{"filings":[{"id":1276999,"accession_number":"0001193125-26-282810","cik":720672,"company_name":"STIFEL FINANCIAL CORP","ticker":"SF","form_type":"8-K","filed_at":"2026-06-25T20:15:30+00:00","items":["7.01","2.02","9.01"],"status":"ready","headline":"Stifel reports May client assets up 16% YoY; Q2 IB revenue guidance +25-30%","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Total client assets $579.7B, up 16% YoY and 2% MoM.","Fee-based client assets $238.7B (+20% YoY); PCG fee-based assets $208.8B (+20% YoY).","Bank loans net $23.9B, +13% YoY and +2% from April.","Treasury deposits $10.8B, +76% YoY but -3% MoM due to corporate client timing.","CEO expects Q2 investment banking revenue to increase 25-30% vs Q2 2025."],"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,"calibrated_materiality_score":0.65,"market_cap_usd":10834766995.25902,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":945802,"accession_number":"0001193125-26-263768","cik":720672,"company_name":"STIFEL FINANCIAL CORP","ticker":"SF","form_type":"8-K","filed_at":"2026-06-09T20:15:25+00:00","items":["5.02","5.07","5.03","9.01"],"status":"ready","headline":"Stifel shareholders approve doubling authorized shares to 294M and adding 9M shares to incentive plan","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Shareholders approved increase in total authorized shares from 197M to 294M; common authorized from 194M to 291M.","Incentive Stock Plan amended to increase capacity by 9M shares, including 175K for non-employee directors; ~69% of votes cast.","All 12 director nominees elected; advisory 'say-on-pay' approved with ~98% support.","KPMG ratified as independent auditor for 2026 with ~97% of votes cast.","Record date April 13, 2026; 142.3M shares voted out of 153.8M outstanding."],"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":0.4,"calibrated_materiality_score":0.4,"market_cap_usd":10834766995.25902,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":722210,"accession_number":"0001193125-26-245264","cik":720672,"company_name":"STIFEL FINANCIAL CORP","ticker":"SF","form_type":"8-K","filed_at":"2026-05-28T20:15:22+00:00","items":["7.01","2.02","9.01"],"status":"ready","headline":"Stifel's April 2026 operating data: client assets up 17% YoY to $568.9B","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Total client assets rose 17% YoY to $568.9B; fee-based client assets up 22% YoY to $232.4B.","Excluding sold Stifel Independent Advisors, total client assets up 19% YoY; fee-based up 25% YoY.","Treasury deposits increased 88% YoY to $11.1B; up 7% in April driven by venture banking.","Bank loans, net, rose 9% YoY to $23.4B; April loan growth >$1.2B from fund banking activity.","Client money market and insured product balances down 7% MoM to $25.0B."],"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,"calibrated_materiality_score":0.5,"market_cap_usd":10834766995.25902,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"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","summary_kind":"llm","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,"calibrated_materiality_score":0.8,"market_cap_usd":10834766995.25902,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","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","summary_kind":"llm","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,"calibrated_materiality_score":0.65,"market_cap_usd":10834766995.25902,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","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","summary_kind":"llm","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,"calibrated_materiality_score":0.6,"market_cap_usd":10834766995.25902,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","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","summary_kind":"llm","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,"calibrated_materiality_score":0.5,"market_cap_usd":10834766995.25902,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","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","summary_kind":"llm","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,"calibrated_materiality_score":0.9,"market_cap_usd":10834766995.25902,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","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","summary_kind":"llm","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,"calibrated_materiality_score":0.65,"market_cap_usd":10834766995.25902,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","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","summary_kind":"llm","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,"calibrated_materiality_score":0.45,"market_cap_usd":10834766995.25902,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","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","summary_kind":"llm","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,"calibrated_materiality_score":0.85