Skip to content

Stifel Financial SF Cumulative Gross Unrealized Gains

Cumulative Gross Unrealized Gains at other companies

Wells Fargo & Company logo
Wells Fargo & CompanyWFC
$145M+48.0%
M&T Bank logo
M&T BankMTB
$15M+87.5%
JPMorgan Chase logo
JPMorgan ChaseJPM
BOK Financial logo
BOK FinancialBOKF

Other financials

Income statement

See full
Revenue$1.5B+17.7%
Net income$251.4M+374%
EPS (diluted)$1.48+469%

Balance sheet

See full
Cash & equivalents$2.9B+6.4%
Total debt$1.5B+0.4%
Total equity$6.0B+8.1%
Total assets$42.9B+6.2%

Cash flow

See full
Operating cash flow-$342.6M-62.2%
CapEx$47.8M+189%
Free cash flow-$390.4M-71.4%

Valuation

See full
Market cap$11.28B+17.0%
Enterprise value$9.85B+17.5%
P/E12.8×-2.7×
P/S+0.1×

Profitability

See full
Net margin15.3%+3.1pp
FCF margin15.5%-0.5pp

Returns & leverage

See full
Return on equity15.3%+3.8pp
Debt / equity0.2×0.0×

Where this comes from

Reported directly by Stifel Financial in its filing.

Tagged under the XBRL concept us-gaap:HeldToMaturitySecuritiesAccumulatedUnrecognizedHoldingGain.

The official record: Stifel Financial’s 10-Q, filed May 4, 2026, on SEC EDGAR. View the filing →

Ask your AI about Stifel Financial's cumulative gross unrealized gains.

Connect your AI assistant and compare it to peers, right in your chat.

Connect your AI
Harbor at dusk
Claude

Questions, answered.

What is Stifel Financial's cumulative gross unrealized gains?
Stifel Financial (SF) reported cumulative gross unrealized gains of $2.23M in Q1 2026.
How has Stifel Financial's cumulative gross unrealized gains changed year-over-year?
Stifel Financial's cumulative gross unrealized gains decreased by 74.4% year-over-year, from $8.7M to $2.23M.
What is the long-term trend for Stifel Financial's cumulative gross unrealized gains?
Over 4 years (2021 to 2025), Stifel Financial's cumulative gross unrealized gains has grown at a 25.4% compound annual growth rate (CAGR), from $7.66M to $18.94M.
What does cumulative gross unrealized gains mean?
This is the aggregate sum of all unrealized gains across the firm's investment portfolio that have not been recognized in the income statement. It serves as a measure of the total positive market appreciation of held assets. This metric is useful for evaluating the long-term performance of the firm's investment strategy.