Stifel Financial (SF) 8-K Regulation FD Disclosure

Exhibit 99.1

During the third quarter of 2013, Stifel Financial Corp.’s (the “Company”) Canadian subsidiary, Stifel Nicolaus Canada, Inc. (“SN Canada”) ceased business operations. The results of SN Canada were previously reported in the Institutional Group segment. The results of SN Canada were classified as discontinued operations in our Form 10-Q for the period ended September 30, 2013.

The following unaudited supplemental financial information presents the Company’s previously reported consolidated statements of operations, the results of SN Canada shown as discontinued operations, and the consolidated statements of operations after the reclassification of SN Canada to discontinued operations for the three month periods indicated.

	Three months ended June 30, 2013								Three months ended March 31, 2013
(in 000s, except per share data)	As Reported		Discontinued Operations			As Adjusted			As Reported		Discontinued Operations			As Adjusted
Net revenues	$	498,736	$	5,058		$	493,678		$	441,780	$	3,176		$	438,604
Non-interest expenses:
Compensation and benefits		321,331		4,084			317,247			315,727		815			314,912
Non-comp operating expenses		126,207		2,351			123,856			102,707		2,673			100,034
Total non-interest expenses		447,538		6,435			441,103			418,434		3,488			414,946
Income from continuing operations before income taxes		51,198		(1,377	)		52,575			23,346		(312	)		23,658
Provision for income taxes		21,763		104			21,659			8,727		5			8,722
Net income from continuing operations		29,435		(1,481	)		30,916			14,619		(317	)		14,936
Discontinued operations:
Income/(loss) from discontinued operations, net of tax		—		1,481			(1,481	)		—		317			(317	)
Net income	$	29,435	$	—		$	29,435		$	14,619	$	—		$	14,619
Earnings per basic common share:
Income from continuing operations	$	0.46				$	0.48		$	0.24				$	0.25
Income from discontinued operations, net of tax		—					(0.02	)		—					(0.01	)
Earnings per basic common share	$	0.46				$	0.46		$	0.24				$	0.24
Earnings per basic common share:
Income from continuing operations	$	0.40				$	0.42		$	0.21				$	0.22
Income from discontinued operations, net of tax		—					(0.02	)		—					(0.01	)
Earnings per basic common share	$	0.40				$	0.40		$	0.21				$	0.21
Weighted average number of common shares outstanding:
Basic		64,505					64,505			60,054					60,054
Diluted		74,090					74,090			69,189					69,189

“As Reported” reflects amounts reported in the Company’s Form 10-Q for the periods ended June 30, 2013 and March 31, 2013.

“Discontinued Operations” reflects the results of SN Canada for the three months ended June 30, 2013 and March 31, 2013.

“As Adjusted” reflects the Company’s results after reclassification of SN Canada to discontinued operations for the periods presented.

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	Three months ended December 31, 2012								Three months ended September 30, 2012
(in 000s, except per share data)	As Reported		Discontinued Operations			As Adjusted			As Reported		Discontinued Operations			As Adjusted
Net revenues	$	417,830	$	6,547		$	411,283		$	420,080	$	5,923		$	414,157
Non-interest expenses:
Compensation and benefits		262,213		4,064			258,149			267,652		3,194			264,458
Non-comp operating expenses		94,550		1,767			92,783			90,751		2,226			88,525
Total non-interest expenses		356,763		5,831			350,932			358,403		5,420			352,983
Income from continuing operations before income taxes		61,067		716			60,351			61,677		503			61,174
Provision for income taxes		21,113		4,046			17,067			23,967		227			23,740
Net income from continuing operations		39,954		(3,330	)		43,284			37,710		276			37,434
Discontinued operations:
Income/(loss) from discontinued operations, net of tax		—		3,330			(3,330	)		—		(276	)		276
Net income	$	39,954	$	—		$	39,954		$	37,710	$	—		$	37,710
Earnings per basic common share:
Income from continuing operations	$	0.74				$	0.80		$	0.70				$	0.70
Income from discontinued operations, net of tax		—					(0.06	)		—					—
Earnings per basic common share	$	0.74				$	0.74		$	0.70				$	0.70
Earnings per basic common share:
Income from continuing operations	$	0.63				$	0.68		$	0.60				$	0.60
Income from discontinued operations, net of tax		—					(0.05	)		—					—
Earnings per basic common share	$	0.63				$	0.63		$	0.60				$	0.60
Weighted average number of common shares outstanding:
Basic		53,835					53,835			53,601					53,601
Diluted		63,301					63,301			63,054					63,054

“As Reported” reflects amounts reported in the Company’s press release reporting its fourth quarter results for fiscal 2012 furnished as Exhibit 99.1 to Form 8-K filed on February 25, 2013, and the September 30, 2012 Form 10-Q.