,"market_cap_usd":10834766995.25902,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","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","summary_kind":"llm","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,"calibrated_materiality_score":0.6,"market_cap_usd":10834766995.25902,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","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%","summary_kind":"llm","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,"calibrated_materiality_score":0.55,"market_cap_usd":10834766995.25902,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","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","summary_kind":"llm","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,"calibrated_materiality_score":0.75,"market_cap_usd":10834766995.25902,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","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","summary_kind":"llm","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,"calibrated_materiality_score":0.65,"market_cap_usd":10834766995.25902,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","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","summary_kind":"llm","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,"calibrated_materiality_score":0.55,"market_cap_usd":10834766995.25902,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","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","summary_kind":"llm","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,"calibrated_materiality_score":0.15,"market_cap_usd":10834766995.25902,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","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%","summary_kind":"llm","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,"calibrated_materiality_score":0.5,"market_cap_usd":10834766995.25902,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":165440,"accession_number":"0001193125-25-090007","cik":720672,"company_name":"STIFEL FINANCIAL CORP","ticker":"SF","form_type":"8-K","filed_at":"2025-04-23T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Stifel Q1 revenue rises 8% to $1.26B record but EPS plunges 72% on $1.16/sh legal charge","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["GAAP net income available to common $43.7M ($0.39 diluted EPS) vs $154.3M ($1.40) a year ago.","Non-GAAP net income $54.2M ($0.49 EPS); legal provisions reduced EPS by $1.16 after-tax.","Global Wealth Mgmt pre-tax income fell 57% to $126.4M from $290.7M; Institutional Group down to $27.4M.","Repurchased $210.9M of common stock in Q1; quarterly dividend raised to $0.46/share from $0.42.","Record asset management revenue of $409.5M, up 11% YoY; client assets $485.9B, up 4%."],"consensus_eps_estimate":null,"consensus_eps_actual":0.39,"consensus_revenue_estimate":null,"consensus_revenue_actual":1469026000.0,"consensus_period":"2025-Q1","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":10834766995.25902,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":183096,"accession_number":"0001193125-25-065544","cik":720672,"company_name":"STIFEL FINANCIAL CORP","ticker":"SF","form_type":"8-K","filed_at":"2025-03-27T23:59:59+00:00","items":["7.01","2.02","9.01"],"status":"ready","headline":"Stifel reports Feb total client assets up 11% YoY to $506B; expects Q1 IB revenue similar to Q1 2024","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Total client assets $506.5B (+11% YoY); fee-based client assets $196.4B (+14% YoY).","Q1 2025 investment banking revenue expected to be similar to Q1 2024 due to market uncertainty and volatility.","Bank loans, net, $21.2B (+8% YoY); client money market and insured products $27.7B (-1% vs Jan).","Private Client Group fee-based assets $171.8B (+14% YoY)."],"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":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":10834766995.25902,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":183095,"accession_number":"0001193125-25-059271","cik":720672,"company_name":"STIFEL FINANCIAL CORP","ticker":"SF","form_type":"8-K","filed_at":"2025-03-20T23:59:59+00:00","items":["4.01","9.01"],"status":"ready","headline":"Stifel Financial replaces EY with KPMG as independent auditor for FY2025","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Audit Committee dismissed EY and appointed KPMG as auditor for FY2025; change effective March 14, 2025.","EY's reports for 2024 and 2023 were unqualified; no adverse opinion, disclaimer, or modifications.","No disagreements with EY on accounting principles or audit scope during 2024, 2023, or through March 14, 2025.","Company did not consult KPMG on accounting principles or audit opinions prior to appointment."],"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,"calibrated_materiality_score":0.5,"market_cap_usd":10834766995.25902,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":183094,"accession_number":"0001193125-25-053428","cik":720672,"company_name":"STIFEL