Stifel Financial Corp (SF) Stock: Price, Forecast & Analyst Target
Stifel Financial Corp (SF) — MoonshotScore 51/100 (Fair band), calculated Oct 27, 2026. Price $67.21 (+1.04%), as of the Oct 27, 2026 trading session; market cap $10.1B. Expected results Jan 27, 2027.
Educational signal · not a buy or sell recommendation · How to read this
Market value / cash and short-term investments: 2.71× (market value Oct 27, 2026; cash Jun 30, 2026) · expected results Jan 27, 2027
Stifel Financial Corp · SF · NYSE · Financial Services · Financial - Capital Markets
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…
Price as of Oct 27, 2026
Key Statistics
MoonshotScore v2 · Stifel Financial (SF)
FairWhy this rating? Method, drivers & history
Bands for the MoonshotScore: Exceptional 80-100 · Strong 65-79 · Fair 45-64 · Weak below 45.
- Business Quality — Is this a genuinely good business?
- Financial Safety — Could this blow up on me?
- Valuation — Am I paying a fair price?
- Growth Durability — Is the growth real and likely to last?
- Momentum — Is the market already moving on this?
Elite quality and durable growth, at a cheap price, but a fragile balance sheet, and the price trend has turned against it. The score also carries a risk penalty for reported profit not backed by cash flow. Business Quality: Elite; Financial Safety: Fragile; Valuation: Fair; Growth Durability: Compounding; Momentum: Falling.
- EPS beat 7 of 8
- Altman Z 0.65 · Piotroski F 4
- ROE 16.1% · ROA 2.1% · current ratio 4.44 · earnings yield 9.2% · free-cash-flow yield 4.1%
Holding back: balance-sheet strain, weak price trend
Helping: business quality, an attractive price, durable growth
What has the MoonshotScore done over time?
| Recorded | Score | Band |
|---|---|---|
| 55 | Fair | |
| 55 | Fair | |
| 53 | Fair | |
| 54 | Fair | |
| 52 | Fair | |
| 51 | Fair |
The score was 51 in the stored Oct 26, 2026 snapshot and remains 51 in the current publication computed Oct 27, 2026 (0); the largest pillar moves were Growth Durability -1 and Momentum +1; the pillar moves offset under the sector-relative weighting, so the headline score is unchanged. This current publication is not yet represented in the immutable snapshot archive.
Calculation uses the most recent completed US trading session. Live price changes do not update the score immediately.
Computed · Educational signal · not a buy or sell recommendation · How the MoonshotScore is computed →
Price & valuation
| Measure | Value | As of |
|---|---|---|
| Latest provided price | $67.21 | |
| Change on the day | +1.04% | |
| 52-week range | $65.40–$89.83 | |
| Market capitalisation | $10.1B | |
| Price / earnings (trailing) | 8.51 | |
| Beta (volatility vs the S&P 500) | 1.01 | |
| Dividends per share (last 12 months) | $1.33 | |
| Dividend yield (last 12 months) | 1.97% |
Why Stifel Financial scores 51
Quality and growth read well. Very weak momentum keeps it in the middle band.
What the price assumes
9.5% a year of free-cash-flow growth for ten years is what a $9.98B market value asks for.
- Free cash flow, last 5 years: -5.4% a year
- Revenue, last 5 years: 10.9% a year
- Analysts' revenue path, 2026–2029: 9.5% a year
The price asks for a turn in cash-flow growth. That depends on investment banking.
Reverse discounted cash flow: 10% discount rate, 3% growth after year ten, starting from trailing twelve months free cash flow of $417.67M. Inputs: FMP statements, estimates and quote.
How the stock reacts to earnings
EPS beat in 9 of 12 reports; the stock still fell the next session after 2 of those beats. Average first-session move: 3.3% either way.
| Report | EPS | Revenue | Next session | 5 sessions |
|---|---|---|---|---|
| Beat | Beat | +2.5% | +5.6% | |
| Beat | In line | -6.5% | -6.0% | |
| Beat | Beat | -1.4% | +2.0% | |
| Beat | Beat | +3.7% | +4.6% | |
| Beat | Beat | +3.7% | +1.6% | |
| Miss | Miss | -0.4% | -0.5% | |
| Beat | Beat | +2.1% | -1.7% | |
| Miss | Beat | +3.7% | +3.6% | |
| Beat | Beat | +5.2% | +7.6% | |
| Beat | Beat | +0.8% | +2.5% | |
| Beat | Beat | +4.8% | +3.2% | |
| Miss | Beat | -4.5% | -2.2% |
Misses have been forgiven. Investment banking drives the stock.
What management is saying differently
Management's own words on the Q2 FY2026 call () against Q1 FY2026 (). Analysts' questions are left out.
- New this call: “operating leverage”, “financial advice”, “incremental margin”, “fee pressure” — none of them came up in Q1 FY2026.
- Getting louder: “investment banking” (4 → 12 mentions), “loan growth” (2 → 7 mentions), “wealth management” (3 → 7 mentions).
- Gone quiet: “balances increased” — regular themes last call, absent this time.
