Earnings summaries and quarterly performance for STIFEL FINANCIAL.
Executive leadership at STIFEL FINANCIAL.
Ronald J. Kruszewski
Detailed
Chief Executive Officer
CEO
JM
James M. Marischen
Detailed
Chief Financial Officer
JM
James M. Zemlyak
Detailed
Co-President and Head of Global Wealth Management
TB
Thomas B. Michaud
Detailed
Senior Vice President; President and CEO of KBW; Global Co-Head of Institutional Equities and Advisory
Board of directors at STIFEL FINANCIAL.
AT
Adam T. Berlew
Detailed
Director
DA
David A. Peacock
Detailed
Lead Independent Director
JP
James P. Kavanaugh
Detailed
Director
LL
Lisa L. Carnoy
Detailed
Director
MS
Maryam S. Brown
Detailed
Director
MA
Maura A. Markus
Detailed
Director
MJ
Michael J. Zimmerman
Detailed
Director
MW
Michael W. Brown
Detailed
Director
RE
Robert E. Grady
Detailed
Director
TW
Thomas W. Weisel
Detailed
Director
VJ
Victor J. Nesi
Detailed
Director
Research analysts who have asked questions during STIFEL FINANCIAL earnings calls.
Devin Ryan
Citizens JMP
6 questions for SF
Also covers: AMTD, COIN, CRCL +20 more
SC
Steven Chubak
Wolfe Research
6 questions for SF
Also covers: AMP, AMTD, APO +20 more
WK
William Katz
TD Cowen
6 questions for SF
Also covers: AB, AMG, AMTD +25 more
Alexander Blostein
Goldman Sachs
4 questions for SF
Also covers: AB, AMG, AMP +31 more
BH
Brennan Hawken
UBS Group AG
4 questions for SF
Also covers: AMP, AMTD, APO +30 more
MB
Michael Brown
Wells Fargo Securities
4 questions for SF
Also covers: APO, ARES, BAM +19 more
MC
Michael Cho
JPMorgan Chase & Co.
4 questions for SF
Also covers: ENV, FHI, FRGE +4 more
CA
Christopher Allen
Citigroup
1 question for SF
Also covers: CBOE, CME, ETOR +9 more
Michael
TD Cowen
1 question for SF
Also covers: APH, GLBE, LOGI +2 more
Recent press releases and 8-K filings for SF.
Stifel Financial Corp. enters into new $1.0 billion credit agreement
SF
Debt Issuance
- Stifel Financial Corp. and Stifel, Nicolaus & Company, Inc. entered into an Amended and Restated Credit Agreement on February 4, 2026, replacing their existing unsecured credit agreement.
- This agreement provides a committed unsecured revolving borrowing facility of up to $1.0 billion with a maturity date of February 4, 2031.
- Interest rates on borrowings are variable and based on the Secured Overnight Financing Rate.
- The borrowers are required to maintain compliance with a minimum consolidated tangible net worth covenant, a maximum consolidated total capitalization ratio covenant, and a minimum regulatory excess net capital percentage covenant for Stifel Nicolaus.
- The proceeds from the facility are to be used for working capital, short-term operating needs, and general corporate purposes.
2 days ago
Stifel (SF) Reports Record Q4 2025 Results, Increases Dividend, and Announces Stock Split
SF
Earnings
Guidance Update
Dividends
- Stifel (SF) reported record Q4 2025 revenue of $1.56 billion and record EPS of $2.63, achieving a pretax margin of more than 22% and a return on tangible equity of more than 31%.
- For the full year 2025, the company exceeded its revenue target and essentially reached $8 per share in earnings (excluding a Q1 legal accrual), with a return on tangible common equity of roughly 25%.
- The board of directors authorized an 11% increase in the common stock dividend beginning in Q1 2026 and a 3-for-2 stock split effective February 26, 2026.
- For 2026, Stifel expects total net revenue between $6 billion and $6.35 billion and net interest income between $1.1 billion and $1.2 billion, supported by approximately $4 billion of balance sheet growth.
Jan 28, 2026, 2:30 PM
Stifel Reports Record Q4 and Full Year 2025 Results, Increases Dividend, and Provides Positive 2026 Outlook
SF
Earnings
Dividends
Guidance Update
- Stifel reported record Non-GAAP Net Revenue of $1,561 million and record Non-GAAP Diluted EPS of $2.63 for Q4 2025, surpassing analyst estimates by 3% and 5% respectively. For the full year 2025, Non-GAAP Net Revenue reached $5,530 million and Non-GAAP EPS was $6.76.
- The company achieved record Global Wealth Management Revenue for both Q4 2025 ($933 million) and the full year 2025 ($3,537 million), alongside record quarterly client assets under management of $551,863 million.
- Stifel increased its common dividend by 11% and announced a 3:2 common stock split. The company also repurchased 335,000 shares in Q4 2025 and a total of 2.5 million shares in 2025.
- For 2026, Stifel provided Net Revenue guidance of $6,000 - $6,350 million and a Compensation Ratio guidance of 56.5% - 57.5%.
Jan 28, 2026, 2:30 PM
Stifel Reports Record 2025 Financials, Issues 2026 Revenue Guidance, and Announces Dividend Increase and Stock Split
SF
Earnings
Guidance Update
M&A
- Stifel reported a record year in 2025, with firm-wide revenue of $5.5 billion, an 11% increase. For Q4 2025, the company achieved record revenue of $1.56 billion and record EPS of $2.63.
- For 2026, Stifel expects total net revenue between $6 billion and $6.35 billion. The board authorized an 11% increase in the common stock dividend starting in Q1 2026 and a 3-for-2 stock split effective February 26, 2026.
