Stifel Financial SF Business Segments
| Q1 '26 | Q4 '25 | Q3 '25 | Q2 '25 | Q1 '25 | ||
|---|---|---|---|---|---|---|
| Revenues Net Of Interest Expense by Business | ||||||
| All Other Segments | $50.78M+186% | $17.73M-17.6% | $21.52M+14.0% | $18.88M-5.5% | $19.98M-5.5% | |
| Global Wealth Management | $932.12M-0.1% | $933.15M+2.8% | $907.44M+7.3% | $845.63M-0.6% | $850.56M-1.7% | |
| Institutional Group | $495.26M-18.8% | $609.7M+21.8% | $500.44M+19.2% | $419.78M+9.1% | $384.93M-19.5% | |
| Revenue by Business | ||||||
| Global Wealth Management | $607.22M-0.3% | $608.93M+4.8% | $581.27M+7.8% | $539.18M-0.6% | $542.54M-1.3% | |
| Institutional Group | $403.14M-22.2% | $518M+35.9% | $381.2M+27.2% | $299.74M-0.1% | $299.91M-18.1% | |
| Total Assets by Business | ||||||
| All Other Segments | $172.46M-8.3% | $188.01M-16.7% | $225.75M+12.6% | $200.41M+0.6% | $199.19M-6.0% | |
| Global Wealth Management | $37.47B+3.8% | $36.09B-0.2% | $36.15B+4.7% | $34.53B-1.8% | $35.16B+0.8% | |
| Institutional Group | $5.25B+5.0% | $5B-5.9% | $5.31B+3.6% | $5.13B+2.1% | $5.02B+4.9% | |
| Income Loss From Continuing Operations Before Income Taxes Extraordinary Items Noncontrolling Interest by Business | ||||||
| All Other Segments | -$102.55M+41.0% | -$173.84M-19.2% | -$145.9M+4.8% | -$153.28M-69.4% | -$90.47M+37.9% | |
| Global Wealth Management | $330.72M+0.2% | $330.07M-3.7% | $342.65M+12.0% | $306.06M+142% | $126.41M-60.0% | |
| Institutional Group | $97.91M-35.4% | $151.68M+69.9% | $89.29M+46.3% | $61.04M+123% | $27.43M-71.3% | |
| Labor And Related Expense by Business | ||||||
| All Other Segments | $80M-27.7% | $110.61M+9.4% | $101.09M+4.2% | $97M+69.2% | $57.34M-40.3% | |
| Global Wealth Management | $472.46M+0.9% | $468.04M+6.0% | $441.63M+5.1% | $420.24M-0.5% | $422.29M+0.7% | |
| Institutional Group | $295.87M-14.6% | $346.51M+16.6% | $297.11M+15.3% | $257.7M+2.0% | $252.59M-9.9% | |
| Non Compensation Operating Expenses by Business | ||||||
| All Other Segments | $73.33M-9.4% | $80.96M+22.1% | $66.33M-11.7% | $75.15M+41.5% | $53.11M-25.1% | |
| Global Wealth Management | $128.95M-4.5% | $135.04M+9.6% | $123.16M+3.2% | $119.34M-60.5% | $301.86M+133% | |
| Institutional Group | $101.48M-9.0% | $111.52M-2.2% | $114.04M+12.9% | $101.04M-3.7% | $104.91M+2.5% | |
| Investment Banking Revenue by Business | ||||||
| Global Wealth Management | $6.07M-27.1% | $8.33M+27.6% | $6.53M+4.9% | $6.22M+5.3% | $5.91M+13.7% | |
| Institutional Group | $335.34M-25.1% | $447.52M+41.2% | $316.95M+39.5% | $227.24M-2.1% | $232.03M-22.5% | |
| Brokerage Commissions Revenue by Business | ||||||
| Global Wealth Management | $140.06M-1.9% | $142.76M+0.6% | $141.86M+10.7% | $128.2M+1.9% | $125.83M-8.0% | |
| Institutional Group | $67.77M-3.8% | $70.45M+9.7% | $64.21M-11.4% | $72.47M+6.8% | $67.84M+1.3% | |
| Intangible Assets Net Excluding Goodwill by Business | ||||||
