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Research Alert: Sf Delivers Record Q1 2026 Results With Surging Investment Banking Activity

-- CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:

Stifel Financial Corp. (SF) posted record Q1 2026 net revenues of $1.48B (+18%), beating the Street's estimate of $1.46B, with adjusted EPS of $1.45 versus $0.33 prior year, a $0.07 beat. Outperformance stemmed from robust investment banking activity, wealth management expansion, and a $49.8M gain from the Stifel Independent Advisors sale. Global Wealth Management generated $932.1M (+10%) with 35.5% pre-tax margins, while client assets reached $538.7B (+11%) and fee-based assets grew 16% to $219.9B. The Institutional Group delivered outstanding results with revenues of $495.3M (+29%) and pre-tax margins improving to 19.8% from 7.1%, led by investment banking revenues surging 45% with advisory up 59%. Expense discipline was evident as the compensation ratio improved to 57.5% and overall pre-tax margins expanded to 22.2% from 6.1%. SF maintained balance sheet strength with tangible book value per share of $24.89 (+12%) and returned $224.4M through share repurchases while maintaining its $0.34 quarterly dividend.

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