Stifel Financial Reports Significant Q1 Profit Increase
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Apr 22 2026
0mins
Should l Buy SF?
Source: NASDAQ.COM
- Profit Surge: Stifel Financial Corp. reported a first-quarter net profit of $242.09 million, translating to $1.48 per share, a substantial increase from last year's $43.67 million and $0.26 per share, indicating a significant enhancement in the company's profitability.
- Adjusted Earnings Performance: Excluding items, Stifel's adjusted earnings stood at $237.48 million or $1.45 per share, demonstrating a robust performance in core operations that further solidifies its market position.
- Significant Revenue Growth: The company's revenue rose 17.8% year-over-year to $1.478 billion, compared to $1.255 billion last year, reflecting successful market demand and business expansion efforts.
- Improved Financial Health: With substantial increases in both profit and revenue, Stifel's financial health has improved, enhancing its competitiveness in the financial services industry and laying a solid foundation for future investments and expansion.
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Analyst Views on SF
Wall Street analysts forecast SF stock price to rise
6 Analyst Rating
5 Buy
1 Hold
0 Sell
Strong Buy
Current: 76.160
Low
133.00
Averages
143.67
High
155.00
Current: 76.160
Low
133.00
Averages
143.67
High
155.00
About SF
Stifel Financial Corp. is a financial holding company. The Company's principal subsidiary is Stifel, Nicolaus & Company, Incorporated, a full-service retail and institutional wealth management and investment banking company. The Company’s segments include Global Wealth Management, Institutional Group, and Other. Its Global Wealth Management segment provides securities transaction, brokerage, and investment services to its clients through the consolidated Stifel branch system. The Institutional Group segment includes research, equity and fixed income institutional sales and trading, investment banking, public finance, and syndicate. The Other segment includes interest income from stock borrowing activities, unallocated interest expense, interest income and gains and losses from investments held, amortization of stock-based awards for certain administrative associates; and all unallocated overhead costs associated with the execution of orders; custody of client securities, and others.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Leadership Team Background: Newly appointed Managing Directors Bret Turner and Sayoji Goli, who join from First Citizens Bank, bring over a decade of collaboration experience, with Turner previously founding and scaling the project finance platform at Silicon Valley Bank, successfully advancing renewable energy lending.
- Diverse Financing Solutions: The platform offers a range of financing solutions, including development loans, construction-to-term loans, interest rate swaps, depository services, and investment banking advisory, designed to support companies and sponsors in financing established and emerging infrastructure assets.
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- Dividend Payment Schedule: The dividend will be payable on June 15, with a record date of June 1 and an ex-dividend date also on June 1, ensuring shareholders receive timely returns and bolstering shareholder confidence.
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Stifel Financial Corp. Q1 2026 Earnings Call Highlights
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- Earnings Per Share Increase: The company achieved earnings per share of $1.48 on a GAAP basis, a substantial rise from $0.33 last year, with an annualized return on tangible equity nearing 25%, reflecting a notable enhancement in profitability.
- Record Asset Management: The Global Wealth Management segment generated $932 million in net revenue, with total client assets reaching $539 billion, showcasing improved adviser productivity and growth in asset management revenues, further solidifying the company's market position.
- Optimistic Future Outlook: The company expects net interest income in the range of $280 million to $290 million for Q2 and maintains its full-year asset growth target of up to $4 billion, although management expresses cautious optimism due to geopolitical and economic uncertainties.
See More
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- Profit Surge: Stifel Financial Corp. reported a first-quarter net profit of $242.09 million, translating to $1.48 per share, a substantial increase from last year's $43.67 million and $0.26 per share, indicating a significant enhancement in the company's profitability.
- Adjusted Earnings Performance: Excluding items, Stifel's adjusted earnings stood at $237.48 million or $1.45 per share, demonstrating a robust performance in core operations that further solidifies its market position.
- Significant Revenue Growth: The company's revenue rose 17.8% year-over-year to $1.478 billion, compared to $1.255 billion last year, reflecting successful market demand and business expansion efforts.
- Improved Financial Health: With substantial increases in both profit and revenue, Stifel's financial health has improved, enhancing its competitiveness in the financial services industry and laying a solid foundation for future investments and expansion.
See More
Stifel Financial Launches Project Finance Platform to Support Energy and Infrastructure
- Project Finance Platform Launch: Stifel Financial Corp. has launched a new Project Finance platform aimed at supporting the development of the energy and infrastructure sectors, addressing the transition financing gap and expected to drive capital inflow into these industries.
- Leadership Team Background: Newly appointed Managing Directors Bret Turner and Sayoji Goli, who join from First Citizens Bank, bring over a decade of collaboration experience, with Turner previously founding and scaling the project finance platform at Silicon Valley Bank, successfully advancing renewable energy lending.
- Diverse Financing Solutions: The platform offers a range of financing solutions, including development loans, construction-to-term loans, interest rate swaps, depository services, and investment banking advisory, designed to support companies and sponsors in financing established and emerging infrastructure assets.
