Inferra AI / Company / SF
Stifel Financial Corp
SF · Financials
Last earnings Oct 21, 2026
Key results
Revenuequarter
$1.43 billion
(NYSE: SF) today reported net revenues of $1.43 billion for the three months ended September 30, 2026, compared with $1.43 billion a year ago.
SEC original ↗Stifel Financial Corp — Earnings release (8-K exhibit)EX-99Oct 21, 2026
Net incomequarter
$224.8 million
Net income available to common shareholders was $224.8 million, or $1.40 per diluted common share, compared with $202.1 million, or $1.22 per diluted common share (1) for the third quarter of 2025.
SEC original ↗Stifel Financial Corp — Earnings release (8-K exhibit)EX-99Oct 21, 2026
Non-GAAP net incomequarter
$234.1 million
Non-GAAP net income available to common shareholders was $234.1 million, or $1.46 per diluted common share for the third quarter of 2026.
SEC original ↗Stifel Financial Corp — Earnings release (8-K exhibit)EX-99Oct 21, 2026
Revenueytd
$4.3 billion
Kruszewski , Chairman and Chief Executive Officer, said Stifel is on track for another record year, with year-to-date revenue of $4.3 billion up 9%, core earnings per share of $4.33 up 22%, and return on tangible common equity of 24.1%.
SEC original ↗Stifel Financial Corp — Earnings release (8-K exhibit)EX-99Oct 21, 2026
RevenueQ3 2026
9%
Kruszewski , Chairman and Chief Executive Officer, said Stifel is on track for another record year, with year-to-date revenue of $4.3 billion up 9%, core earnings per share of $4.33 up 22%, and return on tangible common equity of 24.1%.
SEC original ↗Stifel Financial Corp — Earnings release (8-K exhibit)EX-99Oct 21, 2026
EPSquarter
$4.33
Kruszewski , Chairman and Chief Executive Officer, said Stifel is on track for another record year, with year-to-date revenue of $4.3 billion up 9%, core earnings per share of $4.33 up 22%, and return on tangible common equity of 24.1%.
SEC original ↗Stifel Financial Corp — Earnings release (8-K exhibit)EX-99Oct 21, 2026
Growthquarter
up 12%
The investments we ve made in our business continued to drive operating efficiencies, as we delivered our highest ever third quarter earnings per share of $1.46, up 12% versus the prior year, on net revenue of $1.43 billion.
SEC original ↗Stifel Financial Corp — Earnings release (8-K exhibit)EX-99Oct 21, 2026
Highlights The Company reported net revenues of $1.43 billion, the second best third quarter in its history, driven by higher asset management revenues and net interest income.
SEC original ↗Stifel Financial Corp — Earnings release (8-K exhibit)EX-99Oct 21, 2026
Non-GAAP net income available to common shareholders of $1.46 per diluted common share, the best third quarter in its history.
SEC original ↗Stifel Financial Corp — Earnings release (8-K exhibit)EX-99Oct 21, 2026
Asset management revenues increased 14% over the year-ago quarter.
SEC original ↗Stifel Financial Corp — Earnings release (8-K exhibit)EX-99Oct 21, 2026
AI analysis
Q3 2026 · reported Oct 21, 2026
Based on: Earnings release + Q3 2026 deck + parent 8-K — transcript not held
The quarter in charts
Headline figures
| Metric | Q3 2026 | Prior qtr | Year ago |
|---|---|---|---|
| Revenue | $1.43 billion | — | $1.43 billion |
| Net income | $224.8 million | — | — |
| Non-GAAP net income | $234.1 million | — | — |
| EPS | $4.33 | — | — |
| Growth | up 12% | — | — |
Guidance · company-stated
No guidance located in the held release
Capital allocation
The Company repurchased $124.0 million, or 1.6 million shares, of its outstanding common stock during the third quarter at an average price of $76.95.
Event summary
Stifel Reports Third Quarter 2026 Results ST
Based on: Earnings release + Q3 2026 deck + parent 8-K — transcript not held
Guidance & outlook
No guidance located in the held release
Capital allocation
The Company repurchased $124.0 million, or 1.6 million shares, of its outstanding common stock during the third quarter at an average price of $76.95.
SEC original ↗Stifel Financial Corp — Earnings release (8-K exhibit)EX-99Oct 21, 2026
Over the last twelve months, the Company repurchased $564.4 million, or 7.3 million shares, of its outstanding common stock at an average price of $77.05.
SEC original ↗Stifel Financial Corp — Earnings release (8-K exhibit)EX-99Oct 21, 2026
Weighted average diluted shares outstanding decreased primarily due to share repurchases.
