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Stifel Financial SF Investments At Fair Value

Investments At Fair Value at other companies

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Jones Lang LaSalleJLL
$40.43M+75.8%
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$4.95B+3.5%
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Service Corporation InternationalSCI
$7.97B+12.4%
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$901M+14.6%
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Popular logo
PopularBPOP

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/S+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:InvestmentsAtFairValue.

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 at fair value?
Stifel Financial (SF) reported investments at fair value of $84.59M in Q1 2026.
How has Stifel Financial's investments at fair value changed year-over-year?
Stifel Financial's investments at fair value increased by 12.1% year-over-year, from $75.46M to $84.59M.
What is the long-term trend for Stifel Financial's investments at fair value?
Over 5 years (2020 to 2025), Stifel Financial's investments at fair value has grown at a -6.4% compound annual growth rate (CAGR), from $113.86M to $81.83M.
What does investments at fair value mean?
Miscellaneous investments held by the company that are valued at current market prices.
How do you interpret investments at fair value?
Fluctuations reflect the performance and valuation changes of the firm's strategic investment portfolio.
How does investments at fair value compare across companies?
Varies widely by firm; peers with active principal investment arms will show higher balances here.