- Market Demand Drivers: The rapid electrification and digitalization are creating significant demand for reliable, affordable, and clean power, and Stifel's Project Finance platform aims to leverage its experience in structuring and executing to meet client funding needs in new infrastructure development.
See More
Stifel Financial Declares Quarterly Dividend of $0.34
- Quarterly Dividend Announcement: Stifel Financial has declared a quarterly dividend of $0.34 per share, consistent with previous distributions, reflecting the company's stable cash flow and profitability, which is likely to attract more investor interest.
- Dividend Payment Schedule: The dividend will be payable on June 15, with a record date of June 1 and an ex-dividend date also on June 1, ensuring shareholders receive timely returns and bolstering shareholder confidence.
- Strong Earnings Performance: Stifel Financial reported a non-GAAP EPS of $1.45 for Q1, beating estimates by $0.07, with revenue of $1.48 billion exceeding expectations by $20 million, showcasing the company's robust performance in the market.
- Positive Future Outlook: The company projects its net interest income for Q2 to be in the range of $280 million to $290 million while maintaining a full-year bank asset growth guidance of up to $4 billion, indicating confidence in future growth and strategic planning.
See More
2026 KBW Bank Honor Roll Announced
- Honor Roll Members: The 2026 KBW Bank Honor Roll features 17 U.S. banks, representing only 6% of eligible institutions, including BANF and SRCE, which have been recognized for 14 and 8 consecutive years respectively, highlighting their excellence in the financial services sector.
- New Members Added: This year, seven new banks joined the Honor Roll, including AMAL, CFBK, and LOB, indicating their consistent earnings growth over the past decade, which enhances their competitive position in the market.
- Outstanding Performance: KBW Honor Roll stocks yielded a total return of 172% over the five-year period ending in 2025, significantly outperforming the KBW Nasdaq Bank Index at 96% and the KBW Nasdaq Regional Banking Index at 53%, showcasing the strong fundamentals of these banks.
- Increased Market Recognition: KBW President Thomas B. Michaud noted that Honor Roll banks demonstrate leading fundamentals across economic cycles, which has led the market to reward them with premium valuations, reflecting their significant position in the industry.
See More
Balancing Profitability and Growth in Stocks
- Darling Ingredients Risks: Darling Ingredients (DAR) has seen a 2.1% annual sales decline over the past three years, resulting in a 4.5% operating margin, indicating pressure on profitability in a competitive market, which may affect investor confidence.
- Viking's Challenges: Viking (VIK) has achieved a 17.5% annual revenue growth over the last two years, yet its operating margin stands at only 21.8%, below the industry average, and its lack of free cash flow limits reinvestment and capital distribution opportunities, potentially impacting future growth prospects.
- Stifel Financial's Growth Potential: Stifel Financial (SF) has demonstrated a solid 14.2% annual revenue growth over the past two years, with a 32.9% increase in earnings per share, showcasing its solutions to complex business issues as highly profitable, which may attract investor interest.
- Market Performance Insights: While Darling and Viking face challenges, Stifel's performance highlights the importance of identifying companies with sustainable profitability and growth potential in the current market environment, prompting investors to focus on these high-quality stocks.
See More
Stifel Financial Corp. Q1 2026 Earnings Call Highlights
- Significant Revenue Growth: Stifel Financial Corp. reported net revenues of $1.48 billion for Q1 2026, an 18% increase year-over-year, which included a nonrecurring gain from the sale of Stifel Independent Advisers, indicating strong performance in wealth management and investment banking.
- Earnings Per Share Increase: The company achieved earnings per share of $1.48 on a GAAP basis, a substantial rise from $0.33 last year, with an annualized return on tangible equity nearing 25%, reflecting a notable enhancement in profitability.
- Record Asset Management: The Global Wealth Management segment generated $932 million in net revenue, with total client assets reaching $539 billion, showcasing improved adviser productivity and growth in asset management revenues, further solidifying the company's market position.
- Optimistic Future Outlook: The company expects net interest income in the range of $280 million to $290 million for Q2 and maintains its full-year asset growth target of up to $4 billion, although management expresses cautious optimism due to geopolitical and economic uncertainties.
See More
Stifel Financial Reports Significant Q1 Profit Increase
- Profit Surge: Stifel Financial Corp. reported a first-quarter net profit of $242.09 million, translating to $1.48 per share, a substantial increase from last year's $43.67 million and $0.26 per share, indicating a significant enhancement in the company's profitability.
- Adjusted Earnings Performance: Excluding items, Stifel's adjusted earnings stood at $237.48 million or $1.45 per share, demonstrating a robust performance in core operations that further solidifies its market position.
- Significant Revenue Growth: The company's revenue rose 17.8% year-over-year to $1.478 billion, compared to $1.255 billion last year, reflecting successful market demand and business expansion efforts.
- Improved Financial Health: With substantial increases in both profit and revenue, Stifel's financial health has improved, enhancing its competitiveness in the financial services industry and laying a solid foundation for future investments and expansion.
See More
