Skip to main content

You are being directed to ZacksTrade, a division of LBMZ Securities and licensed broker-dealer. ZacksTrade and Zacks.com are separate companies. The web link between the two companies is not a solicitation or offer to invest in a particular security or type of security. ZacksTrade does not endorse or adopt any particular investment strategy, any analyst opinion/rating/report or any approach to evaluating individual securities.

If you wish to go to ZacksTrade, click OK. If you do not, click Cancel.

OK Cancel

Back to top

Stifel Financial Corp. Ranked No. 1 in Employee Advisor Satisfaction in 2026 J.D. Power Study for Fourth Straight Year

Stifel Financial Corp. ranked No. 1 in employee advisor satisfaction for the fourth consecutive year, according to JD Power.

Quiver AI Summary

Stifel Financial Corp. announced that its subsidiary, Stifel, Nicolaus & Company, has ranked No. 1 in employee advisor satisfaction in the JD Power 2026 U.S. Financial Advisor Satisfaction Study for the fourth consecutive year. With an impressive overall score of 812 out of 1,000, which is significantly higher than the average for employee advisors, Stifel also led in the categories of leadership and culture, operational support, and products and marketing. CEO Ron Kruszewski emphasized the firm's commitment to supporting advisors, while President Jim Zemlyak highlighted the ongoing investments in technology and resources to meet evolving advisor needs. Stifel manages approximately $580 billion in client assets across over 400 U.S. offices.

Potential Positives

  • Stifel Financial Corp. has been recognized as No. 1 in employee advisor satisfaction for the fourth consecutive year by JD Power, highlighting its strong workplace culture and advisor support.
  • The firm achieved an overall satisfaction score of 812 out of 1,000, significantly surpassing the employee segment average by 180 points, indicating high advisor contentment.
  • Stifel ranked first in key categories such as leadership and culture, operational support, and products and marketing, showcasing its commitment to continuous improvement in these critical areas.
  • The company emphasizes its dedication to investing in technology and innovation, which is viewed as a strategic opportunity to enhance advisor-client relationships and overall service delivery.

Potential Negatives

    e

FAQ

What was Stifel's ranking in the JD Power 2026 study?

Stifel ranked No. 1 in employee advisor satisfaction among wealth management firms in the JD Power 2026 U.S. Financial Advisor Satisfaction Study.

How many consecutive years has Stifel achieved this top ranking?

This marks Stifel's fourth consecutive year earning the top ranking in employee advisor satisfaction.

What was Stifel's overall score in the JD Power study?

Stifel achieved an overall score of 812 out of 1,000, which is significantly higher than the average score.

Which categories did Stifel rank first in?

Stifel ranked first in leadership and culture, operational support, and products and marketing.

What is Stifel's focus for the future after this achievement?

Stifel aims to continue investing in technology, innovation, and support for its advisors to enhance client experiences.

Disclaimer: This is an AI-generated summary of a press release distributed by GlobeNewswire. The model used to summarize this release may make mistakes. See the full release here.


$SF Insider Trading Activity

SF Insider Trades

$SF insiders have traded $SF stock on the open market 2 times in the past 6 months. Of those trades, 0 have been purchases and 2 have been sales.

Here’s a breakdown of recent trading of $SF stock by insiders over the last 6 months:

  • DAVID RUBULOTTA sold 400 shares for an estimated $49,724
  • JAMES M ZEMLYAK (President) sold 9 shares for an estimated $1,115

To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.

$SF Revenue

SF Quarterly Revenue

$SF had revenues of $1.5B in Q1 2026. This is an increase of 17.74% from the same period in the prior year.

You can track SF financials on Quiver Quantitative's SF stock page.

You can access data on SF stock through the Quiver Quantitative API.

$SF Hedge Fund Activity

We have seen 297 institutional investors add shares of $SF stock to their portfolio, and 282 decrease their positions in their most recent quarter.

Here are some of the largest recent moves:

To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.

$SF Analyst Ratings

Wall Street analysts have issued reports on $SF in the last several months. We have seen 1 firms issue buy ratings on the stock, and 0 firms issue sell ratings.

Here are some recent analyst ratings:

  • Citizens issued a "Market Outperform" rating on 01/12/2026

To track analyst ratings and price targets for $SF, check out Quiver Quantitative's $SF forecast page.

$SF Price Targets

Multiple analysts have issued price targets for $SF recently. We have seen 3 analysts offer price targets for $SF in the last 6 months, with a median target of $92.0.

Here are some recent targets:

  • Michael Brown from UBS set a target price of $86.0 on 07/08/2026
  • Bill Katz from TD Cowen set a target price of $92.0 on 03/23/2026
  • Devin Ryan from Citizens set a target price of $155.0 on 01/12/2026

Full Release

ST. LOUIS, July 09, 2026 (GLOBE NEWSWIRE) -- Stifel Financial Corp. (NYSE: SF) announced that its Stifel, Nicolaus & Company, Incorporated broker-dealer subsidiary ranked No. 1 in employee advisor satisfaction among wealth management firms in the JD Power 2026 U.S. Financial Advisor Satisfaction Study SM .

This marks Stifel’s fourth consecutive year earning the top ranking, based on feedback from its advisors. Stifel achieved an overall score of 812 out of 1,000 – 180 points higher than the employee segment average.

In addition to finishing No. 1 overall, Stifel ranked first in three individual categories: leadership and culture, operational support, and products and marketing.

“Earning the No. 1 ranking from JD Power for the fourth consecutive year is a meaningful milestone for our firm,” said Ron Kruszewski, Chairman and CEO of Stifel. “Our advisors are the foundation of our success, and this recognition reflects the strength of our culture and our unwavering commitment to supporting their independence, growth, and ability to serve clients. While we are proud of this achievement, we are even more focused on what comes next. We will continue investing in the people, technology, and innovation that empower advisors to deliver exceptional advice and an outstanding client experience. We believe AI presents an extraordinary opportunity to enhance – not replace – the advisor by reducing friction, improving insights, and giving advisors more time to do what they do best: build trusted relationships and help clients achieve their financial goals.”

“Consistency at this level doesn’t happen by accident. It comes from continuous investment in our advisors and a deep understanding of what they need to succeed,” said Jim Zemlyak, President of Stifel and Head of Global Wealth Management. “Advisor expectations continue to evolve, and so will we. We remain committed to delivering the technology, operational support, and resources that help advisors grow their businesses while providing an exceptional experience for their clients.”

Stifel serves clients from more than 400 offices across the U.S. with approximately $580 billion in client assets as of May 31, 2026.

Stifel Company Information
Stifel Financial Corp. (NYSE: SF) is a diversified financial services firm providing wealth management, commercial and investment banking, trading, and research services to individuals, institutions, and municipalities. Founded in 1890 and headquartered in St. Louis, Missouri, the firm operates more than 400 offices across the United States and in major global financial centers. As a firm where success meets success, Stifel works closely with retail and institutional clients aiming to transform opportunities into achievement. To learn more about Stifel, please visit the Company’s website at Stifel.com. For global disclosures, please visit www.stifel.com/investor-relations/press-releases .

For further information, contact:
Brian Spellecy
(314) 342-2000


Read full article here »

In-Depth Zacks Research for the Tickers Above

Normally $25 each - click below to receive one report FREE:

Stifel Financial Corporation (SF)