{"filings":[{"id":98493,"accession_number":"0001193125-26-168288","cik":720672,"company_name":"STIFEL FINANCIAL CORP","ticker":"SF","form_type":"8-K","filed_at":"2026-04-22T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Stifel Q1 net revenues $1.48B, EPS $1.48; record first quarter results","event_type":"earnings","confidence":"high","bullets":["Net income available to common $242.1M ($1.48 diluted EPS) vs $43.7M ($0.26) a year ago; non-GAAP EPS $1.45.","Investment banking revenues +44% YoY (advisory +59%, capital raising +22%); asset mgmt revenues record +12%.","Global Wealth Mgmt pre-tax income $330.7M (margin 35.5%), Institutional Group $97.9M (margin 19.8%).","Client assets $538.7B (+11%), tangible book value per share $24.89 (+12%); dividend raised to $0.34/share.","CEO notes record Q1 despite geopolitical volatility; investment banking pipelines among strongest seen."],"consensus_eps_estimate":null,"consensus_eps_actual":1.48,"consensus_revenue_estimate":null,"consensus_revenue_actual":1665652000.0,"consensus_period":"2026-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.8,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":114000,"accession_number":"0001193125-26-126284","cik":720672,"company_name":"STIFEL FINANCIAL CORP","ticker":"SF","form_type":"8-K","filed_at":"2026-03-26T23:59:59+00:00","items":["7.01","2.02","9.01"],"status":"ready","headline":"Stifel Feb 2026: client assets +12% YoY ex-sale; IB rev expected +30-40% in Q1","event_type":"other_material","confidence":"high","bullets":["Completed sale of Stifel Independent Advisors on Feb 2, 2026; excluding that, total client assets +12% YoY and fee-based assets +19% YoY.","Treasury deposits rose to $9.6B from $5.6B a year ago, up 73% YoY, driven by venture banking growth.","Q1 2026 investment banking revenue expected to increase 30%-40% versus Q1 2025 despite recent market volatility.","Total client assets $557.7B as of Feb 28, 2026, down 1% from Jan but up 10% YoY.","Private Client Group fee-based assets $199.2B, up 16% YoY (ex-Independent Advisors)."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.65,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":113999,"accession_number":"0001193125-26-076744","cik":720672,"company_name":"STIFEL FINANCIAL CORP","ticker":"SF","form_type":"8-K","filed_at":"2026-02-26T23:59:59+00:00","items":["7.01","2.02","9.01"],"status":"ready","headline":"Stifel reports record client assets in January; fee-based assets up 16% YoY","event_type":"earnings","confidence":"high","bullets":["Total client assets $561.1B, up 10% YoY and 2% from Dec 2025.","Fee-based client assets $229.4B, up 16% YoY; Private Client Group fee-based up 17%.","Treasury deposits $9.1B, up 70% YoY driven by venture and fund banking activity.","Client money market and insured product $25.9B, down 7% YoY and 3% from Dec due to seasonality.","Bank loans $22.3B, up 6% YoY but down 1% from Dec, reflecting typical early-year trends."],"consensus_eps_estimate":null,"consensus_eps_actual":5.87,"consensus_revenue_estimate":null,"consensus_revenue_actual":6347533000.0,"consensus_period":"2025-FY","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.6,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":113998,"accession_number":"0001193125-26-037686","cik":720672,"company_name":"STIFEL FINANCIAL CORP","ticker":"SF","form_type":"8-K","filed_at":"2026-02-04T23:59:59+00:00","items":["1.01","2.03","9.01"],"status":"ready","headline":"Stifel enters amended $1B revolving credit facility maturing 2031","event_type":"debt","confidence":"high","bullets":["Amended and Restated Credit Agreement dated Feb 4, 2026 replaces prior Sept 2023 agreement.","Maximum aggregate borrowings of $1.0 billion unsecured revolving facility maturing Feb 4, 2031.","Borrowers: Stifel Financial Corp. and Stifel Nicolaus & Company, Inc.","Interest rates based on SOFR; covenants include minimum tangible net worth and capitalization ratio.","Proceeds for working capital, short-term operating needs, and general corporate purposes."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":113997,"accession_number":"0001193125-26-025634","cik":720672,"company_name":"STIFEL FINANCIAL CORP","ticker":"SF","form_type":"8-K","filed_at":"2026-01-28T23:59:59+00:00","items":["2.02","8.01","9.01"],"status":"ready","headline":"Stifel Financial reports record FY2025 net revenue of $5.53B, announces 11% dividend increase and 3-for-2 stock split","event_type":"earnings","confidence":"high","bullets":["Record full year net revenues of $5.53 billion, up 11% from $4.97 billion in 2024.","GAAP net income available to common shareholders was $646.5M ($5.87 diluted EPS) vs $694.1M ($6.25) in 2024; non-GAAP EPS $6.76.","Board approved 11% increase in quarterly common dividend to $0.51 per share starting in Q1 2026.","Board declared three-for-two stock split effective February 26, 2026 for shareholders of record February 12, 2026.","Q4 2025 net revenues $1.56B, net income $255M ($2.31 diluted EPS), non-GAAP $2.63 per