SF: Financial results

Item 2.02 Results of Operations and Financial Condition. On October 21, 2026, Stifel Financial Corp. (the “Company”) reported its financial results for the quarter ended September 30, 2026. A copy of the press release containing this information is attached as Exhibit 99.1 to this Report on Form 8-K. In addition, a copy of the Company’s Financial Supplement for the quarter ended September 30, 2026, is attached as Exhibit 99.2 to this Report on Form 8-K. On Wednesday, October 21, 2026, at 9:30 a.m. Eastern time, the Company will hold a conference call to discuss its financial results and other related matters. A copy of the presentation for the conference call is attached as Exhibit 99.3 to this Report on Form 8-K. The exhibits are being furnished pursuant to Item 2.02, and the information contained therein shall not be deemed “filed” for the purposes of Section 18 of the Securities Exchange Act of 1934, as amended (the “Exchange Act”), or otherwise subject to the liabilities of that Section, nor shall it be deemed incorporated by reference into any filing of the Company under the Securities Act of 1933, as amended, or the Exchange Act. Item 9.01 Financial Statements and Exhibits. (d) Exhibits. Exhibit Number Description 99.1 Press release dated October 21, 2026. 99.2 Financial Supplement for the quarter ended September 30, 2026. 99.3 Financial Results Presentation dated October 21, 2026. 104 Cover Page Interactive Data File (embedded within the Inline XBRL document). 2 SIGNATURE Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned, hereunto duly authorized. STIFEL FINANCIAL CORP. (Registrant) Date: October 21, 2026 By: /s/ James M. Marischen Name: James M. Marischen