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Stifel Financial SF Loans held for sale

Loans held for sale at other companies

Commerce Bancshares logo
Commerce BancsharesCBSH
$3.8M+5.8%
Morgan Stanley logo
Morgan StanleyMS
$17.23B+7.0%
Enterprise Financial Services logo
Enterprise Financial ServicesEFSC
$1.15M+95.4%
Midland States Bancorp logo
Midland States BancorpMSBI
$6.71M-97.7%
Regions Financial logo
Regions FinancialRF
$591M-0.5%
Wells Fargo & Company logo
Wells Fargo & CompanyWFC
$2.8B-67.9%

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$12.78B+11.8%
Enterprise value$12.04B+8.9%
P/E13.4×-5.3×
P/S2.2×-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:LoansReceivableHeldForSaleNetNotPartOfDisposalGroup.

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, 2026December 31, 2025
Held-to-maturity securities, at amortized cost6,881,3536,549,054
Loans:
Held for investment, net24,431,51321,925,257
Held for sale, at lower of cost or fair value373,591502,199
Investments, at fair value85,27481,825
Fixed assets, net228,745197,119
Operating lease right-of-use assets, net769,245788,477
Goodwill1,463,8581,463,858

ITEM 1. FINANCIAL STATEMENTS

FAQ

What is Stifel Financial's loans held for sale?
Stifel Financial (SF) reported loans held for sale of $373.59M in Q2 2026.
How has Stifel Financial's loans held for sale changed year-over-year?
Stifel Financial's loans held for sale decreased by 53.3% year-over-year, from $800.77M to $373.59M.
What is the long-term trend for Stifel Financial's loans held for sale?
Over 5 years (2020 to 2025), Stifel Financial's loans held for sale has grown at a -1.8% compound annual growth rate (CAGR), from $551.25M to $502.2M.
What does loans held for sale mean?
Originated mortgage loans intended for sale into the secondary market, carried at fair value or lower of cost/market.

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