Stifel Financial Corp. (SF)

From the record

Stifel Financial Corp.'s filings since 2017 show 1 warning event: an auditor change (8-K item 4.01, the latest 2025-03-20) (its current reports).

From the record

Stifel Financial Corp.'s 10 filed years say what it did: revenue went from $2.6 billion in fiscal 2016 to $6.3 billion in fiscal 2025, up 10.2% a year; it rose in 8 of 9 years; the deepest fall was 4% from fiscal 2021 to fiscal 2022; net income was positive in 10 of 10 of those years (its annual reports).

From the record

Over the 3 fiscal years to 2025-12-31, Stifel Financial Corp.'s diluted share count shrank about 1.7% a year, and dividends and buybacks returned about 40% of its operating cash flow over 3 years (its filed statements). Its officers and directors filed 3 sales and 0 purchases of their own stock on the open market in the year to 2026-09-30 (their Form 4 filings).

From the record

Return on equity: in the fiscal year ended 2025-12-31, Stifel Financial Corp. earned about 11 cents of profit for every dollar of shareholders' money. Leverage: it owed about 86 cents per dollar of assets, and net share issuance: its share count shrank 0.5% over the year (the filed statements).

From the record

Stifel Financial Corp.'s standing among 29 graded names in its industry family: revenue of $6.3 billion in fiscal 2025 ranks in the top 33% by size; a net margin of 10.8% ranks in the top 50%; revenue growth of 11.4% a year over the last 3 filed years ranks in the bottom 34% (its annual reports).

From the record

Stifel Financial Corp.'s leadership, from its insiders' filings and its current reports: the chief executive on the record is Kruszewski, Ronald J (Chief Executive Officer, as filed), filing under that title since 2006-02-21, 20.7 years (top 3% of its family); the 18 officers and directors filing in the last fifteen months have been on the record a median of 12.7 years (top 8%); 4 officer or director changes were reported on Form 8-K since 2023-11-13, against the 18 people in charge now (top 26%; fewer changes for each person reads higher) (the Form 4 record, its Form 8-K reports). Years count from a person's first filing in the SEC's data sets, which begin in 2006, so each is a floor.

From the record

Stifel Financial Corp.'s room to grow, from the newest filed statements (fiscal 2025): cash of $2.3 billion against debt of $617 million leaves 4% of its assets as net cash, bottom 47% of its family; cash from operations less capital spending is 16.6% of revenue (top 40%) (its annual report).

From the record

Stifel Financial Corp.'s growth drivers, from the filed years to fiscal 2025: revenue grew 11.4% a year over the last three filed years against 10.2% over all 10, speeding up (top 35% of its family); the newest year grew 6.7% (bottom 20%); capital spending grew -9% a year (bottom 40%) (its annual reports). Stifel Financial Corp. reported 3 lines of business in fiscal 2025: Global Wealth Management at $3.5 billion, Institutional Group at $1.9 billion, All Other at $78 million. 2 of 3 grew in the latest filed year, and the largest line is 64% of revenue (its annual report).

From the record

Stifel Financial Corp.'s newest year against its own record: revenue of $6.3 billion in fiscal 2025 came in 6.3% below the $6.8 billion its prior three years' pace pointed to (bottom 34% of its family); net income of $684 million against a prior three-year average of $639 million (bottom 29%); a net margin of 10.8% against 12.3% before (bottom 26%) (its annual reports).