Stifel wealth tracker

Author: s | 2025-04-25

Who can I contact for additional information about Stifel Wealth Tracker? Should you have any questions or need additional information about Stifel Wealth Tracker, please call Stifel Wealth Stifel Wealth Tracker User Agreement. Last updated Aug. What has changed within this version? Welcome to Stifel Wealth Tracker. PLEASE REVIEW THIS

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We will use periods of market dislocation to reinvest in our business for future growth." - Ron Kruszewski Chairman and CEO Stifel to Meet With Institutional Investors at the UBS Wealth & Asset Management Conference Stifel Reports First Quarter 2022 Results "Our quarterly revenue and earnings per share were the second highest first quarter results in the firm's history. The strength of Stifel's business model continues to be its diversity as record Global Wealth Management and Institutional Fixed Income transactional revenue helped to offset the headwinds in some of our businesses. The outlook for the remainder of 2022 is strong. We expect to benefit from our significant asset sensitivity and the continued growth in other business lines" - Ron Kruszewski Chairman and CEO Stifel Financial Releases Inaugural Environmental, Social & Governance Report Stifel Financial Corp. (NYSE: SF) will release its first quarter 2022 financial results before the market opens on Wednesday, April 27, 2022. The company will host a conference call to review the results at 9:30 a.m. Eastern time that same day. The conference call may include forward-looking statements.All interested parties are invited to listen to Stifel Chairman and CEO Ronald J. Kruszewski by dialing (877) 876-9938 and referencing conference ID 2672496. A live audio webcast of the call, as well as a presentation highlighting the company's results, will be available through Stifel's website, www.stifel.com. For those who cannot listen to the live broadcast, a replay of the broadcast will be available through the above-referenced website beginning approximately one hour following the completion of the call. Stifel to Meet With Institutional Investors at the KBW Winter Financial Services Symposium February 17-18, 2022 Stifel Reports Fourth Quarter and Full Year 2021 Results "2021 was an outstanding year for our firm as we delivered our 26th consecutive year of record net revenue, our fifth straight year of record earnings per share, and we generated a non-GAAP return on tangible common equity of 31% for the year. Each of our operating segments posted record results as the growth of our product offering has made us increasingly relevant to both wealth management and institutional clients. As I look forward, the outlook for Stifel remains as strong as I've seen in my 25 year tenure as CEO." - Ron Kruszewski Chairman and CEO Stifel to Meet With Institutional Investors at the Wolfe Research Wealth Symposium November 3, 2021 Stifel Reports Third Quarter 2021 Results "The third quarter's net revenue and EPS were the second highest in our history as both operating segments, Global Wealth Management and Institutional Group, generated strong results. We are on track to generate the 26th consecutive year of record revenue and, through three quarters, we have already surpassed our full

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- Ron Kruszewski Chairman and CEO Stifel to Meet With Institutional Investors at the UBS Wealth & Asset Management Conference May 24, 2023 Stifel Reports First Quarter 2023 Results "Stifel had a strong quarter led by record results in Global Wealth Management. More importantly, the quality of our franchise was on display as our balance sheet did not face the same issues that plagued many regional banks. Although the market outlook remains uncertain, I am confident that the diversity of our business model and our conservative approach will enable Stifel to continue to generate strong results in ever changing market conditions." - Ron Kruszewski Chairman and CEO Stifel Reports February 2023 Operating Data "In February, we continued to see strong net new asset growth from our existing clients and solid recruiting activity, however our total client assets decreased modestly due to declines in the equity markets. Operating conditions for investment banking have remained challenging, as such, we estimate that first quarter investment banking revenue will be down 5-10% from fourth quarter levels.In light of the recent turmoil in the banking industry, I’d like to reassure our clients and investors that Stifel’s balance sheet remains strong and liquid. While our client cash balances declined modestly due to seasonality and cash sorting in February, over the past two weeks, we have attracted over $1.3 billion in additional bank deposits, including an increase in uninsured deposits that reflects our strength in liquidity, short duration balance sheet, and strong capital position. Even accounting for the $1.3 billion in additional bank deposits, 85% of our current total deposits are FDIC insured." - Ron Kruszewski Chairman and CEO Stifel Reports January 2023 Operating Data "In January, we continued to benefit from our client cash initiatives. Client deposits remained relatively stable and we've continued to see similar trends so far in February. Total client assets increased 5% as we again benefitted from market appreciation and solid advisor recruiting. The environment for our Institutional Group remains challenging. However, the performance of both our transactional and investment banking businesses in January were in line with the outlook we gave on our fourth quarter conference call." - Ron Kruszewski Chairman and CEO Stifel to Meet With Institutional Investors at the KBW Winter Financial Services Symposium February 15-17, 2023 Stifel Reports Fourth Quarter 2022 Results "Stifel recorded its second best annual results in 2022. Our balanced business mix, which included record results in our Global Wealth Management segment and our third best year in our Institutional Group, enabled us to deliver a return on tangible common equity of 22%. Simply stated, Stifel performed as we expected. The breadth of our franchise helped to offset much of the impact of the difficult

