• Live Feeds
    • Press Releases
    • Insider Trading
    • FDA Approvals
    • Analyst Ratings
    • Insider Trading
    • SEC filings
    • Market insights
  • Analyst Ratings
  • Alerts
  • Subscriptions
  • AI SuperconnectorNEW
  • Settings
  • RSS Feeds
Quantisnow Logo
  • Live Feeds
    • Press Releases
    • Insider Trading
    • FDA Approvals
    • Analyst Ratings
    • Insider Trading
    • SEC filings
    • Market insights
  • Analyst Ratings
  • Alerts
  • Subscriptions
  • AI SuperconnectorNEW
  • Settings
  • RSS Feeds
PublishGo to AppAI Superconnector
    Quantisnow Logo

    © 2025 quantisnow.com
    Democratizing insights since 2022

    Services
    Live news feedsRSS FeedsAlertsPublish with Us
    Company
    AboutQuantisnow PlusContactJobsAI superconnector for talent & startupsNEWLLM Arena
    Legal
    Terms of usePrivacy policyCookie policy

    STIFEL TO ACQUIRE FINANCE 500 and CB RESOURCE

    3/14/24 8:30:00 AM ET
    $SF
    Investment Bankers/Brokers/Service
    Finance
    Get the next $SF alert in real time by email

    ST. LOUIS, March 14, 2024 (GLOBE NEWSWIRE) -- Stifel Financial Corp. (NYSE:SF) today announced it has signed a definitive agreement to acquire Finance 500, Inc. ("Finance 500") and CB Resource, Inc. ("CBR"). Terms of the transaction were not disclosed.

    The Irvine-based companies, which operate as strategic partners under common ownership, are market leaders in the underwriting and issuance of certificates of deposits, having assisted more than 1,200 depository institutions in raising over $200 billion to support near and long-term funding needs. CBR offers an advanced technology-enabled platform to deliver enterprise risk management, strategic planning, capital planning, and interactive performance-based analytics for community banks nationwide.

    "We are always looking for opportunities to enhance our offering and better serve our clients," said Brant McDuffie, Global Co-Head of Stifel Fixed Income Capital Markets. "The addition of Finance 500 and CBR provides Stifel a technology-driven platform that will ensure our existing brokered CD funding business, our institutional CD investment offerings, and our community bank balance sheet risk management practice, are scalable and sustainable for the future. We all share the same client-driven approach and expect the Finance 500 and CBR teams to seamlessly integrate into our platform."

    "Finance 500 and CBR, with our 40 years of experience, joined forces to deliver industry-leading CD funding, trading, ERM, planning, and performance-based analytics on a scalable platform," stated Jeff Rigsby, Chairman and CEO of both companies. "We couldn't be more excited to join Stifel's solutions and growth-driven team. Our clients will benefit from Stifel's market presence, financial strength, and access to the firm's comprehensive suite of products and services."

    Keefe, Bruyette & Woods, A Stifel Company, acted as exclusive financial advisor and Bryan Cave Leighton Paisner LLP acted as legal advisor to Stifel in the transaction. Houlihan Lokey acted as exclusive financial advisor and Calfee, Halter & Griswold LLP acted as legal advisor to Finance 500 and CB Resource.

    Stifel Company Information

    Stifel Financial Corp. (NYSE:SF) is a financial services holding company headquartered in St. Louis, Missouri, that conducts its banking, securities, and financial services business through several wholly owned subsidiaries. Stifel's broker-dealer clients are served in the United States through Stifel, Nicolaus & Company, Incorporated, including its Eaton Partners and Miller Buckfire business divisions; Keefe, Bruyette & Woods, Inc.; and Stifel Independent Advisors, LLC; in Canada through Stifel Nicolaus Canada Inc.; and in the United Kingdom and Europe through Stifel Nicolaus Europe Limited. The Company's broker-dealer affiliates provide securities brokerage, investment banking, trading, investment advisory, and related financial services to individual investors, professional money managers, businesses, and municipalities. Stifel Bank and Stifel Bank & Trust offer a full range of consumer and commercial lending solutions. Stifel Trust Company, N.A. and Stifel Trust Company Delaware, N.A. offer trust and related services. To learn more about Stifel, please visit the Company's website at www.stifel.com. For global disclosures, please visit https://www.stifel.com/investor-relations/press-releases.

