Here are the 10-Q quarterly reports from Stifel Financial Corp.5.20 percent Senior Notes due 2047 (SFB) in our archive since June 2025, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A 10-Q covers the quarterly report filed between annual reports, so if you follow SFB 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 SFB filings page.
Stifel Financial Corp. (SF) reported nine-month 2026 total revenues of $4,939.6 million, compared with $4,594.7 million in 2025, while net income was $712.0 million, up from $419.4 million. In the third quarter, total revenues were $1,635.2 million versus $1,634.6 million, and net income was $234.1 million versus $211.4 million. Diluted earnings per common share were $1.40 for the quarter and $4.23 for the nine months.
Net cash provided by operating activities was $534.5 million for the nine months, compared with $734.6 million a year earlier. At September 30, 2026, loans held for investment, net, were $25,735.8 million, versus $21,925.3 million at December 31, 2025. Stifel completed the February 2, 2026 sale of Stifel Independent Advisors, LLC for cash consideration and recorded a $44.1 million gain in other income. Cash dividends declared per common share were $0.34 for the quarter, compared with $0.31 for the same quarter in 2025.
Stifel Financial Corp. reported significantly stronger results for the quarter and six months ended June 30, 2026. First-half total revenues were $3,304,431 (in thousands) and net income rose to $477,896 (in thousands), with diluted EPS of $2.83 versus $1.15 a year earlier.
Balance sheet growth was led by banking activities. Loans held for investment reached $24,431,513 (in thousands) and bank deposits were $32,264,006 (in thousands), supporting total assets of $44,907,609 (in thousands) and equity of $6,013,241 (in thousands) at June 30, 2026. Cash and segregated cash totaled $2,221,696 (in thousands).
Operating activities used $266,453 (in thousands) of cash in the first half, while investing outflows of $2,850,362 (in thousands) were offset by $3,059,840 (in thousands) of financing inflows, largely from funding and deposits. The company also completed a three-for-two stock split via a 50% stock dividend and sold Stifel Independent Advisors, recognizing a $47.3 million gain in other income.
Stifel Financial Corp. reported sharply stronger results for the quarter ended March 31, 2026. Total revenues were $1,665,652,000, and net revenues after interest expense reached $1,478,161,000, reflecting broad-based growth in commissions, principal transactions, investment banking, and asset management.
Net income jumped to $251,419,000, with net income available to common shareholders of $242,099,000. Diluted earnings per share rose to $1.48, while basic EPS was $1.56. Results include a $49,784,000 gain on the sale of Stifel Independent Advisors, recorded in other income.
The balance sheet expanded, with total assets of $42,893,152,000 and total equity of $5,984,482,000. Bank loans held for investment, net, were $21,836,987,000, and the allowance for credit losses on loans stood at $115,178,000. Operating cash flow was a net use of $342,573,000, while financing activities provided $1,247,558,000, driven by higher bank deposits and securities financing.
Stifel Financial Corp. reported stronger quarterly results for the three months ended September 30, 2025. Total revenues were $1,634.6 million, up from $1,475.9 million a year ago, with growth in investment banking ($323.5 million vs $243.2 million), asset management ($431.4 million vs $382.6 million), principal transactions ($177.9 million vs $137.1 million), and commissions ($206.1 million vs $183.4 million). Interest revenue softened to $481.5 million from $510.8 million, while interest expense fell to $205.2 million from $251.2 million, lifting net revenues to $1,429.4 million from $1,224.7 million.
Net income rose to $211.4 million from $158.5 million, and diluted EPS increased to $1.84 from $1.34. Non‑interest expenses increased to $1,143.4 million from $1,008.0 million, largely in compensation and benefits ($839.8 million vs $718.1 million) and other operating expenses. On the balance sheet, total assets were $41.69 billion versus $39.90 billion at year‑end, including loans held for investment of $21.04 billion versus $20.73 billion and bank deposits of $30.14 billion versus $29.10 billion. Operating cash flow improved to $734.6 million for the nine months, and common dividends declared were $0.46 per share for the quarter.