Stifel Financial Corp. reports developments across a diversified financial-services business that includes wealth management, investment banking, lending, trading, and retail and institutional brokerage. Company news commonly covers earnings releases, selected operating data, client assets, fee-based assets, bank loans, client money market and insured products, treasury deposits, and capital returns on common and preferred stock.
Other updates describe Stifel’s platform expansion, including project finance for energy and infrastructure, venture banking and fund banking capabilities, public finance work for hospitals and health systems, and equity sales and research coverage. News also includes subsidiary activity such as Keefe, Bruyette & Woods index administration and changes affecting Stifel’s advisory and capital markets franchises.
Stifel (NYSE: SF) subsidiary 1919 Investment Counsel has appointed James Russell Sugg, Jr. as principal and senior client advisor. Based in North Carolina, Sugg joins the Birmingham team and will provide investment counsel to individuals, families, foundations and endowments.
A licensed North Carolina attorney, Sugg practiced law for 17 years before moving into wealth management. He previously served as a senior trust advisor at Wachovia Trust and later at Sterne Agee.
Stifel Financial (NYSE: SF) declared a quarterly common stock cash dividend of $0.34 per share, payable December 15, 2026.
Common and preferred dividends are payable to shareholders of record December 1, 2026. Quarterly preferred dividends are approximately $0.390625 per Series B depositary share, $0.3828125 per Series C depositary share and $0.281250 per Series D depositary share, also payable December 15, 2026.
Stifel Financial (NYSE: SF) has added Adam Steinberg, Mickey Brunton, and Gavin Kolt to senior leadership roles across its Capital Solutions platform.
All three serve as Managing Directors based in New York. Steinberg heads Stifel’s Capital Structure Advisory Group. Brunton serves as Co-Head of Eaton Partners’ GP-led Secondaries Advisory Group, advising financial sponsors on secondary transactions and liquidity solutions. Kolt heads Stifel’s Private Capital Markets Group, advising on privately negotiated equity and equity-linked financing. The Capital Solutions platform combines financing and capital advisory groups with Stifel’s mergers and acquisitions and industry coverage bankers.
Stifel Financial (NYSE: SF) reported third-quarter 2026 net income available to common shareholders of $224.8 million, up from a year earlier. Diluted earnings rose to $1.40 from $1.22, while net revenue slipped 0.2% to $1.43 billion. Adjusted diluted earnings, which exclude certain items, reached $1.46 versus $1.30. The GAAP pre-tax margin expanded to 21.7% from 20.0%.
Global Wealth Management revenue rose to $980.3 million from $907.4 million, while Institutional Group revenue fell to $430.3 million from $500.4 million. Client assets reached $576.5 billion, up 6%, and bank loans increased 21% year over year. Stifel repurchased $124.0 million of common stock during the quarter at an average price of $76.95. Nine-month GAAP diluted earnings rose to $4.23 from $2.37. The company also announced an investment in Meow Technologies.
Stifel Financial (SF) made a minority investment in Meow Technologies and signed a services agreement to offer its treasury management platform. Stifel Bank will provide a version under its own brand to commercial banking clients, initially focusing on Venture and Fund Banking. Stifel expects to begin onboarding clients in early 2027.
The agreement gives Stifel access to Meow’s current and future capabilities. Venture and Fund Banking deposits have grown nearly six-fold since September 2023 to more than $10 billion. Stifel has also expanded into Life Sciences and Healthcare, Energy Tech, and Project Finance, added senior coverage in New York and Boston, and allocated dedicated balance sheet capacity to venture and fund clients.
Stifel Financial (NYSE: SF) will release third quarter financial results before the market opens on October 21, 2026. A conference call to review the results will follow at 9:30 a.m. Eastern time, featuring Chairman and CEO Ronald J. Kruszewski. A live audio webcast and results presentation will be available on Stifel’s website.
Stifel (SF) subsidiary 1919 Investment Counsel was named to CNBC's Financial Advisor 100 list for 2026, recognizing independent registered investment advisers.
The annual ranking was prepared in collaboration with data provider AccuPoint Solutions. Its methodology evaluated firms using proprietary factors that included compliance record, years in business, total accounts and assets under management. No fee was paid for participation in the ranking.
Stifel Financial (NYSE: SF) subsidiary 1919 Investment Counsel ranked No. 33 nationally on Barron's 2026 Top 100 RIA Firms list. This is the firm's seventh consecutive year on the list, which recognizes registered investment advisory firms.
The ranking uses quantitative and qualitative factors, including assets managed, growth, technology spending and succession planning. The 2026 list is the ranking's 11th annual edition. Published in September 2026, the ranking applies until September 2027. No fee was paid for participation.
Stifel Financial (SF) reported August 2026 operating data, with total client assets at $587,622 million as of August 31.
Total client assets rose 10% from August 2025, while fee-based client assets increased 14% to $244,377 million. Bank loans, net, rose 18% to $25,637 million. Treasury deposits reached $12,344 million, up 61% year over year and 7% from July. Client money market and insured product balances fell 8% year over year and 3% from July, to $23,443 million.
Stifel expects third-quarter firm-wide net revenue to be essentially flat with the third quarter of 2025. The company expects Global Wealth Management growth to offset an approximately 15% decline in Institutional Group revenue, which it attributes mainly to lower transactional revenue and a modest decline in investment banking revenue. These selected, unaudited measures should not be assumed to correlate consistently with earnings.
Stifel Financial (SF) is expanding its Venture Banking presence on the U.S. East Coast with three senior hires from Silicon Valley Bank and other venture-focused institutions. Chris Morrison and Matt Scott join as Managing Directors focused on Venture Banking in Boston and New York City, respectively, while Arianne Perry becomes Managing Director, Venture Capital Coverage, targeting investor relationships in New York and across the East Coast.
The appointments support venture capital-backed technology companies and investors and follow recent investments in Project Finance and Life Sciences and Healthcare teams. Stifel’s Venture Banking business now has more than 125 client-facing professionals in major U.S. tech markets, serving over 500 high‑growth companies, and has provided more than $12 billion in loan commitments to date.