secwatch.observer — SEC 8-K summary
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Issuer:     STIFEL FINANCIAL CORP (SF)
CIK:        0000720672
Form:       8-K
Filed at:   2026-03-26T23:59:59+00:00
Accession:  0001193125-26-126284
Event type: other_material
Sentiment:  positive
Materiality: 0.65
Item codes: 7.01, 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

Stifel Feb 2026: client assets +12% YoY ex-sale; IB rev expected +30-40% in Q1
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- 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).

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/720672/000119312526126284/0001193125-26-126284-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/720672/000119312526126284/d24834d8k.htm
  HTML page:      https://secwatch.observer/filing/0001193125-26-126284

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