STIFEL FINANCIAL CORP

STIFEL FINANCIAL CORPSFEarnings & Financial Report

NYSE · Financials · Security Brokers, Dealers & Flotation Companies

Stifel Financial Corp. is an American multinational independent investment bank and financial services company created under the Stifel name in July 1983 and listed on the New York Stock Exchange on November 24, 1986. Its predecessor company was founded in 1890 as the Altheimer and Rawlings Investment Company and is headquartered in downtown St. Louis, Missouri.

SF Q1 FY2026 Key Financial Metrics

Revenue

$1.7B

Gross Profit

N/A

Operating Profit

$513.6M

Net Profit

$251.4M

Gross Margin

N/A

Operating Margin

30.8%

Net Margin

15.1%

YoY Growth

17.7%

EPS

$1.48

STIFEL FINANCIAL CORP Q1 FY2026 Financial Summary

STIFEL FINANCIAL CORP reported revenue of $1.7B (up 17.7% YoY) for Q1 FY2026, with a net profit of $251.4M (up 374.4% YoY) (15.1% margin).

Key Financial Metrics

Total Revenue$1.7B
Net Profit$251.4M
Gross MarginN/A
Operating Margin30.8%
Report PeriodQ1 FY2026

Revenue Breakdown

STIFEL FINANCIAL CORP Q1 FY2026 revenue of $1.7B breaks down across 5 segments, led by Other at $506.7M (30.4% of total).

SegmentRevenue% of Total
Other$506.7M30.4%
Asset management$459.5M27.6%
Investment banking$341.4M20.5%
Commissions$207.8M12.5%
Principal transactions$150.2M9.0%

STIFEL FINANCIAL CORP Revenue by Segment — Quarterly Trend

STIFEL FINANCIAL CORP revenue by segment across the last 4 reported quarters, showing how each business line (such as Other and Asset management) has evolved quarter over quarter.

SegmentQ1 FY2026Q4 FY2025Q3 FY2025Q2 FY2025
Other$506.7M$70.2M$58.7M
Asset management$459.5M
Investment banking$341.4M
Commissions$207.8M
Principal transactions$150.2M

STIFEL FINANCIAL CORP Annual Revenue by Year

STIFEL FINANCIAL CORP annual revenue history includes year-by-year totals (for example, 2025 revenue was $3.8B).

YearAnnual Revenue
2025$3.8Bvs 2024
2024$3.3Bvs 2023
2023$2.7Bvs 2022
2022$3.0B

STIFEL FINANCIAL CORP Quarterly Revenue & Net Profit History

STIFEL FINANCIAL CORP results over the last 8 reported quarters, including revenue, net profit and year-over-year growth.

QuarterRevenueRevenue YoYNet ProfitNet Margin
Q1 FY2026$1.7B+17.7%$251.4M15.1%
Q4 FY2025$1.1B+23.0%$264.4M23.5%
Q3 FY2025$962.6M+18.7%$211.4M22.0%
Q2 FY2025$838.9M+5.0%$155.1M18.5%
Q1 FY2025$842.5M+9.7%$53.0M6.3%
Q4 FY2024$916.0M+28.8%$244.0M26.6%
Q3 FY2024$810.9M+25.4%$158.5M19.5%
Q2 FY2024$798.9M+22.2%$165.3M20.7%

Income Statement

Q2 2024Q3 2024Q4 2024Q1 2025Q2 2025Q3 2025Q4 2025Q1 2026
Revenue$798.9M$810.9M$916.0M$842.5M$838.9M$962.6M$1.13B$1.67B
YoY Growth22.2%25.4%28.8%9.7%5.0%18.7%23.0%17.7%

Balance Sheet

Q2 2024Q3 2024Q4 2024Q1 2025Q2 2025Q3 2025Q4 2025Q1 2026
Assets$37.81B$38.93B$39.90B$40.38B$39.86B$41.69B$41.27B$42.89B
Liabilities$32.41B$33.38B$34.21B$34.85B$34.26B$35.93B$35.29BN/A
Equity$5.40B$5.56B$5.69B$5.54B$5.60B$5.76B$5.98B$332.3M

Cash Flow

Q2 2024Q3 2024Q4 2024Q1 2025Q2 2025Q3 2025Q4 2025
Operating CF$207.2M$198.3M$694.6M$-211.2M$607.5M$338.3M$382.4M