Every material Form 8-K Stifel has filed with the SEC since March 08, 2024, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
Stifel Financial reported third-quarter 2026 net revenues of $1.43 billion, roughly flat from $1.43 billion a year earlier. GAAP net income available to common shareholders rose to $224.8 million, or $1.40 per diluted share, from $202.1 million, or $1.22, a year earlier. For shareholders, earnings per share grew while revenue held steady, and the company repurchased $124.0 million of its stock during the quarter.
Net revenues of $1.43 billion versus $1.43 billion a year earlier; asset management revenues rose 14%.
GAAP diluted EPS of $1.40 versus $1.22; non-GAAP diluted EPS of $1.46 versus $1.30.
Repurchased $124.0 million, or 1.6 million shares, at an average price of $76.95 during the quarter.
Board declared a $0.34 quarterly dividend per common share, payable September 15, 2026.
Stifel Financial reported second-quarter 2026 net revenues of $1.45 billion, up 13% from a year earlier, and GAAP net income available to common shareholders of $217.2 million, or $1.34 per diluted share, versus $0.89 a year ago. Non-GAAP diluted EPS was $1.42, and the company repurchased $177.0 million of stock during the quarter, which should benefit per-share results for shareholders.
Net revenues were $1.45 billion, up 13.0% from $1.28 billion in Q2 2025, with investment banking revenues up 42%.
GAAP diluted EPS was $1.34 versus $0.89 a year earlier; non-GAAP diluted EPS was $1.42 versus $1.14.
The company repurchased $177.0 million, or 2.4 million shares, at an average price of $73.20 during the quarter.
Quarterly cash dividend declared at $0.34 per common share, payable June 15, 2026.
At its June 9, 2026 annual meeting, Stifel Financial shareholders elected all twelve directors, approved an increase in authorized shares from 197,000,000 to 294,000,000, and approved adding 9,000,000 shares to the 2001 Incentive Stock Plan. The filing does not state the reasons for the share increases, but the authorized share increase and larger plan capacity could affect existing shareholders' ownership percentage if the shares are issued.
Authorized total shares rose from 197,000,000 to 294,000,000; common authorized shares rose from 194,000,000 to 291,000,000
Incentive Stock Plan capacity increased by 9,000,000 shares, including 175,000 reserved for non-employee directors, with 87,433,331 votes for and 38,926,563 against
Shareholders approved advisory say-on-pay, with 123,866,225 votes for and 2,396,358 against, and ratified KPMG LLP for 2026
Stifel Financial reported first-quarter 2026 net revenues of $1.48 billion, up 17.7% from $1.26 billion a year earlier, and GAAP diluted EPS of $1.48 versus $0.26. The results include a gain on the February 2, 2026 sale of Stifel Independent Advisors, LLC, and the company describes the quarter as its strongest first quarter ever, though revenue and EPS were both lower than in the fourth quarter of 2025.
Net revenues were $1.48 billion, up 17.7% from $1.26 billion in Q1 2025; the figure includes a gain on the sale of Stifel Independent Advisors, LLC, closed February 2, 2026.
GAAP diluted EPS was $1.48 versus $0.26 a year earlier; non-GAAP diluted EPS was $1.45 versus $0.33.
Compared with Q4 2025, net revenues fell 5.3% and GAAP diluted EPS fell from $1.54 to $1.48.
The company repurchased $224.4 million of common stock (2.8 million shares) at an average price of $80.32 and declared a $0.34 quarterly dividend per share.
Stifel Financial and Stifel Nicolaus entered into an Amended and Restated Credit Agreement on February 4, 2026, replacing their existing unsecured credit agreement from September 2023. The new facility provides up to $1.0 billion in committed unsecured revolving borrowings, matures February 4, 2031, and carries variable rates based on SOFR. The filing describes it as a working capital and general corporate backstop, with no new borrowing amount disclosed beyond the facility size.
Facility size: up to $1.0 billion in committed unsecured revolving borrowings
Maturity date: February 4, 2031
Rates are variable and based on the Secured Overnight Financing Rate (SOFR)
Bank of America, N.A. is administrative agent for a lender syndicate; existing commitments were terminated when the new agreement took effect
Stifel Financial reported record fourth-quarter net revenues of $1.56 billion, up from $1.36 billion a year earlier, and diluted EPS of $2.31 versus $2.09. For the full year, net income available to common shareholders fell to $646.5 million, or $5.87 per diluted share, from $694.1 million, or $6.25, as elevated legal provisions weighed on results. The board also declared a three-for-two stock split and an 11% dividend increase.
