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Stifel Financial Corp. reported strong results for the quarter ended June 30, 2026. GAAP net revenues were $1.45 billion, up 13% year-over-year, while net income available to common shareholders rose 49% to $217.2 million. Diluted EPS available to common shareholders increased to $1.34 from $0.89, and non-GAAP diluted EPS was $1.42. For the first half of 2026, net revenues reached $2.93 billion and net income to common was $459.3 million, delivering higher ROCE and ROTCE on both GAAP and non-GAAP bases.
Global Wealth Management generated record quarterly net revenues of $956.5 million, up 13% year-over-year, with pre-tax margin of 37.8%. Total client assets were about $580 billion, and fee-based client assets about $240 billion, both growing double digits. Institutional Group net revenues were $480.7 million, up 14.5%, driven by investment banking revenues up over 40%, while fixed income transactional revenues declined.
The balance sheet showed total assets of $44.9 billion and loans of about $24.8 billion. Regulatory capital remained strong, with a Tier 1 risk-based capital ratio of 17.3% and Tier 1 leverage ratio of 11.2%. The company repurchased 2.4 million common shares in the quarter for $177.0 million, and book value and tangible book value per share continued to increase.
Stifel Financial Corp. reported selected operating data as of May 31, 2026, showing broad growth across client assets and lending. Total client assets reached $579,678 million, up 16% year-over-year and 2% from April, driven by market gains and advisor recruiting.
Fee-based client assets were $238,727 million, up 20% year-over-year and 3% sequentially, while bank loans, net, rose to $23,932 million, a 13% annual and 2% monthly increase. Treasury deposits were $10,805 million, up 76% from May 2025 but down 3% from April, which management linked to timing of corporate client flows. The company stated it expects second-quarter 2026 investment banking revenue to increase 25% to 30% compared with the second quarter of 2025.
Berlew Adam T. reported acquisition or exercise transactions in this Form 4 filing.
STIFEL FINANCIAL CORP director Adam T. Berlew reported a compensation grant of derivative equity tied to the company’s common stock. He received 2,450 Phontom Stock Units on June 9, 2026 at a reference price of $71.40 per unit, each linked to one share of common stock.
The units vest quarterly over a one-year period and have no stated expiration date, providing deferred, stock-based compensation rather than an immediate cash transaction. Separately, the filing shows he directly holds 24,475 shares of Stifel common stock following the reported transactions.
Brown Maryam S. reported acquisition or exercise transactions in this Form 4 filing.
Stifel Financial Corp director Maryam S. Brown reported a compensation-related grant of 2,450 Phantom Stock Units tied to the company’s common stock, using a reference price of $71.40 per unit. These units vest quarterly over a one-year period and have no stated expiration date.
Following the reported transactions, Brown holds 10,429 shares of common stock directly, in addition to the new phantom units. The filing reflects equity-based director compensation rather than an open-market purchase or sale.
BROWN MICHAEL W reported acquisition or exercise transactions in this Form 4 filing.
STIFEL FINANCIAL CORP director Michael W. Brown reported a compensation-related grant of 2,450 Phantom Stock Units. These units were awarded on June 9, 2026 at a reference price of $71.40 per unit and are tied to the company’s common stock.
The Phantom Stock Units vest quarterly over a one-year period, providing Brown with equity-based incentives over time, and the footnotes state there is no expiration date for these units. Following the reported transactions, Brown directly holds 103,264 shares of common stock, giving context for his existing ownership stake alongside the new award.
Carnoy Lisa Landau reported acquisition or exercise transactions in this Form 4 filing.
Stifel Financial Corp director Lisa Landau Carnoy reported a compensation-related equity grant. She received 2,450 Phantom Stock Units tied to Stifel common stock at a reference value of $71.40 per unit. These units vest quarterly over a one-year period and have no stated expiration date.
The filing also shows she directly holds 10,611 shares of Stifel common stock after the reported transactions. The Phantom Stock Units represent a deferred, stock-based form of compensation rather than an open-market purchase or sale.
Kavanaugh James P. reported acquisition or exercise transactions in this Form 4 filing.
STIFEL FINANCIAL CORP director James P. Kavanaugh received a grant of 2,450 Phantom Stock Units tied to the company’s common stock. The units were awarded at a reference price of $71.40 per unit and vest quarterly over a one-year period, with no stated expiration date.
In addition to this grant, Kavanaugh directly holds 13,626 shares of Stifel common stock as of the reported date, reflecting his ongoing equity stake in the company.
Nesi Victor reported acquisition or exercise transactions in this Form 4 filing.
Stifel Financial Corp director Victor Nesi reported updated equity holdings and a new compensation grant. He received 2,450 Phantom Stock Units, each tied to one share of common stock at a reference price of $71.40. These units vest quarterly over one year and have no stated expiration date. Following this award, his Phantom Stock Unit balance is 90,962 units. The filing also lists 247,571 shares of common stock held directly, plus additional indirect holdings through a children's trust, a family trust, and another trust structure.
PEACOCK DAVID A reported acquisition or exercise transactions in this Form 4 filing.
STIFEL FINANCIAL CORP director David A. Peacock reported a routine compensation grant and his current indirect holdings. He received 2,450 Phantom Stock Units tied to Stifel common stock at $71.40 per unit. These units vest quarterly over one year and have no stated expiration date.
Following the grant, Peacock holds 2,450 Phantom Stock Units directly and 13,764 shares of common stock indirectly through a trust. The filing reflects compensation-related equity rather than open-market buying or selling.