Professional
Added to YB: 2026-04-27
Pitch date: 2026-03-31
SF [neutral]
Stifel Financial Corp.
+3.18%
current return
Author Info
No bio for this author
Company Info
Stifel Financial Corp. operates as the bank holding company for Stifel, Nicolaus & Company, Incorporated that provides retail and institutional wealth management, and investment banking services to individual, corporations, municipalities, and institutions in the United States, the United Kingdom, Canada, and internationally.
Market Cap
$11.9B
Pitch Price
$74.81
Price Target
N/A
Dividend
1.76%
EV/EBITDA
N/A
P/E
15.03
EV/Sales
N/A
Sector
Capital Markets
Category
value
Heartland Value Plus Fund Portfolio Holding: Stifel Financial Corp.
SF (holding update): Global wealth mgr down on AI disruption fears & higher-for-longer rate concerns impacting client assets & investment banking. Ranked #1 in JD Power Advisor Satisfaction 3 yrs running, attracting new advisors. AI should boost operational efficiency via automation of routine tasks. Trading 11x 2026 EPS despite durable low-double-digit EPS growth—attractive valuation.
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