About Stifel Financial Corp.
https://www.stifel.comStifel Financial Corp., a financial services and bank holding company, provides retail and institutional wealth management, and investment banking services to individual investors, corporations, municipalities, and institutions in the United States, the United Kingdom, the rest of Europe, and Canada. It operates in three segments: Global Wealth Management, Institutional Group, and Other.
CEO
Ronald James Kruszewski
Compensation Summary
(Year 2022)
ETFs Holding This Stock
Summary
Showing Top 2 of 7
Ratings Snapshot
Rating : A
Price Target
Institutional Ownership
CONNECTUS WEALTH, LLC
Shares:14.38K
Value:$347.16K
ESTABROOK CAPITAL MANAGEMENT
Shares:6.2K
Value:$149.73K
Summary
Showing Top 2 of 2
About Stifel Financial Corp.
https://www.stifel.comStifel Financial Corp., a financial services and bank holding company, provides retail and institutional wealth management, and investment banking services to individual investors, corporations, municipalities, and institutions in the United States, the United Kingdom, the rest of Europe, and Canada. It operates in three segments: Global Wealth Management, Institutional Group, and Other.
Income Statement
| Period | Revenue | Operating Expense | Net Income | Net Profit Margin | Earnings Per Share | EBITDA |
|---|---|---|---|---|---|---|
| Q3-2025 | $1.62B ▲ | $1.12B ▲ | $211.37M ▲ | 13.06% ▲ | $1.96 ▲ | $307.19M ▲ |
| Q2-2025 | $1.47B ▲ | $1.04B ▼ | $155.06M ▲ | 10.52% ▲ | $1.41 ▲ | $234.63M ▲ |
| Q1-2025 | $1.45B ▼ | $1.16B ▲ | $52.99M ▼ | 3.65% ▼ | $0.42 ▼ | $83.77M ▼ |
| Q4-2024 | $1.58B ▲ | $1.07B ▲ | $244M ▲ | 15.48% ▲ | $2.26 ▲ | $286.97M ▲ |
| Q3-2024 | $1.46B | $986.48M | $158.5M | 10.86% | $1.43 | $237.65M |
What's going well?
Revenue is growing at a healthy pace, and profits are rising even faster. Margins improved, showing the company is keeping more from each sale. Bottom-line earnings and earnings per share both jumped significantly.
What's concerning?
Overhead costs are rising, which could become an issue if revenue growth slows. Interest expenses remain high, taking a noticeable bite out of profits. Lack of R&D and marketing data makes it harder to judge long-term growth investments.
Balance Statement
| Period | Cash & Short-term | Total Assets | Total Liabilities | Total Equity |
|---|---|---|---|---|
| Q3-2025 | $3.72B ▲ | $41.69B ▲ | $35.93B ▲ | $5.76B ▲ |
| Q2-2025 | $2.25B ▼ | $39.86B ▼ | $34.26B ▼ | $5.6B ▲ |
| Q1-2025 | $3.03B ▲ | $40.38B ▲ | $34.85B ▲ | $5.54B ▼ |
| Q4-2024 | $3B ▼ | $39.9B ▲ | $34.21B ▲ | $5.69B ▲ |
| Q3-2024 | $3.53B | $38.93B | $33.38B | $5.56B |
Cash Flow Statement
| Period | Net Income | Cash From Operations | Cash From Investing | Cash From Financing | Net Change | Free Cash Flow |
|---|---|---|---|---|---|---|
| Q3-2025 | $211.37M ▲ | $338.3M ▼ | $-354.48M ▲ | $1.31B ▲ | $1.29B ▲ | $321.1M ▼ |
| Q2-2025 | $155.06M ▲ | $607.49M ▲ | $-413.96M ▼ | $-1.03B ▼ | $-827.99M ▼ | $592.66M ▲ |
| Q1-2025 | $52.99M ▼ | $-211.21M ▼ | $-172.52M ▲ | $456.51M ▼ | $75.85M ▼ | $-227.78M ▼ |
| Q4-2024 | $244M ▲ | $694.58M ▲ | $-766.2M ▲ | $813.32M ▲ | $732.92M ▲ | $677.15M ▲ |
| Q3-2024 | $158.5M | $-71.33M | $-1.11B | $464.55M | $-711.67M | $-84.1M |
Revenue by Products
| Product | Q3-2024 | Q4-2024 | Q1-2025 | Q2-2025 |
|---|---|---|---|---|
 Asset Management | $380.00M ▲ | $410.00M ▲ | $410.00M ▲ | $400.00M ▼ |
 Commissions | $180.00M ▲ | $200.00M ▲ | $190.00M ▼ | $200.00M ▲ |
 Investment Banking | $240.00M ▲ | $300.00M ▲ | $240.00M ▼ | $230.00M ▼ |
 Product and Service Other | $0 ▲ | $0 ▲ | $0 ▲ | $0 ▲ |
Revenue by Geography
| Region | Q4-2024 | Q3-2024 | Q1-2025 | Q2-2025 |
|---|---|---|---|---|
 Americas | $850.00M ▲ | $760.00M ▼ | $780.00M ▲ | $790.00M ▲ |
 CANADA | $10.00M ▲ | $10.00M ▲ | $20.00M ▲ | $10.00M ▼ |
 Other States | $20.00M ▲ | $10.00M ▼ | $10.00M ▲ | $10.00M ▲ |
 UNITED KINGDOM | $50.00M ▲ | $30.00M ▼ | $50.00M ▲ | $40.00M ▼ |
CEO
Ronald James Kruszewski
Compensation Summary
(Year 2022)
ETFs Holding This Stock
Summary
Showing Top 2 of 7
Ratings Snapshot
Rating : A
Price Target
Institutional Ownership
CONNECTUS WEALTH, LLC
Shares:14.38K
Value:$347.16K
ESTABROOK CAPITAL MANAGEMENT
Shares:6.2K
Value:$149.73K
Summary
Showing Top 2 of 2