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Stifel Financial (SF) Financials

Stifel Financial logo
$74.59 -1.91 (-2.50%)
Closing price 05/11/2026 03:59 PM Eastern
Extended Trading
$74.58 -0.01 (-0.01%)
As of 05:06 AM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.
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Annual Income Statements for Stifel Financial

Annual Income Statements for Stifel Financial

This table shows Stifel Financial's income and expenses over time, based on annual financial data. All values are USD millions unless otherwise specified.

Metric 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025
Period end date 12/31/2015 12/31/2016 12/31/2017 12/31/2018 12/31/2019 12/31/2020 12/31/2021 12/31/2022 12/31/2023 12/31/2024 12/31/2025
Net Income / (Loss) Attributable to Common Shareholders		 92 78 173 385 431 476 789 625 485 694 646
Consolidated Net Income / (Loss)		 92 82 183 394 450 503 825 662 523 731 684
Net Income / (Loss) Continuing Operations		 92 82 183 394 450 503 825 662 523 731 684
Total Pre-Tax Income 		142 143 270 534 599 651 1,067 885 707 928 871
Total Revenue		 2,332 2,575 2,926 3,025 3,337 3,752 4,737 4,391 4,349 4,970 5,530
Net Interest Income / (Expense)		 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
Total Interest Income		 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
Total Interest Expense		 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
Total Non-Interest Income		 2,332 2,575 2,926 3,025 3,337 3,752 4,737 4,391 4,349 4,970 5,530
Trust Fees by Commissions		 750 - - - - 761 810 711 674 756 814
Other Service Charges		 62 47 38 26 52 75 72 20 8.75 43 34
Investment Banking Income		 997 - - - - 952 1,565 971 731 995 1,251
Other Non-Interest Income		 523 2,529 2,889 2,999 3,285 1,964 2,290 2,690 2,935 3,176 3,431
Total Non-Interest Expense		 2,190 2,433 2,657 2,491 2,738 3,101 3,670 3,506 3,642 4,042 4,659
Salaries and Employee Benefits		 1,569 1,726 1,959 1,771 1,978 2,279 2,820 2,586 2,555 2,916 3,272
Net Occupancy & Equipment Expense		 338 371 356 363 390 439 456 488 524 557 579
Other Operating Expenses		 283 336 342 357 369 382 394 432 564 569 808
Income Tax Expense		 49 61 87 140 149 148 242 223 184 197 187
Preferred Stock Dividends Declared		 - 3.91 9.38 9.38 17 27 36 37 37 37 37
Basic Earnings per Share		 $1.35 $1.16 $2.53 $3.57 $3.99 $4.49 $7.34 $5.74 $4.55 $6.67 $6.25
Weighted Average Basic Shares Outstanding		 68.54M 66.87M 68.56M 107.68M 108.00M 106.17M 107.54M 108.85M 106.66M 104.07M 103.50M
Diluted Earnings per Share		 $1.18 $1.00 $2.14 $3.15 $3.66 $4.16 $6.66 $5.32 $4.28 $6.25 $5.87
Weighted Average Diluted Shares Outstanding		 78.55M 77.56M 81.04M 121.98M 117.88M 114.57M 118.53M 117.54M 113.45M 110.98M 110.05M
Weighted Average Basic & Diluted Shares Outstanding		 68.40M 66.90M 68.60M 71.88M 69.54M 330.00M 331.45M 331.73M 327.82M 328.78M 328.22M
Cash Dividends to Common per Share		 - $0.00 $0.20 $0.32 $0.40 $0.45 $0.60 $1.20 $1.44 $1.68 $1.84

Quarterly Income Statements for Stifel Financial

This table shows Stifel Financial's income and expenses over time, based on quarterly financial data. All values are USD millions unless otherwise specified.

