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Stifel Financial SF Q2 2026 earnings

Reported July 22, 2026 · Before market open

Revenue$1.5BBeat by $32.1M
EPS$1.42Beat by $0.09
Revenue estimate$1.4B
EPS estimate$1.33
Stifel delivered an outstanding second quarter and a record first half, reflecting the strength, balance, and momentum of our franchise. In the first half of 2026, we executed on our strategy by: growing revenue, improving operating leverage, expanding our balance sheet, and deploying capital where it earns the best risk-adjusted returns. Just as importantly, Stifel was ranked No. 1 in Employee Advisor Satisfaction by J.D. Power for the fourth consecutive year, reinforcing the strength of our advisor-first culture. As we look ahead, Stifel remains well positioned to build on this momentum as our advice-driven business helps clients navigate an increasingly complex world.
Ronald J. Kruszewski

Next report

Oct 28, 2026 (in 2 months)
Revenue estimate$1.5B
EPS estimate$1.55

Financials

Q2 2026

Income statement

See full
Revenue$1.5B+13.0%
Net income$226.5M+46.1%
EPS (diluted)$1.34+50.6%

Balance sheet

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Cash & equivalents$2.2B+18.0%
Total debt$1.5B-2.5%
Total equity$6.0B+7.4%
Total assets$44.9B+12.7%

Cash flow

See full
CapEx$14.8M-0.3%

Valuation & ratios

Valuation

as of 08/27/26
See full
Market cap$12.2B+2.6%
Enterprise value$11.46B-0.6%
P/E12.8×-6.7×
P/S2.1×-0.3×

Profitability

See full
Net margin16.1%+4.2pp

Returns & leverage

See full
Return on equity16.4%+5.3pp
Debt / equity0.2×0.0×

Segments

By segment

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Global Wealth Management$614.3M+13.9%
Institutional Group$397.6M+32.7%

By product

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Investment Banking$332.0M+42.2%
Commissions$221.5M+10.4%

FAQ

When did Stifel Financial report Q2 2026 earnings?
Stifel Financial (SF) reported Q2 2026 earnings on July 22, 2026 before market open.
What were Stifel Financial's Q2 2026 revenue and EPS?
Stifel Financial reported revenue of $1.5B and eps of $1.42 for Q2 2026.
Did Stifel Financial beat estimates in Q2 2026?
Revenue beat the consensus estimate of $1.4B by $32.1M. EPS beat the consensus estimate of $1.33 by $0.09.
How did Stifel Financial's Q2 2026 results compare year-over-year?
Compared to the same quarter a year prior, revenue declined 1.4% from $1.5B a year earlier and eps declined 17.0% from $1.71.
Where can I find Stifel Financial's Q2 2026 SEC filings?
You can read the 8-K earnings release (0001193125-26-311288) and the 10-Q periodic report (0001193125-26-333953) directly on SEC EDGAR. The filing index links above go to sec.gov.