FINANCIAL CORP","ticker":"SF","form_type":"8-K","filed_at":"2025-03-13T23:59:59+00:00","items":["8.01","2.02","9.01"],"status":"ready","headline":"Stifel subsidiary ordered to pay ~$132M in FINRA arbitration award","summary_kind":"llm","event_type":"litigation","confidence":"high","bullets":["FINRA panel ordered Stifel, Nicolaus & Company to pay ~$132 million, including punitive damages and attorneys' fees.","Award stems from allegations regarding investment recommendations to a sophisticated family of investors.","Stifel plans to seek judicial review, calling the award unsupported by facts or law.","Case brought by experienced investors who understood risks and monitored investments, per Stifel.","Company disclosed arbitration decision on March 12, 2025; press release issued March 13, 2025."],"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":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":10834766995.25902,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":183093,"accession_number":"0001193125-25-039255","cik":720672,"company_name":"STIFEL FINANCIAL CORP","ticker":"SF","form_type":"8-K","filed_at":"2025-02-27T23:59:59+00:00","items":["7.01","2.02","9.01"],"status":"ready","headline":"Stifel reports Jan 2025 client assets $510B, up 14% YoY; fee-based assets +18%","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["Total client assets $509.7B as of Jan 31, 2025 vs $446.7B a year ago (+14%).","Fee-based client assets $197.3B (+18% YoY); Private Client Group fee-based $172.5B (+18%).","Client money market & insured products $27.9B (+7% YoY) but down 4% from Dec seasonal sweep decline.","Bank loans net $21.1B (+8% YoY). CEO cites stronger markets and solid recruiting pipeline."],"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":0.4,"calibrated_materiality_score":0.4,"market_cap_usd":10834766995.25902,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":183092,"accession_number":"0001193125-25-022725","cik":720672,"company_name":"STIFEL FINANCIAL CORP","ticker":"SF","form_type":"8-K","filed_at":"2025-02-07T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"Stifel Financial restates Wealth Accumulation Plan, approves new award agreements","summary_kind":"llm","event_type":"other_material","confidence":"medium","bullets":["Compensation Committee approved Plan restatement effective Feb 4, 2025, modifying certain provisions.","Plan provides stock units and deferred cash awards to key employees to align interests with shareholders.","Award agreements for Restricted Stock Units and Deferred Awards approved under 2001 Incentive Stock Plan.","Plan is unfunded; benefits paid from general assets of the Employer.","No specific changes to vesting or payout terms disclosed in the filing."],"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":0.25,"calibrated_materiality_score":0.25,"market_cap_usd":10834766995.25902,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":183091,"accession_number":"0001193125-25-014903","cik":720672,"company_name":"STIFEL FINANCIAL CORP","ticker":"SF","form_type":"8-K","filed_at":"2025-01-29T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Stifel Q4 2024 net revenues $1.36B (+19% YoY); EPS $2.09 vs $1.38; dividend raised 10%","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 net revenues $1.36B (+19% YoY); GAAP EPS $2.09, non-GAAP $2.23; FY net revenues $4.97B record.","Global Wealth net revenues $865M (+13% YoY), pre-tax income $316M; client assets $501B (+13%).","Institutional Group net revenues $478M (+33% YoY), pre-tax income $95.7M (vs $7.8M last year).","Board authorizes 10% dividend increase to $0.46 per share starting Q1 2025.","Announced acquisition of Bryan, Garnier, & Co.; recruited 100 financial advisors in 2024."],"consensus_eps_estimate":null,"consensus_eps_actual":6.25,"consensus_revenue_estimate":null,"consensus_revenue_actual":5951686000.0,"consensus_period":"2024-FY","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":10834766995.25902,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":199678,"accession_number":"0001193125-24-282024","cik":720672,"company_name":"STIFEL FINANCIAL CORP","ticker":"SF","form_type":"8-K","filed_at":"2024-12-19T23:59:59+00:00","items":["7.01","2.02","9.01"],"status":"ready","headline":"Stifel reports record Nov client assets of $514B; fee-based assets hit $197B","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Total client assets $514B, up 4% MoM and 20% YoY, a record high.","Fee-based client assets $197B (+25% YoY, +4% MoM) also a record.","Client money market and insured product balances $28.6B (+3% MoM, +12% YoY).","Bank loans essentially flat at $20.7B vs. prior month and year ago.","CEO cites improving institutional group environment and rising investment banking