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Market declines. We continue to see positive trends in client cash levels, as client money market and insured product balances increased 2% in October, driven by growth in both Smart Rate and Sweep balances.” - Ron Kruszewski Chairman and CEO Stifel to Meet With Institutional Investors Stifel Reports Third Quarter 2024 Results "The third quarter represented our second highest quarterly net revenue, an increase of 17%, while earnings per share increased 150%. Through the first three quarters of 2024, net revenue was up 13% to a record $3.6 billion, driven by continued growth in Global Wealth, improvement in our Institutional business, and the stabilization of net interest income. Our financial results illustrate the strength of the Stifel franchise and our ability to capitalize on improving market conditions. Momentum in our business continues to build and we anticipate further upside to both the top and bottom lines in the fourth quarter and in 2025." - Ron Kruszewski Chairman and CEO Stifel Reports August 2024 Operating Data "Total client assets and fee-based assets increased 15% and 20%, respectively, from the same period a year ago, due to solid recruiting and market appreciation. Client money market and insured product balances increased 1% month-on-month, driven by growth in both Smart Rate and Sweep balances as cash sorting further slows. We continue to anticipate stronger investment banking revenue in the second half of the year versus the first half as activity levels increase. However, both the timing of deal closings and market volatility continue to impact revenue." - Ron Kruszewski Chairman and CEO Stifel to Meet With Institutional Investors Stifel Reports July 2024 Operating Data "Client assets under administration and fee-based client assets increased 2% from the prior month and reached record levels of $481 billion and $183 billion, respectively. The increases were driven by continued market appreciation and solid recruiting. Client money market and insured product grew roughly $100 million in July. Higher Smart Rate balances more than offset the decline in Sweep balances, as cash sorting continues to slow. Bank loans grew 2% in July, driven by increased Fund Banking, C&I, and Residential Mortgage activity." - Ron Kruszewski Chairman and CEO Stifel Reports Second Quarter 2024 Results “Stifel generated our second highest quarterly net revenue in company history, as each of our operating segments generated solid year-on-year gains. Stifel’s strong results reflect improved market conditions and illustrate the benefits of our balanced businesses and inherent operating leverage, particularly in our Institutional Group. Given current market trends, we believe that Stifel is well positioned for a strong second half of 2024.” - Ron Kruszewski Chairman and CEO Stifel Reports May 2024 Operating Data "Recruiting and market appreciation drove a 3% increase in total client. Who can I contact for additional information about Stifel Wealth Tracker? Should you have any questions or need additional information about Stifel Wealth Tracker, please call Stifel Wealth Stifel Wealth Tracker User Agreement. Last updated Aug. What has changed within this version? Welcome to Stifel Wealth Tracker. PLEASE REVIEW THIS

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Year record EPS, set last year. Our success is driven by the continued reinvestment in the business. Based on the strength of our recruiting and investment banking pipelines, as well as our leverage to higher interest rates, Stifel remains well positioned to continue and build upon our decades long growth." - Ron Kruszewski Chairman and CEO Stifel to Acquire Vining Sparks Enhances Stifel's fixed income depository coverage Stifel Reports Second Quarter 2021 Results "Our results in the first half of 2021 are impressive. We generated consecutive quarters of record net revenue and our improved operating scale drove record non-GAAP earnings for both the quarter and the first half of the year. With both of the firm's operating segments driving our performance, I am optimistic that these results can be sustained, as illustrated by our increased guidance for the remainder of the year" - Ron Kruszewski Chairman and CEO Stifel Announces Pricing of $300 Million of Non-Cumulative Perpetual Preferred Stock Stifel to Meet With Institutional Investors at the Stifel 2021 Cross Sector Insight Conference June 9-10, 2021 Stifel to Present at the Credit Suisse Financial Services Forum Stifel Reports Record Fourth Quarter and Full-Year Results "Stifel's performance in 2020 was a testament to the strength of our business model as we were able to navigate market challenges and generated our 25th consecutive year of record net revenue. We entered the year expecting two of our primary growth drivers to be continued strength in net interest income and advisory revenue. However, following the pandemic outbreak, Stifel and our associates were able to successfully pivot to the subsequent changes in the market environment and we finished the year with record results from our brokerage and capital raising businesses. Our record revenue also generated record non-GAAP earnings per share of $4.56 and non-GAAP return on tangible equity of nearly 25%." "We entered 2021 with record recruiting and investment banking pipelines, record client assets, and more than $500 million of excess capital. These factors, combined with our long history of profitable growth, drive my optimism for 2021 and beyond." - Ron Kruszewski Chairman and CEO Stifel to Present at the Goldman Sachs U.S. Financial Services Conference Stifel to Present at the JMP Securities Financial Services & Real Estate Conference Stifel Announces a Three-for-Two Stock Split & Intention to Increase its Common Stock Dividend by 32% Represents Fourth Consecutive Annual Dividend Increase Delivered to Shareholders Stifel Reports Third Quarter 2020 Results "The financial performance during the quarter, and over the past few years, has been driven by a diverse business mix that's enabled both our Institutional Group and Wealth Management segments to generate strong growth. This diversification is illustrated by record nine month Wealth Management revenues

