earnings
confidence high
sentiment positive
materiality 0.80
Stifel Q1 net revenues $1.48B, EPS $1.48; record first quarter results
STIFEL FINANCIAL CORP
2026-Q1 EPS reported
$1.48
revenue$1,665,652,000
- Net income available to common $242.1M ($1.48 diluted EPS) vs $43.7M ($0.26) a year ago; non-GAAP EPS $1.45.
- Investment banking revenues +44% YoY (advisory +59%, capital raising +22%); asset mgmt revenues record +12%.
- Global Wealth Mgmt pre-tax income $330.7M (margin 35.5%), Institutional Group $97.9M (margin 19.8%).
- Client assets $538.7B (+11%), tangible book value per share $24.89 (+12%); dividend raised to $0.34/share.
- CEO notes record Q1 despite geopolitical volatility; investment banking pipelines among strongest seen.
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