---
schema_version: "secwatch.filing_event.v1"
accession: "0001193125-24-013562"
form_type: "8-K"
ticker: "SF"
cik: "0000720672"
company_name: "STIFEL FINANCIAL CORP"
filed_at: "2024-01-24T23:59:59+00:00"
generated_at: "2026-06-06T19:35:18.692020+00:00"
event_type: "earnings"
sentiment: "neutral"
materiality_score: 0.8
calibrated_materiality_score: 0.8
confidence: "high"
source: SEC EDGAR
---

# Stifel Q4 GAAP EPS $1.38 vs $1.43 y/y; Board hikes dividend 17% to $0.42

## Summary
- 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.

## SEC filing metadata
- accession: 0001193125-24-013562
- form_type: 8-K
- ticker: SF
- cik: 0000720672
- company_name: STIFEL FINANCIAL CORP
- filed_at: 2024-01-24T23:59:59+00:00
- event_type: earnings
- sentiment: neutral
- materiality_score: 0.8
- calibrated_materiality_score: 0.8
- confidence: high
- sec_items: 2.02, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/720672/000119312524013562/0001193125-24-013562-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/720672/000119312524013562/d720720d8k.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001193125-24-013562
- JSON: https://secwatch.observer/filing/0001193125-24-013562.json
- Plain text: https://secwatch.observer/filing/0001193125-24-013562.txt

## Key facts
- Earnings Releases
  STIFEL FINANCIAL CORP reported the quarter and year ended December 31, 2023 results: revenue $1.15 billion, net income $153.2 million, EPS $1.38 per diluted common share.
  - Period: the quarter and year ended December 31, 2023
  - Revenue: $1.15 billion
  - Net income: $153.2 million
  - EPS: $1.38 per diluted common share
  - Result: reported results
  source text: Stifel Financial Corp. (NYSE: SF) today reported net revenues of $1.15 billion for the three months ended December 31, 2023
  evidence_url: https://www.sec.gov/Archives/edgar/data/720672/000119312524013562/0001193125-24-013562-index.htm

This AI-assisted summary is a reading aid. Review the linked SEC EDGAR filing before relying on any specific claim.