share."],"consensus_eps_estimate":null,"consensus_eps_actual":5.87,"consensus_revenue_estimate":null,"consensus_revenue_actual":6347533000.0,"consensus_period":"2025-FY","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.9,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":130404,"accession_number":"0001193125-25-324847","cik":720672,"company_name":"STIFEL FINANCIAL CORP","ticker":"SF","form_type":"8-K","filed_at":"2025-12-18T23:59:59+00:00","items":["7.01","2.02","9.01"],"status":"ready","headline":"Stifel reports record client assets of $553.6B in Nov; fee-based assets up 14% YoY","event_type":"other_material","confidence":"high","bullets":["Total client assets reached a record $553.6B, up 8% YoY and 1% MoM.","Fee-based client assets $224.7B, up 14% YoY; Private Client Group fee-based $196.5B.","Treasury deposits $8.73B, nearly doubling YoY (+96%) and up 9% MoM.","Client money market & insured product $25.7B, down 10% YoY but up 1% MoM.","CEO cites strong recruiting and market gains; anticipates a strong Q4 despite government shutdown."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.65,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":130403,"accession_number":"0001193125-25-289794","cik":720672,"company_name":"STIFEL FINANCIAL CORP","ticker":"SF","form_type":"8-K","filed_at":"2025-11-20T23:59:59+00:00","items":["7.01","2.02","9.01"],"status":"ready","headline":"Stifel reports record client assets in October 2025: total up 12% YoY, fee-based up 18% YoY","event_type":"earnings","confidence":"high","bullets":["Total client assets $549.98B, a record high, up 12% YoY from $493.47B.","Fee-based client assets $222.82B (record), up 18% YoY; PCG fee-based $194.73B (+18%).","Treasury deposits $8.01B, up 35% YoY, driven by venture and fund banking initiatives.","Bank loans net $21.80B, up 5% YoY and 1% from September; client money market/insured product $25.51B (-8% YoY).","CEO cites strong net asset inflows and market appreciation as drivers of growth."],"consensus_eps_estimate":null,"consensus_eps_actual":3.56,"consensus_revenue_estimate":null,"consensus_revenue_actual":4594677000.0,"consensus_period":"2025-Q3","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.45,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":130402,"accession_number":"0001193125-25-245829","cik":720672,"company_name":"STIFEL FINANCIAL CORP","ticker":"SF","form_type":"8-K","filed_at":"2025-10-22T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Stifel Q3 net revenue record $1.43B; adj. EPS $1.95 beats year ago $1.50","event_type":"earnings","confidence":"high","bullets":["Net revenue $1.43B (+17% YoY); net income $202.1M vs $149.2M; adj. EPS $1.95 vs $1.50.","Global Wealth Mgmt net rev. $907M (+10%), record client assets $544B (+10%), fee-based $219B (+15%).","Institutional net rev. $500M (+34%) driven by 33% IB growth; fixed income trading +55% YoY.","Recruited 33 FAs; repurchased $31.2M stock; dividend $0.46 (flat QoQ, +10% YoY).","Non-GAAP pre-tax margin 21.2%; ROTCE 24.3%; tangible book $34.99 (+4% YoY)."],"consensus_eps_estimate":null,"consensus_eps_actual":3.56,"consensus_revenue_estimate":null,"consensus_revenue_actual":4594677000.0,"consensus_period":"2025-Q3","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.85,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":146947,"accession_number":"0001193125-25-217538","cik":720672,"company_name":"STIFEL FINANCIAL CORP","ticker":"SF","form_type":"8-K","filed_at":"2025-09-25T23:59:59+00:00","items":["7.01","2.02","9.01"],"status":"ready","headline":"Stifel reports record total client assets of $532.7B and fee-based assets up 14% YoY","event_type":"other_material","confidence":"high","bullets":["Total client assets $532.7B, up 9% YoY and 2% MoM; fee-based client assets $213.6B, up 14% YoY.","Private Client Group fee-based assets $186.7B (+14% YoY).","Treasury deposits $7.6B, up 79% YoY and 6% MoM; client money market/insured product down 4% YoY.","CEO cites improved capital raising and M&A environment; expects stronger H2 2025 barring market downturn."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.6,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":146946,"accession_number":"0001193125-25-191243","cik":720672,"company_name":"STIFEL FINANCIAL CORP","ticker":"SF","form_type":"8-K","filed_at":"2025-08-28T23:59:59+00:00","items":["7.01","2.02","9.01"],"status":"ready","headline":"Stifel reports record client assets $522.3B, up 9% YoY; treasury deposits surge 87%","event_type":"other_material","confidence":"high","bullets":["Total client assets of $522.3B at July 31, 2025, a record level, up 9% YoY and 1% from June.","Fee-based client assets of $209.1B, up 14% YoY to a record, driven by market appreciation and net new assets.","Treasury deposits of $7.2B surged 87% YoY, offsetting a modest 2% decline in client money market and insured products.","Bank loans net of $21.6B rose 7% YoY and 1% month-over-month on higher Fund Banking and Residential lending.","CEO Kruszewski cited strong momentum from ongoing market gains and net asset inflows."