Stifel Financial (SF-PB) Cash & Current Investments (2009 - 2026)

Stifel Financial (SF-PB) posted Cash & Current Investments of $4.6 billion for Q1 2026, up 23.77% quarter-over-quarter from $3.7 billion in Q4 2025, and up 9.93% on a YoY basis from $4.1 billion in Q1 2025.

Stifel Financial (SF-PB) Cash & Current Investments (2009 - 2026) Analysis & Trends

Stifel Financial (SF-PB) has reported Cash & Current Investments for 18 consecutive years, with $4.6 billion the latest figure, recorded in Q1 2026.

  • Quarterly Cash & Current Investments rose 9.93% year-over-year to $4.6 billion in Q1 2026, while the trailing twelve-month figure through Mar 2026 was $4.6 billion (up 9.93% YoY) and the FY2025 annual result came in at $3.7 billion, down 3.55% from the prior year.
  • Cash & Current Investments came in at $4.6 billion for Q1 2026 at Stifel Financial, up from $3.7 billion in the prior quarter.
  • The five-year high for Cash & Current Investments was $4.7 billion in Q3 2025, with the low at $2.4 billion in Q3 2022.
  • A 5-year average of $3.6 billion and a median of $3.7 billion in 2023 frame the typical range for Cash & Current Investments.
  • Year-over-year, Cash & Current Investments fell 24.88% in 2022 and jumped 56.5% in 2023.
  • Tracing SF-PB's Cash & Current Investments over 5 years: stood at $2.9 billion in 2022, then soared by 46.01% to $4.3 billion in 2023, then fell by 10.82% to $3.8 billion in 2024, then slipped by 3.55% to $3.7 billion in 2025, then climbed by 23.77% to $4.6 billion in 2026.
  • Per Business Quant data, the three most recent Cash & Current Investments figures were $4.6 billion in Q1 2026, $3.7 billion in Q4 2025, and $4.7 billion in Q3 2025.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Cash & Current Investments (Qtr)
1 Morgan Stanley 330.70 Bn 197.17 Bn - 133.53 Bn
2 Goldman Sachs 309.79 Bn -627.76 Bn - 937.55 Bn
3 Schwab Charles 167.21 Bn 122.24 Bn - 44.98 Bn
4 Futu Holdings 111.36 Bn 109.19 Bn 733.58 Mn 2.21 Bn
5 Robinhood Markets 97.69 Bn 93.05 Bn 960.00 Mn 5.01 Bn
6 LPL Financial Holdings 23.49 Bn 22.47 Bn - 1.02 Bn
7 Tradeweb Markets 21.59 Bn 20.34 Bn - 1.94 Bn
8 Circle Internet 15.14 Bn 13.62 Bn 35.01 Mn 1.52 Bn
9 Iren 14.46 Bn 12.24 Bn 144.76 Mn 2.21 Bn
10 Stifel Financial - - 878.90 Mn 4.56 Bn

Historic Data

Download Data
DateValue
Mar 31, 2026 4.56 Bn
Dec 31, 2025 3.68 Bn
Sep 30, 2025 4.73 Bn
Jun 30, 2025 3.20 Bn
Mar 31, 2025 4.15 Bn
Dec 31, 2024 3.82 Bn
Sep 30, 2024 3.27 Bn
Jun 30, 2024 3.88 Bn
Mar 31, 2024 4.64 Bn
Dec 31, 2023 4.28 Bn
Sep 30, 2023 3.83 Bn
Jun 30, 2023 3.05 Bn
Mar 31, 2023 3.74 Bn
Dec 31, 2022 2.93 Bn
Sep 30, 2022 2.44 Bn
Jun 30, 2022 2.61 Bn
Mar 31, 2022 2.83 Bn
Dec 31, 2021 3.12 Bn
Sep 30, 2021 3.25 Bn
Jun 30, 2021 2.61 Bn