Every 8-K that Stifel Fin Corp (SF) has filed with the SEC in the last 24 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A 8-K covers material events a company has to report between its quarterly reports, so if you follow SF and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full SF filings page.
Stifel Financial Corp. (SF) furnished an update with selected operating data as of July 31, 2026. Management highlighted record fee-based client assets of $240 billion and total client assets of $578.4 billion, both up year over year after excluding the impact of the SIA sale, driven by strong markets and recruiting. The company noted that, given the limited scope of these metrics, a consistent correlation to earnings should not be assumed.
Total client assets were $578.4 billion, up 11% from July 31, 2025 and roughly flat versus June 30, 2026. Fee-based client assets reached $239.8 billion, up 15% year over year. Bank loans, net, were $25.6 billion, up 19% year over year and 3% from June. Treasury deposits were $11.5 billion, up 59% year over year and 6% month over month, with more than $600 million of growth in July tied to venture deposits. Client money market and insured product balances were $24.1 billion, down 6% year over year and 5% from June, largely reflecting lower sweep balances. The company stated it remains on track to reach full-year loan guidance of $4 billion of originations.
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.
Stifel Financial Corp. reported results of its June 9, 2026 annual shareholder meeting. Shareholders approved amendments to the certificate of incorporation increasing total authorized stock from 197,000,000 to 294,000,000 shares, including an increase in authorized common stock from 194,000,000 to 291,000,000 shares.
They also approved amendments to the 2001 Incentive Stock Plan (2018 Restatement) to add capacity for 9,000,000 shares, including 175,000 reserved for non-employee directors. Twelve directors were elected, executive compensation received advisory approval, and KPMG LLP was ratified as independent auditor. There were 153,794,394 common shares outstanding as of the record date, with 142,320,057 shares represented, constituting a quorum.
Stifel Financial Corp. reported selected operating results for April 30, 2026, highlighting growth in client assets, loans, and treasury deposits. Management noted that these figures are limited indicators and should not be directly linked to full earnings.
Total client assets reached $568.9 billion, up 17% from April 30, 2025 and 6% from March 31, 2026. Fee-based client assets were $232.4 billion, rising 22% year over year and 6% sequentially, with Private Client Group fee-based assets matching that 22% annual and 6% quarterly growth.
Bank loans, net, increased to $23.4 billion, 9% above the prior year and 6% above March 31, 2026, reflecting stronger loan activity, including fund banking. Treasury deposits climbed to $11.1 billion, up 88% year over year and 7% sequentially, supported by strong venture banking growth, while client money market and insured product balances declined 4% year over year and 7% from March 31, 2026.
Stifel Financial Corp. reported a very strong first quarter 2026, driven by broad-based growth in both wealth management and institutional businesses. Net revenues rose to $1.48 billion from $1.26 billion, while net income available to common shareholders jumped to $242.1 million from $43.7 million a year earlier.
GAAP diluted earnings per common share increased to $1.48 from $0.26, and non-GAAP diluted EPS reached $1.45 versus $0.33. Global Wealth Management net revenues grew to $932.1 million and Institutional Group net revenues to $495.3 million, with both segments more than doubling pre-tax income year over year.
The firm highlighted record first-quarter net revenue, record asset management revenue, and record first-quarter investment banking revenue. Profitability improved markedly, with the GAAP pre-tax margin on net revenues expanding to 22.1% from 5.0%, and non-GAAP return on tangible common equity rising to 24.8% from 6.2%.
Stifel Financial Corp. released selected operating data for February 28, 2026 and updated its first-quarter outlook. After completing the sale of Stifel Independent Advisors, LLC on February 2, 2026, management said that, excluding assets from this transaction, total client assets and fee-based client assets rose 12% and 19% year-over-year, helped by equity markets and advisor recruiting.
Based on the table provided, total client assets were $557,714 million, up 10% from February 28, 2025. Fee-based client assets were $228,012 million, up 16% year-over-year, while bank loans, net, were $22,348 million, up 5%. Treasury deposits reached $9,584 million, a 73% increase from a year earlier and up 5% from January.