Metric Q3 2023 Q4 2023 Q1 2024 Q2 2024 Q3 2024 Q4 2024 Q1 2025 Q2 2025 Q3 2025 Q4 2025 Q1 2026
Period end date 9/30/2023 12/31/2023 3/31/2024 6/30/2024 9/30/2024 12/31/2024 3/31/2025 6/30/2025 9/30/2025 12/31/2025 3/31/2026
Net Income / (Loss) Attributable to Common Shareholders		 59 153 154 156 149 235 44 146 202 255 242
Consolidated Net Income / (Loss)		 68 162 164 165 159 244 53 155 211 264 251
Net Income / (Loss) Continuing Operations		 68 162 164 165 159 244 53 155 211 264 251
Total Pre-Tax Income 		109 206 219 227 217 266 63 214 286 308 326
Total Revenue		 1,045 1,146 1,163 1,218 1,225 1,365 1,255 1,284 1,429 1,561 1,478
Net Interest Income / (Expense)		 0.00 - 0.00 0.00 0.00 - 0.00 0.00 0.00 - 0.00
Total Interest Income		 0.00 - 0.00 0.00 0.00 - 0.00 0.00 0.00 - 0.00
Total Interest Expense		 0.00 - 0.00 0.00 0.00 - 0.00 0.00 0.00 - 0.00
Total Non-Interest Income		 1,045 1,146 1,163 1,218 1,225 1,365 1,255 1,284 1,429 1,561 1,478
Trust Fees by Commissions		 165 174 185 183 183 204 194 201 206 213 208
Other Service Charges		 0.46 9.69 4.95 16 19 3.29 11 3.69 14 5.42 56
Investment Banking Income		 147 206 214 233 243 304 238 233 323 456 341
Other Non-Interest Income		 733 757 759 785 779 853 813 846 886 886 873
Total Non-Interest Expense		 936 940 944 991 1,008 1,098 1,192 1,070 1,143 1,253 1,152
Salaries and Employee Benefits		 613 674 680 723 718 796 732 775 840 925 848
Net Occupancy & Equipment Expense		 131 136 136 138 138 144 140 144 144 150 151
Other Operating Expenses		 192 130 129 130 151 159 320 152 159 177 153
Income Tax Expense		 41 44 55 62 58 22 10 59 75 44 75
Preferred Stock Dividends Declared		 9.32 9.32 9.32 9.32 9.32 9.32 9.32 9.32 9.32 9.32 9.32
Basic Earnings per Share		 $0.55 $1.48 $1.48 $1.50 $1.43 $2.26 $0.28 $1.41 $1.96 $2.46 $1.56
Weighted Average Basic Shares Outstanding		 106.07M 106.66M 104.28M 104.15M 103.97M 104.07M 157.15M 103.35M 103.12M 103.50M 155.51M
Diluted Earnings per Share		 $0.52 $1.38 $1.40 $1.41 $1.34 $2.10 $0.26 $1.34 $1.84 $2.30 $1.48
Weighted Average Diluted Shares Outstanding		 113.20M 113.45M 109.99M 110.29M 110.99M 110.98M 165.95M 108.85M 110.06M 110.05M 163.44M
Weighted Average Basic & Diluted Shares Outstanding		 327.02M 327.82M 327.48M 327.54M 225.03M 328.78M 327.75M 327.20M 326.86M 328.22M 378.43M
Cash Dividends to Common per Share		 $0.36 $0.36 $0.42 $0.42 $0.42 $0.42 $0.31 $0.46 $0.46 $0.46 $0.34

Annual Cash Flow Statements for Stifel Financial

This table details how cash moves in and out of Stifel Financial's business through operations, investing, and financing, using annual figures. All values are USD millions unless otherwise specified.

Metric 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025
Period end date 12/31/2015 12/31/2016 12/31/2017 12/31/2018 12/31/2019 12/31/2020 12/31/2021 12/31/2022 12/31/2023 12/31/2024 12/31/2025
Net Change in Cash & Equivalents		 121 -52 -199 1,282 -795 1,178 -303 79 1,295 -846 -395
Net Cash From Operating Activities		 -262 -441 680 530 627 1,662 872 1,157 499 490 1,117
Net Cash From Continuing Operating Activities		 -262 -441 680 530 627 1,662 872 1,157 499 490 1,117
Net Income / (Loss) Continuing Operations		 92 82 183 394 450 503 825 662 523 731 684
Consolidated Net Income / (Loss)		 92 82 183 394 450 503 825 662 523 731 684
Provision For Loan Losses		 15 18 26 20 11 34 -12 34 25 25 38
Depreciation Expense		 37 43 32 28 38 41 46 51 61 62 61
Amortization Expense		 67 121 120 123 145 144 150 164 176 186 189
Non-Cash Adjustments to Reconcile Net Income		 -5.63 298 285 60 -35 -47 497 186 27 96 524
Changes in Operating Assets and Liabilities, net		 -467 -1,003 34 -96 17 986 -634 62 -311 -611 -379
Net Cash From Investing Activities		 -1,973 -5,255 -2,647 -989 -350 -1,689 -6,966 -4,325 1,045 -2,310 -1,614
Net Cash From Continuing Investing Activities		 -1,973 -5,255 -2,647 -989 -350 -1,689 -6,966 -4,325 1,045 -2,310 -1,614
Purchase of Investment Securities		 -3,032 -5,971 -4,032 -3,108 -2,081 -2,785 -9,303 -4,778 789 -4,841 -4,189
Sale of Property, Leasehold Improvements and Equipment		 - - 0.00 22 - - - 0.00 0.00 - 117
Sale and/or Maturity of Investments		 1,059 696 1,384 2,097 1,730 1,059 2,337 454 255 2,461 2,459
Other Investing Activities, net		 - - - 0.00 0.00 37 0.00 0.00 0.00 0.00 0.00
Net Cash From Financing Activities		 2,360 5,657 1,760 1,748 -1,077 1,199 5,794 3,191 -255 980 91
Net Cash From Continuing Financing Activities		 2,360 5,657 1,760 1,748 -1,077 1,199 5,794 3,191 -255 980 91
Net Change in Deposits		 1,848 4,889 1,884 1,951 -531 2,064 5,884 3,837 217 1,768 650
Issuance of Debt		 445 842 463 172 0.00 - - - 0.00 0.00 -4.44
Repayment of Debt		 -302 -159 -121 -439 -353 - - 0.00 0.00 -500 -87
Repurchase of Common Equity		 -118 -113 -13 -170 -215 -58 -173 -106 -444 -144 -245
Payment of Dividends		 - -3.91 -23 -44 -59 -74 -102 -171 -200 -227 -244
Other Financing Activities, Net		 486 58 -430 248 -73 -733 185 -368 172 84 21
Effect of Exchange Rate Changes		 -3.60 -13 7.90 -5.69 4.93 6.86 -3.54 55 5.45 -6.03 10
Cash Interest Paid		 42 62 70 170 183 85 63 221 822 996 834
Cash Income Taxes Paid		 59 23 22 67 162 160 289 217 184 233 200

Quarterly Cash Flow Statements for Stifel Financial

This table details how cash moves in and out of Stifel Financial's business through operations, investing, and financing, using quarterly figures. All values are USD millions unless otherwise specified.

