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Stifel Financial SF Investments At Fair Value

Investments At Fair Value at other companies

Piper Sandler logo
Piper SandlerPIPR
$285.89M+14.6%
Lazard logo
LazardLAZ
$534.33M-13.7%
Golub Capital logo
Golub CapitalGBDC
$55.76M+221%
Golub Capital logo
Golub CapitalGBDC
$333.63M-6.3%
Golub Capital logo
Golub CapitalGBDC
$4.77M-2.3%
Golub Capital logo
Golub CapitalGBDC
$86.66M+5.6%

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$12.64B+10.6%
Enterprise value$11.91B+7.6%
P/E13.3×-5.5×
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 sf:InvestmentsAtFairValue.

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
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
Intangible assets, net88,799108,045

ITEM 1. FINANCIAL STATEMENTS

FAQ

What is Stifel Financial's investments at fair value?
Stifel Financial (SF) reported investments at fair value of $85.27M in Q2 2026.
How has Stifel Financial's investments at fair value changed year-over-year?
Stifel Financial's investments at fair value increased by 8.5% year-over-year, from $78.57M to $85.27M.
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?
A catch-all category for various financial investments that are measured at fair value, excluding standard trading assets. This may include private equity, venture capital, or other strategic investments that do not fit into traditional trading or held-to-maturity buckets. These investments are often held for long-term capital appreciation or strategic alignment.

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