Stifel Financial Corp. operates as the bank holding company for Stifel, Nicolaus & Company, Incorporated that provides retail and institutional wealth management, ...
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$1.29 per share
Est. EPS $6.52 · Revenue $6.07B · 4 analysts
Est. EPS $1.80 · Revenue $1.69B · 1 analysts
Est. EPS $2.32 · Revenue $1.83B · 1 analysts
$1.29 per share
| Metric | Latest | YoYYoY means Year-over-Year. It compares the latest annual value with the previous annual value to show long-term trend strength. | QoQQoQ means Quarter-over-Quarter. It compares the latest quarter with the immediately previous quarter to show short-term momentum changes. |
|---|---|---|---|
| RevenueThe total money that came through the front door from selling things, before paying a single bill. Think of it as the grand total of every credit card swipe from customers. (YoY compares this year to last year's performance, while QoQ compares the current three months to the previous three). | $6.3B | +6.9% | -1.6% |
| Net IncomeThe absolute bottom line. If the company paid every single supplier, employee, banker, and tax collector, this is the actual money left in their pocket at the end of the day. | $683.8M | -6.5% | -9.9% |
| Gross MarginThe basic markup. If they sell a $100 pair of sneakers, this percentage tells you how much of that price tag is profit right after paying for the rubber and shoelaces, but before paying for things like store rent or TV commercials. | +86.6% | +4.4% | -2.4% |
| Operating MarginThe 'day job' efficiency score. Out of every dollar a customer spends, this shows how many cents the company keeps after making the product AND paying for all the everyday corporate overhead (like salaries, marketing, and keeping the lights on). | +13.8% | -12.3% | -6.2% |
| Net MarginThe final take-home percentage. When you strip away every conceivable cost, tax, and interest payment, this is the exact number of cents the company truly gets to keep from every dollar in sales. | +10.9% | -12.6% | -8.4% |
| Free Cash FlowThe holy grail of corporate cash. It's the spendable, physical money left over after the business pays for its daily operations AND buys the big, expensive upgrades (like new factories or servers) it needs to survive. This is the 'free' money they can use to pay dividends or buy back stock. | $1.2B | +188.4% | +146.0% |
| FCF MarginThe ultimate cash conversion rate. It shows how good the company is at turning regular sales directly into cold, hard, spendable cash. A high percentage means the business is an absolute cash-printing machine. | +19.1% | +169.7% | +146.8% |
| Debt / EquityThe financial risk gauge. It compares how much of the company's empire was built using borrowed money (loans) versus the owners' own money (shareholders). A high number means they are heavily leveraged and playing a riskier game; a low number means they are playing it safe. | 36.5% | -25.2% | -74.7% |
| Current RatioThe 12-month survival check. It simply compares the cash they have right now (plus things they can quickly turn into cash) against the immediate bills they absolutely must pay this year. A score above 1 means they have enough in the wallet to cover the upcoming bills without panicking. | 5.24x | +3957.5% | +3040.5% |
| Total AssetsThe absolute size of the company's empire. It bundles together absolutely everything of value they own—from the cash in the register and the inventory in the warehouse, to the software patents in the vault and the factories on the ground. | $41.6B | +4.2% | +4.7% |
| Metric | Annual (A vs E) | Annual Surprise | Quarter (A vs E) | Quarter Surprise |
|---|---|---|---|---|
| EPS Surprise | 5.88 vs 4.87 | +20.8% | 2.05 vs 1.80 | +14.2% |
| Revenue Surprise | $6.3B vs $5.5B | +15.3% | $1.6B vs $1.7B | -2.9% |
| Date | Executive | Title | Security | Side | Shares | Price |
|---|---|---|---|---|---|---|
| Jul 23, 2026 | Brown Maryam S. | director | Common Stock | D | 2,500 | $79.25 |
| Jul 23, 2026 | Brown Maryam S. | director | Common Stock | D | 2,200 | $79.14 |
| Jun 9, 2026 | Berlew Adam T. | director | Phontom Stock Unit | A | 2,450 | — |
| Jun 9, 2026 | Brown Maryam S. | director | Phantom Stock Units | A | 2,450 | — |
| Jun 9, 2026 | BROWN MICHAEL W | director | Phantom Stock Units | A | 2,450 | — |