Metric Q3 2023 Q4 2023 Q1 2024 Q2 2024 Q3 2024 Q4 2024 Q1 2025 Q2 2025 Q3 2025 Q4 2025 Q1 2026
Period end date 9/30/2023 12/31/2023 3/31/2024 6/30/2024 9/30/2024 12/31/2024 3/31/2025 6/30/2025 9/30/2025 12/31/2025 3/31/2026
Net Change in Cash & Equivalents		 872 722 -49 -817 -712 733 76 -828 1,291 -934 646
Net Cash From Operating Activities		 230 275 -610 207 198 695 -211 607 338 382 -343
Net Cash From Continuing Operating Activities		 230 275 -610 207 198 695 -211 607 338 382 -343
Net Income / (Loss) Continuing Operations		 68 162 164 165 159 244 53 155 211 264 251
Consolidated Net Income / (Loss)		 68 162 164 165 159 244 53 155 211 264 251
Provision For Loan Losses		 9.99 2.26 5.27 2.95 5.29 12 12 8.33 8.32 9.74 6.54
Depreciation Expense		 14 17 16 17 15 15 15 15 15 15 15
Amortization Expense		 42 50 45 48 47 47 43 43 45 59 50
Non-Cash Adjustments to Reconcile Net Income		 127 6.99 -154 -43 -215 508 -57 264 283 -80 34
Changes in Operating Assets and Liabilities, net		 -31 36 -685 17 188 -131 -277 122 -225 114 -700
Net Cash From Investing Activities		 145 866 477 -641 -1,380 -766 -173 -414 -354 -673 -256
Net Cash From Continuing Investing Activities		 145 866 477 -641 -1,380 -766 -173 -414 -354 -673 -256
Purchase of Property, Leasehold Improvements and Equipment		 - - 0.00 - - - 15 - - - 0.00
Purchase of Investment Securities		 130 828 -109 -1,329 -2,245 -1,511 -915 -711 -1,437 -1,151 -817
Divestitures		 - - - - - - 0.00 - - - 59
Sale and/or Maturity of Investments		 15 38 586 651 858 719 728 234 1,054 466 502
Net Cash From Financing Activities		 500 -424 85 -383 465 813 457 -1,030 1,310 -646 1,248
Net Cash From Continuing Financing Activities		 500 -424 85 -383 465 813 457 -1,030 1,310 -646 1,248
Net Change in Deposits		 590 -260 220 -415 981 982 537 -966 1,465 -386 1,045
Issuance of Debt		 - - - - - - 0.00 - - - 45
Repayment of Debt		 - - 0.00 - - - -18 -57 -12 - -10
Repurchase of Common Equity		 -119 -144 -61 -18 -20 -46 -93 -83 -31 -38 -96
Payment of Dividends		 -47 -49 -72 -48 -53 -55 -72 -62 -53 -57 -79
Other Financing Activities, Net		 77 29 -1.65 97 57 -68 103 138 -54 -166 343
Effect of Exchange Rate Changes		 -3.47 4.54 -1.64 -0.57 4.98 -8.79 3.07 8.54 -3.61 2.26 -3.05
Cash Interest Paid		 222 247 258 250 256 232 216 211 212 195 188
Cash Income Taxes Paid		 9.33 79 115 36 34 48 8.03 74 41 78 5.99

Annual Balance Sheets for Stifel Financial

This table presents Stifel Financial's assets and liabilities at the end of each period, using annual balance sheet data. All values are USD millions unless otherwise specified.

Metric 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025
Period end date 12/31/2015 12/31/2016 12/31/2017 12/31/2018 12/31/2019 12/31/2020 12/31/2021 12/31/2022 12/31/2023 12/31/2024 12/31/2025
Total Assets		 13,326 19,129 21,384 24,520 24,610 26,604 34,050 37,196 37,727 39,896 41,271
Cash and Due from Banks		 811 913 696 1,937 1,143 2,279 1,963 2,200 3,362 2,648 2,254
Restricted Cash		 - - - 133 131 - 186 29 162 30 29
Trading Account Securities		 4,576 7,527 9,239 9,462 7,859 7,811 9,407 8,863 9,133 10,387 10,637
Loans and Leases, Net of Allowance		 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
Customer and Other Receivables		 2,001 1,812 1,762 1,610 1,877 1,533 1,807 924 842 897 1,138
Premises and Equipment, Net		 182 173 155 373 1,108 168 168 200 192 193 197
Goodwill		 916 962 969 1,035 1,194 1,182 1,307 1,327 1,388 1,395 1,464
Intangible Assets		 63 116 110 120 162 141 148 131 133 114 108
Other Assets		 4,588 7,397 8,227 9,851 11,137 13,490 19,063 23,522 22,516 24,232 25,444
Total Liabilities & Shareholders' Equity		 13,326 19,129 21,384 24,520 24,610 26,604 34,050 37,196 37,727 39,896 41,271
Total Liabilities		 10,834 16,391 18,522 21,322 20,940 22,365 29,015 31,868 32,433 34,209 35,293
Non-Interest Bearing Deposits		 6,638 11,527 13,412 15,864 15,333 17,396 23,280 27,117 27,335 29,102 29,752
Short-Term Debt		 806 1,169 766 968 1,104 369 643 307 649 795 955
Other Short-Term Payables		 - 401 309 344 1,147 1,170 1,134 1,264 512 735 701
Long-Term Debt		 971 1,363 1,827 1,797 1,327 1,172 1,173 1,175 1,176 677 672
Other Long-Term Liabilities		 2,419 1,931 2,208 2,350 2,030 2,258 2,783 2,005 2,761 2,899 3,213
Total Equity & Noncontrolling Interests		 2,492 2,738 2,862 3,198 3,670 4,239 5,035 5,328 5,294 5,687 5,977
Total Preferred & Common Equity		 2,492 2,738 2,862 3,168 3,615 4,239 5,035 5,328 5,294 5,687 5,977
Preferred Stock		 - 150 150 150 310 535 685 685 685 685 685
Total Common Equity		 2,492 2,588 2,712 3,018 3,305 3,704 4,350 4,643 4,609 5,002 5,292
Common Stock		 1,831 1,851 1,744 1,904 1,920 1,906 1,939 1,945 1,922 1,912 1,933
Retained Earnings		 806 877 1,034 1,367 1,716 2,078 2,757 3,169 3,399 3,795 4,163
Treasury Stock		 -105 -100 -39 -181 -320 -308 -351 -352 -637 -630 -786
Accumulated Other Comprehensive Income / (Loss)		 -40 -39 -27 -73 -12 28 4.72 -118 -74 -76 -18

