SF
Stifel Financial CorpPrice & Indicators
Blended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
TL;DR.
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Technicals
trend & momentum for long-term holders BuyIllustrative technical + ownership context — a signal mix, not investment advice.
Key metrics
the company's own KPIs, from its earnings releases, calls, and filings| Metric | Latest | Period | YoY |
|---|---|---|---|
| Client assets | 538.7B | 1Q 2026 | — |
| Non-GAAP pre-tax margin non-GAAP | 22.2% | 1Q 2026 | — |
| Recruited trailing twelve-month production | 80M | 1Q 2026 | — |
| advisory revenues | $218M | Q1 2026 call | — |
| equity capital raising | $67M | Q1 2026 call | — |
| fee-based assets | $220B | Q1 2026 call | — |
| fixed income underwriting | $50M | Q1 2026 call | — |
| Global Wealth Management net revenue | $932M | Q1 2026 call | — |
| Institutional Group revenue | $495M | Q1 2026 call | — |
| investment banking revenue | $341M | Q1 2026 call | — |
| non-GAAP revenues non-GAAP | $1.44B | Q1 2026 call | — |
| recruited trailing 12-month production | $80M | trailing 12 months call | — |
| software loan exposure | $500M | Q1 2026 call | — |
| total client assets | $539B | Q1 2026 call | — |
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| Fee-based client assets | 224.5B | the fourth quarter of 2025 | — |
| Recruited financial advisors | 14 | the fourth quarter of 2025 | — |
Figures exactly as the company stated them · click a metric with a to chart its history · period links open the stating document · "call" marks figures stated on the earnings call, "filing" figures stated in the 10-K/10-Q · YoY needs the prior-year figure on file
Versus peers
Capital Markets — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
SF
this stock
Stifel Financial Corp
|
$27.69B | -9.8% | +6.7% | 14.3 | 1.1% |
|
MS
Morgan Stanley
|
$343.96B | +23.5% | +5.5% | 19.8 | 1.1% |
|
GS
Goldman Sachs Group Inc
|
$303.75B | +17.8% | — | 18.8 | 2.3% |
|
SCHW
Schwab Charles Corp
|
$177.27B | +2.4% | -9.3% | 20.3 | 1.3% |
|
HOOD
Robinhood Markets, Inc.
|
$101.67B | -0.2% | +51.6% | 54.8 | 4.1% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
At a glance
key data from every sectionPerformance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| SF | +10.3% | +6.0% | -14.1% | +7.5% | -9.8% |
| SPY | +0.9% | +1.4% | +7.6% | +0.1% | +9.7% |
| vs SPY | +9.4% | +4.6% | -21.7% | +7.3% | -19.4% |
Capital returns
Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.