- Hedging words (may, could, uncertain, headwind…): 3.4 per 1,000 words, from 3.4. Confidence words (record, strong, accelerating…): 4.2, from 4.9.
Operating leverage and fee pressure came up. The tone was steady.
Our track record on this stock
Since the score went from 74 to 51 while the share price moved -18.2%.
| Date | Band | 3 months | 6 months | Call |
|---|---|---|---|---|
| Strong → Fair | — | — | — | |
| Fair → Strong | — | — | — | |
| Strong → Fair | — | — | — |
The score has stayed in the Fair band across the stretch we have recorded; we grade each band change three months after it happens.
The crowd against our signals
- Analysts: 57% of 23 rate it a buy; the average target sits +20.3% from today's price.
- Last 90 days: 5 rating actions, every one a reaffirmation.
- Our signals: Fair band; strongest pillar Business Quality (90), weakest Momentum (9).
Opinion on the brokerage and investment bank is split, and our model agrees. A dealmaking recovery would change both views.
Price & events
Triangles mark reported quarters on the line: pointing up is above the recorded estimate, down is below, a diamond means no estimate on file or a dated event that is not a results report. Numbers key to the dated list. Point at or tab to any week for its close.
Events behind the price
- · Earnings results · above the recorded estimate
- · Earnings results · above the recorded estimate
- · Earnings results · above the recorded estimate
- · Earnings call · management outlook
- · Earnings results · above the recorded estimate
Results dates follow the earnings feed; call dates follow the transcript provider. Nearby dates do not establish that an event caused a price move.
Upcoming events
Management outlook
Based on part of this incremental growth and a stable NIM, in addition to the higher loan fee income in the third quarter, we expect fourth quarter net interest income to be in a range of $295 million to $305 million.
James Marischen · Statement from
Further, assuming a stable stock price, we expect to see a fourth quarter effective tax rate in the range of 19% to 22% based on the excess tax benefit related to stock-based compensation.
James Marischen · Statement from
Statement dates identify the earnings call, not a deadline. Management expectations and provider estimates can change.
Read management statementsCouncil Score · weighted blend of 2 available disciplines
Council score for Stifel Financial (SF): Bullish Lean
58/100 · BCouncil is a separate blend of available disciplines; MoonshotScore above remains the five-pillar research rating.
5-Factor Breakdown
Legends Council
4 lenses, 0 current
AI simulations built from the named investors' published principles. Not affiliated with, endorsed by, or the opinion of these individuals. How these lenses are built
Read on: Oct 17, 2026 · older than the 27 hours refresh window; not a current reading
Munger's Mindset
Balance Sheet & Valuation
Read on: Oct 27, 2026
How to read these bars and different assessments
Council is a separate blend of available disciplines; MoonshotScore above remains the five-pillar research rating.
Bars show each model's ordered assessment on its own scale, not a probability or a comparable investment return. The adjacent words give the assessment; more filled segments indicate a stronger model reading.
The Munger lens reads the current price as undervalued against its own estimate of value.
Readings on this page are from Oct 28, 2026, except a card that shows its own read date.
Watch the SF film — every key number, told as a short cinematic story
~2 min · open the film
What is Stifel Financial (SF), and what does it report?
Short answer · as of
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… Stifel Financial Corp (SF) is listed on NYSE. Financial Services / Financial Capital Markets SEC filing business address: Attn: James G. Laschober, 501 N. Broadway, ST. Louis, MO, 63102-2102. It employs 8,900 people and is led by Ronald James Kruszewski. The market values it at $10.1B.
What do the latest results show for Stifel Financial (SF)?
Short answer · as of
Against analyst estimates the company has EPS beat 7 of 8 reports.
Where is operating spending going?
Revenue alongside research and development, selling, general and administrative expenses, and the FMP standardized operating result.
- Latest quarter · revenue
- $1.64B Sep 30, 2026
- Latest quarter · SG&A
- $0.00 Sep 30, 2026
- Latest quarter · FMP standardized operating result
- $526.80M Sep 30, 2026
| Period end | Revenue | R&D | SG&A | FMP standardized operating result |
|---|---|---|---|---|
| Sep 30, 2026 | $1.64B | Not available | $0.00 | $526.80M |
| Jun 30, 2026 | $1.64B | Not available | $979.91M | $299.44M |
| Mar 31, 2026 | $1.67B | Not available | $837.15M | $542.38M |
| Dec 31, 2025 | $1.75B | Not available | $925.15M | $307.91M |
USD. The operating result is the FMP-standardized value supplied by FMP; it may differ from a filing’s GAAP loss from operations when the provider classifies separately presented items differently. It is not net income or cash flow.
Did results meet expectations?
Reported earnings and revenue alongside the estimates recorded by the provider.
