Stifel (SF) Q2 Earnings Report Preview: What To Look For

Investment banking & brokerage stocks reported Q2 earnings, with Piper Sandler (PIPR) revenues up 21.2% YoY, beating estimates. Perella Weinberg (PWP) revenues flat but beat estimates, while Houlihan Lokey (HLI) revenues down 15.6% YoY, missing estimates. LPL Financial (LPLA) revenues up 35.2% YoY, beating estimates. Stifel (SF) revenues up 13.2% YoY, beating estimates. Sector revenues beat consensus by 4.5%, with guidance 1.1% below.

Stifel Financial (SF) stock rose 1.0% to $81.60 after reporting strong monthly operating data, including 13% and 17% year-over-year growth in total and fee-based client assets, respectively. The company also reported a 3% increase in total loans and a $600 million surge in treasury deposits. CEO Ronald J. Kruszewski attributed growth to strong markets and solid recruiting. The stock is trading below its 52-week high of $89.83.

Stifel Financial (SF) reported Q2 results with net revenue of $1.45 billion, up 13% year over year and about $20 million above consensus, and adjusted EPS of $1.42, up 25% and above the $1.33 estimate. Wealth management revenue hit a record $956.5 million, and investment banking revenue rose 42%. Stifel also repurchased $177 million of stock and said AI is boosting adviser productivity. Shares rose 2.2% to $79.31.

STIFEL FINANCIAL CORP (SF) filed an SEC Form 8-K — Results of Operations and Financial Condition. EX-99.2 3 d137168dex992.htm EX-99.2 EX-99.2 Exhibit 99.2 Second Quarter 2026 Earnings Results Quarterly Financial Supplement Page Consolidated Financial Highlights 2 GAAP Consolidated Results of Operations 3 Non-GAAP Condensed Consolidated Results of Operations 4 Consolidated Fin

Dollar General (DG) and Dollar Tree (DLTR) report increased sales from higher-income shoppers. DG's Q2 net sales rose 5.2% to $11.29B, with $1 items driving 16% sales growth. DLTR's Q2 sales surged 7% to $4.89B, with middle- and high-income households contributing. Both companies raised full-year outlooks, highlighting a trend of value shopping among affluent consumers.

Nvidia reported $96.2B revenue, up 18% QoQ, with data center sales at $89B. Gross margin was 75%, but guidance suggests a drop to 74% due to rising memory costs. CFO Colette Kress cited increased memory procurement costs as the reason. This benefits Micron, a memory supplier, as Nvidia's higher memory commitments may lead to higher prices for suppliers.