Operator : Good day, and welcome to the Stifel Financial Q2 '26 Financial Results Conference Call. Today's conference is being recorded. At this time, I would like to turn the conference over to Joel Jeffrey, Head of Investor Relations. Please go ahead. Joel Jeffrey : Thank you, operator. Good morning, and welcome to Stifel Second Quarter 2026 Earnings Call. On behalf of Stifel Financial Corp., I will begin the call with the following information and disclaimers. This call is being recorded. During today's presentation, we will refer to our earnings release and financial supplement, copies of which are available at stifel.com. Today's presentation may include forward-looking statements that are subject to the risks and uncertainties that may cause actual results to differ materially. Stifel Financial Corp. does not undertake to update the forward-looking statements in this discussion. Please refer to our notices regarding forward-looking statements and non-GAAP measures that appear in our earnings release. I will now turn the call over to our Chairman and Chief Executive Officer, Ronald Kruszewski. Ronald J. Kruszewski : Thanks, Joel. Good morning, everyone, and thank you for joining us. We entered 2026 with a clear plan. At the beginning of the year, we said we would grow revenue, increase our loan book by up to $4 billion, increase treasury deposits, improve operating leverage and deploy our substantial excess capital where it would earn the best risk-adjusted returns. Six months into the year, we're doing what we said we would do. Our second quarter and first half results reflect the strength of our business and the momentum we're seeing across the firm. Second quarter net revenue of $1.45 billion increased 13% from a year ago, while non-GAAP earnings per share of $1.42 increased 25%. Both represented the second highest second quarter results in our history following our strongest first quarter ever. The result was our strongest first half in Stifel's history, generating record net revenue of $2.9 billion, 15% above our previous record and record earnings per share of $2.87, up 28% from our prior record. Return on tangible common equity was approximately 24% for both the quarter and the first half of the year, while tangible book value per share increased 15% over the prior year. Our top line growth was driven by another quarter of record Global Wealth Management revenue and continued growth in net interest income as we increased our loan book by $2.6 billion during the quarter, keeping us well on pace to achieve our full year guidance of up to $4 billion of balance sheet growth. Just as importantly, our strategy of putting advisers first continues to differentiate Stifel. Adviser recruiting remains as competitive as I've ever seen it. Client engagement remains strong. And earlier this month, Stifel was ranked #1 in employee adviser satisfaction by J.D. Power for the fourth consecutive year. I'll come back to why that's so important in …
| Name | Title | Compensation | Gender | Year Born | Status |
|---|---|---|---|---|---|
Ronald James Kruszewski | Chairman & Chief Executive Officer | USD 10,028,297 | Male | 1959 | Active |
Thomas Beaulieu Michaud | Senior VP and Co-Head of Institutional Equities & Advisory Businesses | USD 6,588,526 | Male | 1964 | Active |
James Mark Zemlyak | President & Head of Global Wealth Management | USD 6,523,537 | Male | 1959 | Active |
C. Bradford Raymond | Global Co-Head of Institutional Equities & Advisory | USD 3,403,230 | Male | 1966 | Active |
James Marischen | Senior Vice President & Chief Financial Officer | USD 3,008,162 | Male | 1980 | Active |
David D. Sliney | Senior Vice President & Chief Operating Officer | USD 512,402 | Male | 1970 | Active |
Rajive Kumar | vice president | — | Male | — | Active |
Michael O'Keeffe | Chief Investment Officer | — | Male | — | Active |
Thomas Wilson Weisel | Senior MD & Director | — | Male | 1941 | Active |
Harvinder Minhas | vice president | — | — | — | Active |
Algebris UK Ltd. bought a new position in shares of Stifel Financial Corporation (NYSE: SF) during the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm bought 1,007,696 shares of the financial services provider's stock, valued at approximately $70,086,000. Stifel Financial comprises
Empowered Funds LLC lifted its holdings in shares of Stifel Financial Corporation (NYSE: SF) by 646.5% during the first quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 10,630 shares of the financial services provider's stock after purchasing an additional
Cetera Investment Advisers boosted its holdings in shares of Stifel Financial Corporation (NYSE: SF) by 54.5% during the undefined quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 34,671 shares of the financial services provider's stock after buying an additional 12,237 shares during the
ST. LOUIS, Aug. 05, 2026 (GLOBE NEWSWIRE) -- Stifel Financial Corp. (NYSE: SF) today announced that its Board of Directors has declared a cash dividend on shares of its common stock of $0.34 per share, payable September 15, 2026, to shareholders of record at the close of business on September 1, 2026.
/PRNewswire/ -- 1919 Investment Counsel, LLC ("1919"), a subsidiary of Stifel Financial Corp. ("Stifel"), is proud to announce its recognition as one of