    Finance 500, Inc. and CB Resource, Inc. Information

    Finance 500, Inc. ("Finance 500") is a brokerage and investment services provider focused on underwriting FDIC-insured Certificates of Deposits and fixed income securities trading. CB Resource, Inc. ("CBR") also operating as F500 Performance Management Group ("PMG") seamlessly integrates ERM, strategic and capital plan solutions, and robust industry analytics through its fully integrated tech-enabled platform. For more information go to www.finance500.com and www.cb-resource.com.

    Cautionary Note Regarding Forward-Looking Statements

    The information contained in this press release contains certain statements that may be deemed to be "forward-looking statements" within the meaning of Section 27A of the Securities Act of 1933 and Section 21E of the Securities Exchange Act of 1934. All statements in this report not dealing with historical results are forward-looking and are based on various assumptions. The forward-looking statements in this report are subject to risks and uncertainties that could cause actual results to differ materially from those expressed in or implied by the statements. Material factors and assumptions could cause actual results to differ materially from current expectations. The Company does not undertake to update forward-looking statements to reflect circumstances or events that occur after the date the forward-looking statements are made. The Company disclaims any intent or obligation to update these forward-looking statements.

    Media Contact

    Neil Shapiro, (212) 271-3447

    [email protected]

    Investor Relations Contact

    Joel Jeffrey, (212) 271-3610

    [email protected]



    Primary Logo

    Get the next $SF alert in real time by email

    Crush Q3 2025 with the Best AI Superconnector

    Stay ahead of the competition with Standout.work - your AI-powered talent-to-startup matching platform.

    AI-Powered Inbox
    Context-aware email replies
    Strategic Decision Support
    Get Started with Standout.work

    Recent Analyst Ratings for
    $SF

    DatePrice TargetRatingAnalyst
    10/8/2025$131.00Hold → Buy
    TD Cowen
    10/3/2025$121.00Market Perform
    BMO Capital Markets
    7/31/2025$135.00Neutral → Buy
    Citigroup
    4/24/2025$108.00Peer Perform → Outperform
    Wolfe Research
    12/10/2024$120.00Neutral
    Analyst
    9/12/2024$101.00Overweight
    Wells Fargo
    7/22/2024Outperform → Peer Perform
    Wolfe Research
    7/8/2024$94.00 → $89.00Buy → Hold
    TD Cowen
    More analyst ratings

    $SF
    SEC Filings

    View All

    Stifel Financial Corporation filed SEC Form 8-K: Results of Operations and Financial Condition

    8-K - STIFEL FINANCIAL CORP (0000720672) (Filer)

    9/25/25 4:30:56 PM ET
    $SF
    Investment Bankers/Brokers/Service
    Finance

    SEC Form N-PX filed by Stifel Financial Corporation

    N-PX - STIFEL FINANCIAL CORP (0000720672) (Filer)

    9/2/25 12:42:08 PM ET
    $SF
    Investment Bankers/Brokers/Service
    Finance

    Stifel Financial Corporation filed SEC Form 8-K: Results of Operations and Financial Condition

    8-K - STIFEL FINANCIAL CORP (0000720672) (Filer)

    8/28/25 4:15:36 PM ET
    $SF
    Investment Bankers/Brokers/Service
    Finance

    $SF
    Insider Purchases

    Insider purchases reveal critical bullish sentiment about the company from key stakeholders. See them live in this feed.

