Insider transactions
James M. Zemlyak, President of Stifel Financial CORP (NYSE:SF), reported an open-market sale of nine shares of common stock on January 29, 2026. The sale price was $123.90 per share, producing gross proceeds of $1,115.
Form 4 filing and option exercise
According to a Form 4 filed with the Securities and Exchange Commission on January 30, 2026, Zemlyak exercised options to acquire 5,644 shares of Stifel Financial common stock at an exercise price of $0. On that same day he disposed of 2,487 shares to cover tax obligations. Those 2,487 shares were sold at $126.24 per share for total proceeds of $313,958, as reported in the filing.
Quarterly results
Separately, Stifel Financial Corporation reported fourth-quarter 2025 financial results that exceeded expectations. The company recorded earnings per share of $2.63 versus the consensus estimate of $2.51. Revenue for the quarter reached $1.56 billion, outpacing an anticipated $1.5 billion. The reported figures underscore the company’s stronger-than-expected performance for the period.
Market reaction and analyst commentary
Despite the beat on both earnings and revenue, the stock experienced only a minor pre-market increase following the release. The filing notes that analyst firms have not issued public commentary on upgrades or downgrades tied to these results.
Investor context
Investors considering their positions may weigh the insider transactions and the quarter’s financial results as part of their assessment. The Form 4 filing documents the specific transactions by Zemlyak and provides the concrete figures for those trades and option activity, while the earnings release supplies the reported operating metrics for the latest quarter.
Summary
James M. Zemlyak sold nine shares on January 29, 2026, and on January 30, 2026, exercised options for 5,644 shares and sold 2,487 shares to cover taxes. Stifel’s Q4 2025 EPS and revenue topped expectations, yet the stock saw only a small pre-market gain and analysts have not publicly updated ratings.