Stifel Financial Stock Research and Investor Relations Insights

Stifel Financial is a leading financial services firm that provides a wide range of services to its clients. They are a top-ranked investment bank and wealth management firm.

Stifel Financial has a strong research team that provides in-depth analysis and recommendations to investors. Their research team covers various sectors, including finance, consumer, and technology.

Investors can access Stifel Financial's research reports and other investor relations materials on their website. This includes earnings calls, conference presentations, and investor day materials.

Stifel generated record first quarter results in 2019, with net revenue of $770 million, a 3% increase from the previous year's first quarter record.

Their non-GAAP pre-tax margins reached 19% and return on tangible equity was 22%, demonstrating a strong financial performance.

The company's Global Wealth Management segment posted record net revenues and pre-tax income, overcoming the expected decline in asset management revenue due to the market sell off in the fourth quarter of 2018.

Stifel's Institutional Group generated strong advisory, public finance, and fixed income brokerage revenue, which helped minimize the impact of the government shutdown on their equities business.

In 2018, Stifel reported record net revenues for the 23rd consecutive year.

Their wealth management segment generated record results, with a nearly 50% increase in EPS year-to-date and a 300 bps improvement in pre-tax margins to 18.8%.

Stifel's diversified business model was a key driver of their success, with record Global Wealth Management revenue driven by record quarters for both net interest income and fee-based revenues.

The company's focus on recruiting resulted in the addition of 31 net new advisers, their highest quarterly increase in roughly 10 years, excluding acquisitions.

Their investment banking pipelines remained strong, and they were optimistic about their future, assuming continued growth in the U.S. economy.

Stifel's institutional business posted its second strongest year, with non-GAAP return on common and tangible equity of 14.9% and 24.4%, respectively.

The company returned approximately $215 million to shareholders through dividends and share repurchases, contributing to their record pre-tax income and net income available to shareholders.

Their long-term strategy remained focused on growth and deploying capital with a focus on generating the best risk-adjusted returns, despite volatile market conditions.

In 2019, Stifel reported record financial results across multiple quarters. The company generated a record $1.6 billion of net revenue in the first half of the year.

Stifel's net revenue reached $822 million in the third quarter, a pre-tax margin greater than 20%, and return on tangible common equity of more than 24%. This was a significant achievement, especially considering the less than optimal market conditions.

The company's wealth management revenue reached record levels, and its institutional revenues were its second strongest in history. Stifel's investments in the firm drove revenue growth, making the company optimistic about its future prospects.

In the second quarter, Stifel's net revenue was $801 million, the second highest quarterly revenue in its history. The company's expense discipline contributed to margins of nearly 20% and non-GAAP return on tangible common equity of 23%.

Stifel repurchased approximately 2.3 million shares in the first half of the year while maintaining its commitment to growing the business. The company recruited 80 financial advisors and its pipeline remained very strong.

The company's first quarter results were also impressive, with a net revenue increase of 3% from the previous year's record. Stifel achieved non-GAAP pre-tax margins of 19% and return on tangible equity of 22%.

2021 was a remarkable year for Stifel, with the firm delivering its 26th consecutive year of record net revenue. This impressive streak was a testament to the company's consistent growth and success.

The year 2021 saw Stifel's net revenue reach new heights, driven by the strong performance of both its Global Wealth Management and Institutional Group operating segments. This growth was fueled by the firm's continued reinvestment in the business.

Stifel's success in 2021 was also marked by a fifth straight year of record earnings per share. This achievement was a result of the firm's improved operating scale and its ability to adapt to changing market conditions.

The firm's non-GAAP return on tangible common equity for the year was a remarkable 31%. This metric is a key indicator of a company's financial health and suggests that Stifel was operating efficiently and effectively.

Stifel's CEO looked back on the year with optimism, citing the firm's increased guidance for the remainder of 2021 as a positive sign for the future. This guidance was based on the strength of the firm's recruiting and investment banking pipelines, as well as its leverage to higher interest rates.

Stifel Financial stock has experienced significant growth in recent years, with its market capitalization increasing by over 50% in the past 12 months.

The company's acquisition of Sterne Agee & Leach in 2014 marked a major milestone, expanding its presence in the financial services industry.

Stifel Financial's strong financial performance has been driven by its diversified business model, which includes investment banking, institutional trading, and wealth management services.

Stifel Financial Corp. has rescheduled its third quarter 2020 financial results announcement to October 27, 2020, coinciding with the annual Blueprint Conference.

The announcement will be made after market close on that day, and a conference call will be held the next day at 9:30 a.m. ET to review the results.

Chairman and CEO Ronald J. Kruszewski will lead the call, which may include forward-looking statements.

Stifel has met with institutional investors at the JMP Securities Financial Services Conference, which took place at The St. Regis New York in New York City on Thursday, November 14, 2019.

The JMP Securities Financial Services Conference is a notable event in the financial industry, where companies like Stifel connect with investors and share their strategies.

Stifel has also presented at the JMP Securities Financial Services Conference, specifically on Tuesday, June 19, 2018, at 10:30 a.m. Eastern time, also held at The St. Regis New York in New York City.

The conference is a great opportunity for companies to showcase their expertise and connect with potential investors, and Stifel has taken advantage of this platform to share their insights.