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Stifel Financial SF Global Wealth Management — Intangible Amortization

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Institutional Group
$7.58M+64.0%

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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:AmortizationOfIntangibleAssets.

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
(in thousands)Six Months Ended June 30, 2026Six Months Ended June 30, 2025
Amortization of loans and advances to financial advisors and other employees75,86370,918
Amortization of premium on investment portfolio2,8003,660
Provision for credit losses19,07320,348
Amortization of intangible assets19,09910,937
Deferred income taxes14,234(42,923)
Stock-based compensation111,85293,481
Gain on sale of business(47,284)
Unrealized gains on investments(238)(4,468)

ITEM 1. FINANCIAL STATEMENTS

FAQ

What is Stifel Financial's global wealth management — intangible amortization?
Stifel Financial (SF) reported global wealth management — intangible amortization of $972K in Q2 2026.
How has Stifel Financial's global wealth management — intangible amortization changed year-over-year?
Stifel Financial's global wealth management — intangible amortization increased by 5.5% year-over-year, from $921K to $972K.
What is the long-term trend for Stifel Financial's global wealth management — intangible amortization?
Over 4 years (2021 to 2025), Stifel Financial's global wealth management — intangible amortization has grown at a -9.4% compound annual growth rate (CAGR), from $5.79M to $3.91M.
What does global wealth management — intangible amortization mean?
This represents the systematic allocation of the cost of intangible assets over their estimated useful lives within the wealth management segment. It is a non-cash expense that reduces the carrying value of acquired assets like client relationships.

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