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Stifel Financial SF Collateralized Loan Portfolio

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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%
Enterprise value$9.85B+17.5%
P/E12.8×-2.7×
P/S2×+0.1×

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 sf:CollateralizedLoanPortfolio.

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 collateralized loan portfolio?
Stifel Financial (SF) reported collateralized loan portfolio of 97% in Q1 2026.
How has Stifel Financial's collateralized loan portfolio changed year-over-year?
Stifel Financial's collateralized loan portfolio increased by 0.2% year-over-year, from 96.8% to 97%.
What is the long-term trend for Stifel Financial's collateralized loan portfolio?
Over 5 years (2020 to 2025), Stifel Financial's collateralized loan portfolio has grown at a -0.3% compound annual growth rate (CAGR), from 98.8% to 97.1%.
What does collateralized loan portfolio mean?
This represents the portion of the loan portfolio that is secured by specific assets, such as securities, real estate, or other financial instruments. It provides insight into the firm's risk mitigation strategy through collateralization.