Core Viewpoint - Stifel Financial Corp. is set to release its fourth quarter and full year 2025 financial results on January 28, 2026, before market opening, followed by a conference call to discuss the results [1]. Group 1: Financial Results Announcement - The financial results will be released before the market opens on January 28, 2026 [1]. - A conference call will be held at 9:30 a.m. Eastern time on the same day to review the results [1]. Group 2: Conference Call Details - Interested parties can listen to the call by dialing (800) 330-6710 and referencing participant ID 7359166 [2]. - A live audio webcast and a presentation highlighting the results will be available on Stifel's website [2]. - A replay of the call will be accessible approximately one hour after the call concludes [2]. Group 3: Company Overview - Stifel Financial Corp. is a diversified financial services firm offering wealth management, commercial and investment banking, trading, and research services [3]. - The company was founded in 1890 and is headquartered in St. Louis, Missouri, operating over 400 offices in the U.S. and major global financial centers [3]. - Stifel aims to transform opportunities into achievements for both retail and institutional clients [3].

Group 1: Fund Performance - Oakmark Global Fund delivered a return of 5.23% in the fourth quarter of 2025, outperforming the MSCI World Index's gain of 3.12% [1] - The fund's objective is long-term capital appreciation through investments in a diverse group of U.S. and non-U.S. companies, with an all-cap mandate allowing investment across all market-cap companies [1] Group 2: Gartner, Inc. Overview - Gartner, Inc. (NYSE:IT) is a global leader in research services, established in 1979, operating through research, conferences, and consulting segments [2][3] - The stock price of Gartner, Inc. closed at $235.79 per share on January 13, 2026, with a market capitalization of $17.86 billion [2] - Gartner, Inc. reported revenue of $1.5 billion in the third quarter of 2025, reflecting a year-over-year increase of 3% [4] Group 3: Investment Perspective on Gartner, Inc. - Oakmark Global Fund views Gartner as well-positioned to reaccelerate organic growth due to high customer engagement and opportunities to sell to new and existing customers [3] - Concerns regarding AI-related disruption affecting Gartner's stock price are considered overstated by the fund [3] - Gartner, Inc. is not among the 30 most popular stocks among hedge funds, with 42 hedge fund portfolios holding its shares at the end of the third quarter, down from 45 in the previous quarter [4]

Core Insights - Stifel Financial Corp. reported record highs in total client assets and fee-based client assets for November 2025, with increases of 8% and 14% year-over-year respectively, attributed to strong recruiting and market gains [2] Selected Operating Data - Total client assets reached $553.606 billion, up from $513.931 billion a year ago, reflecting an 8% increase and a 1% increase from the previous month [2] - Fee-based client assets amounted to $224.662 billion, a 14% increase from $197.333 billion year-over-year and a 1% increase from the previous month [2] - Private Client Group fee-based client assets were $196.548 billion, also showing a 14% year-over-year increase from $172.527 billion and a 1% increase from the previous month [2] - Net bank loans, including loans held for sale, totaled $21.963 billion, marking a 6% increase from $20.727 billion year-over-year and a 1% increase from the previous month [2] - Client money market and insured product balances decreased by 10% year-over-year to $25.738 billion, but increased by 1% from the previous month [2] - Treasury deposits surged to $8.734 billion, a 96% increase from $4.451 billion a year ago and a 9% increase from the previous month [2]