Stifel Financial Corp.
Stifel Financial Corp. is classed by the SEC under Security Brokers, Dealers & Flotation Companies (industry code 6211), based in St. Louis, MO. In its latest annual figures on file, for the fiscal year ended 2025-12-31, it reported revenue of $3.8 billion and a profit of $646 million (its filed statements).
vs its business-model standard
Three tenses, nine metrics. Unseen metrics stay unseen; the grade never fakes a number. Proxy era: provisional values, marked. Weighed as a brokerage business: prior from its industry code (SEC 6211, Security Brokers, Dealers & Flotation Companies); the filing read can change it. All three tenses have at least two readings, so the archetype blend applies as printed.
The grade, in three tenses
Headline 5.0 out of ten, 9 of 9 metrics filed: past 4.4 out of ten, present 5.9 out of ten, future 4.2 out of ten. The past asks what it actually did, the present what it is doing right now, the future what it is set up to do next.
The nine metrics
- Surviving crises (past): 2.5 out of ten. 1 warning event since 2017; the latest 2025-03-20. 25th percentile among 30 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
- Track record (past): 5.9 out of ten. +10.2% a year over 10 filed years; profitable in 10 of 10. 59th percentile among 29 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
- Shareholder treatment (past): 6.1 out of ten. Share count shrank 1.7% a year. 40% of cash flow returned. Insiders: 3 sales, 0 purchases. 61st percentile among 26 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
- Financial health (present): 5.2 out of ten. ROE 11%: 11¢ of profit per shareholder dollar. Leverage 86%: owes 86¢ per asset dollar. 52nd percentile among 29 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
- Industry position (present): 5.0 out of ten. top 50% of 29 in its family; net margin 10.8%. 50th percentile among 29 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
- Leadership (present): 8.6 out of ten. top 14% of 18 in its family for leadership; chief executive since 2006. 86th percentile among 18 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-09).
- Room to expand (future): 5.3 out of ten. top 47% of 29 in its family for room to expand. 53rd percentile among 29 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
- Growth drivers (future): 4.2 out of ten. bottom 42% of 29 in its family for growth drivers. 42nd percentile among 29 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
- Expectations vs reality (future): 3.0 out of ten. bottom 30% of 25 in its family for expectations against reality. 30th percentile among 25 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
The filing record
Newest annual report: Form 10-K filed 2026-02-24 for the period ended 2025-12-31 (on EDGAR). Newest quarterly report: Form 10-Q filed 2026-08-05 for the period ended 2026-06-30 (on EDGAR). Newest results release: Form 8-K filed 2026-07-22 (on EDGAR). Newest filing: Form N-PX, 2026-09-29. Filings on record since 1994. Read from EDGAR 2026-10-12.
Who runs it
Kruszewski, Ronald J (Chief Executive Officer); Reichert, Christopher K (CEO of Stifel Bank & Trust); Nesi, Victor (Co-President); Michaud, Thomas B. (Senior Vice President); Zemlyak, James M (President); Marischen, James M (Chief Financial Officer); Sliney, David D (Chief Operating Officer); Fisher, Mark P (Senior VP & General Counsel); Brown, Maryam S. (director); Berlew, Adam T. (director); and 8 more. 18 officers and directors have filed their own trades in the last fifteen months, names and titles as filed with the SEC, through 2026-09-30.
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