Stifel Financial (SF) declares 3-for-2 stock split and Q4 2025 updates

Rhea-AI Filing Summary

Stifel Financial Corp. filed a current report outlining its latest quarterly communications and a planned stock split. The company released a press release, financial supplement, and investor presentation covering results for the quarter ended December 31, 2025, and scheduled a conference call on January 28, 2026, at 9:30 a.m. Eastern time.

The board of directors declared a three-for-two stock split in the form of a 50% stock dividend, to be distributed on February 26, 2026, to shareholders of record as of February 12, 2026. Shareholders will receive one additional share for every two shares owned, with cash paid instead of fractional shares based on the closing price on the record date.

8-K Event Classification

3 items: 2.02, 8.01, 9.01

3 items

Item 2.02 Results of Operations and Financial Condition Financial

Disclosure of earnings results, typically an earnings press release or preliminary financials.

Item 8.01 Other Events Other

Voluntary disclosure of events the company deems important to shareholders but not covered by other items.

Item 9.01 Financial Statements and Exhibits Exhibits

Financial statements, pro forma financial information, and exhibit attachments filed with this report.

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STIFEL FINANCIAL CORP false 0000720672 0000720672 2026-01-26 2026-01-26 0000720672 us-gaap:CommonStockMember 2026-01-26 2026-01-26 0000720672 us-gaap:SeriesBPreferredStockMember 2026-01-26 2026-01-26 0000720672 us-gaap:SeriesCPreferredStockMember 2026-01-26 2026-01-26 0000720672 us-gaap:SeriesDPreferredStockMember 2026-01-26 2026-01-26 0000720672 sfb:M5.20SeniorNotesDue2047Member 2026-01-26 2026-01-26

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): January 26, 2026

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 January 28, 2026, Stifel Financial Corp. (the “Company”) reported its financial results for the quarter ended December 31, 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 December 31, 2025, is attached as Exhibit 99.2 to this Report on Form 8-K.

On Wednesday, January 28, 2026, 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.

Item 8.01 Other Events.

On January 26, 2026, the Company’s Board of Directors declared a three-for-two stock split in the form of a 50% stock dividend to be distributed on February 26, 2026, to shareholders of record as of the close of business on February 12, 2026. Shareholders will receive one additional share of Company common stock for every two shares owned as of the close of business on the record date. Cash will be distributed in lieu of fractional shares based on the closing price on the record date.

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 January 28, 2026.
99.2		Financial Supplement for the quarter ended December 31, 2025.
99.3		Financial Results Presentation dated January 28, 2026.
104		Cover Page Interactive Data File (embedded within the Inline XBRL document).

2

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: January 28, 2026				By:		/s/ James M. Marischen
				Name:		James M. Marischen
				Title:		Chief Financial Officer

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FAQ

What stock split did Stifel Financial Corp. (SF) announce?

Stifel Financial Corp. declared a three-for-two stock split in the form of a 50% stock dividend. Shareholders will receive one additional share of common stock for every two shares owned, effectively increasing their share count without changing overall ownership percentage.

When is the record date and payment date for Stifel Financial’s stock split?

The record date for Stifel Financial’s stock split is February 12, 2026. The 50% stock dividend will be distributed on February 26, 2026 to shareholders who are on record as of the close of business on the record date.

How will fractional shares be handled in the Stifel Financial (SF) stock split?

Fractional shares will not be issued in Stifel Financial’s three-for-two stock split. Instead, shareholders entitled to fractional shares will receive cash in lieu of such fractions, based on the closing price of the company’s common stock on the February 12, 2026 record date.

What financial information did Stifel Financial (SF) provide with this 8-K?

Stifel Financial furnished a press release, financial supplement, and financial results presentation covering results for the quarter ended December 31, 2025. These materials are included as Exhibits 99.1, 99.2, and 99.3 and accompany the company’s earnings conference call.

When is Stifel Financial’s conference call on its Q4 2025 results?

Stifel Financial scheduled a conference call for January 28, 2026, at 9:30 a.m. Eastern time. During this call, management plans to discuss financial results for the quarter ended December 31, 2025, and other related matters, using the furnished presentation.

Are Stifel Financial’s earnings exhibits considered filed or furnished?

The press release, financial supplement, and presentation are furnished, not filed, under securities laws. They are not deemed filed for purposes of Section 18 of the Exchange Act and are not automatically incorporated by reference into other company filings.