Stifel Financial Corp Reports February 2026 Operating Results
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 5 days ago
0mins
Should l Buy SF?
Source: Newsfilter
- Client Asset Growth: As of February 28, 2026, Stifel's total client assets reached $557,714 million, reflecting a 12% year-over-year increase primarily driven by equity market appreciation and strong advisor recruitment, indicating robust growth potential in the market.
- Fee-Based Asset Increase: Fee-based client assets rose to $228,012 million, marking a 16% year-over-year growth, which underscores the firm's ongoing appeal and client trust in wealth management, further solidifying its market position.
- Strong Investment Banking Activity: Despite market volatility, investment banking activity for Q1 2026 is expected to increase by 30%-40% compared to Q1 2025, demonstrating the company's active engagement in capital markets and its ability to expand business operations.
- Significant Increase in Treasury Deposits: The firm's venture banking segment saw treasury deposits grow by over $400 million, reaching $9,584 million, reflecting increased client confidence and demand for the company's offerings.
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Analyst Views on SF
Wall Street analysts forecast SF stock price to rise
6 Analyst Rating
5 Buy
1 Hold
0 Sell
Strong Buy
Current: 71.860
Low
133.00
Averages
143.67
High
155.00
Current: 71.860
Low
133.00
Averages
143.67
High
155.00
About SF
Stifel Financial Corp. is a financial holding company. The Company's principal subsidiary is Stifel, Nicolaus & Company, Incorporated, a full-service retail and institutional wealth management and investment banking company. The Company’s segments include Global Wealth Management, Institutional Group, and Other. Its Global Wealth Management segment provides securities transaction, brokerage, and investment services to its clients through the consolidated Stifel branch system. The Institutional Group segment includes research, equity and fixed income institutional sales and trading, investment banking, public finance, and syndicate. The Other segment includes interest income from stock borrowing activities, unallocated interest expense, interest income and gains and losses from investments held, amortization of stock-based awards for certain administrative associates; and all unallocated overhead costs associated with the execution of orders; custody of client securities, and others.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Fee-Based Asset Increase: Fee-based client assets rose to $228,012 million, marking a 16% year-over-year growth, which underscores the firm's ongoing appeal and client trust in wealth management, further solidifying its market position.
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- Fee-Based Asset Increase: The firm’s fee-based client assets reached $228.01 billion, up 19% year-over-year, showcasing success in attracting high-value clients and enhancing revenue diversification.
- Surge in Treasury Deposits: Treasury deposits soared by 73% year-over-year, totaling $9.58 billion, indicating a rising demand for secure investments among clients, which may support the firm's future liquidity management.
- Investment Banking Revenue Outlook: Stifel Financial anticipates a 30% to 40% increase in investment banking revenue for Q1 2026 compared to the previous year, reflecting heightened activity in capital markets and increased market confidence.
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- Fee-Based Asset Increase: Fee-based client assets rose to $228,012 million, marking a 16% year-over-year growth, which underscores the firm's ongoing appeal and client trust in wealth management, further solidifying its market position.
- Strong Investment Banking Activity: Despite market volatility, investment banking activity for Q1 2026 is expected to increase by 30%-40% compared to Q1 2025, demonstrating the company's active engagement in capital markets and its ability to expand business operations.
- Significant Increase in Treasury Deposits: The firm's venture banking segment saw treasury deposits grow by over $400 million, reaching $9,584 million, reflecting increased client confidence and demand for the company's offerings.
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