Stifel Financial (SF-PB) Investment Gain (Loss) (2009 - 2026)

Stifel Financial (SF-PB) reported Investment Gain (Loss) of $341.4 million for Q1 2026, up 43.49% year-on-year from $237.9 million in Q1 2025, and down 25.11% quarter-over-quarter from $455.9 million in Q4 2025.

Stifel Financial (SF-PB) has 18 years of Investment Gain (Loss) data on file, last reported at $341.4 million in Q1 2026.

  • For the quarter ending Q1 2026, Investment Gain (Loss) rose 43.49% year-over-year to $341.4 million; the trailing twelve-month figure through Mar 2026 stood at $1.4 billion (up 32.92% YoY), and the FY2025 full-year result was $1.3 billion, up 25.72% from the prior year.
  • Investment Gain (Loss) for Q1 2026 stood at $341.4 million, down from $455.9 million in the prior quarter.
  • Across five years, Investment Gain (Loss) topped out at $455.9 million in Q4 2025 and bottomed at -$747.7 million in Q4 2022.
  • A 5-year average of $151.7 million and a median of $233.5 million in 2025 frame the typical range for Investment Gain (Loss).
  • Across the five-year window, Investment Gain (Loss) slumped 256.62% in 2022 and soared 157.09% in 2024, its largest moves.
  • Tracing SF-PB's Investment Gain (Loss) over 5 years: stood at -$747.7 million in 2022, then gained by 28.69% to -$533.2 million in 2023, then soared by 157.09% to $304.4 million in 2024, then jumped by 49.75% to $455.9 million in 2025, then decreased by 25.11% to $341.4 million in 2026.
  • According to Business Quant data, Investment Gain (Loss) over the past three periods registered $341.4 million, $455.9 million, and $323.5 million for Q1 2026, Q4 2025, and Q3 2025 respectively.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Investment Gain (Loss) (Qtr)
1 Morgan Stanley 330.71 Bn 197.18 Bn - 2.29 Bn
2 Goldman Sachs 318.59 Bn -618.96 Bn - 2.84 Bn
3 Schwab Charles 154.74 Bn 109.76 Bn - -
4 Robinhood Markets 81.79 Bn 77.15 Bn 960.00 Mn -
5 Interactive Brokers 39.54 Bn 50.13 Bn - -
6 Circle Internet 25.60 Bn 24.08 Bn 35.01 Mn -
7 LPL Financial Holdings 22.12 Bn 21.10 Bn - -
8 Iren 21.58 Bn 19.37 Bn 144.76 Mn -
9 Tradeweb Markets 21.29 Bn 20.04 Bn - -
10 Stifel Financial - - 878.90 Mn 341.41 Mn

Historic Data

Download Data 🔒
DateValue
Mar 31, 2026 341.41 Mn
Dec 31, 2025 455.86 Mn
Sep 30, 2025 323.48 Mn
Jun 30, 2025 233.46 Mn
Mar 31, 2025 237.94 Mn
Dec 31, 2024 304.42 Mn
Sep 30, 2024 243.18 Mn
Jun 30, 2024 233.28 Mn
Mar 31, 2024 213.95 Mn
Dec 31, 2023 -533.19 Mn
Sep 30, 2023 146.89 Mn
Jun 30, 2023 166.83 Mn
Mar 31, 2023 211.88 Mn
Dec 31, 2022 -747.68 Mn
Sep 30, 2022 221.86 Mn
Jun 30, 2022 271.08 Mn
Mar 31, 2022 254.85 Mn
Dec 31, 2021 477.37 Mn
Sep 30, 2021 372.28 Mn
Jun 30, 2021 376.44 Mn
Mar 31, 2021 339.29 Mn
Dec 31, 2020 -614.14 Mn
Sep 30, 2020 218.13 Mn
Jun 30, 2020 217.04 Mn
Mar 31, 2020 179.47 Mn
Dec 31, 2019 -540.55 Mn
Sep 30, 2019 198.79 Mn
Jun 30, 2019 179.62 Mn
Mar 31, 2019 161.84 Mn
Dec 31, 2018 201.23 Mn
Sep 30, 2018 168.99 Mn
Jun 30, 2018 161.08 Mn
Mar 31, 2018 176.36 Mn
Dec 31, 2017 232.75 Mn
Sep 30, 2017 181.90 Mn
Jun 30, 2017 185.26 Mn
Mar 31, 2017 126.85 Mn
Dec 31, 2016 134.45 Mn
Sep 30, 2016 144.80 Mn
Jun 30, 2016 133.13 Mn
Mar 31, 2016 100.66 Mn
Dec 31, 2015 102.75 Mn
Sep 30, 2015 118.75 Mn
Jun 30, 2015 161.01 Mn
Mar 31, 2015 125.09 Mn
Dec 31, 2014 187.84 Mn
Sep 30, 2014 118.72 Mn
Jun 30, 2014 144.82 Mn
Mar 31, 2014 135.58 Mn
Dec 31, 2013 168.54 Mn
Sep 30, 2013 92.85 Mn
Jun 30, 2013 119.44 Mn
Mar 31, 2013 76.91 Mn
Dec 31, 2012 84.34 Mn
Sep 30, 2012 71.74 Mn
Jun 30, 2012 67.36 Mn
Mar 31, 2012 70.44 Mn
Dec 31, 2011 42.15 Mn
Sep 30, 2011 37.67 Mn
Jun 30, 2011 64.42 Mn
Mar 31, 2011 41.42 Mn
Dec 31, 2010 -145.43 Mn
Sep 30, 2010 51.66 Mn
Jun 30, 2010 41.25 Mn
Mar 31, 2010 34.22 Mn
Dec 31, 2009 -215.97 Mn
Sep 30, 2009 35.06 Mn
Jun 30, 2009 121.26 Mn