AI brief of an SEC Form 8-K · Stifel (SF)

Stifel Q2 2025 revenue rises 5.4% to $1.3 billion; GAAP EPS falls to $1.34

Mixed Impact 3 of 5 earnings Written later

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.

Key points

  • 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.

The filing

CompanyStifel (SF)
Form8-K, current report
Filed with the SECJul 30, 2025, 7:00 AM ET
Accession number0001193125-25-168605

Items reported: 2.02 Results of Operations

Read the filing on SEC.gov ↗

Written by AI on Nov 8, 2026, 12:56 AM ET, from this filing only. Written later: this filing was briefed after the fact, when past filings were added to the site, so the brief may be read with hindsight; the filing itself is the record of what was known on July 30, 2025.

Briefs are written by AI from the filing text and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the AI's reading of the filing for shareholders, not a price forecast. Not investment advice.