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

Stifel Q4 net revenues rise 14% to $1.56 billion; EPS $2.31; 3-for-2 split declared

Mixed Impact 4 of 5 earnings Written later

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.

Key points

  • 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

The filing

CompanyStifel (SF)
Form8-K, current report
Filed with the SECJan 28, 2026, 7:01 AM ET
Accession number0001193125-26-025634

Items reported: 2.02 Results of Operations8.01 Other Events

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 January 28, 2026.

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.