Stifel Financial Ownership

SF Stock  USD 116.22  1.21  1.05%   
Stifel Financial shows a total of 102.35 Million outstanding shares. The majority of Stifel Financial outstanding shares are owned by institutional holders. These institutional investors are usually referred to as non-private investors looking to take positions in Stifel Financial to benefit from reduced commissions. Consequently, institutions are subject to a different set of regulations than regular investors in Stifel Financial. Please pay attention to any change in the institutional holdings of Stifel Financial as this could imply that something significant has changed or is about to change at the company. On November 7, 2024, Representative Josh Gottheimer of US Congress acquired under $15k worth of Stifel Financial's common stock.
 
Shares in Circulation  
First Issued
2009-03-31
Previous Quarter
110 M
Current Value
111 M
Avarage Shares Outstanding
108.5 M
Quarterly Volatility
14.5 M
 
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Some institutional investors establish a significant position in stocks such as Stifel Financial in order to find ways to drive up its value. Retail investors, on the other hand, need to know that institutional holders can own millions of shares of Stifel Financial, and when they decide to sell, the stock will often sell-off, which may instantly impact shareholders' value. So, traders who get in early or near the beginning of the institutional investor's buying cycle could potentially generate profits.
At this time, Stifel Financial's Dividend Yield is most likely to increase slightly in the upcoming years. The Stifel Financial's current Dividend Paid And Capex Coverage Ratio is estimated to increase to 2.08, while Dividends Paid is projected to decrease to roughly 160.9 M. The Stifel Financial's current Net Income Applicable To Common Shares is estimated to increase to about 754.5 M, while Common Stock Shares Outstanding is projected to decrease to roughly 68.6 M.
Please note, institutional investors have a lot of resources and new technology at their disposal. They can put in a lot of research and financial analysis when reviewing investment options. There are many different types of institutional investors, including banks, hedge funds, insurance companies, and pension plans. One of the main advantages they have over retail investors is the fees paid for trades. As they are buying in large quantities, they can manage their cost more effectively.
  
Check out World Market Map to better understand how to build diversified portfolios, which includes a position in Stifel Financial. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in census.
For more detail on how to invest in Stifel Stock please use our How to Invest in Stifel Financial guide.

Stifel Stock Ownership Analysis

About 88.0% of the company shares are owned by institutional investors. The book value of Stifel Financial was at this time reported as 47.62. The company has Price/Earnings To Growth (PEG) ratio of 1.04. Stifel Financial recorded earning per share (EPS) of 5.53. The entity last dividend was issued on the 2nd of December 2024. The firm had 3:2 split on the 17th of December 2020. Stifel Financial Corp., a financial services and bank holding company, provides retail and institutional wealth management, and investment banking services to individual investors, corporations, municipalities, and institutions in the United States, the United Kingdom, the rest of Europe, and Canada. It also participates in and manages underwritings for corporate and public finance and offers financial advisory and securities brokerage services. Stifel Financial operates under Capital Markets classification in the United States and is traded on New York Stock Exchange. It employs 8509 people. To find out more about Stifel Financial contact Christopher Reichert at 314 342 2000 or learn more at https://www.stifel.com.
Besides selling stocks to institutional investors, Stifel Financial also allocates a substantial amount of its earnings to a pull of share-based compensation to be paid out to its employees, managers, executives, and members of the board of directors. Share-Based compensation (also sometimes called Stock-Based Compensation) is a way of paying different Stifel Financial's stakeholders with equity in the business. It is typically used as a motivation factor for employees to contribute beyond their regular compensation (salary and bonus). It is also used as a tool to align Stifel Financial's strategic interests with those of the company's shareholders. Shares issued to employees are usually subject to a vesting period before they are earned and sold.

