← Stifel Financial overview

Stifel Financial vs Stonex: why the prices moved differently

Weekly · monthly · quarterly news summaries, side by side in time

Stifel Financial Corporation (SF)

Q3 2026
▲3

Record Q2 revenue, buybacks and record client assets drive Stifel

  • Record Q2 revenue and profit beat Stifel posted record first-half revenue of $2.9 billion, up 15%, with Q2 revenue up 13% and earnings per share up 25%. Investment banking revenue jumped 42% and wealth management hit a record, showing the core business is growing strongly, which supports a higher stock price.

    This is the period's biggest company-specific positive and the main reason SF is moving.

  • Record client assets and steady dividend August client assets hit a record $587.6 billion, up 10% from a year ago, and fee-based assets rose 14%. Stifel also declared its regular $0.34 quarterly dividend. More client money means more recurring fee income, a steady positive for the stock.

    Shows recurring revenue strength and continued shareholder payouts, both supportive for SF.

  • Valuation debate after the rally One model says Stifel is about 18% overvalued versus its fair value, while its price-to-earnings ratio of 13.4 times is below peers at 16.2 times, suggesting it is cheap. The mixed signals mean the stock's next move depends on whether profit growth continues.

    This is the main counterweight to the positive news and explains why the stock may not simply rise.

  • Hiring and analyst work build the franchise Stifel's Eaton Partners unit hired a senior team to expand its secondaries advisory business, and Stifel analysts reiterated Buy ratings on Oracle and raised Salesforce's target. These moves strengthen Stifel's advisory and research reputation, which can support future revenue and the stock.

    Shows Stifel investing in growth areas and its research arm staying active, a modest positive.

August 2026
▲3

Record Q2 revenue, buybacks and record client assets drive Stifel

  • Record Q2 revenue and profit beat Stifel posted record first-half revenue of $2.9 billion, up 15%, with Q2 revenue up 13% and earnings per share up 25%. Investment banking revenue jumped 42% and wealth management hit a record, showing the core business is growing strongly, which supports a higher stock price.

    This is the period's biggest company-specific positive and the main reason SF is moving.

  • Record client assets and steady dividend August client assets hit a record $587.6 billion, up 10% from a year ago, and fee-based assets rose 14%. Stifel also declared its regular $0.34 quarterly dividend. More client money means more recurring fee income, a steady positive for the stock.

    Shows recurring revenue strength and continued shareholder payouts, both supportive for SF.

  • Valuation debate after the rally One model says Stifel is about 18% overvalued versus its fair value, while its price-to-earnings ratio of 13.4 times is below peers at 16.2 times, suggesting it is cheap. The mixed signals mean the stock's next move depends on whether profit growth continues.

    This is the main counterweight to the positive news and explains why the stock may not simply rise.

  • Hiring and analyst work build the franchise Stifel's Eaton Partners unit hired a senior team to expand its secondaries advisory business, and Stifel analysts reiterated Buy ratings on Oracle and raised Salesforce's target. These moves strengthen Stifel's advisory and research reputation, which can support future revenue and the stock.

    Shows Stifel investing in growth areas and its research arm staying active, a modest positive.

Latest
▲3

Record Q2 revenue, buybacks and record client assets drive Stifel

  • Record Q2 revenue and profit beat Stifel posted record first-half revenue of $2.9 billion, up 15%, with Q2 revenue up 13% and earnings per share up 25%. Investment banking revenue jumped 42% and wealth management hit a record, showing the core business is growing strongly, which supports a higher stock price.

    This is the period's biggest company-specific positive and the main reason SF is moving.

  • Record client assets and steady dividend August client assets hit a record $587.6 billion, up 10% from a year ago, and fee-based assets rose 14%. Stifel also declared its regular $0.34 quarterly dividend. More client money means more recurring fee income, a steady positive for the stock.

    Shows recurring revenue strength and continued shareholder payouts, both supportive for SF.

  • Valuation debate after the rally One model says Stifel is about 18% overvalued versus its fair value, while its price-to-earnings ratio of 13.4 times is below peers at 16.2 times, suggesting it is cheap. The mixed signals mean the stock's next move depends on whether profit growth continues.

    This is the main counterweight to the positive news and explains why the stock may not simply rise.

  • Hiring and analyst work build the franchise Stifel's Eaton Partners unit hired a senior team to expand its secondaries advisory business, and Stifel analysts reiterated Buy ratings on Oracle and raised Salesforce's target. These moves strengthen Stifel's advisory and research reputation, which can support future revenue and the stock.

