secwatch.observer — SEC 8-K summary
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Issuer:     STIFEL FINANCIAL CORP (SF)
CIK:        0000720672
Form:       8-K
Filed at:   2026-04-22T23:59:59+00:00
Accession:  0001193125-26-168288
Event type: earnings
Sentiment:  positive
Materiality: 0.80
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

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

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/720672/000119312526168288/0001193125-26-168288-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/720672/000119312526168288/d113868d8k.htm
  HTML page:      https://secwatch.observer/filing/0001193125-26-168288

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