Quarterly Balance Sheets for Stifel Financial

This table presents Stifel Financial's assets and liabilities at the end of each period, using quarterly balance sheet data. All values are USD millions unless otherwise specified.

Metric Q3 2022 Q1 2023 Q2 2023 Q3 2023 Q1 2024 Q2 2024 Q3 2024 Q1 2025 Q2 2025 Q3 2025 Q1 2026
Period end date 9/30/2022 3/31/2023 6/30/2023 9/30/2023 3/31/2024 6/30/2024 9/30/2024 3/31/2025 6/30/2025 9/30/2025 3/31/2026
Total Assets		 37,612 38,598 37,298 37,878 38,258 37,809 38,935 40,384 39,860 41,687 42,893
Cash and Due from Banks		 1,415 2,766 1,908 2,768 3,409 2,616 1,916 2,726 1,858 3,185 2,899
Restricted Cash		 32 21 21 33 66 41 30 28 68 32 29
Trading Account Securities		 9,427 9,358 9,445 9,024 9,510 9,816 10,714 11,408 10,913 10,808 11,202
Loans and Leases, Net of Allowance		 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
Customer and Other Receivables		 1,893 1,619 895 886 876 841 917 951 916 1,022 1,528
Premises and Equipment, Net		 177 201 198 196 301 326 191 195 197 198 230
Goodwill		 1,320 1,380 1,382 1,399 1,388 1,388 1,394 1,395 1,479 1,482 1,464
Intangible Assets		 135 132 127 127 127 121 117 108 115 110 97
Other Assets		 23,214 23,122 23,321 23,443 22,581 22,660 23,656 23,573 24,313 24,850 25,444
Total Liabilities & Shareholders' Equity		 37,612 38,598 37,298 37,878 38,258 37,809 38,935 40,384 39,860 41,687 42,893
Total Liabilities		 32,385 33,270 31,955 32,635 32,984 32,411 33,377 34,846 34,263 35,931 36,909
Non-Interest Bearing Deposits		 27,191 28,325 27,005 27,594 27,554 27,140 28,121 29,639 28,673 30,138 30,797
Short-Term Debt		 539 561 507 627 794 788 868 1,060 1,167 1,180 1,528
Other Short-Term Payables		 1,337 1,238 1,237 1,430 697 704 655 839 802 764 719
Long-Term Debt		 1,174 1,175 1,175 1,175 1,176 1,176 676 677 677 672 673
Other Long-Term Liabilities		 2,144 1,971 2,031 1,809 2,763 2,604 3,058 2,631 2,944 3,177 3,192
Total Equity & Noncontrolling Interests		 5,227 5,327 5,343 5,243 5,274 5,398 5,557 5,538 5,597 5,756 5,984
Total Preferred & Common Equity		 5,227 5,327 5,343 5,243 5,274 5,398 5,557 5,538 5,597 5,756 5,984
Preferred Stock		 685 685 685 685 685 685 685 685 685 685 685
Total Common Equity		 4,542 4,642 4,658 4,558 4,589 4,713 4,872 4,853 4,912 5,071 5,299
Common Stock		 1,931 1,847 1,873 1,902 1,822 1,853 1,889 1,828 1,855 1,887 1,846
Retained Earnings		 3,052 3,210 3,287 3,299 3,415 3,521 3,617 3,721 3,813 3,961 4,270
Treasury Stock		 -297 -323 -398 -510 -564 -576 -594 -644 -722 -751 -790
Accumulated Other Comprehensive Income / (Loss)		 -144 -92 -105 -134 -84 -85 -40 -52 -34 -26 -27

Annual Metrics And Ratios for Stifel Financial

This table displays calculated financial ratios and metrics derived from Stifel Financial's official financial filings.

