Highest-materiality recent filing
Stifel reports May client assets up 16% YoY; Q2 IB revenue guidance +25-30%
Total client assets $579.7B, up 16% YoY and 2% MoM.
Stifel Q1 net revenues $1.48B, EPS $1.48; record first quarter results
Net income available to common $242.1M ($1.48 diluted EPS) vs $43.7M ($0.26) a year ago; non-GAAP EPS $1.45.
Stifel Feb 2026: client assets +12% YoY ex-sale; IB rev expected +30-40% in Q1
Completed sale of Stifel Independent Advisors on Feb 2, 2026; excluding that, total client assets +12% YoY and fee-based assets +19% YoY.
Stifel reports record client assets in January; fee-based assets up 16% YoY
Total client assets $561.1B, up 10% YoY and 2% from Dec 2025.
Record full year net revenues of $5.53 billion, up 11% from $4.97 billion in 2024.
Stifel reports record client assets of $553.6B in Nov; fee-based assets up 14% YoY
Total client assets reached a record $553.6B, up 8% YoY and 1% MoM.
Stifel Q3 net revenue record $1.43B; adj. EPS $1.95 beats year ago $1.50
Net revenue $1.43B (+17% YoY); net income $202.1M vs $149.2M; adj. EPS $1.95 vs $1.50.
Stifel reports record total client assets of $532.7B and fee-based assets up 14% YoY
Total client assets $532.7B, up 9% YoY and 2% MoM; fee-based client assets $213.6B, up 14% YoY.
Non-GAAP diluted EPS $1.71 vs $1.60 year ago; GAAP EPS $1.34 down from $1.41.
Stifel reports May client assets up 3% MoM; Q2 IB revenue seen down ~10% YoY
Total client assets $501.4B as of May 31, 2025, up 8% YoY and 3% from April 30.
Stifel Q1 revenue rises 8% to $1.26B record but EPS plunges 72% on $1.16/sh legal charge
GAAP net income available to common $43.7M ($0.39 diluted EPS) vs $154.3M ($1.40) a year ago.
Stifel reports Feb total client assets up 11% YoY to $506B; expects Q1 IB revenue similar to Q1 2024
Total client assets $506.5B (+11% YoY); fee-based client assets $196.4B (+14% YoY).
Stifel subsidiary ordered to pay ~$132M in FINRA arbitration award
FINRA panel ordered Stifel, Nicolaus & Company to pay ~$132 million, including punitive damages and attorneys' fees.
Stifel Q4 2024 net revenues $1.36B (+19% YoY); EPS $2.09 vs $1.38; dividend raised 10%
Q4 net revenues $1.36B (+19% YoY); GAAP EPS $2.09, non-GAAP $2.23; FY net revenues $4.97B record.
Stifel reports record Nov client assets of $514B; fee-based assets hit $197B
Total client assets $514B, up 4% MoM and 20% YoY, a record high.
Stifel reports Oct 2024 total client assets $493.5B, up 22% YoY; fee-based assets up 28%
Total client assets of $493.5B as of Oct 31, 2024, up 22% YoY but 1% below Sep 2024 due to market declines.
Stifel Q3 net revenue $1.22B (+17% YoY); GAAP EPS $1.34, non-GAAP $1.50
Net revenues $1.22B, up 17% YoY; net income available to common $149.2M ($1.34 diluted EPS).
Stifel reports record client assets of $481.5B as of July 31, 2024, up 13% YoY
Total client assets $481.5B (record), +13% YoY; fee-based client assets $183.4B, +16% YoY.
Stifel Q2 net revenue $1.22B (+16% YoY); EPS $1.41 GAAP, $1.60 non-GAAP
GAAP net income available to common $156.0M, diluted EPS $1.41 vs $1.10 YoY; non-GAAP EPS $1.60.
Stifel reports May 2024 total client assets of $466B, up 16% YoY and 3% sequentially
Total client assets $465.96B at May 31, up 16% YoY ($402.4B) and 3% from Apr ($454.0B).
Stifel Q1 net revenue $1.16B, up 5% YoY; non-GAAP EPS $1.49 vs $1.40
Net revenue $1.16B (second-highest quarter); GAAP diluted EPS $1.40, non-GAAP $1.49.
Stifel reports record client assets of $447B in January 2024, up 10% YoY
Total client assets $446.7B (+10% YoY, +1% MoM) reaching record levels.
Stifel Q4 GAAP EPS $1.38 vs $1.43 y/y; Board hikes dividend 17% to $0.42
Q4 net revenues $1.15B, up 2.2% YoY; GAAP net income $153.2M ($1.38 diluted EPS) vs $167.3M ($1.43) prior year.
Stifel Nov 2023 total client assets $427.8B, up 6% MoM; fee-based assets up 7%
Total client assets $427.8B, up 7% YoY and 6% from Oct 2023.
Stifel Q3 GAAP EPS $0.52 vs $1.21 YoY; non-GAAP $0.60 hit by $0.58 legal accrual
GAAP net income $58.8M ($0.52 diluted EPS) down from $141.8M ($1.21) YoY; non-GAAP EPS $0.60 vs $1.29.
GAAP net income available to common shareholders $125M ($1.10/diluted), down 17.5% YoY from $151M ($1.29).
Stifel reports May 2023 operating data; Q2 IB revenue seen down 10-15% from Q1
Total client assets $402.4B at May 31, down 1% from April and up 1% YoY.
Victor Nesi, Co-President and Institutional Group Head, of his retirement from the Company effective on July 1, 2025.
the Board of Directors appointed Mr. Nesi as a Director of the Company effective July 1, 2025.
On April 26, 2023, Stifel Financial Corp, (the “Company”) announced that the Board of Directors appointed Maryam Brown and Lisa Cornoy as Directors of the Company effective April 26, 2023.
On April 26, 2023, Stifel Financial Corp, (the “Company”) announced that the Board of Directors appointed Maryam Brown and Lisa Cornoy as Directors of the Company effective April 26, 2023.
On August 2, 2022, Stifel Financial Corp, (the “Company”) announced that the Board of Directors appointed Jim Kavanaugh as Director of the Company effective August 2, 2022.
Max materiality 0.90 · Median 0.60 · Most common event other_material