Stifel Financial Corporation · NYSE:SF
Stifel Financial — Investor Presentation (June 2026)
12 slides from Stifel Financial's investor presentation, June 2026
Slide 1: Investor Presentation June 2026
Investor Presentation June 2026
Slide 2: Disclaimer
Disclaimer Forward-Looking Statements This presentation may contain “forward-looking statements” within the meaning of the Private Securities Litigation Reform Act of 1995 that involve significant risks, assumptions, and uncertainties, including statements relating to the market opportunity and futu
Slide 3: Long-term Strategic Objectives
Long-term Strategic Objectives Global Wealth Management Achieve $1 Trillion in Client Assets Solidify our Position ■ ■ Recruiting & Acquisitions as Premier Wealth ■ ■ Technology Continue to Build Stifel Bancorp Management Firm & ■ Expand Client Deposits Investment Bank ■ Smart Rate ■ Corporate Depos
Slide 4: A History of Organic Growth & Acquisitions
A History of Organic Growth & Acquisitions 2025 2020 – 2024 B. Riley Wealth Management Advisors 2015 - 2019 Vining Sparks Bryan, Garnier & Co. Barclays Wealth & Investment Management ACXIT Capital Partners Sterne Agee Torreya Partners Eaton Partners Sierra Pacific ISM Capital Finance 500 & CB Resour
Slide 5: A Diversified Growth Company
A Diversified Growth Company Net Revenue1 Earnings Per Share1,2,3 $7,000 $6.00 $5.64 2017 – 2026 LTM CAGR: 8% 2017 – 2026 LTM CAGR: 15% $5.28 $6,000 $5,716 $5,530 $5.00 $4.72 $4.54 $4,971 $5,000 $4,737 $4,391$4,349 $4.00 $3.83 $3.52 $4,000 $3,752 $3.04 millions $3,337 $3.00 $2.71 $2,928 $3,025 $3,00
Slide 6: Business Overview
Business Overview STIFEL 6
Slide 7: Stifel – Premier Wealth Management Firm & Investment Bank
Stifel – Premier Wealth Management Firm & Investment Bank Stifel at a Glance 2025 GAAP Net Revenue - $5.5 billion Global Wealth Management (GWM) Institutional Group (IG) 2025 Net Revenue - $3.5 billion 2025 Net Revenue - $1.9 billion ▪ Private Client ▪ Equity & Fixed Income Capital Raising ▪ Stifel
Slide 8: Leading Broker-Dealer Providing Wealth Management and Institutional Services to Consumers and Companies
Leading Broker-Dealer Providing Wealth Management and Institutional Services to Consumers and Companies Bulge Bracket Boutique Size / scale Firm focus Large distribution Good research Size / scale Trading Growth investor access Firm focus Retail Issues Stability (financial & pers
Slide 9: Global Wealth Management (GWM)
Global Wealth Management (GWM) Provides Securities Brokerage Services and Stifel Bank Products Overview National Presence ◼ Added 870 Financial Advisors with $444 million of trailing 12-month production since the end of 2019 ◼ Proven organic growth and acquirer of private client business ◼ Strategy
Slide 10: Institutional Group
Institutional Group Overview Net Revenues ($MM) 2,3 ◼ Provides securities brokerage, trading, research, underwriting and $2,500 corporate advisory services $2,000 ◼ Largest provider of U.S. Small Cap Equity Research $1,500 ◼ One of the largest U.S Investment banks by U.S. equity trading volume outsi
Slide 11: Supporting Clients with Our Balance Sheet
Supporting Clients with Our Balance Sheet Overview Key Statistics (millions) (1)(2) ◼ Acquired FirstService Bank, a St. Louis-based, Missouri- Total assets $33,304 chartered commercial bank, in April 2007 Total deposits 30,797 ◼ Stifel Financial became a bank holding company and Total equity 2,248 f
Slide 12: Growth Driven by Diversified Funding Mix
Growth Driven by Diversified Funding Mix STABLE & DIVERSIFIED DEPOSITS HIGHLIGHTS $50,000 $40,000 ■ Highly Diversified Deposit Base $30,000 ■ Modest Impact to NII from Interest Rate Cuts millions $20,000 ■ Substantial Growth in Non-Wealth Deposits $10,000 ■ Non-Bank Client Cash Illustrates Benefits