---
schema_version: "secwatch.filing_event.v1"
accession: "0001193125-26-168288"
form_type: "8-K"
ticker: "SF"
cik: "0000720672"
company_name: "STIFEL FINANCIAL CORP"
filed_at: "2026-04-22T23:59:59+00:00"
generated_at: "2026-05-15T04:58:38.878439+00:00"
event_type: "earnings"
sentiment: "positive"
materiality_score: 0.8
calibrated_materiality_score: 0.8
confidence: "high"
source: SEC EDGAR
---

# Stifel Q1 net revenues $1.48B, EPS $1.48; record first quarter results

## Summary
- 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.

## SEC filing metadata
- accession: 0001193125-26-168288
- form_type: 8-K
- ticker: SF
- cik: 0000720672
- company_name: STIFEL FINANCIAL CORP
- filed_at: 2026-04-22T23:59:59+00:00
- event_type: earnings
- sentiment: positive
- materiality_score: 0.8
- calibrated_materiality_score: 0.8
- confidence: high
- sec_items: 2.02, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/720672/000119312526168288/0001193125-26-168288-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/720672/000119312526168288/d113868d8k.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001193125-26-168288
- JSON: https://secwatch.observer/filing/0001193125-26-168288.json
- Plain text: https://secwatch.observer/filing/0001193125-26-168288.txt

## Key facts
- Earnings Releases
  STIFEL FINANCIAL CORP reported the three months ended March 31, 2026 results: revenue net revenues of $1.48 billion.
  - Period: the three months ended March 31, 2026
  - Revenue: net revenues of $1.48 billion
  - Result: reported results
  source text: Stifel Financial Corp. (NYSE: SF) today reported net revenues of $1.48 billion for the three months ended March 31, 2026
  evidence_url: https://www.sec.gov/Archives/edgar/data/720672/000119312526168288/0001193125-26-168288-index.htm

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