How has Stifel Financial's investments - gross unrealized losses changed year-over-year?

Stifel Financial's investments - gross unrealized losses increased by 2.4% year-over-year, from $1.28B to $1.31B.

What is the long-term trend for Stifel Financial's investments - gross unrealized losses?

Over 4 years (2021 to 2025), Stifel Financial's investments - gross unrealized losses has grown at a 2.1% compound annual growth rate (CAGR), from $1.06B to $1.16B.

Stifel Financial SF Investments - Gross Unrealized Losses

Investments - Gross Unrealized Losses at other companies

Raymond James FinancialRJF

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Enterprise Financial ServicesEFSC

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WSFS FinancialWSFS

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Fifth Third BankFITB

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State StreetSTT

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Other financials

Income statement

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Revenue$1.5B+17.7%

Net income$251.4M+374%

EPS (diluted)$1.48+469%

Balance sheet

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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

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Operating cash flow-$342.6M-62.2%

CapEx$47.8M+189%

Free cash flow-$390.4M-71.4%

Valuation

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Market cap$11.28B+17.0%

Profitability

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Net margin15.3%+3.1pp

FCF margin15.5%-0.5pp

Returns & leverage

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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:DebtSecuritiesAvailableForSaleUnrealizedLossPosition.

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

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Questions, answered.

What is Stifel Financial's investments - gross unrealized losses?: Stifel Financial (SF) reported investments - gross unrealized losses of $1.31B in Q1 2026.
How has Stifel Financial's investments - gross unrealized losses changed year-over-year?: Stifel Financial's investments - gross unrealized losses increased by 2.4% year-over-year, from $1.28B to $1.31B.
What is the long-term trend for Stifel Financial's investments - gross unrealized losses?: Over 4 years (2021 to 2025), Stifel Financial's investments - gross unrealized losses has grown at a 2.1% compound annual growth rate (CAGR), from $1.06B to $1.16B.