- Latest report · revenue
- $1.43B Oct 21, 2026
- Latest report · revenue estimate
- $1.45B Oct 21, 2026
- Latest report · revenue vs estimate
- Below estimate Oct 21, 2026
- Latest report · EPS vs estimate
- Above estimate Oct 21, 2026
| Report date | Revenue · reported | Revenue · estimate | EPS · reported | EPS · estimate |
|---|---|---|---|---|
| Oct 21, 2026 | $1.43B | $1.45B | $1.4600 | $1.4400 |
| Jul 22, 2026 | $1.45B | $1.42B | $1.4200 | $1.3300 |
| Apr 22, 2026 | $1.44B | $1.44B | $1.4500 | $1.3800 |
| Jan 28, 2026 | $1.56B | $1.51B | $1.7500 | $1.6500 |
Dates are report dates, not fiscal period ends. Revenue is in USD; EPS is USD per share, rounded to four decimals. The earnings feed does not establish a basic, diluted or adjusted basis. Earnings-feed EPS may differ from statement EPS; the two series are not combined.
Quarterly income statement — 4 quarters
| Period | Revenue | Net income | EPS |
|---|---|---|---|
| Sep 2026 | $1.64B | $234M | $1.40 (diluted) |
| Q2 FY2026 | $1.64B | $226M | $1.34 (diluted) |
| Q1 FY2026 | $1.67B | $251M | $2.28 (diluted) |
| Q4 FY2025 | $1.75B | $264M | $2.31 (diluted) |
What are the financial strengths and risks for Stifel Financial (SF)?
Short answer
Cash and short-term investments were $3.72B at the Jun 30, 2026 balance-sheet date. Operating cash flow was $131.79M for the quarter ended Jun 30, 2026, meaning operations generated cash. These figures do not establish a cash runway. The MoonshotScore pillars rate business quality, an attractive price, durable growth as strengths. What is holding it back is balance-sheet strain, weak price trend. The distress and quality screens read Altman Z 0.65 · Piotroski F 4. Trailing ratios: ROE 16.1% · ROA 2.1% · current ratio 4.44 · earnings yield 9.2% · free-cash-flow yield 4.1%.
How much cash does the business generate or use?
Quarterly operating cash flow shows cash generated or used by operations.
- Latest quarter · operating cash flow
- $131.79M Jun 30, 2026
- Previous quarter · operating cash flow
- −$342.57M Mar 31, 2026
| Period end | Operating cash flow | Capital expenditure (reported) |
|---|---|---|
| Jun 30, 2026 | $131.79M | Provider sign conflict |
| Mar 31, 2026 | −$342.57M | −$47.85M |
| Dec 31, 2025 | $320.84M | −$13.48M |
| Sep 30, 2025 | $338.30M | −$17.20M |
Operating cash-flow bars share one scale and show magnitude; negative values mean cash used.
USD. Negative operating cash flow means cash used. Capital expenditure keeps the provider’s reported sign; it is not added here to estimate free cash flow or runway.
What should you watch next at Stifel Financial (SF)?
Short answer · as of
The next earnings report is expected on Jan 27, 2027. Current published price targets run low $75.00 · high $83.00 · consensus $79.00 · median $79.00 against a quoted price of $67.21 (as of Oct 27, 2026).
What management is planning
Management expectations, not completed milestones or guarantees. Selected verbatim excerpts; dates follow the transcript provider.
Based on part of this incremental growth and a stable NIM, in addition to the higher loan fee income in the third quarter, we expect fourth quarter net interest income to be in a range of $295 million to $305 million.
James Marischen ·
Further, assuming a stable stock price, we expect to see a fourth quarter effective tax rate in the range of 19% to 22% based on the excess tax benefit related to stock-based compensation.
James Marischen ·
Putting everything together, last year's fourth quarter was an all-time record at $1.56 billion in revenue, and we expect to match it this year even with volatility that slowed what was a very strong investment banking market in the first half. We also expect earnings per share to be higher as we've kept our cost discipline and repurchased 6.8 million shares.
Ronald J. Kruszewski ·
How does Stifel Financial compare with its peers?
Short answer
Stifel Financial's score ranks 10th of 13 in the bounded comparison shown, against 12 same-model peers. These are company scores, not expected investment returns. The set lists named competitors first, then companies in the same data-provider industry classification closest in market value; that classification is the provider's, not our judgment of business similarity.
| Company | Price | Market value | Score |
|---|---|---|---|
| $268.65 Oct 26, 2026 | $17.5B | 92 5-pillar Oct 27, 2026 | |
| $15.12 Oct 26, 2026 | $7.82B | 69 5-pillar Oct 27, 2026 | |
| $55.75 Oct 26, 2026 | $6.72B | 66 5-pillar Oct 27, 2026 | |
| $257.40 Oct 26, 2026 | $9.90B | 65 5-pillar Oct 27, 2026 | |
| $48.47 Oct 26, 2026 | $13.1B | 65 5-pillar Oct 27, 2026 | |
| $45.43 Oct 26, 2026 | $8.59B | 63 5-pillar Oct 27, 2026 | |
| $131.21 Oct 26, 2026 | $9.17B | 57 5-pillar Oct 27, 2026 | |
| $101.34 Oct 26, 2026 | $14.2B | 56 5-pillar Oct 27, 2026 | |
| $8.14 Oct 26, 2026 | $12.4B | 53 5-pillar Oct 27, 2026 | |
| Stifel Financial (SF) — this page | $67.21 | $10.1B | 51 |
| $38.81 Oct 26, 2026 | $11.8B | 49 5-pillar Oct 27, 2026 | |
| $174.04 Oct 26, 2026 | $11.1B | 35 5-pillar Oct 27, 2026 | |
| $25.43 Oct 26, 2026 | $10.3B | 19 5-pillar Oct 27, 2026 |
Only 5-pillar scores are ranked together. Other models are not directly comparable. Price and score dates are shown separately; market-value dates are unavailable.
