Stifel Fin Corp Stock Price, News & Analysis

Equitable (affiliate of EQH) announced an agreement to acquire Stifel Independent Advisors (NYSE: SF), a broker-dealer and registered investment adviser with more than 110 independent advisors and approximately $9 billion in client assets. The transaction is expected to close in Q1 2026, subject to regulatory approvals and customary closing conditions.

The advisors are expected to join Equitable Advisors, which comprises about 4,500 financial professionals and more than $110 billion in assets under administration; Equitable cited a 12% trailing twelve-month organic growth rate for its Wealth Management segment.

Stifel Financial (NYSE: SF) reported 3Q 2025 net revenues of $1.43B and GAAP net income available to common shareholders of $202.1M ($1.84 diluted EPS) for the quarter ended September 30, 2025. Non-GAAP net income was $214.4M ($1.95 diluted EPS).

Key drivers included a 34% increase in Institutional revenue, record Global Wealth Management revenues of $907.4M, record client assets of $544.0B (up 10% YoY), and investment banking revenue growth of 33% YoY. The company repurchased $31.2M of common stock and declared a $0.46 quarterly dividend.

Stifel Financial (NYSE: SF) will release third quarter 2025 financial results before market open on Wednesday, October 22, 2025. The company will host a conference call to review results at 9:30 a.m. Eastern the same day, with remarks from Chairman and CEO Ronald J. Kruszewski.

Interested parties may join by dialing (866) 409-1555 and referencing participant ID 2769458. A live audio webcast and a presentation will be available at www.stifel.com, and a replay will be hosted on the site starting about one hour after the call ends.

1919 Investment Counsel (NYSE:SF) announced multiple industry honors on October 16, 2025, recognizing its investment management and client-service performance.

Barron's named 1919 to its Top 100 RIA Firms for the sixth consecutive year. Forbes/SHOOK included 1919 in its 2025 Top RIA Firms list of 250 firms collectively managing over $1.9 trillion. InvestmentNews named 1919 among its inaugural 5-Star RIA Firms, a distinction for firms with at least $1 billion AUM in 2024. Financial Advisor Magazine also included 1919 in its 2025 RIA Survey & Ranking by reported AUM.

Company leadership framed the recognitions as validation of client trust, long-term relationships, and the firm’s focus on purpose-driven wealth management.

1919 Investment Counsel (NYSE:SF) announced the hire of Braxton Comer as Principal, Business Development Officer in Birmingham on October 8, 2025. Comer brings consulting and legal experience and will focus on cultivating client relationships, philanthropic strategies, and wealth transfer coordination. As of June 30, 2025, 1919 manages approximately $24.4 billion in assets, including $3.0 billion in responsible investing strategies.

Stifel Financial (NYSE: SF) has reported its August 2025 operating data, showcasing significant growth across key metrics. The company achieved record highs in total client assets of $532.7 billion (up 9% year-over-year) and fee-based client assets of $213.6 billion (up 14% year-over-year).

Treasury deposits demonstrated robust growth, increasing 79% year-over-year to $7.6 billion, while bank loans grew 7% to $21.6 billion. Despite a slight 1% monthly decline in client money market and insured product balances, the company's diversified funding mix helped maintain stability. CEO Ronald J. Kruszewski noted improved momentum in the Institutional Group and anticipates a stronger second half of the year.

Stifel Financial Corp. (NYSE: SF) has announced a significant expansion of its Venture Banking team with the addition of several senior bankers from Silicon Valley Bank, focusing on life sciences and healthcare sectors. The expansion is led by six Managing Directors - Jackie Spencer, Anthony Flores, Milo Bissin, Julie Ebert, Timothy Lew, and Sam Subilia - along with three Vice Presidents.

The move strengthens Stifel's Venture & Fund Banking division, which has already achieved notable growth with over 100 bankers, more than $10 billion in loan commitments, and doubled venture client deposits in the past year. The company has recently demonstrated its market strength by acting as joint bookrunner on 4 biopharma financings totaling $1.1 billion, including the first biopharma IPO in seven months.

This strategic expansion enhances Stifel's capabilities in supporting innovation-driven companies across biotech, diagnostics and tools, medical devices, and healthtech sectors.

Axos Bank (NYSE: AX) announced the acquisition of Verdant Commercial Capital (VCC), an independent equipment leasing company, for an initial purchase price of $43.5 million in cash. VCC's portfolio includes $1.1 billion in loans and leases, comprising $750 million in on-balance sheet securitizations and $350 million in loans and leases.

The deal includes a 10% premium on Verdant's book value at closing and potential performance-based earn-outs capped at $50 million over four years if VCC achieves ROE above 15%. The acquisition is expected to be accretive to earnings per share by 2-3% in fiscal 2026 and 5-6% in fiscal 2027. The transaction is set to close on September 30, 2025.

1919 Investment Counsel (SF), a subsidiary of Stifel Financial Corp., has appointed Nell Kelleher as Director of Operations & Administration. Kelleher, previously Operating Officer at Brown Advisory's Washington, DC Office, will oversee operations, client service, and technology nationally.

The firm currently manages $24.4 billion in assets, including $3.0 billion in responsible investing strategies as of June 30, 2025. 1919 Investment Counsel serves various clients including individuals, corporations, foundations, and nonprofit institutions, maintaining its reputation for personalized client experience since its founding in 1919.