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Stifel Financial SF Unrealized Gains on Investments

Unrealized Gains on Investments at other companies

Wells Fargo & Company logo
Wells Fargo & CompanyWFC
$992M+79.7%
M&T Bank logo
M&T BankMTB
$155M+37.2%
Raymond James Financial logo
Raymond James FinancialRJF
JPMorgan Chase logo
JPMorgan ChaseJPM
BOK Financial logo
BOK FinancialBOKF

Other financials

Income statement

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Revenue$1.5B+17.7%
Net income$251.4M+374%
EPS (diluted)$1.48+469%

Balance sheet

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Cash & equivalents$2.9B+6.4%
Total debt$1.5B+0.4%
Total equity$6.0B+8.1%
Total assets$42.9B+6.2%

Cash flow

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Operating cash flow-$342.6M-62.2%
CapEx$47.8M+189%
Free cash flow-$390.4M-71.4%

Valuation

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Market cap$11.28B+17.0%
Enterprise value$9.85B+17.5%
P/E12.8×-2.7×
P/S+0.1×

Profitability

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Net margin15.3%+3.1pp
FCF margin15.5%-0.5pp

Returns & leverage

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Return on equity15.3%+3.8pp
Debt / equity0.2×0.0×

Where this comes from

Reported directly by Stifel Financial in its filing.

Tagged under the XBRL concept us-gaap:AvailableForSaleDebtSecuritiesAccumulatedGrossUnrealizedGainBeforeTax.

The official record: Stifel Financial’s 10-Q, filed May 4, 2026, on SEC EDGAR. View the filing →

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Questions, answered.

What is Stifel Financial's unrealized gains on investments?
Stifel Financial (SF) reported unrealized gains on investments of $3.15M in Q1 2026.
How has Stifel Financial's unrealized gains on investments changed year-over-year?
Stifel Financial's unrealized gains on investments increased by 60.4% year-over-year, from $1.96M to $3.15M.
What is the long-term trend for Stifel Financial's unrealized gains on investments?
Over 5 years (2020 to 2025), Stifel Financial's unrealized gains on investments has grown at a -37.6% compound annual growth rate (CAGR), from $51.55M to $4.86M.
What does unrealized gains on investments mean?
The total value increase of investments that the firm still holds.
How do you interpret unrealized gains on investments?
An increase indicates positive performance of the investment portfolio, while a decrease suggests market depreciation.
How does unrealized gains on investments compare across companies?
Common for firms with large investment portfolios; peers will show similar sensitivity to market interest rates and equity prices.