STIFEL FINANCIAL CORP (SF) Form 10-Q — Aug 5, 2026
Stifel Financial posted a strong second quarter of 2026, with net revenues up 13.0% year over year to $1.45 billion and net income available to common shareholders up 49.0% to $217.2 million, or $1.34 per diluted share versus $0.89 a year earlier. Growth was broad-based across the franchise. The quarter was driven by a 42% surge in investment banking revenue to $332.0 million, higher asset management fees of $456.6 million, and stronger commissions, while lower interest expense and a deposit base that grew to $32.3 billion supported the bottom line.
Key figures
- Eps
- 1.34
- Revenue
- 1450804000
- Net Income
- 226477000
- Revenue Yoy
- 13.0%
- Total Assets
- 44907609000
- Cash Position
- 2191628000
- Shares Outstanding
- 151001734
- Total equity
- 6013241000
- Bank deposits
- 32264006000
- Fhlb advances
- 450000000
- Commissions q2
- 221462000
- Gain on sale sia
- 47300000
- Senior notes net
- 617855000
- Q2 total revenues
- 1638779000
- Q2 dividend per share
- 0.34
- Six month diluted eps
- 2.83
- Fhlb weighted avg rate
- 3.35%
- Six month net revenues
- 2928965000
- Net income to common q2
- 217156000
- Q2 repurchase avg price
- 73.23
- Q2 share repurchases usd
- 172083000
- Diluted eps prior year q2
- 0.89
- Principal transactions q2
- 140091000
- Revolving credit facility
- 1000000000
- Asset management revenue q2
- 456630000
- Six month net income growth
- 142.5%
- Six month net revenue growth
- 15.3%
- Investment banking revenue q2
- 331954000
- Loans held for investment net
- 24431513000
- Net income to common growth q2
- 49.0%
- Provision for credit losses q2
- 12538000
- Six month net income to common
- 459255000
- Six month share repurchases usd
- 268491000
- Provision for credit losses prior year q2
- 8328000
- Remaining repurchase authorization shares
- 7800000
Price after filing
Close on the filing date to close N calendar days later (from $84.31). Historical, not a forecast.
AI analysis
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