SF

EX-99.1

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EX-99.1

EX-99.1

Exhibit 99.1

Stifel Reports Third Quarter 2026 Results

ST. LOUIS, MO, October 21, 2026 – Stifel Financial Corp. (NYSE: SF) today reported net revenues of $1.43 billion for the three months ended September 30, 2026, compared with $1.43 billion a year ago. Net income available to common shareholders was $224.8 million, or $1.40 per diluted common share, compared with $202.1 million, or $1.22 per diluted common share (1) for the third quarter of 2025. Non-GAAP net income available to common shareholders was $234.1 million, or $1.46 per diluted common share for the third quarter of 2026.

Ronald J. Kruszewski, Chairman and Chief Executive Officer, said “Stifel is on track for another record year, with year-to-date revenue of $4.3 billion up 9%, core earnings per share of $4.33 up 22%, and return on tangible common equity of 24.1%. The investments we’ve made in our business continued to drive operating efficiencies, as we delivered our highest ever third quarter earnings per share of $1.46, up 12% versus the prior year, on net revenue of $1.43 billion. I am optimistic about our outlook, as Stifel’s diversified business model, recurring revenue stream, and disciplined capital management position us to keep compounding value for shareholders.”

Highlights

The Company reported net revenues of $1.43 billion, the second best third quarter in its history, driven by higher asset management revenues and net interest income.

Non-GAAP net income available to common shareholders of $1.46 per diluted common

share, the best third quarter in its history.

Asset management revenues increased 14% over the year-ago quarter.

Net interest income increased 9% over the year ago quarter.

Bank loans increased 21% over the year ago quarter.

Client assets of $576.5 billion, up 6% over the year-ago quarter.

Over the last twelve months, recruited trailing twelve-month production totaled approximately $19 million.

Non-GAAP pre-tax margin of 22.5%.

Annualized return on tangible common equity (ROTCE) (6) of 23.9%.

Tangible book value per common share (9) of $26.05, up 12% from prior year.

The Company repurchased $124.0 million, or 1.6 million shares, of its outstanding common stock during the third quarter at an average price of $76.95.

Announced strategic investment in Meow Technologies.

Financial Summary (Unaudited)

(000s)

3Q 2026

3Q 2025

9m 2026

9m 2025

GAAP Financial Highlights:

Net revenues

$1,426,211

$1,429,396

$4,355,176

$3,969,151

Net income (2)

$224,823

$202,051

$684,078

$391,457

Diluted EPS (1) (2)

$1.40

$1.22

$4.23

$2.37

Comp. ratio

57.0%

58.8%

57.3%

59.1%

Non-comp. ratio

21.3%

21.2%

21.2%

26.7%

Pre-tax margin

21.7%

20.0%

21.5%

14.2%

Non-GAAP Financial Highlights:

Net revenues

$1,429,077

$1,429,398

$4,323,903

$3,969,231

Net income (2) (3)

$234,096

$214,419

$700,872

$454,281

Diluted EPS (1) (2) (3)

$1.46

$1.30

$4.33

$2.76

Comp. ratio (3)

56.6%

58.0%

57.0%

58.0%

Non-comp. ratio (3)

20.9%

20.8%

20.9%

25.9%

Pre-tax margin (4)

22.5%

21.2%

22.1%

16.1%

ROCE (5)

17.4%

17.0%

17.5%

12.2%

ROTCE

(6)

23.9%

24.3%

24.1%

17.3%

Global Wealth Management (assets and loans in millions)

Net revenues

$980,293

$907,440

$2,868,950

$2,603,630

Pre-tax net

income

$374,408

$342,650

$1,066,970

$775,111

Total client assets (7)

$576,482

$544,010

Fee-based client assets (7)

$239,661

$219,178

Bank loans (8)

$26,065

$21,635

Institutional Group

Net revenues

$430,281

$500,435

$1,406,233

$1,305,143

Equity

$282,574

$296,677

$915,506

$753,037

Fixed Income

$147,707

$203,758

$490,727

$552,106

Pre-tax net income

$76,261

$89,291

$266,348

$177,762

Media Contact: Neil Shapiro (212) 271-3447 | Investor Contact: Joel Jeffrey (212) 271-3610 | www.stifel.com/investor-relations

Global Wealth Management

Global Wealth Management reported record net revenues of $980.3 million for the three months ended September 30, 2026, compared with $907.4 million during the third quarter of 2025. Pre-tax net income was $374.4 million compared with $342.7 million in the third quarter of 2025.

Highlights

Client assets of $576.5 billion, up 6% over the year-ago quarter, which included $10.2 billion of client assets from the Stifel Independent Advisors business that was sold on February 2, 2026.

Fee-based client assets of $239.7 billion, up 9% over the year-ago quarter, which included $4.8 billion of client assets from the Stifel Independent Advisors business that was sold on February 2, 2026.

Over the last twelve months, recruited trailing twelve-month production totaled approximately $19 million.

Net revenues increased 8% from a year ago:

Transactional revenues decreased 3% over the year-ago quarter, reflecting a decrease in client activity.

