分组1 - The Federal Reserve held interest rates steady at a range of 3.5% to 3.75% during its January FOMC meeting, indicating the economy is expanding at a solid pace [4] - Investors are optimistic about potential future rate cuts as inflation eases, but the Fed has not provided a clear outlook on its rate cut path [2][4] - Wall Street's major indexes reached all-time highs earlier in the month but have since experienced volatility due to various factors, including a criminal investigation into Fed Chairman Jerome Powell and rising inflation [5] 分组2 - MSCI Inc. announced a dividend of $2.05 per share, with a dividend yield of 1.24% and a payout ratio of 43% [7][13] - First Horizon Corporation declared a dividend of $0.17 per share, offering a dividend yield of 2.47% and a payout ratio of 32% [9][13] - Stifel Financial Corp. announced a dividend of $0.51 per share, with a dividend yield of 1.46% and a payout ratio of 29% [10][13] - Trustmark Corporation declared a dividend of $0.25 per share, providing a dividend yield of 2.33% and a payout ratio of 26% [12][13]

Shares of Stifel Financial Corp. ( SF ) have been a solid performer over the past year, gaining about 9%. The company is benefiting from growth in its wealth management business, and in Q4, institutional activity exceeded expectations, helping to drive an earnings beat. Given the qualityOver fifteen years of experience making contrarian bets based on my macro view and stock-specific turnaround stories to garner outsized returns with a favorable risk/reward profile. If you want me to cover a specific stock o ...

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Stifel Financial (NYSE:SF) Q4 2025 Earnings call January 28, 2026 09:30 AM ET Company ParticipantsJames M. Marischen - CFOJoel Jeffrey - Head of Investor RelationsRonald J. Kruszewski - Chairman and CEOConference Call ParticipantsBrennan Hawken - Senior Equity Research AnalystDevin Ryan - AnalystMichael Brown - Managing Director and Equity Research AnalystMichael Cho - AnalystSteven Chubak - AnalystWilliam Katz - AnalystNone - AnalystOperatorGood day, and welcome to the Stifel Financial Fourth Quarter 2025 ...

Stifel Financial (NYSE:SF) Q4 2025 Earnings call January 28, 2026 09:30 AM ET Company ParticipantsJames M. Marischen - CFOJoel Jeffrey - Head of Investor RelationsRonald J. Kruszewski - Chairman and CEOConference Call ParticipantsBrennan Hawken - Senior Equity Research AnalystDevin Ryan - AnalystMichael Brown - Managing Director and Equity Research AnalystMichael Cho - AnalystSteven Chubak - AnalystWilliam Katz - AnalystOperatorGood day, and welcome to the Stifel Financial Fourth Quarter 2025 Financial Resu ...

Stifel Financial (NYSE:SF) Q4 2025 Earnings call January 28, 2026 09:30 AM ET Speaker7Good day, and welcome to the Stifel Financial Fourth Quarter 2025 Financial Results Conference Call. Today's conference is being recorded. At this time, I would like to turn the conference over to Joel Jeffrey, Head of Investor Relations. Please go ahead.Speaker3Thank you, operator. Good morning, and welcome to Stifel Financial's fourth quarter and full year 2025 earnings call. On behalf of Stifel Financial Corp, I will be ...

Fourth Quarter 2025 Financial Results Presentation January 28, 2026 Quarterly Earnings Report 2025 Snapshot 2025 RESULTS millions, except per share and ratios Record Net Revenue HIGHLIGHTS NET REVENUE GAAP & NON-GAAP $5,530 PRE-TAX MARGIN GAAP 15.8% NON-GAAP 17.9% NET EARNINGS GAAP $646 NON-GAAP $744 EPS GAAP $5.87 NON-GAAP $6.76 ROCE GAAP 12.9% NON-GAAP 14.8% ROTCE* GAAP 18.2% NON-GAAP 21.0% Second Highest Institutional Group Revenue Record Revenue for Global Wealth Management Record Asset Management Reven ...

Core Insights - Stifel Financial reported quarterly earnings of $2.63 per share, exceeding the Zacks Consensus Estimate of $2.48 per share, and showing an increase from $2.23 per share a year ago, resulting in an earnings surprise of +6.05% [1] - The company achieved revenues of $1.56 billion for the quarter ended December 2025, surpassing the Zacks Consensus Estimate by 3.96% and up from $1.36 billion year-over-year [2] - Stifel has outperformed consensus EPS estimates three times in the last four quarters, indicating a positive trend in earnings performance [2] Earnings Outlook - The current consensus EPS estimate for the upcoming quarter is $2.17 on revenues of $1.47 billion, while for the current fiscal year, the estimate is $9.58 on revenues of $6.16 billion [7] - The earnings outlook is crucial for investors, as it reflects current consensus expectations and any recent changes in those expectations [4] Industry Context - The Financial - Investment Bank industry, to which Stifel belongs, is currently ranked in the top 14% of over 250 Zacks industries, suggesting a favorable environment for performance [8] - Empirical research indicates a strong correlation between near-term stock movements and trends in earnings estimate revisions, which can be tracked by investors [5] Stock Performance - Stifel shares have increased by approximately 0.9% since the beginning of the year, compared to a 1.9% gain in the S&P 500 [3] - The stock currently holds a Zacks Rank 2 (Buy), indicating expectations of outperforming the market in the near future [6]

Exhibit 99.2 | | | | | Three Months Ended | | | Year Ended | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | (Unaudited, 000s, except per share information) | 12/31/2025 | | 12/31/2024 | % Change | 9/30/2025 | % Change | 12/31/2025 | 12/31/2024 | % C | | Net revenues | | $ 1,560,579 $ 1,364,682 | | | 14.4% $ 1,429,396 | | 9.2% $ 5,529,730 $ 4,970,320 | | | | Net income $ | | 264,361 $ | 244,005 | 8.3% $ | 211,371 | 25.1% $ | 683,779 $ | 731,379 | | | Preferred dividends | | 9,320 | 9,320 ...

ST. LOUIS, Jan. 28, 2026 (GLOBE NEWSWIRE) -- Stifel Financial Corp. (NYSE: SF) today reported net revenues of $1.56 billion for the three months ended December 31, 2025, compared with $1.36 billion a year ago. Net income available to common shareholders was $255.0 million, or $2.31 per diluted common share, compared with $234.7 million, or $2.09 per diluted common share for the fourth quarter of 2024. Non-GAAP net income available to common shareholders was $290.0 million, or $2.63 per diluted common share ...