    View All

    Co-President Zemlyak James M returned $1,693,500 worth of shares to the company (15,000 units at $112.90) and bought $1,013 worth of shares (9 units at $112.53), decreasing direct ownership by 1% to 1,154,549 units (SEC Form 4)

    4 - STIFEL FINANCIAL CORP (0000720672) (Issuer)

    8/21/25 5:03:24 PM ET
    $SF
    Investment Bankers/Brokers/Service
    Finance

    $SF
    Analyst Ratings

    Analyst ratings in real time. Analyst ratings have a very high impact on the underlying stock. See them live in this feed.

    View All

    Stifel Financial upgraded by TD Cowen with a new price target

    TD Cowen upgraded Stifel Financial from Hold to Buy and set a new price target of $131.00

    10/8/25 8:21:52 AM ET
    $SF
    Investment Bankers/Brokers/Service
    Finance

    BMO Capital Markets initiated coverage on Stifel Financial with a new price target

    BMO Capital Markets initiated coverage of Stifel Financial with a rating of Market Perform and set a new price target of $121.00

    10/3/25 8:45:45 AM ET
    $SF
    Investment Bankers/Brokers/Service
    Finance

    Stifel Financial upgraded by Citigroup with a new price target

    Citigroup upgraded Stifel Financial from Neutral to Buy and set a new price target of $135.00

    7/31/25 7:08:34 AM ET
    $SF
    Investment Bankers/Brokers/Service
    Finance

    $SF
    Insider Trading

    Insider transactions reveal critical sentiment about the company from key stakeholders. See them live in this feed.

    View All

    Co-President Zemlyak James M returned $1,693,500 worth of shares to the company (15,000 units at $112.90) and bought $1,013 worth of shares (9 units at $112.53), decreasing direct ownership by 1% to 1,154,549 units (SEC Form 4)

    4 - STIFEL FINANCIAL CORP (0000720672) (Issuer)

    8/21/25 5:03:24 PM ET
    $SF
    Investment Bankers/Brokers/Service
    Finance

    Chief Executive Officer Kruszewski Ronald J disposed of $1,027,800 worth of shares (9,000 units at $114.20) and returned $4,516,000 worth of shares to the company (40,000 units at $112.90), decreasing direct ownership by 4% to 1,196,467 units (SEC Form 4)

    4 - STIFEL FINANCIAL CORP (0000720672) (Issuer)

    8/21/25 5:01:54 PM ET
    $SF
    Investment Bankers/Brokers/Service
    Finance

    Chief Financial Officer Marischen James M returned $564,500 worth of shares to the company (5,000 units at $112.90), decreasing direct ownership by 7% to 63,846 units (SEC Form 4)

    4 - STIFEL FINANCIAL CORP (0000720672) (Issuer)

    8/21/25 5:00:27 PM ET
    $SF
    Investment Bankers/Brokers/Service
    Finance

    $SF
    Press Releases

    Fastest customizable press release news feed in the world

    View All

    Stifel Financial Schedules Third Quarter 2025 Financial Results Conference Call

    ST. LOUIS, Oct. 16, 2025 (GLOBE NEWSWIRE) -- Stifel Financial Corp. (NYSE:SF) will release its third quarter financial results before the market opens on Wednesday, October 22, 2025. The company will host a conference call to review the results at 9:30 a.m. Eastern time that same day. The conference call may include forward-looking statements. All interested parties are invited to listen to Stifel Chairman and CEO Ronald J. Kruszewski by dialing (866) 409-1555 and referencing participant ID 2769458. A live audio webcast of the call, as well as a presentation highlighting the company's results, will be available through Stifel's website, www.stifel.com. For those who cannot listen to the l

    10/16/25 4:30:00 PM ET
    $SF
    Investment Bankers/Brokers/Service
    Finance

