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 2021)
ETFs Holding This Stock
Summary
Showing Top 1 of 6
Ratings Snapshot
Rating : A
Price Target
Institutional Ownership
THOMPSON INVESTMENT MANAGEMENT, INC.
Shares:1K
Value:$23.62K
PNC FINANCIAL SERVICES GROUP, INC.
Shares:196
Value:$4.63K
NBC SECURITIES, INC.
Shares:15
Value:$354.3
Summary
Showing Top 3 of 3
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 quickly, and the company is keeping more of each sale as profit. Margins are expanding, and net income saw a big boost compared to last quarter.
What's concerning?
General and administrative costs are rising, and there’s no clear breakdown of spending on R&D or sales and marketing. Slight share dilution could also be a concern if it continues.
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 | Q4-2024 | Q1-2025 | Q2-2025 | Q3-2025 |
|---|---|---|---|---|
 Asset Management | $410.00M ▲ | $410.00M ▲ | $400.00M ▼ | $430.00M ▲ |
 Commissions | $200.00M ▲ | $190.00M ▼ | $200.00M ▲ | $210.00M ▲ |
 Investment Banking | $300.00M ▲ | $240.00M ▼ | $230.00M ▼ | $320.00M ▲ |
 Product and Service Other | $0 ▲ | $0 ▲ | $0 ▲ | $0 ▲ |
Revenue by Geography
| Region | Q4-2024 | Q3-2025 | Q2-2025 | Q1-2025 |
|---|---|---|---|---|
 Americas | $850.00M ▲ | $900.00M ▲ | $790.00M ▼ | $780.00M ▼ |
 CANADA | $10.00M ▲ | $20.00M ▲ | $10.00M ▼ | $20.00M ▲ |
 Other States | $20.00M ▲ | $10.00M ▼ | $10.00M ▲ | $10.00M ▲ |
 UNITED KINGDOM | $50.00M ▲ | $50.00M ▲ | $40.00M ▼ | $50.00M ▲ |
CEO
Ronald James Kruszewski
Compensation Summary
(Year 2021)
ETFs Holding This Stock
Summary
Showing Top 1 of 6
Ratings Snapshot
Rating : A
Price Target
Institutional Ownership
THOMPSON INVESTMENT MANAGEMENT, INC.
Shares:1K
Value:$23.62K
PNC FINANCIAL SERVICES GROUP, INC.
Shares:196
Value:$4.63K
NBC SECURITIES, INC.
Shares:15
Value:$354.3
Summary
Showing Top 3 of 3