Every material Form 8-K Stifel filed with the SEC in 2025, 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 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
Briefs are written by AI from the filing text (each brief's own page names the model) and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the model's reading of the filing for shareholders, not a price forecast. Not investment advice.
Only material 8-Ks get a brief: results, deals, executive changes, restructuring, impairments, delisting notices, restatements, cybersecurity incidents and other disclosed events. Routine filings (vote results, exhibits only) are skipped. Every Stifel filing is on SEC EDGAR ↗. 8-K briefs of other companies →