Metric 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025
Period end date 12/31/2015 12/31/2016 12/31/2017 12/31/2018 12/31/2019 12/31/2020 12/31/2021 12/31/2022 12/31/2023 12/31/2024 12/31/2025
Growth Metrics		 - - - - - - - - - - -
Profitability Metrics		 - - - - - - - - - - -
Valuation Ratios		 - - - - - - - - - - -
Leverage & Solvency		 - - - - - - - - - - -
Liquidity Ratios		 - - - - - - - - - - -
Cash Flow Metrics		 - - - - - - - - - - -
Efficiency Ratios		 - - - - - - - - - - -
Capital & Investment Metrics		 - - - - - - - - - - -
Earnings Adjustments		 - - - - - - - - - - -
Adjusted Basic Earnings per Share		 $0.90 $0.77 $1.69 $3.57 $3.99 $4.49 $7.34 $5.74 $4.55 $6.67 $6.25
Adjusted Weighted Average Basic Shares Outstanding		 102.81M 100.31M 102.84M 107.68M 108.00M 106.17M 107.54M 108.85M 106.66M 104.07M 103.50M
Adjusted Diluted Earnings per Share		 $0.79 $0.67 $1.43 $3.15 $3.66 $4.16 $6.66 $5.32 $4.28 $6.25 $5.87
Adjusted Weighted Average Diluted Shares Outstanding		 117.83M 116.34M 121.55M 121.98M 117.88M 114.57M 118.53M 117.54M 113.45M 110.98M 110.05M
Adjusted Basic & Diluted Earnings per Share		 $0.00 $0.00 $0.00 $0.00 $3.99 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00
Adjusted Weighted Average Basic & Diluted Shares Outstanding		 104.26M 102.22M 107.78M 107.82M 104.32M 330.00M 331.45M 331.73M 327.82M 328.78M 328.22M
Debt Service Ratios		 - - - - - - - - - - -
Payout Ratios		 - - - - - - - - - - -

Quarterly Metrics And Ratios for Stifel Financial

This table displays calculated financial ratios and metrics derived from Stifel Financial's official financial filings.

