Highest-materiality recent filing
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.
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.
Max materiality 0.90 · Median 0.60 · Most common event other_material