    1919 Investment Counsel Earns Multiple 2025 Honors from Leading Industry Publications

    BALTIMORE, Oct. 16, 2025 /PRNewswire/ -- 1919 Investment Counsel, LLC ("1919"), a subsidiary of Stifel Financial Corp. ("Stifel"), is proud to announce its inclusion in several prestigious industry rankings in 2025, recognizing the firm's continued excellence in investment management and client service. www.1919ic.com (PRNewsfoto/1919 Investment Counsel, LLC)" alt="1919 Investment Counsel, www.1919ic.com (PRNewsfoto/1919 Investment Counsel, LLC)"> Barron's named 1919 to its Top 100 RIA Firms list for the sixth consecutive year. This annual ranking evaluates independent advisory

    10/16/25 9:00:00 AM ET
    $SF
    Investment Bankers/Brokers/Service
    Finance

    1919 Investment Counsel Strengthens Client Engagement with New Principal Hire in Birmingham

    BIRMINGHAM, Ala., Oct. 8, 2025 /PRNewswire/ -- 1919 Investment Counsel, LLC ("1919"), a subsidiary of Stifel Financial Corp. ("Stifel"), is pleased to announce the hiring of Braxton Comer as a Principal, Business Development Officer. Braxton brings a dynamic blend of strategic insight and legal expertise to the firm. He began his career at Accenture LLP in Atlanta, where he focused on delivering strategic solutions for a global client base. Following his time in consulting, Braxton earned his law degree from The University of Alabama School of Law and went on to establish a successful solo practice in Alabama, advising family offices and non-profit organizations with a deep understanding of

    10/8/25 8:30:00 AM ET
    $SF
    Investment Bankers/Brokers/Service
    Finance

    $SF
    Large Ownership Changes

    This live feed shows all institutional transactions in real time.

    View All

    Amendment: SEC Form SC 13G/A filed by Stifel Financial Corporation

    SC 13G/A - STIFEL FINANCIAL CORP (0000720672) (Subject)

    11/12/24 12:54:21 PM ET
    $SF
    Investment Bankers/Brokers/Service
    Finance

    SEC Form SC 13G filed by Stifel Financial Corporation

    SC 13G - STIFEL FINANCIAL CORP (0000720672) (Subject)

    11/12/24 10:34:15 AM ET
    $SF
    Investment Bankers/Brokers/Service
    Finance

    SEC Form SC 13G/A filed by Stifel Financial Corporation (Amendment)

    SC 13G/A - STIFEL FINANCIAL CORP (0000720672) (Subject)

    4/10/24 2:03:52 PM ET
    $SF
    Investment Bankers/Brokers/Service
    Finance

    $SF
    Leadership Updates

    Live Leadership Updates

    View All

    1919 Investment Counsel Strengthens Client Engagement with New Principal Hire in Birmingham

    BIRMINGHAM, Ala., Oct. 8, 2025 /PRNewswire/ -- 1919 Investment Counsel, LLC ("1919"), a subsidiary of Stifel Financial Corp. ("Stifel"), is pleased to announce the hiring of Braxton Comer as a Principal, Business Development Officer. Braxton brings a dynamic blend of strategic insight and legal expertise to the firm. He began his career at Accenture LLP in Atlanta, where he focused on delivering strategic solutions for a global client base. Following his time in consulting, Braxton earned his law degree from The University of Alabama School of Law and went on to establish a successful solo practice in Alabama, advising family offices and non-profit organizations with a deep understanding of

    10/8/25 8:30:00 AM ET
    $SF
    Investment Bankers/Brokers/Service
    Finance

    1919 Investment Counsel Expands Leadership Team in Baltimore with Strategic New Hire

    BALTIMORE, Sept. 3, 2025 /PRNewswire/ -- 1919 Investment Counsel, LLC ("1919"), a subsidiary of Stifel Financial Corp. ("Stifel"), is pleased to announce the hiring of Nell Kelleher as the Director of Operations & Administration. Nell will oversee operations, client service, and technology for the firm nationally. Ms. Kelleher joins the firm from Brown Advisory, where she was the Operating Officer of the Washington, DC Office. Prior to her time at Brown Advisory, she worked at Ellevest, the New Hampshire Charitable Foundation, Tucker Blair, and Goldman Sachs in various operations and client-facing roles.