Metric Q3 2023 Q4 2023 Q1 2024 Q2 2024 Q3 2024 Q4 2024 Q1 2025 Q2 2025 Q3 2025 Q4 2025 Q1 2026
Period end date 9/30/2023 12/31/2023 3/31/2024 6/30/2024 9/30/2024 12/31/2024 3/31/2025 6/30/2025 9/30/2025 12/31/2025 3/31/2026
DEI Shares Outstanding		 - - - - - - - - - - 328,219,347.00
DEI Adjusted Shares Outstanding		 - - - - - - - - - - 492,329,020.00
DEI Earnings Per Adjusted Shares Outstanding		 - - - - - - - - - - 0.51
Growth Metrics		 - - - - - - - - - - -
Revenue Growth		 -0.01% 2.21% 5.08% 15.91% 17.19% 19.04% 7.95% 5.45% 16.72% - 17.74%
EBITDA Growth		 -35.95% -5.21% 5.14% 22.35% 68.16% 19.83% -56.60% -6.86% 24.39% - 222.66%
EBIT Growth		 -46.82% -11.85% 4.20% 25.09% 97.99% 29.23% -71.03% -5.76% 32.03% - 414.60%
NOPAT Growth		 -54.91% -8.00% 3.83% 23.03% 132.55% 50.17% -67.60% -6.19% 33.35% - 374.45%
Net Income Growth		 -54.91% -8.00% 3.83% 23.03% 132.55% 50.17% -67.60% -6.19% 33.35% - 374.45%
EPS Growth		 -57.02% -10.39% 9.38% 28.18% 157.69% 52.17% -72.14% -4.96% 37.31% - 469.23%
Operating Cash Flow Growth		 -57.21% -67.91% -58.34% -45.29% -13.94% 152.41% 65.36% 27.38% 69.64% - -62.20%
Free Cash Flow Firm Growth		 89.22% -167.32% -103.50% -253.55% 383.41% 239.24% 227.97% 144.33% -390.59% - -3,178.91%
Invested Capital Growth		 1.50% 4.54% 2.55% 4.79% 0.81% 0.55% 0.44% 1.07% 7.13% - 12.50%
Revenue Q/Q Growth		 -0.54% 9.70% 1.45% 4.72% 0.55% 11.43% -8.00% 2.30% 11.30% - -5.28%
EBITDA Q/Q Growth		 -30.53% 65.08% 2.22% 4.37% -4.52% 17.64% -62.98% 124.00% 27.51% - 2.52%
EBIT Q/Q Growth		 -39.67% 88.25% 6.16% 3.75% -4.51% 22.87% -76.20% 237.45% 33.78% - 5.90%
NOPAT Q/Q Growth		 -49.27% 138.38% 0.67% 1.05% -4.11% 53.94% -78.28% 192.60% 36.32% - -4.90%
Net Income Q/Q Growth		 -49.27% 138.38% 0.67% 1.05% -4.11% 53.94% -78.28% 192.60% 36.32% - -4.90%
EPS Q/Q Growth		 -52.73% 165.38% 1.45% 0.71% -4.96% 56.72% -81.43% 243.59% 37.31% - -35.65%
Operating Cash Flow Q/Q Growth		 -39.15% 19.40% -321.58% 133.99% -4.30% 250.20% -130.41% 387.63% -44.31% - -189.57%
Free Cash Flow Firm Q/Q Growth		 -132.10% -310.03% 88.63% -926.31% 159.24% 101.45% -89.55% 255.55% -488.32% - -263.27%
Invested Capital Q/Q Growth		 0.28% 1.06% 1.74% 1.64% -3.54% 0.80% 1.62% 2.28% 2.25% - 7.63%
Profitability Metrics		 - - - - - - - - - - -
EBITDA Margin		 15.85% 23.85% 24.03% 23.95% 22.74% 24.01% 9.66% 21.15% 24.24% - 26.48%
EBIT Margin		 10.47% 17.97% 18.80% 18.63% 17.69% 19.51% 5.05% 16.65% 20.01% - 22.06%
Profit (Net Income) Margin		 6.52% 14.17% 14.06% 13.57% 12.94% 17.88% 4.22% 12.07% 14.79% - 17.01%
Tax Burden Percent		 62.29% 78.88% 74.80% 72.85% 73.16% 91.66% 83.63% 72.52% 73.89% - 77.11%
Interest Burden Percent		 100.00% 100.00% 100.00% 100.00% 100.00% 100.00% 100.00% 100.00% 100.00% - 100.00%
Effective Tax Rate		 37.71% 21.12% 25.20% 27.15% 26.84% 8.34% 16.37% 27.48% 26.11% - 22.89%
Return on Invested Capital (ROIC)		 4.03% 8.85% 8.66% 8.63% 8.70% 12.45% 2.94% 8.37% 10.72% - 12.66%
ROIC Less NNEP Spread (ROIC-NNEP)		 4.03% 8.85% 8.66% 8.63% 8.70% 12.45% 2.94% 8.37% 10.72% - 12.66%
Return on Net Nonoperating Assets (RNNOA)		 1.35% 2.75% 3.03% 2.93% 2.69% 3.74% 1.01% 2.90% 3.22% - 4.32%
Return on Equity (ROE)		 5.39% 11.61% 11.69% 11.55% 11.39% 16.19% 3.95% 11.26% 13.94% - 16.98%
Cash Return on Invested Capital (CROIC)		 6.19% 3.06% 4.87% 3.10% 8.38% 9.69% 8.12% 7.18% 2.13% - -0.36%
Operating Return on Assets (OROA)		 1.20% 2.09% 2.16% 2.27% 2.19% 2.50% 0.65% 2.20% 2.65% - 3.05%
Return on Assets (ROA)		 0.75% 1.65% 1.61% 1.65% 1.60% 2.29% 0.54% 1.59% 1.96% - 2.35%
Return on Common Equity (ROCE)		 4.68% 10.11% 10.18% 10.08% 9.95% 14.17% 3.45% 9.86% 12.26% - 14.96%
Return on Equity Simple (ROE_SIMPLE)		 10.24% 0.00% 10.02% 10.36% 11.69% 0.00% 11.21% 10.91% 11.53% - 14.74%
Net Operating Profit after Tax (NOPAT)		 68 162 164 165 159 244 53 155 211 - 251
NOPAT Margin		 6.52% 14.17% 14.06% 13.57% 12.94% 17.88% 4.22% 12.07% 14.79% - 17.01%
Net Nonoperating Expense Percent (NNEP)		 0.00% 0.00% 0.00% 0.00% 0.00% 0.00% 0.00% 0.00% 0.00% - 0.00%
SG&A Expenses to Revenue		 71.18% 70.65% 70.14% 70.67% 69.94% 68.88% 69.50% 71.52% 68.86% - 67.59%
Operating Expenses to Revenue		 89.53% 82.03% 81.20% 81.37% 82.31% 80.49% 94.95% 83.35% 79.99% - 77.94%
Earnings before Interest and Taxes (EBIT)		 109 206 219 227 217 266 63 214 286 - 326
Earnings before Interest, Taxes, Depreciation and Amortization (EBITDA)		 166 273 279 292 279 328 121 272 346 - 391
Valuation Ratios		 - - - - - - - - - - -
Price to Book Value (P/BV)		 4.35 4.81 5.54 5.85 6.31 6.94 6.39 6.92 7.32 - 6.87
Price to Tangible Book Value (P/TBV)		 6.54 7.18 8.27 8.60 9.15 9.94 9.25 10.25 10.67 - 9.74
Price to Revenue (P/Rev)		 4.58 5.10 5.77 6.03 6.47 6.99 6.12 6.63 6.96 - 6.33
Price to Earnings (P/E)		 39.68 45.72 51.76 52.77 50.21 50.03 53.11 59.33 59.30 - 43.07
Dividend Yield		 2.29% 2.12% 1.93% 1.85% 1.73% 1.58% 1.82% 1.70% 1.59% - 1.70%
Earnings Yield		 2.52% 2.19% 1.93% 1.90% 1.99% 2.00% 1.88% 1.69% 1.69% - 2.32%
Enterprise Value to Invested Capital (EV/IC)		 2.77 2.97 3.40 3.74 4.37 4.78 4.21 4.65 4.79 - 4.44
Enterprise Value to Revenue (EV/Rev)		 4.51 4.87 5.59 6.03 6.53 6.88 6.06 6.75 6.83 - 6.32
Enterprise Value to EBITDA (EV/EBITDA)		 20.35 22.44 25.72 27.27 27.64 29.06 30.08 34.65 34.16 - 26.13
Enterprise Value to EBIT (EV/EBIT)		 26.55 29.96 34.40 36.20 35.75 36.84 39.66 45.55 43.94 - 32.06
Enterprise Value to NOPAT (EV/NOPAT)		 36.33 40.52 46.56 49.24 47.76 46.77 49.39 56.70 54.94 - 41.20
Enterprise Value to Operating Cash Flow (EV/OCF)		 18.03 42.40 89.60 267.07 437.00 69.75 34.49 33.95 31.46 - 36.88