- The firm's Global Wealth Management segment generated $3.5 billion in revenue in 2025 , and the Institutional segment contributed $1.9 billion. Stifel added 181 financial advisors in 2025 and participated in approximately 75% of depository M&A advisory transactions by deal volume. The company also announced the sale of Stifel Independent Advisors and the closing of its European equities business.
Jan 28, 2026, 2:30 PM
Stifel Financial Reports Record Q4 and Full-Year 2025 Results, Issues 2026 Guidance, and Announces Dividend Increase and Stock Split
SF
Guidance Update
Dividends
Share Buyback
- Stifel Financial reported record full-year 2025 revenue of $5.5 billion, an 11% increase, and record fourth-quarter 2025 revenue of $1.56 billion, with full-year EPS (excluding a legal accrual) of $7.92 and Q4 EPS of $2.63.
- Both Global Wealth Management and Institutional segments contributed to the record performance, with GWM revenue exceeding $3.5 billion for the full year and Institutional revenue exceeding $1.9 billion.
- For 2026, the company provided guidance for total net revenue between $6 billion and $6.35 billion and net interest income between $1.1 billion and $1.2 billion.
- The board authorized an 11% increase in the common stock dividend starting Q1 2026 and a 3-for-2 stock split effective February 26, 2026. Additionally, the company repurchased 335,000 shares during Q4 2025.
Jan 28, 2026, 2:30 PM
Stifel Financial Corp. Reports Record Full Year 2025 Results, Announces Dividend Increase and Stock Split
SF
Earnings
Dividends
Share Buyback
- Stifel Financial Corp. reported record net revenues of $5.53 billion for the full year ended December 31, 2025, an 11.3% increase from $4.97 billion in 2024. Fourth quarter 2025 net revenues were $1.56 billion, up 14.4% from $1.36 billion in the prior year quarter.
- GAAP net income available to common shareholders for Q4 2025 was $255.0 million, or $2.31 per diluted common share, and for the full year 2025 was $646.5 million, or $5.87 per diluted common share. Non-GAAP diluted EPS for Q4 2025 was $2.63 and for FY 2025 was $6.76.
- The Board of Directors approved an 11% increase in the quarterly common stock dividend to $0.51 per share, starting in the first quarter of 2026.
- A three-for-two stock split was announced, effective February 26, 2026.
- The company repurchased $39.0 million of its common stock during Q4 2025 and a total of $370.6 million during the full year 2025.
Jan 28, 2026, 12:01 PM
Stifel Financial Reports Record Full Year Results, Announces Dividend Increase and Stock Split
SF
Earnings
Dividends
Share Buyback
- Stifel Financial Corp. reported record net revenues of $5.53 billion for the full year ended December 31, 2025, an increase from $4.97 billion in 2024, and record quarterly net revenues of $1.56 billion for the fourth quarter of 2025, compared to $1.36 billion in the fourth quarter of 2024.
- For the full year 2025, diluted EPS was $5.87, while Q4 2025 diluted EPS was $2.31.
- The Board of Directors approved an 11% increase in the common stock dividend starting in the first quarter of 2026 and declared a three-for-two stock split, effective February 26, 2026.
- The company repurchased $370.6 million of its outstanding common stock during 2025, including $39.0 million in the fourth quarter.
Jan 28, 2026, 12:00 PM
Sensorion Announces €60 Million Financing Round
SF
New Projects/Investments
Guidance Update
- Sensorion secured €60 million in financing through a reserved offering, which includes a €20 million strategic investment from Sanofi.
- The financing involved the issuance of 214,285,714 new ordinary shares at a price of €0.28 per share.
- This funding extends Sensorion's cash runway until H1 2027 and will primarily support R&D for its genetic medicine pipeline, including SENS-601 (GJB2-GT) and SENS-501.
- The new shares issued represent approximately 71% of the Company's share capital and voting rights outstanding before the offering.
Jan 28, 2026, 6:43 AM
Sensorion Secures €60 Million Financing
SF
New Projects/Investments
- Sensorion announced a €60 million financing through a reserved offering, which includes a €20 million strategic investment from Sanofi.
- This capital raise is expected to extend Sensorion's cash runway to the first half of 2027.
- The funds will primarily be used to advance Sensorion's gene therapy programs, SENS-501 and SENS-601 (GJB2-GT), including key milestones such as CTA/IND authorization for SENS-601.
- The offering involved the issuance of 214,285,714 new ordinary shares at €0.28 per share, resulting in Sanofi holding a 13.9% stake in Sensorion after the transaction.
Jan 28, 2026, 6:43 AM
Stifel Financial Reports Record 2025 Revenues, Announces Dividend Hike and Stock Split
SF
Earnings
Dividends
Revenue Acceleration/Inflection
- Stifel Financial reported record full-year 2025 net revenues of $5.53 billion and a quarterly revenue record of $1.56 billion, even as GAAP net income to common shareholders declined to $646.5 million.
- The board approved an 11% increase in the quarterly cash dividend to $0.51 per share, marking the ninth consecutive year of dividend growth.
- A three-for-two stock split was declared, executed as a 50% stock dividend, which will increase shares outstanding from about 103 million to roughly 155 million and adjust the post-split quarterly dividend to approximately $0.34 per share.
- The company achieved strong non-GAAP profitability in Q4 2025, including a 22.3% pre-tax margin and an annualized return on average tangible common equity of 31.1%.
Jan 28, 2026, 12:06 AM
Quarterly earnings call transcripts for STIFEL FINANCIAL.
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