Stifel Financial Quarterly Liabilities And Stockholders Equity

38.93 Billion

Stifel Financial Insider Trades History

Roughly 3.0% of Stifel Financial are currently held by insiders. Unlike Stifel Financial's institutional investors, corporate insiders most likely have a limit on the maximum percentage of share ownership. This is done to align insiders' influence against Stifel Financial's private investors even though both sides will benefit from rising prices or experience loss when the share price declines. The good rule to have in mind is that the maximum share ownership percentage of the corporate insiders should not surpass 25%. View all of Stifel Financial's insider trades
 
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Stifel Stock Institutional Investors

Have you ever been surprised when a price of an equity instrument such as Stifel Financial is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading Stifel Financial backward and forwards among themselves. Stifel Financial's institutional investor refers to the entity that pools money to purchase Stifel Financial's securities or originate loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.
Shares
Geode Capital Management, Llc2024-09-30
1.7 M
Macquarie Group Ltd2024-06-30
1.7 M
Lsv Asset Management2024-09-30
1.5 M
Fisher Asset Management, Llc2024-09-30
1.5 M
Gw&k Investment Management, Llc2024-09-30
1.2 M
Charles Schwab Investment Management Inc2024-09-30
1.2 M
Norges Bank2024-06-30
1.2 M
Silvercrest Asset Management Group Llc2024-06-30
1.2 M
Bank Of New York Mellon Corp2024-06-30
1.2 M
Vanguard Group Inc2024-09-30
10.4 M
Blackrock Inc2024-06-30
9.2 M
Note, although Stifel Financial's institutional investors appear to be way more sophisticated than retail investors, it remains unclear if professional active investment managers can reliably enhance risk-adjusted returns by an amount that exceeds fees and expenses.

Stifel Financial Insider Trading Activities

Some recent studies suggest that insider trading raises the cost of capital for securities issuers and decreases overall economic growth. Trading by specific Stifel Financial insiders, such as employees or executives, is commonly permitted as long as it does not rely on Stifel Financial's material information that is not in the public domain. Local jurisdictions usually require such trading to be reported in order to monitor insider transactions. In many U.S. states, trading conducted by corporate officers, key employees, directors, or significant shareholders must be reported to the regulator or publicly disclosed, usually within a few business days of the trade. In these cases Stifel Financial insiders are required to file a Form 4 with the U.S. Securities and Exchange Commission (SEC) when buying or selling shares of their own companies.

Stifel Financial's latest congressional trading

Congressional trading in companies like Stifel Financial, is subject to rigorous scrutiny to prevent conflicts of interest and insider trading. This is governed by multiple SEC regulations which were established to foster transparency and deter members of Congress from leveraging non-public information for personal gain. This oversight helps maintain public trust and ensures that investments in Stifel Financial by those in governmental positions are based on the same information available to the general public.
2024-11-07Representative Josh GottheimerAcquired Under $15KVerify
2024-07-22Representative Michael McCaulAcquired Under $15KVerify
2024-07-09Representative Josh GottheimerAcquired Under $15KVerify

Stifel Financial Outstanding Bonds

Stifel Financial issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. Stifel Financial uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most Stifel bonds can be classified according to their maturity, which is the date when Stifel Financial has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.

Stifel Financial Corporate Filings

8K
21st of November 2024
Report filed with the SEC to announce major events that shareholders should know about
ViewVerify
F4
20th of November 2024
The report filed by a party regarding the acquisition or disposition of a company's common stock, as well as derivative securities such as options, warrants, and convertible securities
ViewVerify
14th of November 2024
Other Reports
ViewVerify
13A
12th of November 2024
The form used by investors holding more than 5% of a company's stock, to report their beneficial ownership pursuant to Rule 13d-1 or Rule 13d-2 under the Securities Exchange Act of 1934
ViewVerify

Currently Active Assets on Macroaxis

Check out World Market Map to better understand how to build diversified portfolios, which includes a position in Stifel Financial. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in census.
For more detail on how to invest in Stifel Stock please use our How to Invest in Stifel Financial guide.
You can also try the Alpha Finder module to use alpha and beta coefficients to find investment opportunities after accounting for the risk.
Is Investment Banking & Brokerage space expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of Stifel Financial. If investors know Stifel will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about Stifel Financial listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth
1.577
Dividend Share
1.62
Earnings Share
5.53
Revenue Per Share
45.507
Quarterly Revenue Growth
0.178
The market value of Stifel Financial is measured differently than its book value, which is the value of Stifel that is recorded on the company's balance sheet. Investors also form their own opinion of Stifel Financial's value that differs from its market value or its book value, called intrinsic value, which is Stifel Financial's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Stifel Financial's market value can be influenced by many factors that don't directly affect Stifel Financial's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Stifel Financial's value and its price as these two are different measures arrived at by different means. Investors typically determine if Stifel Financial is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Stifel Financial's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.