Stifel Financial Corp · SF · Next earnings

Stifel Financial Corp reports Wednesday, Oct 21, 2026

SF reports before market open with consensus EPS at $1.44 and revenue at $1.45B. Last quarter: Stifel Q3: Wealth, lending and fintech investment support record results

Reports Before market open0 days awayDate estimated Financial Services

What the street expects

Consensus for the coming report
Consensus EPS $1.44 Calendar consensus
Consensus revenue $1.45B Calendar consensus
Report date Oct 21, 2026 Wednesday, date estimated
Session Before market open 0 days away

Where SF left off: FY2026 Q3

Full report

Stifel Q3: Wealth, lending and fintech investment support record results

EPS surprise — Reported — vs $1.44
Revenue surprise — Reported — vs $1.45B
Stock move -0.6% Event window
Subsequent drift 0.0% Up to 20 sessions

Guidance sentiment was maintained; no new numerical guidance detail was supplied in the analysis.

What to watch on the call

Carried forward from the last transcript

Risks management flagged

  • Geopolitical tensions and higher rates may increase market volatility.
  • Competition for wealth-management advisers may raise compensation costs.
  • Institutional transactional revenue may remain pressured by rate-sensitive activity.

Questions analysts left open

  • Whether the lower compensation ratio and margin profile are sustainable.
  • Competitive recruiting pressure and its effect on costs.
  • Recovery in institutional transactional revenue, including fixed-income and equity fees.
  • The decline in sweep cash and its effect on cash-management revenue.

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Recent SF quarters

All SF earnings
-0.6%FY2026 Q3+2.2%FY2026 Q2

Sources

  1. FN2 corporate events calendar, resolved from the earnings calendar feed
  2. FN2 earnings calendar analyst consensus
  3. Earnings call transcript analysis, FY2026 Q3

Methodology

The report date comes from FN2's resolved corporate-events calendar and is marked estimated until the company confirms it. Consensus figures are the calendar's latest analyst estimates for the fiscal period and are not an FN2 forecast.

Risks and open questions are carried forward verbatim from FN2's structured analysis of the previous earnings call. Missing values stay missing and are never estimated.

By FN2 Research · Updated . For educational purposes only; not investment advice.