The records behind this page
Analyst targets & estimates
What analysts have on file
- Price target, low to high
- $75.00 – $83.00
- Consensus target
- $79.00
- Median target
- $79.00
Consensus record · Captured .
Measured against a quoted price of $67.21 (as of Oct 27, 2026).
Insider activity
Form 4 records via FMP · Of the newest 100 records, those within the last 180 days, newest dated Jul 23, 2026
- Transactions
- 28
- Identified insiders
- 10
- Purchases
- 0
- Sales
- 2
- Other transactions
- 26
Purchases and sales use the reported transaction category. Other transactions include awards, exercises, gifts, withholding and unclassified activity; an acquisition or disposition alone is not a purchase or sale. These records do not establish intent.
Who holds the shares?
Institutional ownership reported through 13F filings.
- Reporting holders
- 605 Period end Jun 30, 2026
- Previous quarter · holders
- 642 Prior to period end Jun 30, 2026
| Holders in provider snapshot | Shares |
|---|---|
| Blackrock, INC. | 14,779,953 |
| Fmr LLC | 8,534,782 |
| Vanguard Portfolio Management LLC | 7,163,692 |
| Vanguard Capital Management LLC | 6,659,358 |
| Aqr Capital Management LLC | 6,001,400 |
Quarterly filings lag the period end. Holder rows are names in the provider snapshot, not a verified ranking; individual filing dates are not supplied. Related managers may appear separately, so these positions are not summed. Holder snapshot as of Jun 30, 2026.
What has been published about Stifel Financial (SF)?
Stifel Financial Financial Services Stock: Key Questions Answered
These answers are editorial: 1 of these 9 answers is drawn from the SF research dossier (written May 9, 2026 by gemini-2.0-flash); the other 8 are question templates that restate figures shown above. Figures in this section are not part of the source register.
What does the MoonshotScore mean for SF?
SF carries the MoonshotScore stated above — the Fair band. This is an educational research signal, not a buy or sell recommendation. The number comes from the five-pillar engine (business quality, financial safety, valuation, growth durability, momentum), re-ranked daily against sector peers. Stifel Financial Corp. is a diversified financial services company providing wealth management and investment banking services.
Is SF a good stock to buy?
Stock Expert AI does not rate SF buy, sell or hold. Stifel Financial Corp carries a MoonshotScore, in the Fair band, a research rating against its peers rather than a forecast. Whether it fits is your call: check what it sells, whether it earns and what the price assumes. This is educational content, not investment advice.
What is the SF stock price today?
The last price recorded on this page for Stifel Financial Corp (SF) is $67.21, as of the Oct 27, 2026 trading session (source: Financial Modeling Prep (FMP) quote). It is a provider snapshot, not a live exchange feed, so check a brokerage quote before you trade.
What is the SF price target?
The analyst consensus price target for Stifel Financial Corp (SF) is $79.00 (range $75.00 to $83.00, median $79.00), per FMP data captured Oct 27, 2026. Targets are analyst opinions and change often; they are not a Stock Expert AI forecast.
What are the main risks for SF?
The main risks for Stifel Financial Corp. include market volatility, which can impact investment returns and transaction volumes. Regulatory changes and increased compliance costs can also negatively affect the company's profitability.
What are the key factors to evaluate for SF?
Stifel Financial Corp (SF) holds a MoonshotScore in the moderate range. P/E: 8.51x. Analysts target $79.00 (+19%). Pursuing further strategic acquisitions of smaller wealth management firms and investment banks can provide access to new markets and client bases. Not financial advice.
How frequently does SF data refresh on this page?
SF's price is the last quote we recorded, from the Oct 26, 2026 trading session. Pages are served from a cache, so the copy you are reading can lag that quote. The quote is a provider snapshot, not an exchange feed. Fundamentals follow quarterly filings. V2 is recalculated from the most recent completed US trading session; the score's own date shows its last successful run.
What has driven SF's recent stock price performance?
Stifel Financial Corp (SF) moves on earnings results, analyst revisions, sector rotation, and market sentiment. Notable catalyst: Diversified revenue streams across multiple financial services segments. See the News tab for the latest drivers. Past performance does not predict future results.
Should investors consider SF overvalued or undervalued right now?
Stifel Financial Corp (SF) trades at 8.51x earnings. Analysts target $79.00 (+19%) — upside seen. Compare P/E, P/S, and EV/EBITDA against sector peers for a full view.
Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.
Machine-generated analysis by Stock Expert AI — model gemini-2.0-flash, generated May 9, 2026. Editorial oversight is systemic, not page-by-page. Editorially accountable: Sedat ANAK, Founder and Editor-in-Chief.
