STIFEL FINANCIAL CORP (SF) Form 8-K — Oct 21, 2026
Stifel Financial reported Q3 2026 net revenues of $1.43 billion, essentially flat year-over-year, with net income available to common shareholders of $224.8 million, or $1.40 per diluted share, up 15% from $1.22 a year ago. Non-GAAP EPS of $1.46 was the best third quarter in company history and beat consensus of roughly $1.44 by about 1%. Global Wealth Management drove the quarter with record net revenues of $980.3 million, up 8% year-over-year, on 14% asset management revenue growth and 11% net interest income growth, while client assets reached $576.5 billion. Institutional Group revenue fell 14% to $430.3 million as fixed income and equity trading revenues dropped sharply.
Key figures
- Eps
- 1.4
- Eps Beat
- Non-GAAP EPS of $1.46 vs consensus mean of $1.44 (+1%)
- Revenue
- 1426211000
- Net Income
- 224823000
- Revenue Yoy
- -0.2%
- Total Assets
- 45281836000
- Shares Outstanding
- 150061000
- Bank loans
- $26.1 billion (up 21% YoY)
- Q3 buybacks
- $124.0 million / 1.6 million shares at avg $76.95
- Non gaap eps
- 1.46
- Ttm buybacks
- $564.4 million / 7.3 million shares at avg $77.05
- Ytd net revenue
- 4355176000
- Rotce annualized
- 23.9%
- Ytd non gaap eps
- 4.33
- Quarterly dividend
- $0.34 per share
- Ytd revenue growth
- 9.7%
- Total client assets
- $576.5 billion (up 6% YoY)
- Tier1 leverage ratio
- 10.8%
- Fee based client assets
- $239.7 billion (up 9% YoY)
- Wealth mgmt net revenue
- 980293000
- Institutional group revenue
- 430281000
- Tangible book value per share
- 26.05
- Institutional group revenue yoy
- -14.0%
- Non gaap net income available to common
- 234096000
AI analysis
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