Stifel Financial (SF) Investor presentation summary

Strategic objectives and growth initiatives

• Aims to achieve $1 trillion in client assets, expand client deposits, and leverage technology for growth.

• Focuses on recruiting experienced advisors, acquisitions, and building Stifel Bancorp.

• Institutional Group targets market share gains, product expansion, and improved operating efficiencies.

• Capital deployment emphasizes risk-adjusted returns, reinvestment, dividend growth, and share repurchases.

Financial performance and business mix

• Net revenue grew at an 8% CAGR from 2017 to 2026, reaching $5.5 billion in 2025.

• Earnings per share increased at a 15% CAGR over the same period.

• Diversified revenue mix: 65% from Global Wealth Management, 35% from Institutional Group in 2025.

• Maintains low leverage (7.2x), $6 billion in equity, and $11 billion market cap as of 2026.

Wealth management and institutional services

• Added 870 financial advisors since 2019, with $444 million in trailing 12-month production.

• Nearly $540 billion in client assets and ranked #1 for employee advisor satisfaction by JD Power for three years.

• Largest U.S. equity research platform for small cap stocks, covering 345 stocks.

• Institutional Group is a leading provider of small cap equity research and a top U.S. investment bank by trading volume outside bulge bracket firms.