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Stifel Financial SF Global Wealth Management — Goodwill

Other segment segments

Institutional Group
$1.11B+2,043%

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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:Goodwill.

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
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
Loans and advances to financial advisors and other employees, net672,608744,635
Deferred tax assets, net139,522151,204
Other assets1,297,2751,181,158

ITEM 1. FINANCIAL STATEMENTS

FAQ

What is Stifel Financial's global wealth management — goodwill?
Stifel Financial (SF) reported global wealth management — goodwill of $351.71M in Q2 2026.
How has Stifel Financial's global wealth management — goodwill changed year-over-year?
Stifel Financial's global wealth management — goodwill increased by 2006.0% year-over-year, from $16.7M to $351.71M.
What is the long-term trend for Stifel Financial's global wealth management — goodwill?
Over 4 years (2021 to 2025), Stifel Financial's global wealth management — goodwill has grown at a -5.8% compound annual growth rate (CAGR), from $1.34B to $1.06B.
What does global wealth management — goodwill mean?
This represents the premium paid over the fair value of net identifiable assets during acquisitions within the wealth management segment. It reflects the value of intangible factors like brand reputation, client relationships, and synergies expected from acquired wealth management practices.

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