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Shareholders through dividends and share repurchases." "As I look forward, I'm highly optimistic about our ability to grow and add value to our clients and our shareholders. We continue to expand our wealth management business through successful recruiting of financial advisors as well as through our bank. In our institutional business, our growth will continue to be driven by the addition of high quality talent through selective hires and strategic acquisitions. While market conditions can be volatile, our long term strategy remains focused on growth and deploying our capital with a focus on generating the best risk adjusted returns." - Ron Kruszewski Chairman and CEO Stifel to Meet With Institutional Investors Stifel Increases Share Repurchase Authorization, Declares Common Stock Dividend, and Preferred Stock Dividend Stifel Reports Third Quarter 2018 Financial Results "I'm pleased with our results which highlight the strength of our diversified business model. Record Global Wealth Management revenue was driven by another record quarter for both net interest income and fee-based revenues. Additionally, our continued focus on recruiting resulted in the addition of 31 net new advisers, our highest quarterly increase in roughly 10 years, excluding acquisitions. The increased operating leverage from the growth in our recurring revenue lines and our continued focus on cost discipline enabled us to overcome slower seasonal revenues and generate pre-tax margins of nearly 21%, double digit sequential EPS growth, as well as returns on common and tangible equity of 15.5% and 25.2% respectively. Year-to-date, our EPS is up nearly 50% as our pre-tax margins have improved by nearly 300 bps to 18.8%. Looking forward, the momentum we are building in our recruiting efforts should help to drive revenue growth in our wealth management business and our investment banking pipelines remain strong. As such, assuming continued growth in the U.S. economy, I'm optimistic about our future." Stifel Submits Comment Letter to the SEC on Regulation BI and CRS Stifel submitted a comment letter in response to the Securities and Exchange Commission ("SEC") request for comment on its proposed Regulation Best Interest ("Reg BI") and Form CRS Relationship Summary ("Reg CRS"). Stifel has long supported a uniform standard of care for both brokerage and advisory relationships that protects investors, provides client choice, and supports effective capital formation in our capital markets. Stifel Reports Second Quarter 2018 Financial Results "I am very pleased with our performance this quarter and year-to-date as total net revenue in the second quarter was up 2% year-onyear driven by a nearly 20% increase in our recurring revenues. Additionally, the growth in higher margin businesses such as our bank helped to drive our quarterly compensation ratio to its lowest level in more than seven years. This resulted in a 36% year-on-year

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Conditions. As I look forward, I am optimistic about our business as the investments we've made in our firm will continue to drive revenue growth." - Ron Kruszewski Chairman and CEO Third Quarter 2019 Investor Presentation Stifel Reports Second Quarter 2019 Financial Results "I'm very pleased with our second quarter results. The $801 million in net revenue in the second quarter was the second highest quarterly revenue in our history and, through the first half of 2019, we have generated a record $1.6 billion of net revenue. In addition to our revenue growth, our expense discipline contributed to margins of nearly 20% in the quarter which drove non-GAAP return on tangible common equity of 23% and non-GAAP earnings per share of $1.41, up nearly 16% over 2018. We repurchased approximately 2.3 million shares in the first half of the year while maintaining our commitment to growing our business both organically and through accretive acquisitions. In the first half of 2019, we recruited 80 financial advisors and our pipeline remains very strong. Additionally, we announced two acquisitions in the first half of 2019 and closed another. As I look forward, I am optimistic about the second half of 2019 as well as our longer-term future." - Ron Kruszewski Chairman and CEO Second Quarter 2019 Investor Presentation Stifel Reports First Quarter 2019 Financial Results "Stifel generated record first quarter results highlighting the diversity of our business model. Net revenue of $770 million increased 3% from last year's first quarter record and we achieved non-GAAP pre-tax margins of 19% and return on tangible equity of 22%. Our Global Wealth Management segment posted record net revenues and record pre-tax income, overcoming the expected decline in asset management revenue resulting from the market sell off in the fourth quarter of 2018. Our Institutional Group generated strong advisory, public finance, and fixed income brokerage revenue that helped to minimize the impact of the government shutdown on our equities business. As we look forward, we are optimistic about our business prospects for the remainder of 2019 and beyond." - Ron Kruszewski Chairman and CEO Stifel to Acquire Mooreland Partners Stifel to Meet With Institutional Investors at the KBW Winter Financial Services Symposium Boca Raton ResortFebruary 14-15, 2019 Stifel Reports Fourth Quarter & Full Year 2018 Financial Results "We had a great year. 2018 represented our 23rd consecutive year of record net revenues as our wealth management segment generated record results and our institutional business posted its second strongest year. Additionally, our focus on expense management contributed to our record pre-tax income and net income available to shareholders. Our non-GAAP return on common and tangible equity was 14.9% and 24.4%, respectively, and we returned approximately $215 million to. Who can I contact for additional information about Stifel Wealth Tracker? Should you have any questions or need additional information about Stifel Wealth Tracker, please call Stifel Wealth