Q4 2025 net revenues $1.56 billion, up 14.4% from $1.36 billion; diluted EPS $2.31 versus $2.09
Full-year 2025 net revenues $5.53 billion; diluted EPS $5.87 versus $6.25, with $1.16 per share of after-tax legal provisions cited
Three-for-two stock split as a 50% stock dividend, distributed February 26, 2026, to holders of record February 12, 2026
Quarterly common dividend raised 11% to $0.51 per share starting in the first quarter of 2026
Stifel reported third-quarter 2025 net revenues of $1.43 billion, up from $1.22 billion a year earlier, with net income available to common shareholders of $202.1 million, or $1.84 per diluted share, versus $1.34 a year ago. Investment banking revenue rose 33%, and the company repurchased $31.2 million of its common stock during the quarter, which supports per-share results for shareholders.
Net revenues of $1.43 billion for Q3 2025, up 16.7% from $1.22 billion in Q3 2024
GAAP diluted EPS of $1.84 vs $1.34 a year ago; non-GAAP diluted EPS of $1.95 vs $1.50
Investment banking revenues of $323.5 million, up 33%; advisory revenues up 31%
Repurchased $31.2 million of common stock in Q3; quarterly dividend of $0.46 per share declared
Stifel Financial reported second-quarter 2025 net revenues of $1.28 billion, up 5.4% from a year earlier, but GAAP net income available to common shareholders fell 6.6% to $145.7 million, or $1.34 per diluted share. Non-GAAP diluted EPS rose to $1.71 from $1.60, excluding merger-related and restructuring and severance charges, so shareholders see higher revenue and adjusted earnings alongside lower reported profit.
Net revenues of $1,284.3 million, up 5.4% from $1,217.9 million in the second quarter of 2024.
GAAP diluted EPS of $1.34, down from $1.41; non-GAAP diluted EPS of $1.71, up from $1.60.
Non-GAAP adjustments included $27.0 million in restructuring and severance costs and $20.4 million in merger-related items.
The company repurchased $83.0 million of common stock and declared a $0.46 quarterly dividend per share, payable June 16, 2025.
Stifel Financial said Co-President and Institutional Group Head Victor Nesi will retire from day-to-day operating roles effective July 1, 2025, after 16 years with the firm. The Board appointed him as a director effective the same date, and he will receive the annual retainer paid to all non-employee directors. The company said the Institutional Group reported $1.6 billion in 2024 revenue and has a seasoned leadership team in place.
Nesi notified the Board of his retirement on June 6, 2025, effective July 1, 2025.
Board appointed Nesi as a Director effective July 1, 2025.
Institutional Group reported $1.6 billion in 2024 revenue, per the press release; Nesi joined Stifel in 2009.
Nesi's director pay is the annual non-employee director retainer, described in the company's proxy statement.
Stifel Financial reported first-quarter 2025 net revenues of $1.26 billion, up from $1.16 billion a year earlier, with growth across all revenue lines. Net income available to common shareholders fell to $43.7 million, or $0.39 per diluted share, from $1.40 a year earlier, as elevated legal provisions weighed on results.
Net revenues were $1.26 billion for the quarter ended March 31, 2025, versus $1.16 billion a year earlier.
GAAP diluted EPS was $0.39 versus $1.40; non-GAAP diluted EPS was $0.49 versus $1.49, with legal provisions reducing results by $1.16 per diluted share after tax.
The company repurchased $210.9 million of common stock during the quarter and declared a $0.46 quarterly dividend per share.
Client assets were $485.9 billion, up 4% from a year earlier.
Stifel Financial's Compensation Committee approved on February 4, 2025 a 2025 restatement of its Wealth Accumulation Plan, which modifies certain provisions and fully restates prior plan documents. The committee also approved a Restricted Stock Unit Award Agreement and a Deferred Award Agreement under the company's 2001 Incentive Stock Plan (2018 Restatement). The filing is a routine compensation-related disclosure and does not report financial results or a change in leadership.
