Stifel Financial Corp. filed its Form 10-Q for the quarterly period ended September 30, 2026 with the U.S. Securities and Exchange Commission on November 4, 2026, reporting third-quarter and nine-month financial results.

Key Highlights

  • Net income of $234.1 million for the three months ended September 30, 2026, compared with $211.4 million for the same period in 2025, according to the filing.
  • Net revenues of $1.426 billion for Q3 2026, compared with $1.429 billion for Q3 2025, as reported in the consolidated statements of operations.
  • Diluted earnings per common share of $1.40 for the third quarter of 2026, up from $1.22 in Q3 2025.
  • Total assets reached $45.281 billion as of September 30, 2026, compared with $41.271 billion as of December 31, 2025.
  • Loans held for investment, net, grew to $25.736 billion as of September 30, 2026, from $21.925 billion at year-end 2025.
  • Cash dividends declared per common share were $0.34 for the three months ended September 30, 2026, compared with $0.31 for the same period in 2025.
  • Nine-month net income of $712.0 million for the period ended September 30, 2026, compared with $419.4 million for the same period in 2025.

Stifel Financial Third-Quarter 2026 Financial Results Overview

According to the filing, Stifel Financial Corp. (NYSE:SF), headquartered at 501 North Broadway, St. Louis, Missouri, reported total revenues of $1.635 billion for the three months ended September 30, 2026, essentially flat compared with $1.635 billion in Q3 2025. After subtracting interest expense of $208.958 million, net revenues came to $1.426 billion for the quarter. The company is classified as a large accelerated filer and had 149,236,808 shares of common stock outstanding as of October 30, 2026, the filing disclosed.

The filing reported that asset management revenues increased to $492.163 million in Q3 2026 from $431.399 million in Q3 2025, while investment banking revenues declined to $306.203 million from $323.483 million over the same period. For the nine months ended September 30, 2026, total net revenues were $4.355 billion, up from $3.969 billion for the nine months ended September 30, 2025. Nine-month income from operations before income tax expense was $935.135 million, compared with $563.230 million for the prior-year period.

On the balance sheet, the company reported bank deposits of $32.807 billion as of September 30, 2026, compared with $29.752 billion at December 31, 2025. Total equity stood at $6.046 billion as of September 30, 2026, versus $5.977 billion at year-end 2025. Treasury stock increased to $1.076 billion, reflecting 17,433,922 shares held, up from 14,997,515 shares and $786.310 million at December 31, 2025. Total comprehensive income for Q3 2026 was $177.788 million, reflecting a total other comprehensive loss of $56.355 million net of tax, driven primarily by unrealized losses on available-for-sale securities.

What Was Disclosed

Stifel Financial Corp. filed its quarterly report covering the period ended September 30, 2026, disclosing consolidated financial statements including balance sheet, income statement, comprehensive income, and changes in shareholders' equity for the three and nine months ended September 30, 2026 and 2025.