---
schema_version: "secwatch.filing_event.v1"
accession: "0001193125-25-245829"
form_type: "8-K"
ticker: "SF"
cik: "0000720672"
company_name: "STIFEL FINANCIAL CORP"
filed_at: "2025-10-22T23:59:59+00:00"
generated_at: "2026-05-17T02:53:21.953540+00:00"
event_type: "earnings"
sentiment: "positive"
materiality_score: 0.85
calibrated_materiality_score: 0.85
confidence: "high"
source: SEC EDGAR
---

# Stifel Q3 net revenue record $1.43B; adj. EPS $1.95 beats year ago $1.50

## Summary
- 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).

## SEC filing metadata
- accession: 0001193125-25-245829
- form_type: 8-K
- ticker: SF
- cik: 0000720672
- company_name: STIFEL FINANCIAL CORP
- filed_at: 2025-10-22T23:59:59+00:00
- event_type: earnings
- sentiment: positive
- materiality_score: 0.85
- calibrated_materiality_score: 0.85
- confidence: high
- sec_items: 2.02, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/720672/000119312525245829/0001193125-25-245829-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/720672/000119312525245829/d25533d8k.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001193125-25-245829
- JSON: https://secwatch.observer/filing/0001193125-25-245829.json
- Plain text: https://secwatch.observer/filing/0001193125-25-245829.txt

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