| Global Wealth Management | $25.32M-3.7% | $26.29M-3.6% | $27.26M-1.1% | $27.55M+17.5% | $23.44M-3.9% | |
| Institutional Group | $72.13M-11.8% | $81.76M-1.6% | $83.12M-5.4% | $87.9M+3.8% | $84.7M-5.0% | |
| Amortization Of Intangible Assets by Business | ||||||
| Global Wealth Management | $972K0.0% | $972K-9.2% | $1.07M+16.2% | $921K-2.2% | $942K-5.5% | |
| Institutional Group | $9.58M-41.9% | $16.5M+259% | $4.59M-0.6% | $4.62M+3.7% | $4.45M-8.4% | |
| Goodwill by Business | ||||||
| Global Wealth Management | $351.71M0.0% | $351.71M0.0% | $351.71M+2,006% | $16.7M-95.0% | $335.01M0.0% | |
| Institutional Group | $1.11B0.0% | $1.11B-1.6% | $1.13B+2,078% | $51.9M-95.1% | $1.06B0.0% | |
| Revenue by Product | ||||||
| Asset Management1 | $459.46M+0.8% | $455.8M+5.7% | $431.4M+6.9% | $403.61M-1.4% | $409.54M+0.9% | |
| Commissions | $207.83M-2.5% | $213.2M+3.5% | $206.08M+2.7% | $200.67M+3.6% | $193.67M-5.0% | |
| Investment Advisory Management And Administrative Service | $459.46M+0.8% | $455.8M+5.7% | $431.4M+6.9% | $403.61M-1.4% | $409.54M+0.9% | |
| Investment Banking | $341.41M-25.1% | $455.86M+40.9% | $323.48M+38.6% | $233.46M-1.9% | $237.94M-21.8% | |
| Investment Banking Revenue by Product | ||||||
| Advisory Fees | $218.44M-21.4% | $278M+55.1% | $179.27M+40.8% | $127.31M-7.4% | $137.47M-27.6% | |
| Capital Raising | $122.97M-30.9% | $177.86M+23.3% | $144.21M+35.9% | $106.16M+5.7% | $100.47M-12.3% | |
| Revenue by Geography | ||||||
| Americas | $919.58M-10.5% | $1.03B+14.8% | $895.12M+13.6% | $787.82M+0.6% | $783.08M-8.2% | |
| CA | $23.12M-41.4% | $39.46M+168% | $14.75M+50.7% | $9.79M-42.0% | $16.87M+88.6% | |
| GB | $52.24M+48.3% | $35.22M-9.7% | $39.02M+20.7% | $32.32M-9.1% | $35.56M-4.3% | |
| Other States | $15.42M-38.0% | $24.86M+80.9% | $13.74M+52.7% | $9M+29.0% | $6.98M-59.7% | |
| Revenues Net Of Interest Expense by Geography | ||||||
| CA | $23.35M-41.5% | $39.89M+165% | $15.08M+65.9% | $9.09M-44.8% | $16.48M+83.2% | |
| GB | $59.03M+42.8% | $41.34M-14.3% | $48.26M+16.8% | $41.34M-14.3% | $48.24M+5.7% | |
| US | $1.38B-4.5% | $1.44B+6.9% | $1.35B+10.3% | $1.22B+3.6% | $1.18B-8.4% |
Chart any of these lines over time, or line them up against competitors.
Compare these in charts →Questions, answered.
- How does Stifel Financial break its business down?
- Stifel Financial (SF) reports revenues net of interest expense by business across 3 parts — All Other Segments, Global Wealth Management and Institutional Group. Each is extracted from the segment footnotes and tracked over time.
- Where does Stifel Financial's segment data come from?
- Segment breakdowns are pulled from the segment footnotes in Stifel Financial's SEC filings (the XBRL dimensional tags), so every line ties back to a reported figure. Switch between quarterly, annual, and TTM, or open any segment for its full history.
