Stifel Financial Corp. (SF) Shareholder/Analyst Call Prepared Remarks Transcript

Stifel Financial Corp. (SF) Shareholder/Analyst Call Prepared Remarks Transcript

Seeking Alpha • Jun 10, 2026

MGM Buyout: The House Doesn't Always Win

A buyout proposal for a major casino operator typically creates a straightforward path for investors. The stock price usually settles just below the offer to account for time and deal risk.

MarketBeat • Jun 2, 2026

Stifel Reports April 2026 Operating Data

ST. LOUIS, May 28, 2026 (GLOBE NEWSWIRE) -- Stifel Financial Corp. (NYSE: SF) today reported selected operating results for April 30, 2026, to provide timely information to investors on certain key performance metrics. Due to the limited nature of this data, a consistent correlation to earnings should not be assumed.

GlobeNewsWire • May 28, 2026

Diamond Hill Capital Management Mid Cap Strategy Q1 2026 Drivers And Decisions

Regal Rexnord outperformed in Q1 as the company reported strong orders for a new data center product, which should support solid revenue growth in 2027. Diamond Hill initiated a position in Antero Resources, a natural gas exploration and production company, to gain exposure given a constructive long-term outlook for US natural gas. Carrier Global is now a focused, high-quality business that Diamond Hill believes is in an excellent position to continue to gain market share and improve margins long-term.

Seeking Alpha • May 8, 2026

Diamond Hill Small-Mid Cap Strategy Q1 2026 Portfolio Activity

We do not believe Humana's current share price reflects the company's earnings power, and as industry conditions normalize, we believe it can return to target margins over the long term. We initiated a position in Antero Resources, a natural gas exploration and production company, to gain exposure given our constructive long-term outlook for US natural gas. We exited our position in First Advantage, a leader in the background check space, to pursue other opportunities with less macro exposure and AI-disruption concerns.

Seeking Alpha • May 7, 2026

Stifel Launches Project Finance Offering to Expand Energy and Deep Tech Capabilities

ST. LOUIS, May 05, 2026 (GLOBE NEWSWIRE) -- Stifel Financial Corp. (NYSE: SF) today announced the launch of a Project Finance platform to support the development of energy and infrastructure sectors and bridge the transition financing gap. The initiative is led by newly appointed Managing Directors Bret Turner and Sayoji Goli.

GlobeNewsWire • May 5, 2026

Stifel Declares Quarterly Common Stock Cash Dividend and Declares Preferred Stock Cash Dividend

ST. LOUIS, May 01, 2026 (GLOBE NEWSWIRE) -- Stifel Financial Corp. (NYSE: SF) today announced that its Board of Directors has declared a cash dividend on shares of its common stock of $0.34 per share, payable June 15, 2026, to shareholders of record at the close of business on June 1, 2026.

GlobeNewsWire • May 1, 2026

KBW Announces 2026 Bank Honor Roll Award Winners

NEW YORK, April 28, 2026 (GLOBE NEWSWIRE) -- Keefe, Bruyette & Woods, Inc., a leading specialist investment bank to the financial services and fintech sectors, and a wholly-owned subsidiary of Stifel Financial Corp. (NYSE: SF), today named 17 U.S. banking institutions, just 6% of eligible banks, to the coveted 2026 KBW Bank Honor Roll. KBW congratulates the 10 returning members to this year's Honor Roll, including 1st Source Corporation (SRCE), BancFirst Corporation (BANF), Coastal Financial Corporation (CCB), Esquire Financial Holdings, Inc. (ESQ), First Citizens BancShares, Inc. (FCNCA), HomeTrust Bancshares, Inc. (HTB), Magyar Bancorp, Inc. (MGYR), Northeast Bank (NBN), NorthEast Community Bancorp, Inc. (NECB), and Pathward Financial, Inc. (CASH).

GlobeNewsWire • Apr 28, 2026

Stifel Financial: A High-Return, Diversified Franchise The Market Is Undervaluing

Stifel Financial is a durable, relationship-driven financial franchise compounding value across cycles, with a current price undervaluing its earnings power. Q1'26 results showed 15% YoY revenue growth, record wealth management, and firm-wide pretax margins above 22%, with broad-based segment contributions. SF's outlook is supported by strong investment banking pipelines, adviser recruitment, and AI-driven productivity, positioning it for cyclical upswing without requiring perfect conditions.

Seeking Alpha • Apr 26, 2026

Stifel Stock Slips Despite Q1 Double Beat

Stifel Financial Corporation (NYSE:SF) reported first-quarter earnings on Wednesday before the market opened. Here's a rundown of the report.

Benzinga • Apr 22, 2026