pipelines."],"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,"calibrated_materiality_score":0.6,"market_cap_usd":10834766995.25902,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":199677,"accession_number":"0001193125-24-263413","cik":720672,"company_name":"STIFEL FINANCIAL CORP","ticker":"SF","form_type":"8-K","filed_at":"2024-11-21T23:59:59+00:00","items":["7.01","2.02","9.01"],"status":"ready","headline":"Stifel reports Oct 2024 total client assets $493.5B, up 22% YoY; fee-based assets up 28%","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Total client assets of $493.5B as of Oct 31, 2024, up 22% YoY but 1% below Sep 2024 due to market declines.","Fee-based client assets $189.3B, up 28% YoY; Private Client Group fee-based assets $165.5B, also +28% YoY.","Client money market and insured product balances $27.6B, up 10% YoY and 2% MoM, driven by Smart Rate and Sweep growth.","Bank loans stable at $20.7B; CEO cites strong market appreciation and recruiting for asset growth.","October metrics reflect positive client cash trends and continued recruiting success despite monthly market pullback."],"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,"calibrated_materiality_score":0.65,"market_cap_usd":10834766995.25902,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":199676,"accession_number":"0001193125-24-241438","cik":720672,"company_name":"STIFEL FINANCIAL CORP","ticker":"SF","form_type":"8-K","filed_at":"2024-10-23T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Stifel Q3 net revenue $1.22B (+17% YoY); GAAP EPS $1.34, non-GAAP $1.50","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net revenues $1.22B, up 17% YoY; net income available to common $149.2M ($1.34 diluted EPS).","Non-GAAP net income $166.3M ($1.50 diluted EPS); impacted $0.10/sh from legal provisions.","Investment banking revs +66% YoY to $243.2M; capital raising +114%, advisory +41%.","Record client assets $496.3B (+20%); Global Wealth net revs $827.1M (+7.6%).","Institutional Group net revs $372.4M (+45%), pre-tax profit $41.8M vs loss year ago."],"consensus_eps_estimate":null,"consensus_eps_actual":4.16,"consensus_revenue_estimate":null,"consensus_revenue_actual":4358814000.0,"consensus_period":"2024-Q3","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":10834766995.25902,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":215697,"accession_number":"0001193125-24-226940","cik":720672,"company_name":"STIFEL FINANCIAL CORP","ticker":"SF","form_type":"8-K","filed_at":"2024-09-26T23:59:59+00:00","items":["7.01","2.02","9.01"],"status":"ready","headline":"Stifel reports Aug 2024 client assets up 15% YoY to $489B; fee-based +20%","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Total client assets $489.2B, up 15% YoY from $424.9B.","Fee-based client assets $187.3B, up 20% YoY from $156.4B.","Client money market and insured product $26.5B, up 4% YoY and 1% MoM.","CEO expects stronger H2 investment banking revenue vs H1 as activity levels increase.","Growth attributed to solid recruiting and market appreciation."],"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,"calibrated_materiality_score":0.55,"market_cap_usd":10834766995.25902,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":215696,"accession_number":"0001193125-24-205369","cik":720672,"company_name":"STIFEL FINANCIAL CORP","ticker":"SF","form_type":"8-K","filed_at":"2024-08-22T23:59:59+00:00","items":["7.01","2.02","9.01"],"status":"ready","headline":"Stifel reports record client assets of $481.5B as of July 31, 2024, up 13% YoY","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Total client assets $481.5B (record), +13% YoY; fee-based client assets $183.4B, +16% YoY.","Bank loans net $20.3B, up 2% from June; driven by Fund Banking, C&I, and residential mortgage.","Client money market/insured product $26.3B, up 5% YoY; CEO notes cash sorting slowing.","Private Client Group fee-based assets $160.5B, +16% YoY and +2% from June.","July results reflect continued market appreciation and solid recruiting, per CEO."],"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,"calibrated_materiality_score":0.65,"market_cap_usd":10834766995.25902,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":215695,"accession_number":"0001193125-24-183300","cik":720672,"company_name":"STIFEL FINANCIAL CORP","ticker":"SF","form_type":"8-K","filed_at":"2024-07-24T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Stifel Q2 net revenue $1.22B (+16% YoY); EPS $1.41 GAAP, $1.60 non-GAAP","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["GAAP net income available to common $156.0M, diluted EPS $1.41 vs $1.10 YoY; non-GAAP EPS $1.60.","Record asset management rev. $380.7M (+19% YoY); advisory rev. up 50%, capital raising up 29%.","Global Wealth Mgmt net rev. $801.1M (record); Institutional Group net rev. $390.7M (+41%), swung to profit.","Record client assets $474.1B (+14%); recruited 42 financial advisors; non-GAAP pre-tax margin 20.6%.","$500M 4.25% Senior Notes matured July 18; $17.6M share