Compensation Committee approved the Wealth Accumulation Plan 2025 Restatement on February 4, 2025
Plan modifies certain provisions and completely restates previously filed plan documents
Also approved a Performance RSU Award Agreement and a Deferred Award Agreement under the 2001 Incentive Stock Plan (2018 Restatement)
Filing dated February 7, 2025, signed by CFO James M. Marischen
Stifel reported record fourth-quarter net revenues of $1.36 billion, up from $1.15 billion a year earlier, and diluted EPS of $2.09 versus $1.38. For the full year, net revenues were $4.97 billion and diluted EPS was $6.25, and the board approved a 10% increase in the quarterly dividend to $0.46 per share starting in the first quarter of 2025.
Q4 2024 net income available to common shareholders was $234.7 million, or $2.09 per diluted share, versus $153.2 million, or $1.38, a year earlier
Full-year 2024 net income available to common shareholders was $694.1 million, or $6.25 per diluted share, versus $485.3 million, or $4.28 in 2023
Quarterly dividend increases 10% to $0.46 per common share starting in the first quarter of 2025
Company repurchased $45.5 million of common stock in Q4 2024 and $242.6 million in full-year 2024
Stifel Financial reported third-quarter 2024 net revenues of $1.2 billion, up 17.2% from $1.0 billion a year earlier, with GAAP diluted earnings per share of $1.34 versus $0.52. Investment banking revenues rose 66%, and the company said it anticipates further upside to revenue and earnings in the fourth quarter and in 2025, though this is not formal guidance.
Net revenues of $1.2 billion for the quarter ended September 30, 2024, versus $1.0 billion a year earlier
GAAP net income available to common shareholders of $149.2 million, or $1.34 per diluted share, versus $0.52 a year earlier
Non-GAAP diluted EPS of $1.50 versus $0.60, after $0.10 per share of elevated legal provisions
Investment banking revenues up 66%; the company repurchased $20.2 million of common stock in the quarter
Stifel Financial reported second quarter 2024 net revenues of $1.2 billion, up 15.9% from $1.05 billion a year earlier, and net income available to common shareholders of $156.0 million, or $1.41 per diluted share, versus $1.10 in the second quarter of 2023. Non-GAAP diluted EPS was $1.60, compared with $1.20, after excluding merger-related and restructuring and severance costs, so shareholders saw higher revenue and earnings year over year.
Net revenues of $1.2 billion ($1,217.9 million), up 15.9% from $1.05 billion in Q2 2023.
GAAP diluted EPS of $1.41 vs. $1.10 a year earlier; non-GAAP diluted EPS of $1.60 vs. $1.20.
Institutional Group pre-tax net income of $48.8 million, compared with a pre-tax loss of $11.6 million in Q2 2023.
The company's 4.25% Senior Notes matured on July 18, 2024, retiring the $500.0 million outstanding balance; Q2 stock repurchases totaled $17.6 million.
Stifel Financial reported first quarter 2024 net revenues of $1.2 billion, up from $1.1 billion a year earlier, and GAAP net income available to common shareholders of $154.3 million, or $1.40 per diluted share, compared with $1.28 a year ago. Non-GAAP diluted EPS was $1.49, and the company repurchased $159.3 million of its common stock during the quarter.
Net revenues of $1,163.0 million, up 5.1% from $1,106.8 million in Q1 2023
GAAP diluted EPS of $1.40 vs $1.28 a year ago (up 9.4%); non-GAAP diluted EPS of $1.49 vs $1.40
GAAP pre-tax margin of 18.8% vs 19.0%; non-GAAP pre-tax margin of 19.8% vs 20.5%
Quarterly common dividend of $0.42 per share, up from $0.36; $159.3 million of stock repurchased
On March 7, 2024, Stifel Financial's Compensation Committee approved a form of restricted cash award agreement under its 2001 Incentive Stock Plan (2018 Restatement). The agreement is filed as Exhibit 10.1 and is routine compensation documentation, with no financial amounts or named executives disclosed in the filing.
Compensation Committee approved the form of restricted cash award agreement on March 7, 2024
The agreement is issued under the 2001 Incentive Stock Plan (2018 Restatement)
Form of agreement attached as Exhibit 10.1; filing signed by CFO James M. Marischen on March 8, 2024
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