Earnest Partners 13F: Adds $80M to Stifel Financial (SF) Stake

Earnest Partners Expands Stifel Financial Corp Holding

Institutional investment manager Earnest Partners grew its position in Stifel Financial Corp (NYSE: SF) by 45.4% during the period ended May 15, 2026, according to a Form 13F filing with the Securities and Exchange Commission. The fund picked up an additional 1,152,138 shares, bringing its total ownership to 3,690,114 shares. Based on period data, the total value of the firm's stake reached approximately $257.5 million.

Details on the Position Change

Prior to this adjustment, Earnest Partners held 2,537,976 shares of Stifel Financial Corp. The acquisition of 1,152,138 shares represents a sizeable increase for the fund during the quarter. This filing reflects portfolio holdings as of the reporting period and may not represent the investor's current position today.

Stifel Financial Corp Stock Background

Stifel Financial Corp shares changed hands around $69.77. The company trades with a forward P/E ratio of 10.33. Its 52-week trading range spans from a low of $67.81 up to $89.83.

Recent Earnings Performance

Stifel Financial Corp reported total revenue of $5.83 billion, showing a 12.7% growth rate. The company generated earnings of $5.59 per share, accompanied by a net margin of 16.34% and a return on equity of 16.43%. Investors can look ahead to the next earnings report scheduled for October 21, 2026.

Dividend Payout Details

Stifel Financial Corp pays an annual dividend of $1.36 per share, which translates to a dividend yield of 1.8%. The company allocates 23.12% of its earnings toward shareholder payouts.

Analysts Set New Price Targets

Wall Street research firms have updated their outlooks on Stifel Financial Corp through recent months. On October 12, 2026, TD Cowen maintained a hold rating and adjusted its price target to $78.00 from $84.00. UBS kept a buy rating on October 7, 2026, moving its target to $84.00 from $90.00. JP Morgan maintained a neutral rating on October 6, 2026, with a target of $82.00, while BMO Capital maintained a market perform rating with a target of $75.00 earlier that day. Earlier in the summer, JP Morgan held a neutral stance with an $86.00 target on July 23, 2026, and UBS maintained a buy rating with an $86.00 target on July 8, 2026. Across the street, the stock holds a consensus buy rating with a mean price target of $89.00 based on eight analyst opinions.

About Stifel Financial Corp

Stifel Financial Corp operates as a bank holding company for Stifel, Nicolaus & Company, providing retail and institutional wealth management, commercial banking, and investment banking services across multiple countries. The firm runs operations through Global Wealth Management, Institutional Group, and other segments, serving individuals, corporations, and municipalities.

What to Watch at Stifel Financial Corp.

Investors tracking Stifel Financial Corp will watch for the upcoming earnings report on October 21, 2026, for updated financial metrics. Future institutional filings will also show whether Earnest Partners maintains or adjusts its newly expanded stake.