Stifel
Upgrade grade
A+
Downgrade grade
A
Stifel Financial Corp., founded in 1890 as a regional brokerage firm in St. Louis, has evolved into a diversified investment banking and wealth management powerhouse with approximately $400 billion in client assets and roughly 8,000 employees across multiple continents. The firm maintains a particularly strong presence in equity research covering U.S. markets, with nearly 10,200 analyst ratings in our database reflecting their broad analytical coverage across multiple sectors and market segments. Stifel has built particular expertise and reputation in coverage of financial services, healthcare, technology, and industrials companies, positioning itself as a full-service platform for institutional and individual investors seeking comprehensive research and capital markets services. The firm is notably known for maintaining a deeply ingrained culture of long-term client relationships and independent research perspectives, having resisted the consolidation pressures that reshaped much of Wall Street during the 1990s and 2000s, which has contributed to its reputation as a research-focused institution that prioritizes analyst credibility and differentiated insights.
Upgrades
835
83.71% win rate
· avg +3.53% D1
Downgrades
892
80.94% win rate
· avg -5.24% D1
Avg Gap — Upgrades
+2.99%
open vs prev close
Avg Gap — Downgrades
-4.69%
open vs prev close
Performance by Sector
| Sector | ↑ Win% | ↑ D1 | ↓ Win% | ↓ D1 |
|---|---|---|---|---|
| Industrials | 85.78% (211) | +3.19% | 81.31% (214) | -3.46% |
| Consumer Cyclical | 81.12% (143) | +3.76% | 80.00% (155) | -4.82% |
| Technology | 89.08% (119) | +4.35% | 83.61% (122) | -6.34% |
| Real Estate | 84.04% (94) | +1.43% | 80.00% (85) | -1.47% |
| Healthcare | 88.16% (76) | +7.48% | 84.31% (102) | -15.72% |
| Energy | 73.24% (71) | +2.67% | 71.43% (63) | -2.15% |
| Financial Services | 84.85% (33) | +3.22% | 84.00% (50) | -2.58% |
| Communication Services | 69.23% (39) | +1.49% | 85.29% (34) | -5.47% |
| Consumer Defensive | 85.71% (28) | +2.82% | 77.50% (40) | -4.44% |
| Basic Materials | 93.33% (15) | +3.54% | 88.24% (17) | -2.61% |
Win Rate by Year
| Year | ↑ Win% | ↑ Calls | ↓ Win% | ↓ Calls |
|---|---|---|---|---|
| 2026 | 80.8% | 26 | 76.7% | 30 |
| 2025 | 84.2% | 38 | 70.6% | 34 |
| 2024 | 90.2% | 41 | 82.6% | 69 |
| 2023 | 86.7% | 45 | 86.7% | 45 |
| 2022 | 75.0% | 40 | 88.0% | 50 |
| 2021 | 81.5% | 54 | 76.3% | 38 |
| 2020 | 83.0% | 100 | 80.8% | 78 |
| 2019 | 88.1% | 59 | 78.8% | 66 |
| 2018 | 74.7% | 87 | 81.7% | 71 |
| 2017 | 92.5% | 67 | 92.2% | 51 |
Recent Calls
| Date | Ticker | Company | Sector | Action | Grade Change | PT | Gap | D1 |
|---|---|---|---|---|---|---|---|---|
| Oct 5, 2026 | RTO | Rentokil Initial plc | Industrials | Upgrade | Hold → Buy | — | -0.4% | +0.4% |
| Oct 1, 2026 | WHWK | Whitehawk Therapeutics Inc | Healthcare | Initiates | Buy | $9 | +5.1% | +0.0% |
| Oct 1, 2026 | IMNM | Immunome, Inc. | Healthcare | Initiates | Hold | $24 | -1.6% | -2.9% |
| Oct 1, 2026 | HUBG | Hub Group, Inc. | Industrials | Upgrade | Sell → Hold | $29 | +0.6% | +1.9% |
| Sep 30, 2026 | ACHV | Achieve Life Sciences, Inc. | Healthcare | Initiates | Buy | $18 | +5.1% | +5.2% |
| Sep 29, 2026 | STAA | STAAR Surgical Company | Healthcare | Upgrade | Hold → Buy | $31 | +6.4% | +7.5% |
| Sep 25, 2026 | ALM | Almonty Industries Inc. Common Shares | Basic Materials | Initiates | Buy | $25 | +3.5% | +10.6% |
| Sep 23, 2026 | MSFT | Microsoft Corporation | Technology | Upgrade | Hold → Buy | $575 | +0.6% | +0.5% |
| Sep 22, 2026 | RSI | Rush Street Interactive, Inc. | Consumer Cyclical | Initiates | Buy | $34 | +4.4% | -1.6% |
| Sep 18, 2026 | YETI | YETI Holdings, Inc. | Consumer Cyclical | Upgrade | Hold → Buy | $50 | +2.9% | +2.4% |
| Sep 17, 2026 | ROIV | Roivant Sciences Ltd. | Healthcare | Initiates | Buy | $51 | +2.2% | +1.0% |
| Sep 15, 2026 | IBP | Installed Building Products, Inc. | Consumer Cyclical | Initiates | Buy | $240 | +0.7% | -0.3% |
| Sep 14, 2026 | KRSA | — | — | Initiates | Buy | $43 | -3.3% | -0.9% |
| Sep 10, 2026 | WMB | The Williams Companies, Inc. | Energy | Reiterates | Buy | $85 | -0.3% | -3.1% |
| Sep 10, 2026 | WHK | — | — | Reiterates | Buy | $32 | +0.9% | -1.0% |
| Sep 10, 2026 | WES | Western Midstream Partners, LP | Energy | Reiterates | Buy | $55 | +0.3% | -2.2% |
| Sep 10, 2026 | TXO | TXO Partners, L.P. | Energy | Reiterates | Buy | $17 | +0.1% | -0.6% |
| Sep 10, 2026 | TRGP | Targa Resources Corp. | Energy | Reiterates | Buy | $340 | +1.9% | +0.2% |
| Sep 10, 2026 | SM | SM Energy Company | Energy | Reiterates | Hold | $42 | +1.6% | +0.5% |
| Sep 10, 2026 | SOC | Sable Offshore Corp. | Energy | Reiterates | Buy | $8 | +4.1% | +0.0% |
| Sep 10, 2026 | RRC | Range Resources Corporation | Energy | Reiterates | Hold | $46 | +0.3% | +0.3% |
| Sep 10, 2026 | PR | Permian Resources Corporation | Energy | Reiterates | Buy | $30 | +2.1% | +0.3% |
| Sep 10, 2026 | OKE | ONEOK, Inc. | Energy | Reiterates | Hold | $105 | +0.9% | -0.1% |
| Sep 10, 2026 | OXY | Occidental Petroleum Corporation | Energy | Reiterates | Hold | $68 | +1.3% | -0.2% |
| Sep 10, 2026 | MPLX | MPLX Lp | Energy | Reiterates | Hold | $65 | -0.1% | -1.0% |