Stifel Financial Corp Dossier
Outlook & Key Dates
Estimates, guidance, catalysts, and upcoming events
Analyst Estimates Learn more →
5-Yr Fwd EPS Growth
14.9%projected annual EPS growth
Analyst Coverage
8analysts covering
FY Revenue (est.)
$6Bnext fiscal year
FY EPS (est.)
$6.52next fiscal year
Monitoring Framework
Key Performance Indicators
Total Client Assets Monthly538.7B
Non-GAAP Return on Tangible Common Equity (ROTCE) Quarterly24.8
Non-GAAP Pre-Tax Margin Quarterly2,220.0%
Watch Items
- Net Interest Income (NII) SensitivityTrigger: NII falling below the guided range of $1.1 billion to $1.2 billion for full-year 2026Action: Re-evaluate balance sheet growth targets and deposit pricing strategies, particularly Smart Rate vs. Sweep balances.
- Investment Banking Pipeline RealizationTrigger: Advisory and underwriting revenues dropping more than 15% quarter-over-quarterAction: Assess middle-market deal-making activity, corporate sponsor dry powder deployment, and sector-specific ECM volumes.
Research as of 2 Sep 2026