Sources — records for every figure on this page (79 figures)
The 79 rows below are exactly the facts the evidence-backed sections of this page printed — the 10-second verdict, the MoonshotScore, price and market value, the five questions with their receipts, and the records behind this page. Known dates and sources are recorded on their own rows; an em dash or UNRECORDED tier preserves a stored observation without inventing either. The quarterly income statement is provider-standardized (FMP) under one row, and scale definitions — a 0-100 rating, the band ladder, the Piotroski 0–9 range — are fixed rather than measured. No number in those sections was generated by a model. The register does not cover quoted third-party headlines, the dated council readings, or the Frequently Asked Questions; each of those says where it came from where it stands.
"As of" is the date the value is true for where the source carries one — a quarter end, a filing date, a price close, the day the score was computed. A cached observation with no source date remains undated; the page publication date is not used as a substitute.
OFFICIAL — 2 facts from SEC filings and earnings calls
| Fact ID | Fact | Value as shown | As of | Tier | Source |
|---|---|---|---|---|---|
prod.outlook | Management outlook — call excerpts | James Marischen (Oct 21, 2026): Based on part of this incremental growth and a stable NIM, in addition to the higher loan fee income in the third quarter, we expect fourth quarter net interest income to be in a range of $295 million to $305 million. James Marischen (Oct 21, 2026): Further, assuming a stable stock price, we expect to see a fourth quarter effective tax rate in the range of 19% to 22% based on the excess tax benefit related to stock-based compensation. Ronald J. Kruszewski (Oct 21, 2026): Putting everything together, last year's fourth quarter was an all-time record at $1.56 billion in revenue, and we expect to match it this year even with volatility that slowed what was a very strong investment banking market in the first half. We also expect earnings per share to be higher as we've kept our cost discipline and repurchased 6.8 million shares. | OFFICIAL | Company earnings call, transcript via Financial Modeling Prep (FMP) — Selected verbatim statements from the latest available call, dated by the transcript provider. Management expectations, not completed milestones or guarantees. Relative dates retain the speaker's wording. | |
id.hq | SEC filing business address | Attn: James G. Laschober, 501 N. Broadway, ST. Louis, MO, 63102-2102 | OFFICIAL | SEC EDGAR filer business address — The SEC filer business address. Our market-data provider separately lists "One Financial Plaza, Saint Louis, MO, 63102-2188, US". The FMP company description names Saint Louis, Missouri as the headquarters; this page uses the address in this row. |
FMP — 67 facts from Financial Modeling Prep endpoint families
| Fact ID | Fact | Value as shown | As of | Tier | Source |
|---|---|---|---|---|---|
earn.next | Next earnings date | Jan 27, 2027 | FMP | Financial Modeling Prep (FMP) earnings calendar — The date is our provider's estimate until the company confirms it. | |
px.last | Latest provided price | $67.21 | FMP | Financial Modeling Prep (FMP) quote — Dated to the US trading session the price belongs to, derived from the quote record's timestamp (weekend and pre-open reads roll back to the previous weekday; exchange holidays are not modelled). The record does not establish an exchange execution time. | |
px.change | Change on the day | +1.04% | FMP | Financial Modeling Prep (FMP) quote | |
px.mcap | Market capitalization | $10.1B | FMP | Financial Modeling Prep (FMP) quote — Provider market cap uses the share class it prices; a company with more than one class may show a larger total elsewhere. Market cap record date: 2026-10-27. Source capture time was not supplied. No share-count basis is inferred; this page preserves the reported amount instead of recalculating it from shares. | |
id.business_summary | Business description (FMP excerpt) | 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… | FMP | Financial Modeling Prep (FMP) company profile — Deterministic excerpt derived from id.description; source and date describe the input fact, not a new provider observation | |
px.change_abs | Change on the day, in dollars | +$0.69 | FMP | Financial Modeling Prep (FMP) quote | |
px.range52 | 52-week range | $65.40–$89.83 | FMP | Financial Modeling Prep (FMP) quote | |
px.pe | Price / earnings (trailing) | 8.51 | FMP | Financial Modeling Prep (FMP) · quote | |
px.beta | Beta | 1.01 | FMP | Financial Modeling Prep (FMP) company profile | |
id.sector | Sector / industry (provider taxonomy) | Financial Services / Financial Capital Markets | FMP | Financial Modeling Prep (FMP) company profile — The company's SEC filings classify it under SIC 6211 — Security Brokers, Dealers & Flotation Companies. | |
id.employees | Employees | 8,900 | FMP | Financial Modeling Prep (FMP) employee count, from the company's filing | |
id.ceo | Chief executive | Ronald James Kruszewski | FMP | Financial Modeling Prep (FMP) key executives (proxy-derived) — Titles and pay come from the company's proxy statement as our provider parsed it. | |