Enterprise Value to Free Cash Flow (EV/FCFF)		 45.07 99.35 70.66 123.68 52.35 49.43 52.04 65.13 232.35 - 0.00
Leverage & Solvency		 - - - - - - - - - - -
Debt to Equity		 0.34 0.34 0.37 0.36 0.28 0.26 0.31 0.33 0.32 - 0.37
Long-Term Debt to Equity		 0.22 0.22 0.22 0.22 0.12 0.12 0.12 0.12 0.12 - 0.11
Financial Leverage		 0.34 0.31 0.35 0.34 0.31 0.30 0.34 0.35 0.30 - 0.34
Leverage Ratio		 7.21 7.05 7.25 6.99 7.11 7.07 7.27 7.06 7.13 - 7.23
Compound Leverage Factor		 7.21 7.05 7.25 6.99 7.11 7.07 7.27 7.06 7.13 - 7.23
Debt to Total Capital		 25.58% 25.63% 27.19% 26.68% 21.75% 20.56% 23.87% 24.78% 24.34% - 26.88%
Short-Term Debt to Total Capital		 8.90% 9.12% 10.96% 10.70% 12.23% 11.11% 14.57% 15.68% 15.51% - 18.66%
Long-Term Debt to Total Capital		 16.68% 16.51% 16.23% 15.98% 9.52% 9.45% 9.30% 9.10% 8.84% - 8.22%
Preferred Equity to Total Capital		 9.72% 9.62% 9.46% 9.30% 9.65% 9.57% 9.42% 9.21% 9.00% - 8.37%
Noncontrolling Interests to Total Capital		 0.00% 0.00% 0.00% 0.00% 0.00% 0.00% 0.00% 0.00% 0.00% - 0.00%
Common Equity to Total Capital		 64.69% 64.74% 63.35% 64.02% 68.60% 69.87% 66.71% 66.01% 66.65% - 64.75%
Debt to EBITDA		 1.88 1.93 2.06 1.94 1.38 1.25 1.70 1.85 1.74 - 1.58
Net Debt to EBITDA		 -1.04 -1.80 -1.57 -0.69 -0.36 -1.02 -1.00 -0.08 -1.28 - -0.52
Long-Term Debt to EBITDA		 1.23 1.25 1.23 1.16 0.60 0.57 0.66 0.68 0.63 - 0.48
Debt to NOPAT		 3.36 3.49 3.73 3.51 2.38 2.01 2.80 3.02 2.79 - 2.49
Net Debt to NOPAT		 -1.86 -3.25 -2.85 -1.24 -0.62 -1.65 -1.64 -0.13 -2.06 - -0.83
Long-Term Debt to NOPAT		 2.19 2.25 2.22 2.10 1.04 0.93 1.09 1.11 1.01 - 0.76
Noncontrolling Interest Sharing Ratio		 13.09% 12.90% 12.92% 12.75% 12.69% 12.48% 12.67% 12.46% 12.11% - 11.89%
Liquidity Ratios		 - - - - - - - - - - -
Cash Flow Metrics		 - - - - - - - - - - -
Free Cash Flow to Firm (FCFF)		 -36 -147 -17 -171 102 205 21 76 -295 - -658
Operating Cash Flow to CapEx		 0.00% 0.00% 0.00% 0.00% 0.00% 0.00% 0.00% 0.00% 0.00% - 0.00%
Free Cash Flow to Firm to Interest Expense		 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 - 0.00
Operating Cash Flow to Interest Expense		 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 - 0.00
Operating Cash Flow Less CapEx to Interest Expense		 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 - 0.00
Efficiency Ratios		 - - - - - - - - - - -
Asset Turnover		 0.11 0.12 0.11 0.12 0.12 0.13 0.13 0.13 0.13 - 0.14
Fixed Asset Turnover		 23.22 22.21 17.57 17.46 24.58 25.84 20.43 19.62 27.44 - 27.10
Capital & Investment Metrics		 - - - - - - - - - - -
Invested Capital		 7,045 7,119 7,243 7,362 7,102 7,159 7,275 7,441 7,608 - 8,185
Invested Capital Turnover		 0.62 0.62 0.62 0.64 0.67 0.70 0.70 0.69 0.73 - 0.74
Increase / (Decrease) in Invested Capital		 104 309 180 337 57 39 32 79 507 - 910
Enterprise Value (EV)		 19,499 21,171 24,611 27,550 31,040 34,207 30,659 34,617 36,448 - 36,350
Market Capitalization		 19,814 22,185 25,431 27,558 30,756 34,728 30,991 34,014 37,127 - 36,393
Book Value per Share		 $13.83 $14.10 $44.01 $14.39 $14.87 $15.28 $14.76 $14.99 $15.50 - $16.15
Tangible Book Value per Share		 $9.20 $9.44 $29.47 $9.78 $10.26 $10.67 $10.19 $10.12 $10.63 - $11.39
Total Capital		 7,045 7,119 7,243 7,362 7,102 7,159 7,275 7,441 7,608 - 8,185
Total Debt		 1,802 1,825 1,969 1,964 1,545 1,472 1,737 1,844 1,852 - 2,200
Total Long-Term Debt		 1,175 1,176 1,176 1,176 676 677 677 677 672 - 673
Net Debt		 -1,000 -1,699 -1,505 -693 -401 -1,206 -1,017 -82 -1,365 - -728
Capital Expenditures (CapEx)		 0.00 0.00 0.00 0.00 0.00 0.00 -15 -63 0.00 - 0.00
Net Nonoperating Expense (NNE)		 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 - 0.00
Net Nonoperating Obligations (NNO)		 1,802 1,825 1,969 1,964 1,545 1,472 1,737 1,844 1,852 - 2,200
Total Depreciation and Amortization (D&A)		 56 67 61 65 62 61 58 58 60 - 65
Earnings Adjustments		 - - - - - - - - - - -
Adjusted Basic Earnings per Share		 $0.55 $1.48 $1.48 $1.50 $1.43 $2.26 $0.42 $1.41 $1.96 $2.46 $1.56
Adjusted Weighted Average Basic Shares Outstanding		 106.07M 106.66M 104.28M 104.15M 103.97M 104.07M 104.76M 103.35M 103.12M 103.50M 155.51M
Adjusted Diluted Earnings per Share		 $0.52 $1.38 $1.40 $1.41 $1.34 $2.10 $0.39 $1.34 $1.84 $2.30 $1.48
Adjusted Weighted Average Diluted Shares Outstanding		 113.20M 113.45M 109.99M 110.29M 110.99M 110.98M 110.64M 108.85M 110.06M 110.05M 163.44M
Adjusted Basic & Diluted Earnings per Share		 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00
Adjusted Weighted Average Basic & Diluted Shares Outstanding		 327.02M 327.82M 327.48M 327.54M 225.03M 328.78M 327.75M 327.20M 326.86M 328.22M 378.43M
Normalized Net Operating Profit after Tax (NOPAT)		 68 162 164 165 159 244 53 155 211 - 251
Normalized NOPAT Margin		 6.52% 14.17% 14.06% 13.57% 12.94% 17.88% 4.22% 12.07% 14.79% - 17.01%
Pre Tax Income Margin		 10.47% 17.97% 18.80% 18.63% 17.69% 19.51% 5.05% 16.65% 20.01% - 22.06%
Debt Service Ratios		 - - - - - - - - - - -
EBIT to Interest Expense		 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 - 0.00
NOPAT to Interest Expense		 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 - 0.00
EBIT Less CapEx to Interest Expense		 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 - 0.00
NOPAT Less CapEx to Interest Expense		 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 - 0.00
Payout Ratios		 - - - - - - - - - - -
Dividend Payout Ratio		 36.16% 38.33% 40.93% 38.55% 34.06% 31.08% 36.58% 39.56% 36.44% - 28.44%
Augmented Payout Ratio		 106.10% 123.27% 118.51% 99.47% 71.33% 50.78% 65.02% 79.20% 74.57% - 56.57%

