.

The consensus analyst price target on Stifel Financial Corp (SF) is $90.00, 12.2% above the recent $80.18. Over the past 90 days analysts logged 0 upgrades, 2 maintains, and 0 downgrades. Here is how the bullish and bearish cases on SF line up.

The bullish case

  • Wall Street's consensus price target of $90.00 implies +12.2% upside from $80.18.
  • The Street's most bullish target is $90.00 (+12.2%).
  • Material positive event.
  • Positive 0.8% session move.
  • Stifel Financial Corp (SF) moved +3.16% from $76.34 to $78.75 on 2026-07-15.

The bearish case

  • The bearish case is comparatively thin on recent signals; the main risk is that the climb toward the $90.00 consensus target has to be earned, and any of the risks BestStocks tracks could weigh on the shares.
Bull vs bear balanceBullish Shift
BearishNeutralBullish

Weighing both sides, BestStocks' composite read of recent signals is bullish, as the bull-versus-bear meter above shows. This is an educational summary of the bull and bear case, not investment advice.

Analyst price targets and ratings are FMP consensus figures as of Jul 24, 2026; other aggregators may differ. High and low targets show the range of estimates, not forecasts.

Analyst expectations
Consensus target: $90+12.2%
= 2 maintains
JP Morgan maintained Neutral · 2026-07-23
SEC filings watch
8-K2026-07-22
Material event — review for impact
high
8-K2026-06-25
Material event — review for impact
high
8-K2026-06-09
Material event — review for impact
high
8-K2026-05-28
Material event — review for impact
high
Peer context
SF+0.8%

Previous notable changes for SF

Material / Earnings2026-07-23+0.3%
Stifel Financial Corp (SF) moved +0.76% to $79.56 on 2026-07-23, one day after reporting Q2 FY2026 EPS of $1.42, which beat consensus by +6.77% (estimate: $1.33).
Filings2026-07-22+2.2%
Stifel Financial Corp (SF) filed an 8-K on July 22, 2026. The audit contains only the filing notification; the specific content and reason for the filing are not detailed in the evidence provided.
Material / Earnings2026-07-22+2.2%
Stifel Financial Corp (SF) moved +2.19% on 2026-07-22 after reporting earnings that beat consensus by 6.77%—EPS of $1.42 versus the $1.33 estimate.
Activity2026-07-15+3.2%
Stifel Financial Corp (SF) moved +3.16% from $76.34 to $78.75 on 2026-07-15. We checked news, earnings, analyst updates, SEC filings, and corporate actions — no company-specific catalyst was found. The move appears to be technical: SF reached a new 30-day high on modestly elevated volume (1.7x the 5-day average).
Upcoming catalysts & outlook
Next earnings
2026-10-28 (est.)
in 96 days
Earnings Release
2026-10-28
High impact
Thesis shift
Bullish Shift
bullish signal
Risk level
Low
from change events

Frequently asked questions about SF

Why did Stifel Financial Corp (SF) stock move?

SF rose 0.8% to $80.18. The move is associated with an earnings beat.

How much did SF stock rise?

SF gained 0.78% ($0.62) versus the prior close of $79.56, last trading at $80.18 on 0.4× average volume.

When is Stifel Financial Corp's next earnings date?

SF's next earnings report is estimated for 2026-10-28 — about 96 days away.

What is the analyst price target for SF?

The consensus analyst price target for SF is $90.00, about 12.2% above the current $80.18. Over the past 90 days, analysts recorded 0 upgrades, 2 maintains, and 0 downgrades.

How BestStocks tracks SF

This page is generated automatically by BestStocks' change-detection system after an earnings beat was detected and verified against independent data sources. It draws on 11 tracked change events for SF, cross-checked against the data sources listed below. Price, volume, and market-capitalization figures are the live intraday quote as of July 24, 2026 and refresh as new information is detected; for companies with multiple share classes, market-cap figures can differ by data source. Analyst price targets and ratings are FMP consensus. This is an educational summary of what changed and why — not personalized investment advice.

Data sources
FMP real-time & historical price dataSEC EDGAR filingsFMP earnings & estimatesAnalyst ratings & price targets (FMP)Earnings calendar (FMP)
Educational research tool — not personalized investment advice. Data may be delayed.