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Stifel Financial Earnings Calls
| Release date | Jul 29, 2026 |
| EPS estimate | $1.36 |
| EPS actual | - |
| Revenue estimate | 1.442B |
| Revenue actual | - |
| Expected change | +/- 1.10% |
| Release date | Apr 22, 2026 |
| EPS estimate | $1.38 |
| EPS actual | $1.45 |
| EPS Surprise | 5.07% |
| Revenue estimate | 1.443B |
| Revenue actual | 1.442B |
| Revenue Surprise | -0.0895% |
| Release date | Jan 28, 2026 |
| EPS estimate | $1.67 |
| EPS actual | $1.75 |
| EPS Surprise | 4.79% |
| Revenue estimate | 1.511B |
| Revenue actual | 1.561B |
| Revenue Surprise | 3.31% |
| Release date | Oct 21, 2025 |
| EPS estimate | $1.85 |
| EPS actual | $1.92 |
| EPS Surprise | 3.78% |
| Revenue estimate | 1.334B |
| Revenue actual | 1.635B |
| Revenue Surprise | 22.53% |
Last 4 Quarters for Stifel Financial
Below you can see how SF-PB performed 4 days prior and 4 days after releasing the earnings report. Also, you can see the pre-estimates and the actual earnings. This information can give you a slight idea of what you might expect for the next quarter's release.
| Release date | Oct 21, 2025 |
| Price on release | $24.85 |
| EPS estimate | $1.85 |
| EPS actual | $1.92 |
| EPS surprise | 3.78% |
| Date | Price |
|---|---|
| Oct 15, 2025 | $24.78 |
| Oct 16, 2025 | $24.79 |
| Oct 17, 2025 | $24.68 |
| Oct 20, 2025 | $24.85 |
| Oct 21, 2025 | $24.85 |
| Oct 22, 2025 | $24.98 |
| Oct 23, 2025 | $24.69 |
| Oct 24, 2025 | $24.86 |
| Oct 27, 2025 | $24.93 |
| 4 days before | 0.282% |
| 4 days after | 0.322% |
| On release day | 0.521% |
| Change in period | 0.605% |
| Release date | Jan 28, 2026 |
| Price on release | $24.25 |
| EPS estimate | $1.67 |
| EPS actual | $1.75 |
| EPS surprise | 4.79% |
| Date | Price |
|---|---|
| Jan 22, 2026 | $24.30 |
| Jan 23, 2026 | $24.24 |
| Jan 26, 2026 | $24.31 |
| Jan 27, 2026 | $24.33 |
| Jan 28, 2026 | $24.25 |
| Jan 29, 2026 | $24.15 |
| Jan 30, 2026 | $24.09 |
| Feb 02, 2026 | $24.15 |
| Feb 03, 2026 | $23.95 |
| 4 days before | -0.185% |
| 4 days after | -1.24% |
| On release day | -0.412% |
| Change in period | -1.42% |
| Release date | Apr 22, 2026 |
| Price on release | $23.55 |
| EPS estimate | $1.38 |
| EPS actual | $1.45 |
| EPS surprise | 5.07% |
| Date | Price |
|---|---|
| Apr 16, 2026 | $23.91 |
| Apr 17, 2026 | $23.92 |
| Apr 20, 2026 | $23.81 |
| Apr 21, 2026 | $23.54 |
| Apr 22, 2026 | $23.55 |
| Apr 23, 2026 | $23.60 |
| Apr 24, 2026 | $23.61 |
| Apr 27, 2026 | $23.65 |
| Apr 28, 2026 | $23.65 |
| 4 days before | -1.51% |
| 4 days after | 0.420% |
| On release day | 0.212% |
| Change in period | -1.09% |
| Release date | Jul 29, 2026 |
| Price on release | - |
| EPS estimate | $1.36 |
| EPS actual | - |
| Date | Price |
|---|---|
| Jul 07, 2026 | $22.86 |
| Jul 08, 2026 | $22.71 |
| Jul 09, 2026 | $22.76 |
| Jul 10, 2026 | $22.66 |
| Jul 13, 2026 | $22.61 |
Stifel Financial Earnings Call Transcript Summary of Q1 2026
Stifel reported a very strong Q1 2026 with net revenues of $1.48 billion (up 18% YoY, 15% ex a one-time sale), GAAP EPS of $1.48 ($1.45 non-GAAP), and an annualized return on tangible equity near 25%. Growth was broad-based: record Global Wealth Management revenue (driven by asset management and adviser productivity) and record Institutional investment banking revenue. Management highlighted disciplined, relationship-focused lending, limited exposure to higher‑risk software loans, and confidence in up to $4 billion of full-year asset growth supported by meaningful deposit and third‑party funding capacity. They emphasized AI investments as a productivity tailwind for advisers while warning about frontier agentic models and stressing cyber security as a national priority. The firm completed strategic actions (European equities restructuring, sale of Stifel Independent Advisers) that improved margins, maintained strong capital ratios (Tier 1 leverage 11.4%, Tier 1 risk-based 18.7%) with roughly $560 million of excess capital, and repurchased shares while keeping buyback capacity and M&A optionality.
