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Stifel Financial SF Financing Receivables

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Other financials

Income statement

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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

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Operating cash flow-$342.6M-62.2%
CapEx$14.8M-0.3%
Free cash flow-$390.4M-71.4%

Valuation

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Market cap$12.6B+10.9%
Enterprise value$11.86B+7.9%
P/E13.2×-5.4×
P/S2.1×-0.1×

Profitability

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Net margin16.1%+4.2pp
FCF margin15.5%-0.5pp

Returns & leverage

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

Where this comes from

Reported directly by Stifel Financial in its filing.

Tagged under the XBRL concept us-gaap:NotesReceivableGross.

The source filing: Stifel Financial’s 10-Q, filed August 5, 2026.

Filed
Aug 5, 2026, 8:27 AM EDT
Fiscal quarter
Q2 FY2026
Calendar quarter
Q2 2026
Accession
0001193125-26-333953
Line itemJune 30, 2026 / BalanceJune 30, 2026 / PercentDecember 31, 2025 / BalanceDecember 31, 2025 / Percent
Commercial real estate412,8091.7423,4741.9
Home equity lines of credit247,0161.0225,1961.0
Other42,7960.244,5330.3
Gross bank loans24,574,685100.0%22,066,763100.0%
Loans in process/(unapplied loan payments), net(19,831)(10,779)
Unamortized loan fees, net(2,656)1,518
Allowance for credit losses on loans(120,685)(132,245)
Loans held for investment, net$24,431,513$21,925,257

ITEM 1. FINANCIAL STATEMENTS

FAQ

What is Stifel Financial's financing receivables?
Stifel Financial (SF) reported financing receivables of $24.57B in Q2 2026.
How has Stifel Financial's financing receivables changed year-over-year?
Stifel Financial's financing receivables increased by 18.0% year-over-year, from $20.82B to $24.57B.
What is the long-term trend for Stifel Financial's financing receivables?
Over 5 years (2020 to 2025), Stifel Financial's financing receivables has grown at a 313.6% compound annual growth rate (CAGR), from $18.24M to $22.07B.
What does financing receivables mean?
Receivables arising from financing activities, such as loans or lease receivables.

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