    9/3/25 8:45:00 AM ET
    $SF
    Investment Bankers/Brokers/Service
    Finance

    Launny Steffens to Join Stifel as Vice Chairman of Asset Management

    ST. LOUIS, Sept. 03, 2025 (GLOBE NEWSWIRE) -- Stifel Financial Corp. (NYSE:SF) today announced that Launny Steffens, a veteran financial services leader credited with helping build Merrill Lynch's retail business, will join the firm as Vice Chairman of Asset Management. In this newly created role, Steffens will focus on growing Stifel's financial advisor network, advancing the firm's asset management capabilities, and sourcing strategic investment banking opportunities. Steffens brings decades of extensive experience, including a distinguished 38-year career at Merrill Lynch. There, he held multiple leadership positions including President of Merrill Lynch Consumer Markets, Vice Chairman

    9/3/25 8:30:00 AM ET
    $SF
    Investment Bankers/Brokers/Service
    Finance

    $SF
    Financials

    Live finance-specific insights

    View All

    Stifel Financial Schedules Third Quarter 2025 Financial Results Conference Call

    ST. LOUIS, Oct. 16, 2025 (GLOBE NEWSWIRE) -- Stifel Financial Corp. (NYSE:SF) will release its third quarter financial results before the market opens on Wednesday, October 22, 2025. The company will host a conference call to review the results at 9:30 a.m. Eastern time that same day. The conference call may include forward-looking statements. All interested parties are invited to listen to Stifel Chairman and CEO Ronald J. Kruszewski by dialing (866) 409-1555 and referencing participant ID 2769458. A live audio webcast of the call, as well as a presentation highlighting the company's results, will be available through Stifel's website, www.stifel.com. For those who cannot listen to the l

    10/16/25 4:30:00 PM ET
    $SF
    Investment Bankers/Brokers/Service
    Finance

    KBW Announces Index Rebalancing for Third-Quarter 2025

    NEW YORK, Sept. 12, 2025 (GLOBE NEWSWIRE) -- Keefe, Bruyette & Woods, Inc., a leading specialist investment bank to the financial services and fintech sectors, and a wholly owned subsidiary of Stifel Financial Corp. (NYSE:SF), announces the upcoming index rebalancing for the third quarter of 2025. This quarter, there are constituent changes within one of our indexes: KBW Regional Banking Index (Index Ticker: KRX, ETF Ticker: KBWR). These changes will be effective prior to the opening of business on Monday, September 22, 2025. As part of this rebalancing, below are the component-level changes across impacted indices: KBW Regional Banking Index (Index Ticker: KRX; ETF Ticker: KBW

    9/12/25 8:30:00 PM ET
    $RNST
    $SF
    $WSBC
    Major Banks
    Finance
    Investment Bankers/Brokers/Service

    Stifel Declares Quarterly Common Stock Cash Dividend and Declares Preferred Stock Cash Dividend

    ST. LOUIS, Aug. 06, 2025 (GLOBE NEWSWIRE) -- Stifel Financial Corp. (NYSE:SF) today announced that its Board of Directors has declared a cash dividend on shares of its common stock of $0.46 per share, payable September 16, 2025, to shareholders of record at the close of business on September 2, 2025. The Board of Directors also declared a quarterly cash dividend on the outstanding shares of its 6.25% Non-Cumulative Perpetual Preferred Stock, Series B (the "Series B Preferred Stock"), 6.125% Non-Cumulative Perpetual Preferred Stock, Series C (the "Series C Preferred Stock"), and 4.50% Non-Cumulative Perpetual Preferred Stock, Series D (the "Series D Preferred Stock"). The declared cash div

    8/6/25 4:30:00 PM ET
    $SF
    Investment Bankers/Brokers/Service
    Finance