Asset management revenues increased 14% over the year-ago quarter, reflecting higher asset values due to improved market conditions and net new asset growth.

Net interest in

EX-99.1

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EX-99.1

EX-99.1

Exhibit 99.1

Stifel Reports First Quarter 2026 Results

ST. LOUIS, MO, April 22, 2026 – Stifel Financial Corp. (NYSE: SF) today reported net revenues of $1.48 billion for the three months ended March 31, 2026, compared with $1.26 billion a year ago. Net income available to common shareholders was $242.1 million, or $1.48 per diluted common share, compared with $43.7 million, or $0.26 per diluted common share (1) for the first quarter of 2025. Non-GAAP net income available to common shareholders was $237.5 million, or $1.45 per diluted common share for the first quarter of 2026.

Ronald J. Kruszewski, Chairman and Chief Executive Officer, said “Stifel delivered record first quarter results with approximately $1.5 billion in revenue and earnings per share of $1.48. Even amid heightened volatility driven by geopolitical events, we achieved our strongest ever first quarter performance across both operating segments, underscoring the durability and diversification of our model. Looking ahead, client engagement remains high across wealth management and institutional, and our investment banking pipelines are among the strongest we have seen. Assuming market risks remain within current expectations, we are well positioned for a strong 2026.”

Highlights

The Company reported net revenues of $1.48 billion, the second best in its history, driven by higher investment banking revenues, asset management revenues, transactional revenues, net interest income, and the recognition of a gain on the sale of Stifel Independent Advisors, LLC, which closed on February 2, 2026.

Non-GAAP net income available to common shareholders of $1.45 per diluted common

share. The first quarter of 2025 was negatively impacted by elevated provisions for legal matters.

Investment banking revenues increased 44% over the year-ago quarter.

Advisory revenues increased 59% over the year-ago quarter.

Capital raising revenues increased 22% over the year-ago quarter.

Record asset management revenues, up 12% over the year-ago quarter.

Client assets of $538.7 billion, up 11% over the year-ago quarter.

Over the last twelve months, recruited trailing twelve-month production totaled approximately $80 million.

Non-GAAP pre-tax margin of 22.2%.

Annualized return on tangible common equity (ROTCE) (6) of 24.8%.

Tangible book value per common share (9) of $24.89, up 12% from prior year.

Financial Summary (Unaudited)

(000s)

1Q 2026

1Q 2025

GAAP Financial Highlights:

Net revenues

$1,478,161

$1,255,469

Net income (2)

$242,099

$43,672

Diluted EPS (1) (2)

$1.48

$0.26

Comp. ratio

57.4%

58.3%

Non-comp. ratio

20.5%

36.7%

Pre-tax margin

22.1%

5.0%

Non-GAAP Financial Highlights:

Net revenues

$1,441,522

$1,255,455

Net income (2) (3)

$237,477

$54,236

Diluted EPS (1) (2) (3)

$1.45

$0.33

Comp. ratio (3)

57.5%

58.0%

Non-comp. ratio (3)

20.3%

35.9%

Pre-tax margin (4)

22.2%

6.1%

ROCE (5)

17.9%

4.4%

ROTCE (6)

24.8%

6.2%

Global Wealth Management (assets and loans in millions)

Net revenues

$932,123

$850,559

Pre-tax net income

$330,715

$126,405

Total client assets (7)

$538,717

$485,860

Fee-based client assets (7)

$219,863

$189,693

Bank loans (8)

$22,185

$21,241

Institutional Group

Net revenues

$495,258

$384,929

Equity

$332,339

$236,192

Fixed Income

$162,919

$148,737

Pre-tax net income

$97,910

$27,431

Media Contact: Neil Shapiro (212) 271-3447 | Investor Contact: Joel Jeffrey (212) 271- 3610 | www.stifel.com/investor-relations

Global Wealth Management

Global Wealth Management reported net revenues of $932.1 million for the three months ended March 31, 2026, compared with $850.6 million during the first quarter of 2025. Pre-tax net income was $330.7 million compared with $126.4 million in the first quarter of 2025.

Highlights

Over the last twelve months, recruited trailing twelve-month production totaled approximately $80 million.

Client assets of $538.7 billion, up 11% over the year-ago quarter, which included $9.0 billion of client assets from the Stifel Independent Advisors business that was sold on February 2, 2026.

Fee-based client assets of $219.9 billion, up 16% over the year-ago quarter, which included $4.2 billion of client assets from the Stifel Independent Advisors business that was sold on February 2, 2026.

Net revenues increased 10% from a year ago:

Transactional revenues increased 9% over the year-ago quarter, reflecting an increase in client activity.

Asset management revenues increased 12% over the year-ago quarter, reflecting higher asset values due to improved market conditions and net new asset growth.

Net interest income increased 8% over the year-ago quarter primarily driven by balance sheet growth, partially offset by lower interest rates.

Total Expenses:

Compensation expense as a percentage of net revenues increased to 50.7% primarily attributable to higher variable and deferred compensation costs.

Provision for cred