[8-K] Stifel Financial Corp. Reports Material Event

Rhea-AI Filing Summary

Stepan Company (SCL) filed a Form 8-K dated 30 Jul 2025 disclosing two routine events.

• Item 2.02 – Results of Operations: the company released a press statement (Exhibit 99.1) with financial results for the quarter ended 30 Jun 2025. Specific figures are not included within the filing itself.
• Item 8.01 – Other Events: the Board declared a quarterly cash dividend of $0.385 per common share, payable 15 Sep 2025 to shareholders of record on 29 Aug 2025.

No other material transactions, guidance revisions, or strategic changes are reported. Exhibits 99.1 and 99.2 contain the press releases, and Exhibit 104 provides the Inline XBRL cover page.

Insights

Financial Analyst

TL;DR: Routine 8-K; dividend maintained; financial details deferred to exhibit—neutral impact.

The filing conveys standard quarterly communications: release of Q2-25 results and continuation of Stepan’s dividend policy at $0.385 per share. Because the actual earnings data are not embedded, investors cannot gauge margin or revenue trends from the core document. The consistent dividend signals stable cash generation but is in line with prior payouts, hence not a catalyst. Absent guidance changes or strategic actions, the disclosure is considered informational with limited immediate valuation impact.

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UNITED STATES

SECURITIES AND EXCHANGE COMMISSION

Washington, DC 20549

FORM 8-K

CURRENT REPORT

Pursuant to Section 13 OR 15(d) of the

Securities Exchange Act of 1934

Date of Report (Date of earliest event reported): July 30, 2025

STIFEL FINANCIAL CORP.

(Exact name of registrant as specified in its charter)

Delaware		001-09305		43-1273600
(State of incorporation)		(Commission File Number)		(IRS Employer Identification No.)

501 N. Broadway, St. Louis, Missouri 63102-2188

(Address of principal executive offices and zip code)

(314) 342-2000

(Registrant’s telephone number, including area code)

Not Applicable

(Former name or former address, if changed since last report)

Securities registered pursuant to Section 12(b) of the Act:

Title of Each Class		Trading Symbol(s)		Name of Each Exchange on Which Registered
Common Stock, $0.15 par value per share		SF		New York Stock Exchange
Depository Shares, each representing 1/1,000th interest in a share of 6.25% Non-Cumulative Preferred Stock, Series B		SF-PB		New York Stock Exchange
Depository Shares, each representing 1/1,000th interest in a share of 6.125% Non-Cumulative Preferred Stock, Series C		SF-PC		New York Stock Exchange
Depository Shares, each representing 1/1,000th interest in a share of 4.50% Non-Cumulative Preferred Stock, Series D		SF-PD		New York Stock Exchange
5.20% Senior Notes due 2047		SFB		New York Stock Exchange

Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions (see General Instruction A.2. below):

☐ Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)

☐ Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)

☐ Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b))

☐ Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))

Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§240.12b-2 of this chapter).

Emerging growth company ☐

If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. ☐

Item 2.02 Results of Operations and Financial Condition.

On July 30, 2025, Stifel Financial Corp. (the “Company”) reported its financial results for the quarter ended June 30, 2025. A copy of the press release containing this information is attached as Exhibit 99.1 to this Report on Form 8-K.

In addition, a copy of the Company’s Financial Supplement for the quarter ended June 30, 2025, is attached as Exhibit 99.2 to this Report on Form 8-K.

On Wednesday, July 30, 2025, at 9:30 a.m. Eastern time, the Company will hold a conference call to discuss its financial results and other related matters. A copy of the presentation for the conference call is attached as Exhibit 99.3 to this Report on Form 8-K.

The exhibits are being furnished pursuant to Item 2.02, and the information contained therein shall not be deemed “filed” for the purposes of Section 18 of the Securities Exchange Act of 1934, as amended (the “Exchange Act”), or otherwise subject to the liabilities of that Section, nor shall it be deemed incorporated by reference into any filing of the Company under the Securities Act of 1933, as amended, or the Exchange Act.

Item 9.01 Financial Statements and Exhibits.

(d) Exhibits.

Exhibit Number		Description
99.1		Press release dated July 30, 2025.
99.2		Financial Supplement for the quarter ended June 30, 2025.
99.3		Financial Results Presentation dated July 30, 2025.
104		Cover Page Interactive Data File (embedded within the Inline XBRL document).

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SIGNATURE

Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned, hereunto duly authorized.

						STIFEL FINANCIAL CORP. (Registrant)
Date: July 30, 2025				By:		/s/ James M. Marischen
				Name:		James M. Marischen
				Title:		Chief Financial Officer

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FAQ

What did Stepan Company (SCL) disclose in its July 30 2025 Form 8-K?

The filing announces the release of Q2 2025 financial results (via Exhibit 99.1) and a $0.385 per-share dividend declaration.

How much is Stepan’s new dividend and when will it be paid?

The Board declared a $0.385 cash dividend payable 15 Sep 2025 to shareholders of record on 29 Aug 2025.

Where can investors find Stepan’s Q2 2025 financial figures?

Detailed results are contained in the press release attached as Exhibit 99.1 to the Form 8-K.

Does the 8-K report any major acquisitions or strategic changes?

No. The document only covers the earnings press release and the dividend declaration.

Which exchange lists Stepan Company’s common stock?

Stepan’s common stock trades on the New York Stock Exchange under the symbol SCL.