UBS Cuts Stifel Financial (SF) Price Target to $83

UBS maintained its Buy rating on Stifel Financial Corp. (NYSE: SF) on October 22, 2026, while moving its price target down from $84.00 to $83.00. According to research notes from the firm, the updated target leaves a notable gap above where the shares recently change hands. Stifel Financial closed at $67.85 on October 22, 2026.

SF Stifel Financial Corp.

$66.41 ▼ -21.30% year to date

1M 3M YTD

Daily close · Oct 21, 2026

UBS's Call on Stifel Financial Corp.

On October 22, 2026, UBS kept its Buy rating on Stifel Financial while trimming the target to $83.00 from $84.00. This follows an earlier adjustment by UBS on October 7, when the firm had lowered the target from $90.00 to $84.00. Other firms have also adjusted their outlooks recently. JP Morgan maintained a Neutral rating on October 22 while reducing its target from $82.00 to $80.00, following an earlier move on October 6 that brought its target down from $86.00 to $82.00. TD Cowen also held a Hold rating on October 12 with a target of $78.00.

Other Institutional Activity in Stifel Financial Corp.

AQR Capital Management reduced its holdings by 2,467,976 shares in its report for June 30, 2026, ending with 6,001,400 shares valued at about $407.19 million. Boston Partners grew its stake by 163,262 shares to finish with 4,403,821 shares worth approximately $298.80 million. Stifel Financial Corporation added 111,747 shares for a total of 3,886,981 shares valued at roughly $263.73 million. Earnest Partners trimmed its position by 81,551 shares, leaving it with 3,608,530 shares worth about $244.84 million.

Stifel Financial Corp. Stock Holds Steady

Stifel shares recently traded around $66.41 as of October 22, 2026, down about 2.1% from the prior close of $67.85. The recent price sits well below the 50-day moving average of $75.65 and the 200-day moving average of $76.88. The stock trades near its 52-week low of $65.57, far from its high of $89.83, and sits below the analyst consensus mean target of $82.50.

Recent Earnings

Stifel Financial reported trailing twelve-month revenue of $5.88 billion and earnings of $5.77 per share. The company generated a net profit margin of 16.6% and saw a slight year-over-year revenue change of -0.2%. The next earnings release is scheduled for January 27, 2027.

Dividend

Stifel Financial pays an annual dividend of $1.36 per share, which translates to a dividend yield of 2.05%. The payout ratio sits at 23.1% of earnings.

Insider Buying and Selling at Stifel Financial Corp.

David Rubulotta, Divisional Officer, sold 400 shares on February 2, 2026, at an average price of $124.31 for a total value of $49,724. Maryam S Brown, Director, disposed of 4,700 shares on July 23, 2026, totaling $372,233.

Analysts Set New Price Targets

Wall Street tracks eight analyst opinions for the company, yielding a consensus recommendation of buy. Price targets range from a low of $74.00 to a high of $103.00, with an average target of $82.50.

About Stifel Financial Corp.

Stifel Financial operates as a bank holding company offering retail and institutional wealth management alongside investment banking services across the United States and international markets. The firm services individuals, corporations, and municipalities through its wealth management and institutional groups. Monitoring institutional shifts and analyst revisions helps investors gauge sentiment for regional brokerage and investment houses.

Bottom Line

UBS's slight target trim brings the new objective to $83.00 while keeping a Buy rating in place. Investors will monitor upcoming earnings reports on January 27, 2027, to see how market conditions affect wealth management revenue.