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| Date | Value |
|---|---|
| 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 |