Company: SFB
Filing Date: 2025-04-25
Form Type: DEF 14A
Source: 0001193125-25-094691
Chunk: 11

Company: STIFEL FINANCIAL CORP
Filing Date: 2025-04-25
Form: DEF 14A
Chunk 11
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8% over 2023   u   Pre-tax operating income of $1.2 billion   u   Strong recruiting pipeline; we recruited 100 new financial advisors in a challenging environment |     | u   Net revenue of $1.6bn, up 30% over 2023   u   Pre-tax operating income of $233 million   u   Improved integration and alignment across all divisions and geographies in the Institutional Group |     | u   Maintained a Tier 1 leverage capital ratio of 11.4%   u   Repurchased over 3 million common shares at an average price of $77.28 |     | u   Improved client-facing infrastructure   u   Extended algorithmic institutional trading capabilities in both equities and fixed income   u   Maintained robust cybersecurity protections |

| Proxy Statement for the 2025 Annual Meeting of Shareholders |     | 25 |

| 2024 Segment Performance, Balance Sheet, Infrastructure and Additional Performance Indicators |

| (1) | We explain why we use certain non-GAAP measures on page 47. |

| Proxy Statement for the 2025 Annual Meeting of Shareholders |     | 26 |

| Additional Performance Indicators         |     |   2024 |     |   2023 |     |   2022 |
| Non-GAAP Return on Common Equity          |     |    16% |     |    12% |     |    15% |
| Non-GAAP Tangible Return on Common Equity |     |    23% |     |    17% |     |    22% |
| Total Shareholder Return                  |     |    56% |     |    21% |     |   -15% |
| Non-GAAP Pre-Tax Margin on Net Revenues   |     |    20% |     |    18% |     |    22% |
| Book Value Per Share                      |     | $48.95 |     | $45.61 |     | $44.08 |
| Non-GAAP Compensation to Revenue Ratio    |     |    58% |     |    58% |     |    58% |

| Relative Performance of Common Stock |

5-yearrelative performance of