

Stifel Financial Corp. (SF) Q2 2026 Earnings Call Transcript

Stifel Financial NYSE: SF reported what executives described as the strongest first half in the company's history, with second-quarter revenue and earnings rising from a year earlier as wealth management, investment banking and net interest income all contributed to growth.

Stifel Financial remains a "Buy" despite recent underperformance, with AI-driven cash sweep fears seen as overdone and not reflected in current results. Q2 earnings beat expectations, with revenue up 11% to $1.45 billion and client assets rising 12% to $580 billion, supporting robust wealth management and investment banking momentum. Net interest income, a key profit driver, remains resilient; cash balances are stable, and Fed rate hikes could further benefit SF's earnings.

Stifel Financial (SF) came out with quarterly earnings of $1.42 per share, beating the Zacks Consensus Estimate of $1.35 per share. This compares to earnings of $1.14 per share a year ago.

ST. LOUIS, July 22, 2026 (GLOBE NEWSWIRE) -- Stifel Financial Corp. (NYSE: SF) today reported net revenues of $1.45 billion for the three months ended June 30, 2026, compared with $1.28 billion a year ago. Net income available to common shareholders was $217.2 million, or $1.34 per diluted common share, compared with $145.7 million, or $0.89 per diluted common share (1) for the second quarter of 2025.

STAMFORD, Conn. , July 20, 2026 (GLOBE NEWSWIRE) -- Eaton Partners, one of the largest private capital advisory firms and a wholly-owned subsidiary of Stifel Financial Corp. (NYSE: SF), is announcing key appointments to expand its Private Capital Advisory ("PCA") group, including the addition of Mickey Brunton as Managing Director and Co-Head of GP-led Secondaries.

STAMFORD, Conn., July 20, 2026 (GLOBE NEWSWIRE) -- Eaton Partners, one of the largest private capital advisory firms and a wholly-owned subsidiary of Stifel Financial Corp. (NYSE: SF), is announcing key appointments to expand its Private Capital Advisory (“PCA”) group, including the addition of Mickey Brunton as Managing Director and Co-Head of GP-led Secondaries.

ST. LOUIS, July 15, 2026 (GLOBE NEWSWIRE) -- Stifel Financial Corp. (NYSE: SF) will release its second quarter financial results before the market opens on Wednesday, July 22, 2026. The company will host a conference call to review the results at 9:30 a.m. Eastern time that same day. The conference call may include forward-looking statements.
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Transcripts source: company-published earnings calls. Speaker attribution and formatting are processed in-app.