Financials Breakdown Chart

Key Financial Trends

Here are the notable trends for Stifel Financial (NYSE: SF) based on the latest four years of quarterly results. The bullets highlight key changes in the income statement, cash flow, and balance sheet that may impact investors.

  • Total revenue for Q4 2025 rose to $1.5606 billion, up about 14% year over year from Q4 2024, reflecting strength across non-interest income and advisory activity.
  • Net income attributable to common shareholders rose to $255.041 million in Q4 2025, with basic earnings per share of $2.46 and diluted earnings per share of $2.30, up from the prior-year quarter.
  • Fee-based revenue remains a key driver: Investment Banking Income was $455.856 million and Other Non-Interest Income was $886.095 million in Q4 2025, supporting a diversified revenue mix.
  • Operating cash flow strength: Net cash from continuing operating activities was $382.449 million in Q4 2025, contributing to liquidity despite other cash outflows.
  • Shareholder returns: The company paid a quarterly cash dividend of $0.46 per common share in Q4 2025, maintaining the payout level.
  • Balance sheet growth: Total assets rose to about $41.68 billion by Q3 2025, with total equity around $5.07 billion, indicating a stronger capital base to support growth.
  • Cash flow from investing activities was negative (-$672.97 million) in Q4 2025, driven by net purchases of investments, a common pattern during asset-growth periods.
  • Expenses: Salaries and employee benefits were $925.15 million in Q4 2025 and Total Non-Interest Expense was $1.253 billion, signaling ongoing wage and cost pressures typical for a large advisory/IB franchise.
  • Liquidity pressure in Q4 2025: Net change in cash and equivalents was negative by about $933.95 million, and net financing activities were also negative (-$645.69 million), indicating heavy quarter-end cash outflows.
  • High non-interest expense relative to revenue in Q4 2025: Total Non-Interest Expense of $1.253 billion versus Total Revenue of $1.561 billion suggests margins compression, though the revenue mix remains diversified.
05/12/26 05:59 AM ETAI Generated. May Contain Errors.

Stifel Financial Financials - Frequently Asked Questions

According to the most recent income statement we have on file, Stifel Financial's financial year ends in December. Their financial year 2025 ended on December 31, 2025.

Stifel Financial's net income appears to be on an upward trend, with a most recent value of $683.78 million in 2025, rising from $92.34 million in 2015. The previous period was $731.38 million in 2024. View Stifel Financial's forecast to see where analysts expect Stifel Financial to go next.

Over the last 10 years, Stifel Financial's total revenue changed from $2.33 billion in 2015 to $5.53 billion in 2025, a change of 137.2%.

Stifel Financial's total liabilities were at $35.29 billion at the end of 2025, a 3.2% increase from 2024, and a 225.8% increase since 2015.

In the past 10 years, Stifel Financial's cash and equivalents has ranged from $696.28 million in 2017 to $3.36 billion in 2023, and is currently $2.25 billion as of their latest financial filing in 2025.


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Financial statements for NYSE:SF last updated on 5/7/2026 by MarketBeat.com Staff. New filings and market data are monitored continuously.
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