[8-K] STIFEL FINANCIAL CORP Reports Material Event

Rhea-AI Filing Summary

Stifel Financial Corp. (SF) furnished its quarterly results materials. The company reported financial results for the quarter ended September 30, 2025, and furnished related documents under Item 2.02.

Stifel attached a press release (Exhibit 99.1), a Financial Supplement for the quarter ended September 30, 2025 (Exhibit 99.2), and a Financial Results Presentation (Exhibit 99.3). These exhibits are being furnished and are not deemed filed under the Exchange Act.

The company will hold a conference call on October 22, 2025, at 9:30 a.m. Eastern time to discuss the results and related matters.

Insights

Sell-side equity analyst

Administrative earnings furnish; neutral for valuation.

Stifel Financial furnished its quarterly results package, including a press release, a financial supplement, and a presentation for the quarter ended September 30, 2025. Furnishing under Item 2.02 means these materials are provided for investor reference and are not deemed filed under Section 18.

The company also scheduled a results call at 9:30 a.m. ET on October 22, 2025. Without performance metrics or guidance in this excerpt, there’s no clear signal for revenue, margins, or capital actions.

Further detail will rely on the content of Exhibits 99.1, 99.2, and 99.3; actual impact depends on figures and commentary contained in those materials.

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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): October 22, 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 October 22, 2025, Stifel Financial Corp. (the “Company”) reported its financial results for the quarter ended September 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 September 30, 2025, is attached as Exhibit 99.2 to this Report on Form 8-K.

On Wednesday, October 22, 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 October 22, 2025.
99.2		Financial Supplement for the quarter ended September 30, 2025.
99.3		Financial Results Presentation dated October 22, 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: October 22, 2025				By:		/s/ James M. Marischen
				Name:		James M. Marischen
				Title:		Chief Financial Officer

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FAQ

What did Stifel Financial (SF) announce in this 8-K?

Stifel furnished materials for the quarter ended September 30, 2025, including a press release (Ex. 99.1), a financial supplement (Ex. 99.2), and a presentation (Ex. 99.3).

When is Stifel Financial’s conference call for the quarterly results?

The call is on October 22, 2025, at 9:30 a.m. Eastern time.

Are the exhibits considered filed or furnished?

They are being furnished pursuant to Item 2.02 and are not deemed filed under the Exchange Act.

Which exhibits accompany Stifel Financial’s results?

Exhibit 99.1 press release, 99.2 financial supplement for the quarter ended September 30, 2025, and 99.3 results presentation.

What securities of Stifel Financial are listed on the NYSE?

Common stock SF, preferred depositary shares SF-PB, SF-PC, SF-PD, and 5.20% Senior Notes due 2047 SFB.

What Exchange Act item covers these disclosures?

The materials are furnished under Item 2.02 (Results of Operations and Financial Condition).