Every material Form 8-K Stifel filed with the SEC in 2026, 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
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 →