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Stock impact report

Heartland Value Plus Fund Q1 2026 Portfolio Activity [Seeking Alpha]

Stifel Financial Corporation (SF) 
Last stifel financial corporation earnings: 7/30 06:00 am Check Earnings Report
US:NYSE Investor Relations: stifel.com/investor-relations
Company Research Source: Seeking Alpha
For small-cap tech stocks, the first quarter proved to be quite strong, in part because this group had already suffered setbacks last year and, for the most part, valuations never got out of hand. One of the biggest detractors to our strategy's performance in the quarter was Stifel Financial. Dilok Klaisataporn/iStock via Getty Images The following segment was excerpted from the Heartland Value Plus Fund Q1 2026 Commentary Attribution Analysis & Portfolio Activity The Value Plus Fund gained 4.95% in the first quarter, compared with the 4.96% gain for the Russell This article was written by Quick Insights The thesis is based on SIMO's shift to higher-margin, hyperscaler-driven applications, robust datacenter capex growth, and a $160M expected arbitration settlement, supporting a 15x EBITDA multiple. WH trades at 11-12x EBITDA versus Marriott/Hilton at 17-20x, with demand expected to benefit from economic recovery, major events, and active share buybacks and dividend Show less Read more
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