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.55,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":146945,"accession_number":"0001193125-25-168605","cik":720672,"company_name":"STIFEL FINANCIAL CORP","ticker":"SF","form_type":"8-K","filed_at":"2025-07-30T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Stifel Q2 non-GAAP EPS $1.71 beats year-ago; revenues up 5.4% to $1.28B, client assets record $516.5B","event_type":"earnings","confidence":"high","bullets":["Non-GAAP diluted EPS $1.71 vs $1.60 year ago; GAAP EPS $1.34 down from $1.41.","Net revenues $1.28B, third-best quarter, up 5.4% from $1.22B.","Record client assets $516.5B (+9%); added 82 financial advisors, including 36 from B. Riley.","Global Wealth Mgmt net rev $845.6M (+5.6%); Institutional Group $419.8M (+7.4%).","Quarterly dividend raised 9.5% to $0.46/share; repurchased $83M in common stock."],"consensus_eps_estimate":null,"consensus_eps_actual":1.73,"consensus_revenue_estimate":null,"consensus_revenue_actual":2960112000.0,"consensus_period":"2025-Q2","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":165444,"accession_number":"0001193125-25-149012","cik":720672,"company_name":"STIFEL FINANCIAL CORP","ticker":"SF","form_type":"8-K","filed_at":"2025-06-26T23:59:59+00:00","items":["7.01","2.02","9.01"],"status":"ready","headline":"Stifel reports May client assets up 3% MoM; Q2 IB revenue seen down ~10% YoY","event_type":"other_material","confidence":"high","bullets":["Total client assets $501.4B as of May 31, 2025, up 8% YoY and 3% from April 30.","Fee-based client assets $199.1B, up 13% YoY and 4% MoM; PCG fee-based assets $173.6B (+12% YoY, +5% MoM).","CEO Kruszewski expects Q2 2025 investment banking revenue down ~10% vs Q2 2024, citing April volatility.","Client money market and insured product $25.8B, down less than 1% MoM; Smart Rate balances drove decrease.","Bank loans net $21.2B, up 7% YoY but down 2% MoM."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"negative","materiality_score":0.65,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":165443,"accession_number":"0001193125-25-139220","cik":720672,"company_name":"STIFEL FINANCIAL CORP","ticker":"SF","form_type":"8-K","filed_at":"2025-06-11T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"Stifel co-president Victor Nesi retires from operating role July 1, 2025; joins board","event_type":"leadership","confidence":"high","bullets":["Victor Nesi retires as Co-President and Institutional Group Head after 16 years, effective July 1, 2025.","Nesi simultaneously joins Stifel's Board of Directors as a non-employee director, receiving standard annual retainer.","Under Nesi, Institutional Group revenue grew from $391M in 2008 to a peak of $2.2B in 2021; 2024 revenue was $1.6B.","Investment banking revenue increased 20x from $84M to a record $1.6B during his tenure.","CEO Kruszewski states Nesi built a seasoned leadership team and strong organizational structure for continued success."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.55,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":165442,"accession_number":"0001193125-25-134887","cik":720672,"company_name":"STIFEL FINANCIAL CORP","ticker":"SF","form_type":"8-K","filed_at":"2025-06-04T23:59:59+00:00","items":["5.07"],"status":"ready","headline":"Stifel Financial shareholders elect directors, approve executive compensation, ratify KPMG as auditor","event_type":"other_material","confidence":"high","bullets":["All eleven director nominees elected; Maura Markus received the most withhold votes at 8.7M.","Advisory say-on-pay approved with 85.4M for, 2.9M against, 190k abstentions (96.7% of votes cast).","Ratification of KPMG as independent auditor for 2025 passed with 97.6M for, 132k against, 85k abstentions.","Broker non-votes of 9.3M shares on director election and say-on-pay proposals.","97.8M of 103.0M outstanding shares represented at the meeting, forming a quorum."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.15,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":165441,"accession_number":"0001193125-25-125072","cik":720672,"company_name":"STIFEL FINANCIAL CORP","ticker":"SF","form_type":"8-K","filed_at":"2025-05-22T23:59:59+00:00","items":["7.01","2.02","9.01"],"status":"ready","headline":"Stifel reports April 2025 client assets up 7% YoY to $485.6B; fee-based assets up 11%","event_type":"other_material","confidence":"high","bullets":["Total client assets of $485.6B as of April 30, 2025, up 7% from $454.0B a year ago.","Fee-based client assets of $190.5B, up 11% YoY; Private Client Group fee-based assets $166.0B.","Bank loans net of $21.5B increased 8% YoY; client money market and insured product $26.1B, down 5% from March.","CEO cites market appreciation and advisor recruiting for asset growth; money market decline attributed to seasonality."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.5,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null}],"next_cursor":null}