fin.annual | Revenue and net result by fiscal year | 5 fiscal years, FY2021 through FY2025: FY2021 revenue $4.72B, net result $824.86M; FY2022 revenue $4.54B, net result $662.16M; FY2023 revenue $5.10B, net result $522.54M; FY2024 revenue $5.89B, net result $731.38M; FY2025 revenue $6.30B, net result $683.78M | FMP | Financial Modeling Prep (FMP), from the company's 10-K income statements | |
fin.rev_mix | Reported revenue segments | Commissions $813.62M · Asset Management $1.70B · Investment Banking $1.25B · Product and Service, Other $6.31M | FMP | Financial Modeling Prep (FMP) revenue segmentation, from the company's 10-K | |
fin.gross_margin | Gross margin (trailing twelve months) | 85.4% | FMP | Financial Modeling Prep (FMP) key-metrics-ttm + ratios-ttm — A ratio our provider could not compute is absent rather than shown as zero. | |
fin.q_table.depth.2026-09-30.revenue_k | Revenue — period end 2026-09-30 | $1.64B | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2026-09-30.sga_k | SG&A — period end 2026-09-30 | $0.00 | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2026-09-30.operating_result_k | FMP standardized operating result — period end 2026-09-30 | $526.80M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2026-06-30.revenue_k | Revenue — period end 2026-06-30 | $1.64B | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2026-06-30.sga_k | SG&A — period end 2026-06-30 | $979.91M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2026-06-30.operating_result_k | FMP standardized operating result — period end 2026-06-30 | $299.44M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2026-03-31.revenue_k | Revenue — period end 2026-03-31 | $1.67B | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2026-03-31.sga_k | SG&A — period end 2026-03-31 | $837.15M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2026-03-31.operating_result_k | FMP standardized operating result — period end 2026-03-31 | $542.38M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2025-12-31.revenue_k | Revenue — period end 2025-12-31 | $1.75B | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2025-12-31.sga_k | SG&A — period end 2025-12-31 | $925.15M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2025-12-31.operating_result_k | FMP standardized operating result — period end 2025-12-31 | $307.91M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
earn.history.depth.2026-10-21.revenue_actual | Revenue · reported — report date 2026-10-21 | $1.43B | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-10-21.revenue_estimated | Revenue · estimate — report date 2026-10-21 | $1.45B | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-10-21.eps_actual | EPS · reported — report date 2026-10-21 | $1.4600 | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-10-21.eps_estimated | EPS · estimate — report date 2026-10-21 | $1.4400 | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-07-22.revenue_actual | Revenue · reported — report date 2026-07-22 | $1.45B | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-07-22.revenue_estimated | Revenue · estimate — report date 2026-07-22 | $1.42B | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-07-22.eps_actual | EPS · reported — report date 2026-07-22 | $1.4200 | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-07-22.eps_estimated | EPS · estimate — report date 2026-07-22 | $1.3300 | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-04-22.revenue_actual | Revenue · reported — report date 2026-04-22 | $1.44B | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-04-22.revenue_estimated | Revenue · estimate — report date 2026-04-22 | $1.44B | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-04-22.eps_actual | EPS · reported — report date 2026-04-22 | $1.4500 | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-04-22.eps_estimated | EPS · estimate — report date 2026-04-22 | $1.3800 | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-01-28.revenue_actual | Revenue · reported — report date 2026-01-28 | $1.56B | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-01-28.revenue_estimated | Revenue · estimate — report date 2026-01-28 | $1.51B | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-01-28.eps_actual | EPS · reported — report date 2026-01-28 | $1.7500 | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-01-28.eps_estimated | EPS · estimate — report date 2026-01-28 | $1.6500 | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
fin.cash_investments | Cash and short-term investments | $3.72B | FMP | Financial Modeling Prep (FMP), from the company's balance sheet — Long-term investments are shown separately; their marketability is not established by the provider field. The cash and short-term investment balance does not establish unrestricted availability. Long-term investments are excluded and remain unclassified. Restrictions on cash and short-term investments require separate review. | |
fin.opcf_latest | Latest-quarter operating cash flow | $131.79M | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Period end: 2026-06-30. Negative operating cash flow means cash used. This figure is not a cash-runway estimate. | |
fin.long_term_investments | Long-term investments (classification unverified) | $36.17B | FMP | Financial Modeling Prep (FMP), from the company's balance sheet — Long-term investments are shown separately; their marketability is not established by the provider field. The cash and short-term investment balance does not establish unrestricted availability. | |