Client money market and insured products were $26,030 million, down 6% year-over-year but slightly above January. The company noted that first-quarter 2026 investment banking activity is well above prior-year levels and stated an expectation that first-quarter 2026 revenue will increase 30%–40% versus the first quarter of 2025, while cautioning that this limited operating data should not be assumed to correlate consistently with earnings.
Stifel Financial Corp. reported selected operating data as of January 31, 2026, highlighting record client asset levels. Total client assets were $561,061 million, up 10% year over year and 2% from December 31, 2025, driven by market appreciation and net inflows.
Fee-based client assets reached $229,423 million, a 16% year-over-year increase and 2% above year-end, with Private Client Group fee-based assets up 17% year over year. Treasury deposits rose 70% from the prior year to $9,139 million, while client money market and insured products declined 7% year over year to $25,911 million and 3% from year-end due to seasonal factors.
Bank loans, net were $22,311 million, up 6% from January 31, 2025, and down less than 1% from year-end, which management described as typical early-year seasonality. The company emphasized that these are limited metrics and that a consistent correlation to earnings should not be assumed.
Stifel Financial Corp. entered into an amended and restated credit agreement that provides a committed unsecured revolving borrowing facility for maximum aggregate borrowings of up to $1.0 billion. The facility, led by Bank of America as administrative agent, matures on February 4, 2031 and replaces the company’s prior unsecured credit agreement, whose commitments were terminated when the new agreement became effective.
Borrowings carry variable interest rates based on the Secured Overnight Financing Rate and are available as long as specified covenants are maintained. These include minimum consolidated tangible net worth and maximum consolidated total capitalization ratios for the borrowers, a minimum regulatory excess net capital percentage for Stifel Nicolaus, and well‑capitalized status for Stifel’s bank subsidiaries. Proceeds are to be used for working capital, short-term operating needs, and general corporate purposes, and customary events of default can trigger acceleration and termination of lending commitments.
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.
Stifel Financial Corp. filed a current report noting that on December 18, 2025 it issued a press release disclosing selected operating results for November 30, 2025. The press release is included as Exhibit 99.1 to the report.
The operating information in Exhibit 99.1 is being furnished under Regulation FD and Item 2.02, meaning it is not deemed “filed” for purposes of Section 18 of the Exchange Act and is not automatically incorporated by reference into other Securities Act or Exchange Act filings.
Stifel Financial Corp. (SF) filed a current report to announce that it has released a press release with selected operating results as of October 31, 2025. The company furnished this information under a Regulation FD disclosure, meaning it is sharing operational updates broadly with the market. The press release is attached as an exhibit to the filing and is incorporated by reference, but its contents are treated as furnished rather than filed, which limits their use for certain legal liability purposes under the securities laws.
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.
Stifel Financial Corp. filed a current report to note that it issued a press release on September 25, 2025, providing selected operating results as of August 31, 2025. The company furnished this press release as Exhibit 99.1 under a Regulation FD disclosure, indicating it is being made available for informational purposes rather than as a formally filed financial statement. The report also reconfirms the company’s listed securities, including its common stock, several series of non-cumulative preferred stock represented by depository shares, and 5.20% senior notes due 2047 on the New York Stock Exchange.
Stifel Financial Corp. filed a current report to let investors know it has released a press release with selected operating results as of July 31, 2025. The company furnished this press release as Exhibit 99.1 to the report, making the information publicly available under Regulation FD.
The disclosure is made under Item 2.02 and Item 7.01, and the company specifies that the information in the exhibit is being furnished, not filed, so it is not subject to certain liability provisions of the Securities Exchange Act. No major transactions or detailed financial statements are included in this report beyond referencing the press release.
Stifel Financial (NYSE:SF) filed a Form 8-K on June 26, 2025 to furnish a press release (Exhibit 99.1) with selected operating results for the month ended May 31, 2025.
The disclosure is made under Item 2.02 (Results of Operations) and Item 7.01 (Reg FD) and is expressly “furnished,” not “filed,” limiting Exchange Act liability. No quantitative figures, balance-sheet data, or forward-looking guidance appear in the 8-K itself, and no other material events are reported. Investors must review the attached press release for the actual metrics.