SEC original ↗Stifel Financial Corp — Earnings release (8-K exhibit)EX-99Oct 21, 2026
The Board of Directors declared a $0.34 quarterly dividend per share, payable on September 15, 2026, to common shareholders of record on September 1, 2026.
SEC original ↗Stifel Financial Corp — Earnings release (8-K exhibit)EX-99Oct 21, 2026
The Board of Directors declared a quarterly dividend on the outstanding shares of the Company s preferred stock, payable on September 15, 2026, to shareholders of record on September 1, 2026.
SEC original ↗Stifel Financial Corp — Earnings release (8-K exhibit)EX-99Oct 21, 2026
3Q 2026 3Q 2025 Common stock repurchases (1) Repurchases (000s) $124,005 $33,086 Number of shares (000s) 1,612 438 Average price $76.95 $75.57 Period end shares (000s) 150,061 152,922 Weighted average diluted shares outstanding (000s) 160,145 165,087 Effective tax rate 24.4% 26.1% Stifel Financial Corp.
SEC original ↗Stifel Financial Corp — Earnings release (8-K exhibit)EX-99Oct 21, 2026
Strategy & priorities
Announced strategic investment in Meow Technologies.
SEC original ↗Stifel Financial Corp — Earnings release (8-K exhibit)EX-99Oct 21, 2026
Risks & headwinds
Non-compensation operating expenses as a percentage of net revenues decreased to 13.0% primarily attributable to lower litigation-related expenses, a decrease in the provision for credit losses, and revenue growth over the year-ago quarter.
SEC original ↗Stifel Financial Corp — Earnings release (8-K exhibit)EX-99Oct 21, 2026
The forward-looking statements in this earnings release are subject to risks and uncertainties that could cause actual results to differ materially from those expressed in or implied by the statements.
SEC original ↗Stifel Financial Corp — Earnings release (8-K exhibit)EX-99Oct 21, 2026
The forward-looking statements are subject to risks and uncertainties that could cause actual results to differ materially from those expressed in or implied by the statements.
SEC original ↗Stifel Financial Corp — Earnings release (8-K exhibit)EX-99Oct 21, 2026
Earnings deck slides
1 deck with slide viewStifel Financial Corp — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.
Stifel Financial Corp — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.
Stifel Financial Corp — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.
Stifel Financial Corp — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.
Stifel Financial Corp — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.
Stifel Financial Corp — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.
Stifel Financial Corp — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.
Stifel Financial Corp — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.
Stifel Financial Corp — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.
Stifel Financial Corp — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.
Stifel Financial Corp — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.
Stifel Financial Corp — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.
Competitors
Competitors & peers
Same GICS sector — classification peers, not declared competitors
Filings
34 documents- Q3 2026
- 8-KSF
Oct 21, 2026
- Q2 2026
- 8-KSF
Sep 24, 2026
- 8-KSF
Aug 27, 2026
- 10-QSF
- 8-KSF
Jul 22, 2026
- Q1 2026
- 8-KSF
Jun 25, 2026
- 8-KSF
Jun 9, 2026
- 8-KSF
May 28, 2026
- EX-99SF
May 28, 2026
- 10-QSF
- 8-KSF
Apr 22, 2026
- Q4 2025
- 8-KSF
Mar 26, 2026
- EX-99SF
Mar 26, 2026
- 8-KSF
Feb 26, 2026
- EX-99SF
Feb 26, 2026
- 10-KSF
Feb 24, 2026
- 8-KSF
Feb 4, 2026
- 8-KSF
Jan 28, 2026
- Q3 2025
- 8-KSF
Dec 18, 2025
- EX-99SF
Dec 18, 2025
- 8-KSF
Nov 20, 2025
- EX-99SF
Nov 20, 2025
- 10-QSF
- 8-KSF
Oct 22, 2025
- Q2 2025
- 8-KSF
Sep 25, 2025
- EX-99SF
Sep 25, 2025
- 8-KSF
Aug 28, 2025
- EX-99SF
Aug 28, 2025
- 10-QSF
- 8-KSF
Jul 30, 2025
- Q1 2025
- 8-KSF
Jun 26, 2025
- EX-99SF
Jun 26, 2025
- 8-KSF
Jun 11, 2025
- EX-99SF
Jun 11, 2025
Earnings releases
9 documentsPresentations
13 documents
Transcripts
0 documentsNo transcripts for Stifel Financial Corp are held in this edition of the library.
See also the earnings calendar for every tracked company’s next earnings date.