SF 8-K filed 2026 · insiderdelta

Item 7.01 Regulation FD Disclosure.

On May 28, 2026, Stifel Financial Corp. (the “Company”) issued a press release to disclose selected operating results for April 30, 2026. A copy of the press release is attached as Exhibit 99.1 to this Report on Form 8-K, and is incorporated by reference.

The exhibit is being furnished pursuant to Item 2.02, and the information contained therein shall not be deemed “filed” for the purposes of Section 18 of the Securities Exchange Act of 1934, as amended (the “Exchange Act”), or otherwise subject to the liabilities of that Section, nor shall it be deemed incorporated by reference into any filing of the Company under the Securities Act of 1933, as amended, or the Exchange Act.

Exhibit 99.1 · 409 words

EX-99.1
2
d130492dex991.htm
EX-99.1

Stifel Reports April 2026 Operating Data

ST. LOUIS, MO, May 28, 2026 – 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.

Ronald J. Kruszewski , Chairman and Chief Executive Officer, said, “Excluding the sale of Stifel Independent Advisors, LLC, total and fee-based client assets rose 19% and 25% year over year, respectively, driven by market appreciation and continued success in recruiting productive financial advisors. Treasury Deposits increased by 7% in April as
venture banking delivered strong growth, helping to partially offset seasonal declines in client money market and insured product balances. Loan growth also strengthened in April, increasing more than $1.2 billion as fund banking
activity rose significantly.”

Selected Operating Data (Unaudited)

As of

% Change

(millions)

4/30/2026

4/30/2025 (1)

3/31/2026

4/30/2025

3/31/2026

Total client assets

$568,887

$485,551

$538,717

17%

Fee-based client assets

$232,400

$190,545

$219,863

22%

Private Client Group fee-based client
assets

$202,919

$166,029

$191,708

22%

Bank loans, net (includes loans held for sale)

$23,409

$21,536

$22,185

Client money market and insured product
(2)

$25,038

$26,073

$26,940

(4%)

(7%)

Treasury deposits
(3)

$11,116

$5,904

$10,428

88%

(1)

Total client assets and Private Client Group fee-based client assets as of
April 30, 2025, include $9.0 billion and $4.2 billion, respectively, of client assets from the Stifel Independent Advisors business that was sold on February 2, 2026.

(2)

Includes Smart Rate deposits, Sweep deposits, Third-party Bank Sweep Program, and Other Sweep cash.

(3)

Includes Other Bank deposits and Third-party Commercial Treasury deposits, which represent Venture, Fund, and Commercial
deposits at Stifel Bancorp and third-party banks.

Company Information

Stifel Financial Corp. (NYSE: SF) is a diversified financial services firm providing wealth management, commercial and investment banking,
trading, and research services to individuals, institutions, and municipalities. Founded in 1890 and headquartered in St. Louis, Missouri, the firm operates more than 400 offices across the United States and in major global financial centers. As a
firm where success meets success, Stifel works closely with retail and institutional clients aiming to transform opportunities into achievement. To learn more about Stifel, please visit the Company’s website at www.stifel.com . For global disclosures, please visit
www.stifel.com/investor-relations/press-releases .

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

SF Stifel Financial Corp - 8-K

Item 7.01 - Regulation FD Disclosure

Exhibit 99.1 · 409 words

Item 9.01 - Financial Statements and Exhibits