fin.total_debt | Total debt | $839.60M | FMP | Financial Modeling Prep (FMP), from the company's balance sheet — Long-term investments are shown separately; their marketability is not established by the provider field. The cash and short-term investment balance does not establish unrestricted availability. | |
fin.price_to_book | Price to book value | 1.70× | FMP | Financial Modeling Prep (FMP) key-metrics-ttm + ratios-ttm — A ratio our provider could not compute is absent rather than shown as zero. | |
fin.opcf.depth.2026-06-30.operating_cash_flow_m | Operating cash flow — period end 2026-06-30 | $131.79M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note |
fin.opcf.depth.2026-03-31.operating_cash_flow_m | Operating cash flow — period end 2026-03-31 | −$342.57M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note |
fin.opcf.depth.2026-03-31.capex_m | Capital expenditure (reported) — period end 2026-03-31 | −$47.85M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note |
fin.opcf.depth.2025-12-31.operating_cash_flow_m | Operating cash flow — period end 2025-12-31 | $320.84M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note |
fin.opcf.depth.2025-12-31.capex_m | Capital expenditure (reported) — period end 2025-12-31 | −$13.48M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note |
fin.opcf.depth.2025-09-30.operating_cash_flow_m | Operating cash flow — period end 2025-09-30 | $338.30M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note |
fin.opcf.depth.2025-09-30.capex_m | Capital expenditure (reported) — period end 2025-09-30 | −$17.20M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note |
earn.pt | Stored analyst price targets | low $75.00 · high $83.00 · consensus $79.00 · median $79.00 | FMP | Financial Modeling Prep (FMP) · price-target consensus — Captured Oct 27, 2026 · Coverage not supplied | |
earn.pt_range | Analyst price target, low to high | $75.00 – $83.00 | FMP | Financial Modeling Prep (FMP) · price-target consensus — Captured Oct 27, 2026 · Coverage not supplied | |
earn.pt_consensus | Consensus analyst price target | $79.00 | FMP | Financial Modeling Prep (FMP) · price-target consensus — Captured Oct 27, 2026 · Coverage not supplied | |
earn.pt_median | Median analyst price target | $79.00 | FMP | Financial Modeling Prep (FMP) · price-target consensus — Captured Oct 27, 2026 · Coverage not supplied | |
own.insiders | Insider transactions via FMP | 28 transactions · 0 purchases, 2 sales, 26 other transactions · 10 identified insiders · of the newest 100 records, those within the last 180 days, newest dated Jul 23, 2026 | FMP | Financial Modeling Prep (FMP), carrying Form 4 transaction records — Purchases and sales use the reported transaction category. Other transactions include awards, exercises, gifts, withholding and unclassified activity; an acquisition or disposition alone is not a purchase or sale. These records do not establish intent. | |
own.institutions.depth.holders | Reporting holders | 605 | FMP | Financial Modeling Prep (FMP) institutional ownership summary, from 13F filings — 13F filings are quarterly and lag the quarter end by up to 45 days. Period end Jun 30, 2026 | |
own.institutions.depth.holders_previous_quarter | Previous quarter · holders | 642 | FMP | Financial Modeling Prep (FMP) institutional ownership summary, from 13F filings — 13F filings are quarterly and lag the quarter end by up to 45 days. Prior to period end Jun 30, 2026 | |
own.top_holders.depth.holder_0.shares | Blackrock, INC. — shares in provider snapshot | 14,779,953 | FMP | Financial Modeling Prep (FMP) institutional holders, from 13F filings — Provider snapshot as of 2026-06-30; individual filing date not supplied. | |
own.top_holders.depth.holder_1.shares | Fmr LLC — shares in provider snapshot | 8,534,782 | FMP | Financial Modeling Prep (FMP) institutional holders, from 13F filings — Provider snapshot as of 2026-06-30; individual filing date not supplied. | |
own.top_holders.depth.holder_2.shares | Vanguard Portfolio Management LLC — shares in provider snapshot | 7,163,692 | FMP | Financial Modeling Prep (FMP) institutional holders, from 13F filings — Provider snapshot as of 2026-06-30; individual filing date not supplied. | |
own.top_holders.depth.holder_3.shares | Vanguard Capital Management LLC — shares in provider snapshot | 6,659,358 | FMP | Financial Modeling Prep (FMP) institutional holders, from 13F filings — Provider snapshot as of 2026-06-30; individual filing date not supplied. | |
own.top_holders.depth.holder_4.shares | Aqr Capital Management LLC — shares in provider snapshot | 6,001,400 | FMP | Financial Modeling Prep (FMP) institutional holders, from 13F filings — Provider snapshot as of 2026-06-30; individual filing date not supplied. |
UNRECORDED — 3 facts from stored observations whose source was not recorded
| Fact ID | Fact | Value as shown | As of | Tier | Source |
|---|---|---|---|---|---|
earn.history | Reported versus estimated, recent quarters | EPS beat 7 of 8 | UNRECORDED | Stored earnings-history observation — Captured 2026-10-25 · Expired observation | |
fin.scores | Distress and quality screens | Altman Z 0.65 · Piotroski F 4 | UNRECORDED | Stored financial-scores observation — Captured 2026-10-27 | |
fin.ratios | Return and yield ratios (trailing twelve months) | ROE 16.1% · ROA 2.1% · current ratio 4.44 · earnings yield 9.2% · free-cash-flow yield 4.1% | — | UNRECORDED | Stored key metrics — Date unknown |
COMPUTED — 5 facts from our arithmetic, formula restated
