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

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

Stifel Financial (SF-PC) has 18 years of Cash & Current Investments data on file, last reported at $4.6 billion in Q1 2026.

  • For the quarter ending Q1 2026, Cash & Current Investments rose 9.93% year-over-year to $4.6 billion; the trailing twelve-month figure through Mar 2026 stood at $4.6 billion (up 9.93% YoY), and the FY2025 full-year result was $3.7 billion, down 3.55% from the prior year.
  • Cash & Current Investments for Q1 2026 stood at $4.6 billion, up from $3.7 billion in the prior quarter.
  • Across five years, Cash & Current Investments topped out at $4.7 billion in Q3 2025 and bottomed 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.
  • Across the five-year window, Cash & Current Investments declined 24.88% in 2022 and soared 56.5% in 2023, its largest moves.
  • Tracing SF-PC's Cash & Current Investments over 5 years: stood at $2.9 billion in 2022, then surged by 46.01% to $4.3 billion in 2023, then declined by 10.82% to $3.8 billion in 2024, then decreased by 3.55% to $3.7 billion in 2025, then advanced by 23.77% to $4.6 billion in 2026.
  • According to Business Quant data, Cash & Current Investments over the past three periods registered $4.6 billion, $3.7 billion, and $4.7 billion for Q1 2026, Q4 2025, and Q3 2025 respectively.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Cash & Current Investments (Qtr)
1 Morgan Stanley 330.71 Bn 197.18 Bn - 133.53 Bn
2 Goldman Sachs 318.59 Bn -618.96 Bn - 937.55 Bn
3 Schwab Charles 154.74 Bn 109.76 Bn - 44.98 Bn
4 Robinhood Markets 81.79 Bn 77.15 Bn 960.00 Mn 5.01 Bn
5 Interactive Brokers 39.54 Bn 50.13 Bn - 5.09 Bn
6 Circle Internet 25.60 Bn 24.08 Bn 35.01 Mn 1.52 Bn
7 LPL Financial Holdings 22.12 Bn 21.10 Bn - 1.02 Bn
8 Iren 21.58 Bn 19.37 Bn 144.76 Mn 2.21 Bn
9 Tradeweb Markets 21.29 Bn 20.04 Bn - 1.94 Bn
10 Stifel Financial - - 878.90 Mn 4.56 Bn

Historic Data

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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
Mar 31, 2021 2.41 Bn
Dec 31, 2020 3.15 Bn
Sep 30, 2020 2.54 Bn
Jun 30, 2020 2.64 Bn
Mar 31, 2020 2.32 Bn
Dec 31, 2019 2.12 Bn
Sep 30, 2019 2.06 Bn
Jun 30, 2019 2.15 Bn
Mar 31, 2019 2.08 Bn
Dec 31, 2018 3.20 Bn
Sep 30, 2018 1.86 Bn
Jun 30, 2018 1.75 Bn
Mar 31, 2018 1.63 Bn
Dec 31, 2017 1.84 Bn
Sep 30, 2017 1.65 Bn
Jun 30, 2017 1.74 Bn
Mar 31, 2017 1.72 Bn
Dec 31, 2016 1.84 Bn
Sep 30, 2016 1.82 Bn
Jun 30, 2016 1.41 Bn
Mar 31, 2016 1.61 Bn
Dec 31, 2015 1.56 Bn
Sep 30, 2015 1.42 Bn
Jun 30, 2015 700.94 Mn
Mar 31, 2015 457.86 Mn
Dec 31, 2014 1.48 Bn
Sep 30, 2014 1.49 Bn
Jun 30, 2014 1.45 Bn
Mar 31, 2014 554.11 Mn
Dec 31, 2013 1.52 Bn
Sep 30, 2013 1.50 Bn
Jun 30, 2013 1.11 Bn
Mar 31, 2013 620.36 Mn
Dec 31, 2012 1.17 Bn
Sep 30, 2012 218.73 Mn
Jun 30, 2012 460.80 Mn
Mar 31, 2012 1.56 Bn
Dec 31, 2011 642.62 Mn
Sep 30, 2011 377.12 Mn
Jun 30, 2011 1.21 Bn
Mar 31, 2011 686.28 Mn
Dec 31, 2010 168.12 Mn
Sep 30, 2010 852.44 Mn
Jun 30, 2010 739.20 Mn
Mar 31, 2010 145.70 Mn
Dec 31, 2009 616.71 Mn
Sep 30, 2009 345.97 Mn
Jun 30, 2009 184.28 Mn