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Stifel Financial Corp (SF)
NYSE:SF
Earnings Data
Report Date
Apr 29, 2026After Close (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
2.13Last Year’s EPS
1.65Same Quarter Last Year
Strong Buy
Based on 4 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call conveyed strong operational and financial momentum: record full-year and quarterly revenue, robust wealth and institutional performance (notably a very strong investment banking quarter), improving operating leverage, solid capital position, and constructive 2026 guidance. Headwinds included weaker fixed income/transactional revenue, a first-quarter legal accrual and some minor misses versus consensus, and the removal of ~$100 million of revenue due to the SIA sale and European equities exit. On balance, the positives (record results, strong recruiting, capital returns, and bullish guidance) materially outweigh the lowlights.Company Guidance
Record Annual Revenue
Firm-wide revenue of $5.5 billion in 2025, up 11% year-over-year, marking the first time Stifel surpassed $5 billion in revenue.
Strong Profitability and Returns
Excluding a first-quarter legal accrual, 2025 EPS of $7.92; fourth-quarter EPS of $2.63; full-year pretax margin ~21% and Q4 pretax margin >22%; return on tangible common equity roughly 25% for the year and Q4 return on tangible equity >31%.
Record Global Wealth Management Results
Global Wealth Management revenue reached $3.5 billion for 2025 (23rd consecutive year of record wealth revenue), record Q4 revenue of $933 million, record total client assets of $552 billion and record fee-based assets of $225 billion; fee-based assets noted up materially (17% referenced for a prior year).
Strong Institutional Performance and Investment Banking
Institutional revenue totaled $1.9 billion for the year (up 20% YoY) and Q4 institutional revenue was $610 million (up 28% YoY). Investment banking revenue was $456 million in Q4 (up 50% YoY); advisory revenue increased 46% to $277 million; equity capital raising revenue doubled YoY to $95 million; fixed income underwriting reached $76 million (up 23% YoY).
Outperformance vs. Street and Operating Leverage
Total net revenue exceeded consensus by $50 million for the quarter (total net revenue +14% YoY referenced); expenses were controlled with compensation ratio ~58% and adjusted non-compensation operating ratio improved by 200 basis points in the quarter, reflecting operating leverage on a higher revenue base.
Recruiting and Adviser Productivity
Added 181 financial advisers in 2025, including 92 experienced advisers with trailing twelve-month production of $86 million; 2025 was the strongest financial adviser recruiting year since 2018 and J.D. Power ranked Stifel #1 in employee adviser satisfaction for the third consecutive year.
Capital Strength and Shareholder Actions
Strong capital metrics: Tier 1 leverage ratio 11.4% and Tier 1 risk-based capital ratio 18.3% with >$560 million of excess capital; repurchased 335,000 shares in Q4 with 7.6 million shares remaining under authorization; Board approved an 11% dividend increase and a three-for-two stock split.
Positive 2026 Guidance
2026 guidance: total net revenue $6.0–$6.35 billion (note excludes ~$100M from SIA sale and European equities exit), firm-wide net interest income forecast $1.1–$1.2 billion supported by ~$4 billion of balance sheet growth, and targeted compensation and non-compensation operating ratios of 56.5%–57.5% and 18%–20%, respectively.
Market Leadership in Depository M&A
KBW participated in approximately 75% of depository M&A advisory transactions by deal volume in 2025 and announced additional depository M&A engagements early in 2026, underscoring leadership in financials advisory.
SF Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
SF Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Jan 28, 2026 | $126.34 | $126.24 | -0.08% |
Oct 22, 2025 | $111.96 | $116.25 | +3.84% |
Jul 30, 2025 | $109.24 | $113.20 | +3.62% |
Apr 23, 2025 | $85.00 | $81.76 | -3.81% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Stifel Financial Corp (SF) report earnings?
Stifel Financial Corp (SF) is schdueled to report earning on Apr 29, 2026, After Close (Confirmed).
What is Stifel Financial Corp (SF) earnings time?
Stifel Financial Corp (SF) earnings time is at Apr 29, 2026, After Close (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is SF EPS forecast?
SF EPS forecast for the fiscal quarter 2026 (Q1) is 2.13.