UBS Cuts Stifel Financial (SF) Price Target to $84

UBS has reaffirmed its Buy rating for Stifel Financial with a new price target of $84.00, a 25.15% upside from the current price.

By EarningsIQ Research Desk · Published Oct 16, 2026, 2:31 PM EDT

Reviewed by automated data checks against the source data. How we make and check alerts

UBS cut its price target on Stifel Financial Corp. ($SF) to $84 from $90 on October 7, 2026, and rates the stock "Buy".

Since the rating, $SF is down 2.7% after 1 week and down 3.1% to date (from the $69.71 close on Oct 7, 2026).

SF Stifel Financial Corp.

$67.56 -19.93% year to date

Daily close · Oct 16, 2026

Key Points

On October 7, 2026, UBS reiterated its Buy rating on Stifel Financial Corp. (NYSE: SF) with a target price of $84.00, down from $90.00.
UBS's $84 price target implies 25.15% upside from Stifel Financial Corp.'s ($SF) current $67.12 share price.
Stifel shares recently traded at $67.12, about 3.7% below the closing price of $69.71 on the day UBS made its announcement.
The stock is currently below its 50-day moving average by 12.8% and its 200-day moving average by 13.1%.

Get $SF trade alerts by text

We text you when insiders, Congress or big funds trade $SF. Free.

Not investment advice. EarningsIQ is not a registered investment adviser, and this automated Stifel Financial Corp. alert may contain errors. Disclosures

UBS has reaffirmed its Buy rating for Stifel Financial Corp. (NYSE: SF) on October 7, 2026, setting a new price target of $84.00, down from $90.00. This comes as Stifel's shares were trading at $67.12 on October 16, 2026, which is approximately 3.7% below the closing price of $69.71 from the day of the rating change.

Analyst rating track record

UBS vs. the S&P 500

YTD return -2.09% hypothetical

All-time return -2.09% S&P 500 +0.79%

vs. S&P 500 -2.88% behind the index

Hypothetical returns from UBS's disclosed trades, not real profit or advice. How we model this.

Other Institutional Activity in Stifel Financial

Several other institutional investors have also shown interest in Stifel. Blackrock Inc. increased its stake by 292,644 shares, bringing its total to 14,779,953 shares worth about $998.4 million. FMR, LLC added 398,670 shares, totaling 8,534,782 shares valued at approximately $576.5 million. Vanguard Portfolio Management LLC grew its holdings by 39,893 shares, ending with 7,163,692 shares valued at about $483.9 million. In contrast, AQR Capital Management, LLC reduced its holdings by 2,467,976 shares, leaving it with 6,001,400 shares worth around $405.4 million.

Stifel Financial Corp. Stock Down 2.3%

Stifel's stock is currently trading at $67.12 as of October 16, 2026. This price is significantly below its 52-week high of $89.83 and also below both its 50-day and 200-day moving averages, which are $77.01 and $77.26, respectively. The stock is, however, slightly above its 52-week low of $66.89.

12-month forecast

$SF price target

Stifel Financial Corp. daily closes and this analyst's $84 target. Not advice.

Recent Earnings

Stifel Financial reported trailing twelve-month revenue of $5.83 billion and earnings per share of $5.60. The company has shown a year-over-year revenue growth of 12.7%. Its next earnings report is scheduled for October 21, 2026.

Insider Buying and Selling at Stifel Financial Corp.

Recent insider transactions include David Rubulotta, a divisional officer, who sold 400 shares at an average price of $124.31 on February 2, 2026, totaling $49,724. Additionally, Director Maryam S. Brown sold 4,700 shares on July 23, 2026, valued at $372,233.

Analysts Set New Price Targets

On October 7, 2026, UBS maintained its Buy rating on Stifel Financial and set a target price of $84.00, down from the previous target of $90.00. Earlier, on October 6, 2026, JP Morgan maintained a Neutral rating with a target of $82.00, down from $86.00. The consensus among analysts gives Stifel a mean price target of $84.50, with eight analysts providing their opinions.

About Stifel Financial Corp.

Stifel Financial Corp. is a bank holding company based in Saint Louis, MO. It operates through its subsidiary, Stifel, Nicolaus & Company, providing a range of financial services including retail and institutional wealth management and investment banking. The firm serves clients across the U.S., U.K., Canada, and internationally.

Bottom Line

Investors will be watching for Stifel's upcoming earnings report on October 21, 2026, and any further updates from analysts. UBS's recent rating reaffirmation highlights ongoing confidence in the company despite the lowered price target.