| Fact ID | Fact | Value as shown | As of | Tier | Source |
|---|---|---|---|---|---|
fin.mcap_to_cash | Market value per dollar of cash and short-term investments | 2.71× | — | COMPUTED | Computed on this page from the figures above — The market capitalisation printed on this page divided by cash and short-term investments of $3.72B at Jun 30, 2026. Long-term investments are excluded and remain unclassified. Restrictions on cash and short-term investments require separate review. Market cap record date: 2026-10-27. Balance-sheet reference date: 2026-06-30. The inputs do not establish a single common source date for this ratio. |
div.ttm_per_share | Dividends per share, last 12 months (split-adjusted) | $1.33 | COMPUTED | Financial Modeling Prep (FMP) split-adjusted dividend history — Sum of 4 split-adjusted declared dividends with an ex-date in the 365 days to 2026-10-27, per current share. Ex-dates are not payment dates; special dividends are included. Not a declared annual rate. | |
div.ttm_yield | Dividend yield, last 12 months | 1.97% | COMPUTED | Financial Modeling Prep (FMP) split-adjusted dividend history and quote — Split-adjusted dividends with ex-dates in the trailing 365-day window divided by the packet price, on the same current-share basis. Price date follows the quote, latest price bar or packet-build day when unstamped. Not a forecast or declared annual rate. | |
earn.history.depth.2026-10-21.revenue_actual.comparison | Latest report · revenue vs estimate | Below estimate | Report date · | COMPUTED | Computed from Financial Modeling Prep (FMP) earnings — Earnings-history note — Method: compare reported revenue ($1.43B) with the recorded estimate ($1.45B) at displayed precision. Equal displayed values are in line. This compares reported results with recorded estimates, not investment returns. |
earn.history.depth.2026-10-21.eps_actual.comparison | Latest report · EPS vs estimate | Above estimate | Report date · | COMPUTED | Computed from Financial Modeling Prep (FMP) earnings — Earnings-history note — Method: compare reported EPS ($1.4600) with the recorded estimate ($1.4400) at displayed precision. Equal displayed values are in line. This compares reported results with recorded estimates, not investment returns. |
OURS — 2 facts from Stock Expert AI's own score and rank
| Fact ID | Fact | Value as shown | As of | Tier | Source |
|---|---|---|---|---|---|
ours.moonshot | MoonshotScore v2 | 51 of 100 · Fair · pillars 90 / 16 / 76 / 85 / 9 | OURS | Stock Expert AI MoonshotScore v2 engine | |
ours.moonshot_change | MoonshotScore movement | 51 (stored snapshot Oct 26, 2026) → 51 (current publication computed Oct 27, 2026) (0) | OURS | Stock Expert AI current score publication and immutable score snapshots — The current score publication is not yet represented in the immutable snapshot archive. |
Fact-family notes
- Quarterly statement note. Source series as of 2026-09-30. USD. The operating result is the FMP-standardized value supplied by FMP; it may differ from a filing’s GAAP loss from operations when the provider classifies separately presented items differently. It is not net income or cash flow. Applies to Fact IDs:
fin.q_table.depth.2026-09-30.revenue_k,fin.q_table.depth.2026-09-30.sga_k,fin.q_table.depth.2026-09-30.operating_result_k,fin.q_table.depth.2026-06-30.revenue_k,fin.q_table.depth.2026-06-30.sga_k,fin.q_table.depth.2026-06-30.operating_result_k,fin.q_table.depth.2026-03-31.revenue_k,fin.q_table.depth.2026-03-31.sga_k,fin.q_table.depth.2026-03-31.operating_result_k,fin.q_table.depth.2025-12-31.revenue_k,fin.q_table.depth.2025-12-31.sga_k,fin.q_table.depth.2025-12-31.operating_result_k. - Earnings-history note. Source series as of 2026-10-21. Dates are report dates, not fiscal period ends. Revenue is in USD; EPS is USD per share, rounded to four decimals. The earnings feed does not establish a basic, diluted or adjusted basis. Earnings-feed EPS may differ from statement EPS; the two series are not combined. Applies to Fact IDs:
earn.history.depth.2026-10-21.revenue_actual,earn.history.depth.2026-10-21.revenue_estimated,earn.history.depth.2026-10-21.revenue_actual.comparison,earn.history.depth.2026-10-21.eps_actual.comparison,earn.history.depth.2026-10-21.eps_actual,earn.history.depth.2026-10-21.eps_estimated,earn.history.depth.2026-07-22.revenue_actual,earn.history.depth.2026-07-22.revenue_estimated,earn.history.depth.2026-07-22.eps_actual,earn.history.depth.2026-07-22.eps_estimated,earn.history.depth.2026-04-22.revenue_actual,earn.history.depth.2026-04-22.revenue_estimated,earn.history.depth.2026-04-22.eps_actual,earn.history.depth.2026-04-22.eps_estimated,earn.history.depth.2026-01-28.revenue_actual,earn.history.depth.2026-01-28.revenue_estimated,earn.history.depth.2026-01-28.eps_actual,earn.history.depth.2026-01-28.eps_estimated. - Cash-flow note. Source series as of 2026-06-30. USD. Negative operating cash flow means cash used. Capital expenditure keeps the provider’s reported sign; it is not added here to estimate free cash flow or runway. Applies to Fact IDs:
fin.opcf.depth.2026-06-30.operating_cash_flow_m,fin.opcf.depth.2026-03-31.operating_cash_flow_m,fin.opcf.depth.2026-03-31.capex_m,fin.opcf.depth.2025-12-31.operating_cash_flow_m,fin.opcf.depth.2025-12-31.capex_m,fin.opcf.depth.2025-09-30.operating_cash_flow_m,fin.opcf.depth.2025-09-30.capex_m.
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