secwatch.observer — SEC 8-K summary
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Issuer:     STIFEL FINANCIAL CORP (SF)
CIK:        0000720672
Form:       8-K
Filed at:   2025-10-22T23:59:59+00:00
Accession:  0001193125-25-245829
Event type: earnings
Sentiment:  positive
Materiality: 0.85
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

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

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/720672/000119312525245829/0001193125-25-245829-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/720672/000119312525245829/d25533d8k.htm
  HTML page:      https://secwatch.observer/filing/0001193125-25-245829

License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer