SF
Stifel Financial Corp.127.58
-0.66-0.52%
Dec 16, 4:00:02 PM EST
Earnings Call Transcripts
This Quarter (Q1 '26)
No earnings call transcript available yet
Last Quarter (Q4 '25)
FY Q4 '25
Key Stats
Market Cap
13.04BP/E (TTM)
22.58Basic EPS (TTM)
5.65Dividend Yield
0.01%Recent Filings
8-K
Record client assets hit
Stifel Financial hit record client assets of $549,984M and fee-based assets of $222,818M as of October 31, 2025, up 12% and 18% year-over-year from market gains and net inflows. Treasury deposits surged 35% to $8,006M via venture and fund banking, offsetting client money market drops; bank loans edged 1% higher since September. Records keep piling up.
10-Q
Q3 FY2025 results
Stifel Financial's Q3 revenues hit $1.6B, up 10.8% y/y, with net revenues climbing 16.7% y/y to $1.4B on surging investment banking (up 33.0% y/y to $323M) and transactional gains, while net interest edged 6.4% y/y higher despite rate cuts. Operating income jumped 32.0% y/y to $286M, diluted EPS rose 37.3% y/y to $1.84 (reconciles to 110M shares), but comp expenses tracked 17.0% y/y higher. Cash swelled to $3.2B, deposits grew to $30.1B, senior notes steady at $617M; Q2-Q3 net revenues up (derived). Acquisitions closed Apr (B. Riley wealth, $87M goodwill) and Jun (Bryan Garnier, $70M goodwill, $25M earnout). Ongoing FINRA arbitrations pose arbitration risk.
8-K
Record revenues, EPS soar
8-K
Record client assets soar
Stifel Financial reported July 2025 operating data, with total client assets hitting a record $522B, up 9% year-over-year, and fee-based assets surging 14% to $209B. Treasury deposits exploded 87% to $7.2B, offsetting slight drops in client money market balances, while bank loans grew 1% monthly. Assets keep climbing.
10-Q
Q2 FY2025 results
Stifel posted Q2 net revenues up 5.4% y/y to $1.3B, with transactional revenues climbing 10.8% y/y on stronger client activity, while asset management grew 6.0% y/y and net interest income rose 7.7% y/y despite lower rates. Diluted EPS fell to $1.34 from $1.41 y/y, reflecting 7.2% higher comp expenses; YTD EPS of $1.73 trails $2.82 amid Q1 legal provisions. Closed Bryan Garnier in June 2025 (Institutional Group) recognizing $66.3M goodwill and customer intangibles, plus B. Riley wealth unit in April ($17.4M goodwill); $617M senior notes due 2030/2047, $1.9B cash. Operating cash flow turned positive at $396M YTD. Yet arbitration awards expose sales practice risks.
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