repurchases in Q2; TBVPS $32.00 (+4%)."],"consensus_eps_estimate":null,"consensus_eps_actual":2.82,"consensus_revenue_estimate":null,"consensus_revenue_actual":2882954000.0,"consensus_period":"2024-Q2","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":10834766995.25902,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":235093,"accession_number":"0001193125-24-170553","cik":720672,"company_name":"STIFEL FINANCIAL CORP","ticker":"SF","form_type":"8-K","filed_at":"2024-06-27T23:59:59+00:00","items":["7.01","2.02","9.01"],"status":"ready","headline":"Stifel reports May 2024 total client assets of $466B, up 16% YoY and 3% sequentially","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Total client assets $465.96B at May 31, up 16% YoY ($402.4B) and 3% from Apr ($454.0B).","Fee-based client assets $176.46B, up 20% YoY ($147.6B) and 3% from Apr ($171.4B).","Bank loans (net) $19.82B, down 5% YoY ($20.78B) and 1% from Apr ($19.96B).","Client money market and insured product $26.23B, up 5% YoY, essentially flat month-over-month.","CEO cites recruiting and market appreciation; investment banking environment improving but M&A timing uncertain."],"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,"calibrated_materiality_score":0.65,"market_cap_usd":10834766995.25902,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":235092,"accession_number":"0001193125-24-155123","cik":720672,"company_name":"STIFEL FINANCIAL CORP","ticker":"SF","form_type":"8-K","filed_at":"2024-06-05T23:59:59+00:00","items":["5.07"],"status":"ready","headline":"Stifel shareholders elect all 12 directors, approve executive pay, ratify auditor at 2024 annual meeting","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["All 12 director nominees elected; Maura A. Markus received 11,013,096 withhold votes, highest among the board.","Advisory vote on named executive officer compensation passed with 84,640,157 for and 2,211,289 against.","Ratification of Ernst & Young as independent auditor for 2024 approved with 96,734,217 votes for.","Total shares represented 98,094,663, constituting a quorum of ~95.6% of outstanding common shares.","All proposals passed; no other material business reported."],"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":0.3,"calibrated_materiality_score":0.15,"market_cap_usd":10834766995.25902,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":235091,"accession_number":"0001193125-24-145981","cik":720672,"company_name":"STIFEL FINANCIAL CORP","ticker":"SF","form_type":"8-K","filed_at":"2024-05-23T23:59:59+00:00","items":["7.01","2.02","9.01"],"status":"ready","headline":"Stifel April client assets up 12% YoY to $454B; down 3% from March","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Total client assets of $454.0B as of April 30, up 12% YoY but down 3% from March due to equity market decline.","Fee-based client assets rose 15% YoY to $171.4B, but declined 3% MoM.","Client money market and insured product balances fell 2% in April to $26.3B, reflecting seasonal tax payments and cash sorting.","Net bank loans increased 2% during April to $19.96B, driven by growth in fund banking business.","Private Client Group fee-based assets of $150.1B, up 14% YoY, down 3% MoM."],"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,"calibrated_materiality_score":0.55,"market_cap_usd":10834766995.25902,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":235090,"accession_number":"0001193125-24-108414","cik":720672,"company_name":"STIFEL FINANCIAL CORP","ticker":"SF","form_type":"8-K","filed_at":"2024-04-24T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Stifel Q1 net revenue $1.16B, up 5% YoY; non-GAAP EPS $1.49 vs $1.40","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net revenue $1.16B (second-highest quarter); GAAP diluted EPS $1.40, non-GAAP $1.49.","Global Wealth Management record revenue $790.5M (+4% YoY); client assets $467.7B (+15% YoY).","Institutional Group revenue $351.4M (+6% YoY); capital raising revenues up 56% YoY.","S&P upgraded credit rating to BBB; quarterly dividend raised to $0.42/share (+17% YoY).","Repurchased $159.3M of common stock in Q1; non-GAAP pre-tax margin 19.8%."],"consensus_eps_estimate":null,"consensus_eps_actual":1.4,"consensus_revenue_estimate":null,"consensus_revenue_actual":1417693000.0,"consensus_period":"2024-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":10834766995.25902,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":252912,"accession_number":"0001193125-24-079737","cik":720672,"company_name":"STIFEL FINANCIAL CORP","ticker":"SF","form_type":"8-K","filed_at":"2024-03-28T23:59:59+00:00","items":["7.01","2.02","9.01"],"status":"ready","headline":"Stifel reports record total client assets of $458B and fee-based assets of $172B in February","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Total client assets $457.9B, up 14% YoY and 3% from January; fee-based assets $172.1B, up 