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Stifel Financial SF Q4 2025 Annual earnings

Reported January 28, 2026 · Before market open

Revenue$1.6BBeat by $50.0MDiluted EPS$1.75Beat by $0.10
Revenue estimate$1.5B
EPS estimate$1.65

Next report

Jul 29, 2026 (In 2 weeks)
Revenue estimate$1.4B
EPS estimate$1.33

Financials

Q4 2025

Income statement

See full
Revenue$1.6B+14.4%
Net income$264.4M+8.3%
EPS (diluted)$2.31+10.5%

Balance sheet

See full
Cash & equivalents$2.3B-14.9%
Total debt$1.5B-0.7%
Total equity$6.0B+5.1%
Total assets$41.3B+3.4%

Cash flow

See full
Operating cash flow$382.4M-9.8%
CapEx$13.5M-22.6%
Free cash flow$369.0M-9.2%

Valuation & ratios

Valuation

as of 12/31/25
See full
Market cap$12.75B+17.4%
Enterprise value$11.97B+23.5%
P/E18.6×+3.8×
P/S2.3×+0.1×

Profitability

See full
Net margin12.4%-2.3pp
FCF margin19.1%+10.7pp

Returns & leverage

See full
Return on equity11.7%-1.6pp
Debt / equity0.2×0.0×

Segments

By segment

See full
Global Wealth Management$608.9M+10.8%
Institutional Group$518.0M+41.4%

By product

See full
Investment Advisory Management And Administrative Service$455.8M+12.3%

Versus estimates

Revenue

Q1 2026$1.4BMiss by $1.3M
Q4 2025$1.6BBeat by $50.0M
Q3 2025$1.6BBeat by $284.8MQ2 2025$1.5BBeat by $244.3MQ1 2025$1.5BBeat by $179.7MQ4 2024$1.6BBeat by $281.3M

Diluted EPS

Q1 2026$1.45Beat by $0.06
Q4 2025$1.75Beat by $0.10
Q3 2025$1.95Beat by $0.10Q2 2025$1.71Beat by $0.10Q1 2025$0.49Miss by $1.15Q4 2024$2.23Beat by $0.26

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Questions, answered.

When did Stifel Financial report Q4 2025 earnings?
Stifel Financial (SF) reported Q4 2025 earnings on January 28, 2026 before market open.
What were Stifel Financial's Q4 2025 revenue and EPS?
Stifel Financial reported revenue of $1.6B and diluted EPS of $1.75 for Q4 2025.
Did Stifel Financial beat estimates in Q4 2025?
Revenue beat the consensus estimate of $1.5B by $50.0M. EPS beat the consensus estimate of $1.65 by $0.10.
How did Stifel Financial's Q4 2025 results compare year-over-year?
Compared to the same quarter a year prior, revenue declined 1.0% from $1.6B a year earlier and diluted EPS declined 21.5% from $2.23.
Where can I find Stifel Financial's Q4 2025 SEC filings?
You can read the 8-K earnings release (0001193125-26-025634) and the 10-K periodic report (0001193125-26-067130) directly on SEC EDGAR. The filing index links above go to sec.gov.