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Stifel Financial SF Global Wealth Management — Intangible Assets Net Excluding Goodwill

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Institutional Group
$64.46M-26.7%

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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:IntangibleAssetsNetExcludingGoodwill.

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
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
Total assets$44,907,609$41,270,782

ITEM 1. FINANCIAL STATEMENTS

FAQ

What is Stifel Financial's global wealth management — intangible assets net excluding goodwill?
Stifel Financial (SF) reported global wealth management — intangible assets net excluding goodwill of $24.34M in Q2 2026.
How has Stifel Financial's global wealth management — intangible assets net excluding goodwill changed year-over-year?
Stifel Financial's global wealth management — intangible assets net excluding goodwill decreased by 11.7% year-over-year, from $27.55M to $24.34M.
What is the long-term trend for Stifel Financial's global wealth management — intangible assets net excluding goodwill?
Over 3 years (2022 to 2025), Stifel Financial's global wealth management — intangible assets net excluding goodwill has grown at a -9.7% compound annual growth rate (CAGR), from $141.88M to $104.54M.
What does global wealth management — intangible assets net excluding goodwill mean?
This represents the net book value of identifiable non-physical assets such as client lists, advisor contracts, and trade names acquired in the wealth management segment. These assets are distinct from goodwill and are subject to amortization or impairment testing.

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