Stifel Financial (SF-PC) Investment Gain (Loss) (2009 - 2026)
Stifel Financial (SF-PC) posted Investment Gain (Loss) of $341.4 million for Q1 2026, down 25.11% quarter-over-quarter from $455.9 million in Q4 2025, and up 43.49% on a YoY basis from $237.9 million in Q1 2025.
Stifel Financial (SF-PC) Investment Gain (Loss) (2009 - 2026) Analysis & Trends
Stifel Financial (SF-PC) has reported Investment Gain (Loss) for 18 consecutive years, with $341.4 million the latest figure, recorded in Q1 2026.
- Quarterly Investment Gain (Loss) rose 43.49% year-over-year to $341.4 million in Q1 2026, while the trailing twelve-month figure through Mar 2026 was $1.4 billion (up 32.92% YoY) and the FY2025 annual result came in at $1.3 billion, up 25.72% from the prior year.
- Investment Gain (Loss) came in at $341.4 million for Q1 2026 at Stifel Financial, down from $455.9 million in the prior quarter.
- The five-year high for Investment Gain (Loss) was $455.9 million in Q4 2025, with the low 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).
- Year-over-year, Investment Gain (Loss) sank 256.62% in 2022 and jumped 157.09% in 2024.
- Tracing SF-PC's Investment Gain (Loss) over 5 years: stood at -$747.7 million in 2022, then advanced by 28.69% to -$533.2 million in 2023, then jumped by 157.09% to $304.4 million in 2024, then surged by 49.75% to $455.9 million in 2025, then slipped by 25.11% to $341.4 million in 2026.
- Per Business Quant data, the three most recent Investment Gain (Loss) figures were $341.4 million in Q1 2026, $455.9 million in Q4 2025, and $323.5 million in Q3 2025.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Investment Gain (Loss) (Qtr) |
|---|---|---|---|---|---|
| 1 | Morgan Stanley | 330.70 Bn | 197.17 Bn | - | 2.29 Bn |
| 2 | Goldman Sachs | 309.79 Bn | -627.76 Bn | - | 2.84 Bn |
| 3 | Schwab Charles | 167.21 Bn | 122.24 Bn | - | - |
| 4 | Futu Holdings | 111.36 Bn | 109.19 Bn | 733.58 Mn | - |
| 5 | Robinhood Markets | 97.69 Bn | 93.05 Bn | 960.00 Mn | - |
| 6 | LPL Financial Holdings | 23.49 Bn | 22.47 Bn | - | - |
| 7 | Tradeweb Markets | 21.59 Bn | 20.34 Bn | - | - |
| 8 | Circle Internet | 15.14 Bn | 13.62 Bn | 35.01 Mn | - |
| 9 | Iren | 14.46 Bn | 12.24 Bn | 144.76 Mn | - |
| 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 |