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Stifel Financial (SF)

Eaton Partners, a Stifel Company, is one of the world's largest capital placement agents and fund advisory firms, having raised more than $100 billion across more than 140 highly differentiated alternative investment funds and offerings. Founded in 1983, Eaton advises and raises institutional capital for investment managers across alternative strategies - private equity, private credit, real assets, real estate, and hedge funds/public market - in both the primary and secondary markets. Eaton Partners maintains offices and operates throughout North America, Europe, and Asia.

Company profile

Ticker
SF, SF+B, SF+C, SF+D
Exchange
Website
CEO
Ronald Kruszewski
Employees
Incorporated
Location
Fiscal year end
SEC CIK
Subsidiaries
Stifel, Nicolaus & Company, Incorporated • KCP Fund General Partner LLC • Stifel Nicolaus Insurance Agency, Incorporated • Stifel Nicolaus Israel Ltd. • Thomas Weisel Capital Management LLC • Thomas Weisel Strategic Opportunities Partners LLC • Stifel Bancorp, Inc. • Stifel Bank Community Development Corporation • Stifel Bank - CDC - 501 N Broadway, Inc. • SBT Investments - REIT, Inc. ...
IRS number
431273600

SF stock data

Analyst ratings and price targets

Last 3 months

Investment data

Data from SEC filings
Securities sold
Number of investors
Top 50 of 3302 long holdings
End of quarter 31 Mar 22
Value
 
#Shares
 
$2.38B 13.63M
$2.29B 7.43M
$1.27B 390.91K
$1.01B 1.98M
$915.56M 2.03M
$900.39M 323.73K
$815.32M 3.68M
$694.37M 2.32M
$663.15M 9.54M
$652.62M 3.68M
$646.34M 3.86M
$637.32M 12.31M
$615.08M 4.51M
$611.07M 2.24M
$609.58M 7.43M
$571.75M 5.34M
$566.86M 2.07M
$566.33M 1.36M
$561.42M 3.67M
$530.58M 1.57M
$528.31M 1.2M
$523.52M 1.64M
$505.7M 9.07M
$496.25M 3.05M
$489.36M 175.21K
$464.48M 806.55K
$461.15M 6.04M
$452.61M 3.04M
$452.26M 2.79M
$445.78M 1.61M
$443.96M 4.53M
$439.46M 2.88M
$418.63M 6.75M
$418.31M 2.69M
$405.8M 687.02K
$403.41M 3.64M
$386.74M 1.7M
$374.79M 2.73M
$365.77M 2.31M
$363.98M 3.66M
$361.41M 3.05M
$356.08M 2.09M
$351.42M 2.6M
$349.1M 1.57M
$343.88M 6.94M
$343.2M 3.4M
$341.08M 3.75M
$340.35M 1.28M
$338.04M 536.82K
Vanguard Tax-managed Intl FD
$337.65M 7.03M
Holdings list only includes long positions. Only includes long positions.

Calendar

4 Aug 22
9 Aug 22
31 Dec 22
Quarter (USD) Jun 22 Mar 22 Dec 21 Sep 21
Revenue
Cost of revenue
Operating income
Operating margin
Net income
Net profit margin
Cash on hand
Change in cash
Diluted EPS
Annual (USD) Dec 21 Dec 20 Dec 19 Dec 18
Revenue
Cost of revenue
Operating income
Operating margin
Net income
Net profit margin
Cash on hand
Change in cash
Diluted EPS
Date Owner Security Transaction Code Indirect 10b5-1 $Price #Shares $Value #Remaining
13 Jun 22 Berlew Adam T. Phantom Stock Units Common Stock Grant Acquire A No No 56.78 1,761 99.99K 1,761
13 Jun 22 Brown Kathleen Phantom Stock Units Common Stock Grant Acquire A No No 56.78 1,761 99.99K 1,761
13 Jun 22 Brown Michael W Phantom Stock Units Common Stock Grant Acquire A No No 56.78 1,761 99.99K 1,761
13 Jun 22 Ludeman Daniel J. Phantom Stock Units Common Stock Grant Acquire A No No 56.78 1,761 99.99K 1,761
13 Jun 22 Markus Maura A. Phantom Stock Units Common Stock Grant Acquire A No No 56.78 1,761 99.99K 1,761
82.9% owned by funds/institutions
13F holders Current Prev Q Change
Total holders 362 346 +4.6%
Opened positions 54 56 -3.6%
Closed positions 38 39 -2.6%
Increased positions 126 122 +3.3%
Reduced positions 120 117 +2.6%
13F shares Current Prev Q Change
Total value 6B 6.17B -2.9%
Total shares 88.3M 87.69M +0.7%
Total puts 314.1K 19K +1553.2%
Total calls 345.5K 166K +108.1%
Total put/call ratio 0.9 0.1 +694.3%
Largest owners Shares Value Change
BLK Blackrock 11.68M $793.11M -7.6%
Vanguard 9.98M $677.93M +2.8%
Capital Research Global Investors 6.08M $413.06M +0.0%
MCQEF Macquarie 4.17M $282.84M -5.5%
Alliancebernstein 3.29M $223.35M -15.5%
Millennium Management 2.91M $197.73M +10.4%
STT State Street 2.78M $188.91M +1.8%
Earnest Partners 2.72M $184.46M -2.4%
SF Stifel Financial 2.49M $169.05M +8.0%
Dimensional Fund Advisors 2.23M $151.45M -4.2%
Largest transactions Shares Bought/sold Change
Marshall Wace 1.31M +1.31M NEW
BLK Blackrock 11.68M -966.76K -7.6%
Norges Bank 0 -948.96K EXIT
Alliancebernstein 3.29M -602.38K -15.5%
IVZ Invesco 1.35M -591.16K -30.5%
Southpoint Capital Advisors 500K +500K NEW
PRU Prudential Financial 901.72K +393.94K +77.6%
FMR 364.25K +363.35K +40507.5%
Allspring Global Investments 805.71K +327.31K +68.4%
Renaissance Technologies 327.02K +327.02K NEW

Financial report summary

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Competition
Houlihan Lokey

Content analysis

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Positive
Negative
Uncertain
Constraining
Legalese
Litigous
Readability
H.S. sophomore Avg
New words: ACXIT, clarify, European
Removed: reflect