---
schema_version: "secwatch.filing_event.v1"
accession: "0001193125-26-025634"
form_type: "8-K"
ticker: "SF"
cik: "0000720672"
company_name: "STIFEL FINANCIAL CORP"
filed_at: "2026-01-28T23:59:59+00:00"
generated_at: "2026-05-16T07:14:01.153538+00:00"
event_type: "earnings"
sentiment: "positive"
materiality_score: 0.9
calibrated_materiality_score: 0.9
confidence: "high"
source: SEC EDGAR
---

# Stifel Financial reports record FY2025 net revenue of $5.53B, announces 11% dividend increase and 3-for-2 stock split

## Summary
- 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.

## SEC filing metadata
- accession: 0001193125-26-025634
- form_type: 8-K
- ticker: SF
- cik: 0000720672
- company_name: STIFEL FINANCIAL CORP
- filed_at: 2026-01-28T23:59:59+00:00
- event_type: earnings
- sentiment: positive
- materiality_score: 0.9
- calibrated_materiality_score: 0.9
- confidence: high
- sec_items: 2.02, 8.01, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/720672/000119312526025634/0001193125-26-025634-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/720672/000119312526025634/d28114d8k.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001193125-26-025634
- JSON: https://secwatch.observer/filing/0001193125-26-025634.json
- Plain text: https://secwatch.observer/filing/0001193125-26-025634.txt

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