16% YoY.","Private Client Group fee-based assets $151.3B, up 16% YoY.","Client money market and insured products $26.3B, down 2% YoY but up 1% from January.","Bank loans (net) $19.6B, down 6% YoY and flat MoM.","CEO cites strong equity markets and FA recruiting driving growth; investment banking deal delays remain a headwind."],"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,"calibrated_materiality_score":0.55,"market_cap_usd":10834766995.25902,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":252911,"accession_number":"0001193125-24-063789","cik":720672,"company_name":"STIFEL FINANCIAL CORP","ticker":"SF","form_type":"8-K","filed_at":"2024-03-08T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"Stifel adopts new restricted cash award agreement under existing incentive plan","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["Compensation Committee approved form of restricted cash award on March 7, 2024.","Award vests in five equal annual tranches; unvested amounts repayable if employment ends.","Agreement includes set-off rights for unvested amounts and is under the 2001 Incentive Stock Plan."],"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":0.2,"calibrated_materiality_score":0.2,"market_cap_usd":10834766995.25902,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":252910,"accession_number":"0001193125-24-042842","cik":720672,"company_name":"STIFEL FINANCIAL CORP","ticker":"SF","form_type":"8-K","filed_at":"2024-02-22T23:59:59+00:00","items":["7.01","2.02","9.01"],"status":"ready","headline":"Stifel reports record client assets of $447B in January 2024, up 10% YoY","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Total client assets $446.7B (+10% YoY, +1% MoM) reaching record levels.","Fee-based client assets $166.7B (+11% YoY, +1% MoM); Private Client Group fee-based $146.7B (+11% YoY).","Net bank loans $19.5B (-6% YoY, -1% MoM); client money market & insured product $26.1B (-4% YoY, -1% MoM).","CEO cites strong equity markets, solid recruiting; seasonal sweep decline partly offset by Smart Rate growth."],"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,"calibrated_materiality_score":0.6,"market_cap_usd":10834766995.25902,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":252909,"accession_number":"0001193125-24-013562","cik":720672,"company_name":"STIFEL FINANCIAL CORP","ticker":"SF","form_type":"8-K","filed_at":"2024-01-24T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Stifel Q4 GAAP EPS $1.38 vs $1.43 y/y; Board hikes dividend 17% to $0.42","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 net revenues $1.15B, up 2.2% YoY; GAAP net income $153.2M ($1.38 diluted EPS) vs $167.3M ($1.43) prior year.","Full-year 2023 net revenues $4.35B (-1%); GAAP net income $485.3M ($4.28 EPS) vs $624.9M ($5.32) in 2022.","Non-GAAP diluted EPS of $1.50 (Q4) and $4.68 (FY); pre-tax margin 18.0% GAAP, 19.4% non-GAAP.","Board approved 17% dividend increase to $0.42/quarter starting Q1 2024; repurchased $141.1M of stock in Q4.","Global Wealth Management record net revenues $766M (+3% YoY); Institutional Group pre-tax income collapsed to $7.8M from $44.5M."],"consensus_eps_estimate":null,"consensus_eps_actual":4.28,"consensus_revenue_estimate":null,"consensus_revenue_actual":5159280000.0,"consensus_period":"2023-FY","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":10834766995.25902,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":270399,"accession_number":"0001193125-23-301193","cik":720672,"company_name":"STIFEL FINANCIAL CORP","ticker":"SF","form_type":"8-K","filed_at":"2023-12-21T23:59:59+00:00","items":["7.01","2.02","9.01"],"status":"ready","headline":"Stifel Nov 2023 total client assets $427.8B, up 6% MoM; fee-based assets up 7%","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Total client assets $427.8B, up 7% YoY and 6% from Oct 2023.","Fee-based assets $157.5B, up 6% YoY and 7% MoM.","Bank loans net $20.3B, down 3% YoY and 2% MoM.","Client money market balances $25.5B, up 1% from Oct as cash sorting slows.","CEO: Institutional Group revenues improved from Q3; M&A delays persist."],"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,"calibrated_materiality_score":0.6,"market_cap_usd":10834766995.25902,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":270398,"accession_number":"0001193125-23-281520","cik":720672,"company_name":"STIFEL FINANCIAL CORP","ticker":"SF","form_type":"8-K","filed_at":"2023-11-21T23:59:59+00:00","items":["7.01","2.02","9.01"],"status":"ready","headline":"Stifel reports Oct total client assets of $404.1B, down 2% from Sept","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Total client assets $404.1B, down 2% MoM (Sept $412.5B) but up 6% YoY.","Fee-based client assets $147.7B, down 2% MoM; Private Client Group fee-based $129.7B.","Bank loans net $20.7B, up 1% MoM; client money market/insured product $25.2B, down 1% MoM.","CEO cites lower equity markets for MoM declines, but notes continued strength in recruiting.","Client cash levels increased modestly from Sept due to growth in money market funds and T-bills."],"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,"calibrated_materiality_score":0.5,"market_cap_usd":10834766995.25902,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":270397,"accession_number":"0001193125-23-262249","cik":720672,"company_name":"STIFEL FINANCIAL CORP","ticker":"SF","form_type":"8-K","filed_at":"2023-10-25T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Stifel Q3 GAAP EPS $0.52 vs $1.21 YoY; non-GAAP $0.60 hit by $0.58 legal accrual","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["GAAP net income $58.8M ($0.52 diluted EPS) down from $141.8M ($1.21) YoY; non-GAAP EPS $0.60 vs $1.29.","Non-recurring legal accrual of $0.58/diluted share after-tax for SEC off-channel communications review.","Global Wealth net revenues $768.6M (+9.5% YoY); Institutional Group net revenues $256.9M (-24.3%) with pre-tax loss $27.8M.","Board authorized additional 10.0M share repurchase, total 14.2M shares remaining.","Net interest income up 17% YoY; recruited 36 financial advisors during quarter."],"consensus_eps_estimate":null,"consensus_eps_actual":2.91,"consensus_revenue_estimate":null,"consensus_revenue_actual":3769189000.0,"consensus_period":"2023-Q3","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":10834766995.25902,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":287355,"accession_number":"0001193125-23-245647","cik":720672,"company_name":"STIFEL FINANCIAL CORP","ticker":"SF","form_type":"8-K","filed_at":"2023-09-28T23:59:59+00:00","items":["1.01","2.03","9.01"],"status":"ready","headline":"Stifel enters $750M unsecured revolving credit facility, replacing $500M facility","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["New $750M revolving credit facility matures Sept 27, 2028, replacing existing $500M facility.","Interest rates are variable based on SOFR; margins tied to SFC's debt ratings.","Borrowers: Stifel Financial Corp. and Stifel Nicolaus & Company, with subsidiary guarantors.","Proceeds for working capital, short-term operating needs, and general corporate purposes.","Covenants: minimum tangible net worth, maximum capitalization ratio, regulatory excess net capital."],"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,"calibrated_materiality_score":0.5,"market_cap_usd":10834766995.25902,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":287354,"accession_number":"0001193125-23-245610","cik":720672,"company_name":"STIFEL FINANCIAL CORP","ticker":"SF","form_type":"8-K","filed_at":"2023-09-28T23:59:59+00:00","items":["7.01","2.02","9.01"],"status":"ready","headline":"Stifel reports August client assets up 10% YoY to $424.9B; client cash up 2% MoM","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Total client assets $424.9B as of Aug 31, 2023, up 10% YoY and flat MoM.","Fee-based client assets $156.4B (+8% YoY); PCG fee-based $137.2B (+8% YoY).","Client money market & insured product $25.5B, down 3% YoY but up 2% MoM; September balances increased from Aug end.","CEO notes strong FA recruiting partially offsetting equity market impact; investment banking pipelines improving but closings delayed.","Bank loans (net) $20.4B, down 2% from both prior year and prior month."],"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,"calibrated_materiality_score":0.5,"market_cap_usd":10834766995.25902,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":287353,"accession_number":"0001193125-23-220089","cik":720672,"company_name":"STIFEL FINANCIAL CORP","ticker":"SF","form_type":"8-K","filed_at":"2023-08-24T23:59:59+00:00","items":["7.01","2.02","9.01"],"status":"ready","headline":"Stifel reports July 2023 client assets up 8% YoY to $426.7B; cash sorting slows","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Total client assets $426.7B, up 8% from $394.7B YoY and 2% from June 2023.","Fee-based client assets $158.0B, up 6% YoY; Private Client Group fee-based $138.7B, up 6%.","Client money market/insured product $25.0B, down 4% YoY; cash sorting continues to slow.","Bank loans $20.8B, up 4% YoY; recruiting activity very strong per CEO Kruszewski.","Ranked No. 1 in employee advisor segment of J.D. Power 2023 U.S. Financial Advisor Satisfaction Study."],"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,"calibrated_materiality_score":0.55,"market_cap_usd":10834766995.25902,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":287352,"accession_number":"0001193125-23-210930","cik":720672,"company_name":"STIFEL FINANCIAL CORP","ticker":"SF","form_type":"8-K","filed_at":"2023-08-11T23:59:59+00:00","items":["5.03","9.01"],"status":"ready","headline":"Stifel adopts officer exculpation charter amendment and revised bylaws with proxy and forum clauses","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Charter amendment filed