S SF

Stifel Financial Corp

$74.07

+0.12% (+$0.09)

Volume 1.10M

52W High $134.74

52W Low $69.31

Market Cap $11.43B

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What to Watch This Quarter

Based on historical data

Consensus EPS

$1.42

Whisper EPS

$1.38

2.6% below consensus

Last Quarter

$2.63

Current Streak

3 Beats

Avg Surprise (4Q)

-13.49%

Next Earnings Report

Reports in 15 days

Report Date Apr 22, 2026

Time BMO

Whisper Spread -2.63%

Consensus Estimate

$1.42

Official analyst average

Whisper Number

$1.38

What traders expect

Cautious Sentiment: The whisper number is 2.6% below consensus, suggesting traders are skeptical. Meeting consensus may not be enough to satisfy the market.

Price Chart

EPS History: Consensus vs Actual

Last 12 quarters

Price Movement Around Earnings

Q4 2025 Jan 28, 2026

1-Day: -1.32%

5-Day: -1.63%

Q3 2025 Oct 29, 2025

1-Day: +0.18%

5-Day: +1.34%

Q2 2025 Jul 30, 2025

1-Day: +0.03%

5-Day: -1.59%

Q1 2025 Apr 23, 2025

1-Day: +3.55%

5-Day: +3.85%

Revenue & Financial Performance

Revenue Whisper

$1.68B

TWN Proprietary Estimate

Last Quarter Revenue

$1.75B

+11.2% YoY

Gross Margin

89.0%

Net Margin: 15.1%

Quarter	Revenue	YoY Growth	Gross Margin	Op Margin	Net Income
Q4'25	$1.75B	+11.2%	89.0%	17.6%	$264.4M
Q3'25	$1.62B	+10.9%	86.8%	17.7%	$211.4M
Q2'25	$1.47B	+1.6%	85.4%	14.5%	$155.1M
Q1'25	$1.45B	+3.6%	84.5%	4.4%	$53.0M
Q4'24	$1.58B	+14.7%	84.8%	16.9%	$244.0M
Q3'24	$1.46B	+16.7%	82.4%	14.8%	$158.5M
Q2'24	$1.45B	+18.2%	82.8%	15.6%	$165.3M
Q1'24	$1.40B	+12.4%	81.5%	15.6%	$163.6M

Historical Earnings

Last 12 quarters

Quarter	Date	Consensus	Whisper	Actual EPS	Surprise %	Result
Q4 2025	Jan 28, 2026	$2.53	$2.49	$2.63	+3.95%	Beat
Q3 2025	Oct 29, 2025	$1.84	$1.75	$1.95	+5.98%	Beat
Q2 2025	Jul 30, 2025	$1.61	$1.54	$1.71	+6.21%	Beat
Q1 2025	Apr 23, 2025	$1.64	$1.68	$0.49	-70.12%	Missed
Q4 2024	Jan 29, 2025	$1.81	$1.88	$2.09	+15.47%	Beat
Q3 2024	Oct 23, 2024	$1.60	$1.56	$1.50	-6.25%	Missed
Q2 2024	Jul 24, 2024	$1.54	$1.49	$1.60	+3.90%	Beat
Q1 2024	Apr 24, 2024	$1.47	$1.39	$1.49	+1.36%	Beat
Q4 2023	Jan 24, 2024	$1.31	$1.18	$1.50	+14.50%	Beat
Q3 2023	Oct 25, 2023	$1.29	$1.23	$0.60	-53.49%	Missed
Q2 2023	Jul 26, 2023	$1.33	$1.26	$1.20	-9.77%	Missed
Q1 2023	Apr 26, 2023	$1.45	$1.39	$1.40	-3.45%	Met