“Discontinued Operations” reflects the results of SN Canada for the three months ended December 31, 2012 and September 30, 2012.

“As Adjusted” reflects the Company’s results after reclassification of SN Canada to discontinued operations for the periods presented.

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	Three months ended June 30, 2012								Three months ended March 31, 2012
(in 000s, except per share data)	As Reported		Discontinued Operations			As Adjusted			As Reported		Discontinued Operations			As Adjusted
Net revenues	$	374,407	$	3,819		$	370,588		$	400,333	$	2,248		$	398,085
Non-interest expenses:
Compensation and benefits		239,374		3,272			236,102			254,704		3,272			251,432
Non-comp operating expenses		91,159		2,158			89,001			86,375		2,459			83,916
Total non-interest expenses		330,533		5,430			325,103			341,079		5,731			335,348
Income from continuing operations before income taxes		43,874		(1,611	)		45,485			59,254		(3,483	)		62,737
Provision for income taxes		17,738		(496	)		18,234			24,481		(929	)		25,410
Net income from continuing operations		26,136		(1,115	)		27,251			34,773		(2,554	)		37,327
Discontinued operations:
Income/(loss) from discontinued operations, net of tax		—		1,115			(1,115	)		—		2,554			(2,554	)
Net income	$	26,136	$	—		$	26,136		$	34,773	$	—		$	34,773
Earnings per basic common share:
Income from continuing operations	$	0.49				$	0.51		$	0.65				$	0.70
Income from discontinued operations, net of tax		—					(0.02	)		—					(0.05	)
Earnings per basic common share	$	0.49				$	0.49		$	0.65				$	0.65
Earnings per basic common share:
Income from continuing operations	$	0.42				$	0.43		$	0.55				$	0.60
Income from discontinued operations, net of tax		—					(0.01	)		—					(0.05	)
Earnings per basic common share	$	0.42				$	0.42		$	0.55				$	0.55
Weighted average number of common shares outstanding:
Basic		53,569					53,569			53,243					53,243
Diluted		62,678					62,678			62,669					62,669

“As Reported” reflects amounts reported in the Company’s Form 10-Q for the periods ended June 30, 2012 and March 31, 2012.

“Discontinued Operations” reflects the results of SN Canada for the three months ended June 30, 2012 and March 31, 2012.

“As Adjusted” reflects the Company’s results after reclassification of SN Canada to discontinued operations for the periods presented.

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	Three months ended December 31, 2011
(in 000s, except per share data)	As Reported		Discontinued Operations			As Adjusted
Net revenues	$	356,878	$	6,972		$	349,906
Non-interest expenses:
Compensation and benefits		228,743		3,112			225,631
Non-comp operating expenses		83,109		3,147			79,962
Total non-interest expenses		311,852		6,259			305,593
Income from continuing operations before income taxes		45,026		713			44,313
Provision for income taxes		18,010		117			17,893
Net income from continuing operations		27,016		596			26,420
Discontinued operations:
Income/(loss) from discontinued operations, net of tax		—		(596	)		596
Net income	$	27,016	$	—		$	27,016
Earnings per basic common share:
Income from continuing operations	$	0.52				$	0.51
Income from discontinued operations, net of tax		—					0.01
Earnings per basic common share	$	0.52				$	0.52
Earnings per basic common share:
Income from continuing operations	$	0.43				$	0.42
Income from discontinued operations, net of tax		—					0.01
Earnings per basic common share	$	0.43				$	0.43
Weighted average number of common shares outstanding:
Basic		51,849					51,849
Diluted		62,695					62,695

“As Reported” reflects amounts reported in the Company’s press release reporting its fourth quarter results for fiscal 2011 furnished as Exhibit 99.1 to Form 8-K filed on February 15, 2012.

“Discontinued Operations” reflects the results of SN Canada for the three months ended December 31, 2011.

“As Adjusted” reflects the Company’s results after reclassification of SN Canada to discontinued operations for the period presented.

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