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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 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.
Vanguard Capital Management reports beneficial ownership of 7,812,978 shares of Stifel Financial Corp common stock, representing 5.04% of the class. The disclosure states voting and dispositive powers (sole voting power: 1,165,414) and includes affiliated holdings "in accordance with SEC Release No. 34-39538 (January 12, 1998)."
Vanguard Capital Management reports beneficial ownership of 7,812,978 shares of Stifel Financial Corp common stock, representing 5.04% of the class. The disclosure states voting and dispositive powers (sole voting power: 1,165,414) and includes affiliated holdings "in accordance with SEC Release No. 34-39538 (January 12, 1998)."
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. 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. 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 Chief Executive Officer Ronald J. Kruszewski reported awards of phantom stock units on February 27, 2026. He acquired 39,163 phantom stock units at $74.03 per unit and 27,009 phantom stock units at $74.05 per unit as grant or award acquisitions.
One award vests in 20% increments over five years and another vests in 10% increments over ten years, with no expiration date for these units. Following these awards, he also directly held 1,883,213 shares of common stock, a total adjusted for a 3-for-2 stock split payable on February 26, 2026.
STIFEL FINANCIAL CORP Chief Executive Officer Ronald J. Kruszewski reported awards of phantom stock units on February 27, 2026. He acquired 39,163 phantom stock units at $74.03 per unit and 27,009 phantom stock units at $74.05 per unit as grant or award acquisitions.
One award vests in 20% increments over five years and another vests in 10% increments over ten years, with no expiration date for these units. Following these awards, he also directly held 1,883,213 shares of common stock, a total adjusted for a 3-for-2 stock split payable on February 26, 2026.
Stifel Financial Corp executive Brantley McDuffie reported awards of phantom stock units on February 27, 2026. He acquired 10,533 units and 13,504 units at $74.05 per unit, with totals adjusted for a 3-for-2 stock split payable February 26, 2026. Some units vest 20% annually over five years, others 10% annually over ten years, with no expiration date for certain units. He also reported holding 1,881 shares of common stock directly.
Stifel Financial Corp executive Brantley McDuffie reported awards of phantom stock units on February 27, 2026. He acquired 10,533 units and 13,504 units at $74.05 per unit, with totals adjusted for a 3-for-2 stock split payable February 26, 2026. Some units vest 20% annually over five years, others 10% annually over ten years, with no expiration date for certain units. He also reported holding 1,881 shares of common stock directly.
STIFEL FINANCIAL CORP insider David Rubulotta reported new equity-based awards. On February 27, 2026, he acquired 10,533 Phantom Stock Units at $74.05 per unit, bringing this award to 23,432 units after the transaction. A second grant of 13,504 Phantom Stock Units at $74.05 increased another award balance to 36,936 units. Footnotes state these totals reflect a 3-for-2 stock split payable on February 26, 2026, with units vesting 20% annually over five years for one grant and 10% annually over ten years for the other, and no expiration date. He also reported 1,488 shares of common stock held directly.
STIFEL FINANCIAL CORP insider David Rubulotta reported new equity-based awards. On February 27, 2026, he acquired 10,533 Phantom Stock Units at $74.05 per unit, bringing this award to 23,432 units after the transaction. A second grant of 13,504 Phantom Stock Units at $74.05 increased another award balance to 36,936 units. Footnotes state these totals reflect a 3-for-2 stock split payable on February 26, 2026, with units vesting 20% annually over five years for one grant and 10% annually over ten years for the other, and no expiration date. He also reported 1,488 shares of common stock held directly.
Stifel Financial Corp executive Christopher K. Reichert, CEO of Stifel Bank & Trust, reported awards of phantom stock units tied to company stock. On February 27, 2026, he acquired 5,402 and 4,051 phantom stock units, each referenced at $74.05 per unit. One grant vests in 20% increments over five years and the other in 10% increments over ten years, and the units have no expiration date. The totals reflect a 3-for-2 stock split payable on February 26, 2026. He also reports indirect ownership of 89,220 common shares held by a trust.
Stifel Financial Corp executive Christopher K. Reichert, CEO of Stifel Bank & Trust, reported awards of phantom stock units tied to company stock. On February 27, 2026, he acquired 5,402 and 4,051 phantom stock units, each referenced at $74.05 per unit. One grant vests in 20% increments over five years and the other in 10% increments over ten years, and the units have no expiration date. The totals reflect a 3-for-2 stock split payable on February 26, 2026. He also reports indirect ownership of 89,220 common shares held by a trust.
Stifel Financial Corp senior vice president and general counsel Mark P. Fisher reported awards of phantom stock units tied to the company’s common stock. He acquired 9,723 phantom stock units and 5,402 phantom stock units on February 27, 2026 in grant or award transactions, each using a reference price of $74.05 per unit.
After these awards, his directly held phantom stock units increased to 43,652, and his directly held common stock position was 81,977 shares. Footnotes state that totals reflect a 3-for-2 stock split payable on February 26, 2026. One unit grant vests in 20% increments over five years with no expiration date, and another vests in 10% increments over ten years.
Stifel Financial Corp senior vice president and general counsel Mark P. Fisher reported awards of phantom stock units tied to the company’s common stock. He acquired 9,723 phantom stock units and 5,402 phantom stock units on February 27, 2026 in grant or award transactions, each using a reference price of $74.05 per unit.
After these awards, his directly held phantom stock units increased to 43,652, and his directly held common stock position was 81,977 shares. Footnotes state that totals reflect a 3-for-2 stock split payable on February 26, 2026. One unit grant vests in 20% increments over five years with no expiration date, and another vests in 10% increments over ten years.
Stifel Financial Corp Chief Financial Officer James M. Marischen reported grants of phantom stock units on February 27, 2026. He acquired 9,723 and 5,402 phantom units at $74.05 per unit, which vest in 20% increments over five years and 10% increments over ten years, with no expiration date. Following these awards, his reported holdings include phantom stock unit balances of 38,991 and 44,393 units, and 112,545 shares of common stock, adjusted for a 3-for-2 stock split payable on February 26, 2026.
Stifel Financial Corp Chief Financial Officer James M. Marischen reported grants of phantom stock units on February 27, 2026. He acquired 9,723 and 5,402 phantom units at $74.05 per unit, which vest in 20% increments over five years and 10% increments over ten years, with no expiration date. Following these awards, his reported holdings include phantom stock unit balances of 38,991 and 44,393 units, and 112,545 shares of common stock, adjusted for a 3-for-2 stock split payable on February 26, 2026.