Stifel Financial Corp reported an insider stock transaction by its Senior VP & General Counsel. On 11/13/2025, the officer reported a transaction in common stock coded "G" involving the disposition of 1,000 shares at a reported price of $0 per share. Following this transaction, the officer directly beneficially owned 45,599 shares of Stifel Financial common stock.
Stifel Financial Corp (SF) insider filing: President James M. Zemlyak reported a transaction on 11/10/2025. The Form 4 lists a Transaction Code G entry for 10,000 shares of common stock at $0, indicating a reported gift. Following the transaction, his direct beneficial ownership is 1,144,549 shares. The filing also shows indirect holdings of 7,056 shares by his son and 421 shares by his wife.
Stifel Financial Corp (SF) filed a Form 13F holdings report, a quarterly disclosure of long U.S.-listed equity positions by institutional managers.
The filing lists a Form 13F Information Table Entry Total of 9,480 and a Form 13F Information Table Value Total of 109,529,357,252 (rounded to the nearest dollar). The report includes a Number of Other Included Managers: 7, reflecting affiliated advising entities consolidated under this report.
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.
Stifel Financial Corp (SF): Schedule 13G/A (Amendment No. 2) — FMR LLC and Abigail P. Johnson reported beneficial ownership of 5,864,041.56 shares of Stifel Financial Corp common stock, representing 5.7% of the class, as of the event date 09/30/2025.
FMR LLC reports sole voting power over 5,824,223.54 shares and sole dispositive power over 5,864,041.56 shares. Abigail P. Johnson reports sole dispositive power over 5,864,041.56 shares and no voting power.
The filing certifies the securities were acquired and are held in the ordinary course and not to change or influence control. One or more other persons may have the right to receive dividends or sale proceeds; no single such person exceeds five percent.
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.