August 10, 2023 extends fiduciary duty exculpation to officers, effective from stockholder approval on June 7, 2023.","Second Restated Certificate of Incorporation filed August 11, 2023 integrates amendment and makes nonsubstantive changes to director exculpation.","Second Amended and Restated By-Laws effective August 8, 2023 add universal proxy compliance, proxy card color rule, and Delaware/federal forum selection.","Bylaws also revise stockholder list availability and meeting postponement/adjournment procedures per recent DGCL changes.","Changes are governance updates; no immediate financial impact disclosed."],"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":0.4,"calibrated_materiality_score":0.4,"market_cap_usd":10834766995.25902,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":287351,"accession_number":"0001193125-23-194024","cik":720672,"company_name":"STIFEL FINANCIAL CORP","ticker":"SF","form_type":"8-K","filed_at":"2023-07-26T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Stifel Q2 net income down 17% to $125M; wealth management revenue record $758M, institutional pre-tax loss $12.9M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["GAAP net income available to common shareholders $125M ($1.10/diluted), down 17.5% YoY from $151M ($1.29).","Global Wealth Management net revenues a record $758M, up 9% YoY; net interest income up 42% to $277M.","Institutional Group net revenues $276M, down 33% YoY; pre-tax loss $12.9M vs profit $73M a year ago.","Recruited 46 financial advisors in Q2; total client assets $418B, up 11% YoY.","Quarterly dividend maintained at $0.36/share; $86.8M of common stock repurchased during quarter."],"consensus_eps_estimate":null,"consensus_eps_actual":2.38,"consensus_revenue_estimate":null,"consensus_revenue_actual":2503602000.0,"consensus_period":"2023-Q2","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":10834766995.25902,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":307480,"accession_number":"0001193125-23-172530","cik":720672,"company_name":"STIFEL FINANCIAL CORP","ticker":"SF","form_type":"8-K","filed_at":"2023-06-22T23:59:59+00:00","items":["7.01","2.02","9.01"],"status":"ready","headline":"Stifel reports May 2023 operating data; Q2 IB revenue seen down 10-15% from Q1","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Total client assets $402.4B at May 31, down 1% from April and up 1% YoY.","Client money market & insured product $25.1B (-1% vs April, -8% YoY).","Q2 investment banking revenue estimated down 10-15% from Q1; transactional revenue down 5-10%.","Bank loans net $20.8B, flat vs April, up 9% YoY.","Deposits increased in May; Smart Rate balances growing; cash sorting slowing in June."],"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":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":10834766995.25902,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":307479,"accession_number":"0001193125-23-162514","cik":720672,"company_name":"STIFEL FINANCIAL CORP","ticker":"SF","form_type":"8-K","filed_at":"2023-06-07T23:59:59+00:00","items":["5.07"],"status":"ready","headline":"Stifel shareholders approve all five proposals at 2023 annual meeting","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["Elected 12 directors; each received >79M votes for, with Maura Markus receiving the most withhold votes (11.7M).","Advisory vote on executive compensation passed with 90.4M for, 0.99M against.","Advisory vote on frequency of future say-on-pay votes: every year received 80.2M votes, adopted.","Amendment to Certificate of Incorporation approved with 79.2M for, 12.1M against.","Ratification of Ernst & Young as auditor for 2023 passed with 98.0M for, 1.4M against."],"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":0.2,"calibrated_materiality_score":0.15,"market_cap_usd":10834766995.25902,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":307478,"accession_number":"0001193125-23-152498","cik":720672,"company_name":"STIFEL FINANCIAL CORP","ticker":"SF","form_type":"8-K","filed_at":"2023-05-24T23:59:59+00:00","items":["7.01","2.02","9.01"],"status":"ready","headline":"Stifel reports April 2023 client assets flat MoM; client cash down 3% on tax season","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Total client assets $406.6B, up 3% YoY and flat vs March 2023.","Client money market and insured product balances fell 8% YoY and 3% MoM to $25.2B on tax payments.","Bank loans net $20.9B, up 12% YoY but flat versus prior month.","CEO notes Smart Rate and money market fund balances increased in April; cash sorting slowed in May.","Institutional business faces headwinds from lower volatility and subdued investment banking."],"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,"calibrated_materiality_score":0.5,"market_cap_usd":10834766995.25902,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null}],"next_cursor":"2023-05-24T23:59:59+00:00|307478"}