    Shows Stifel investing in growth areas and its research arm staying active, a modest positive.

Stonex Group Inc (SNEX)

Q3 2026
▲3

StoneX Earnings Surge, Shinhan Deal, RJO Synergies Drive Growth

  • Record Q2 earnings and revenue surge StoneX reported a 64% jump in operating revenues to $1.57 billion and net income up 143% to $174.3 million, beating estimates. This shows the company is growing fast and making more money, which pushes the stock price up.

    This is a major new earnings report that directly shows strong financial performance, a key driver of stock price.

  • Shinhan Bank partnership expands payments Shinhan Bank chose StoneX Payments as its cross-border payments partner, giving access to over 385 correspondent banks and 140 currencies. This adds a large new client and expands StoneX's reach in Asia, boosting future revenue and the stock price.

    This is a new strategic partnership that expands StoneX's customer base and global footprint, a positive growth signal.

  • Q3 earnings beat and RJO synergies on track StoneX beat Q3 earnings and revenue estimates, with net income up 102% year-over-year. The R.J. O'Brien acquisition is delivering cost savings, targeting $50 million in synergies by early 2027. This confirms strong growth and efficient integration, supporting a higher stock price.

    This is the latest earnings report and an update on cost synergies, both key to the company's profitability and stock valuation.

  • Valuation concerns after big rally Despite strong results, StoneX stock has rallied 110% in six months and now trades at 21 times forward earnings, well above peers. This high valuation means the stock could fall if future results disappoint, acting as a counterweight to the positive news.

    This provides a balanced view, highlighting a risk that could limit upside or cause a pullback, important for investors to know.

July 2026
▲3

StoneX Earnings Surge, Shinhan Deal, RJO Synergies Drive Growth

  • Record Q2 earnings and revenue surge StoneX reported a 64% jump in operating revenues to $1.57 billion and net income up 143% to $174.3 million, beating estimates. This shows the company is growing fast and making more money, which pushes the stock price up.

    This is a major new earnings report that directly shows strong financial performance, a key driver of stock price.

  • Shinhan Bank partnership expands payments Shinhan Bank chose StoneX Payments as its cross-border payments partner, giving access to over 385 correspondent banks and 140 currencies. This adds a large new client and expands StoneX's reach in Asia, boosting future revenue and the stock price.

    This is a new strategic partnership that expands StoneX's customer base and global footprint, a positive growth signal.

  • Q3 earnings beat and RJO synergies on track StoneX beat Q3 earnings and revenue estimates, with net income up 102% year-over-year. The R.J. O'Brien acquisition is delivering cost savings, targeting $50 million in synergies by early 2027. This confirms strong growth and efficient integration, supporting a higher stock price.

    This is the latest earnings report and an update on cost synergies, both key to the company's profitability and stock valuation.

  • Valuation concerns after big rally Despite strong results, StoneX stock has rallied 110% in six months and now trades at 21 times forward earnings, well above peers. This high valuation means the stock could fall if future results disappoint, acting as a counterweight to the positive news.

    This provides a balanced view, highlighting a risk that could limit upside or cause a pullback, important for investors to know.

Latest
▲3

StoneX Earnings Surge, Shinhan Deal, RJO Synergies Drive Growth

  • Record Q2 earnings and revenue surge StoneX reported a 64% jump in operating revenues to $1.57 billion and net income up 143% to $174.3 million, beating estimates. This shows the company is growing fast and making more money, which pushes the stock price up.

    This is a major new earnings report that directly shows strong financial performance, a key driver of stock price.

  • Shinhan Bank partnership expands payments Shinhan Bank chose StoneX Payments as its cross-border payments partner, giving access to over 385 correspondent banks and 140 currencies. This adds a large new client and expands StoneX's reach in Asia, boosting future revenue and the stock price.

    This is a new strategic partnership that expands StoneX's customer base and global footprint, a positive growth signal.

  • Q3 earnings beat and RJO synergies on track StoneX beat Q3 earnings and revenue estimates, with net income up 102% year-over-year. The R.J. O'Brien acquisition is delivering cost savings, targeting $50 million in synergies by early 2027. This confirms strong growth and efficient integration, supporting a higher stock price.

    This is the latest earnings report and an update on cost synergies, both key to the company's profitability and stock valuation.

  • Valuation concerns after big rally Despite strong results, StoneX stock has rallied 110% in six months and now trades at 21 times forward earnings, well above peers. This high valuation means the stock could fall if future results disappoint, acting as a counterweight to the positive news.

    This provides a balanced view, highlighting a risk that could limit upside or cause a pullback, important for investors to know.