Stifel Financial (SF-PC) Tax Rate (2009 - 2026)
Stifel Financial (SF-PC) reported Tax Rate of 22.89% for Q1 2026, up 653.0% year-on-year from 3.04% in Q1 2025, and up 407.84% quarter-over-quarter from 7.44% in Q4 2025.
Stifel Financial (SF-PC) has 18 years of Tax Rate data on file, last reported at 22.89% in Q1 2026.
- For the quarter ending Q1 2026, Tax Rate rose 653.0% year-over-year to 22.89%; the trailing twelve-month figure through Mar 2026 stood at 104.68% (up 9103.0% YoY), and the FY2025 full-year result was 839.46%, down 85565.0% from the prior year.
- Tax Rate for Q1 2026 stood at 22.89%, up from 7.44% in the prior quarter.
- Across five years, Tax Rate topped out at 37.71% in Q3 2023 and bottomed at 9.24% in Q4 2024.
- A 5-year average of 20.76% and a median of 25.2% in 2024 frame the typical range for Tax Rate.
- Across the five-year window, Tax Rate jumped 1118 bps in 2023 and plunged 2261 bps in 2024, its largest moves.
- Tracing SF-PC's Tax Rate over 5 years: stood at 18.99% in 2022, then fell by 30 bps to 13.37% in 2023, then slumped by 169 bps to 9.24% in 2024, then gained by 20 bps to 7.44% in 2025, then surged by 408 bps to 22.89% in 2026.
- According to Business Quant data, Tax Rate over the past three periods registered 22.89%, 7.44%, and 26.11% for Q1 2026, Q4 2025, and Q3 2025 respectively.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Tax Rate (Qtr) |
|---|---|---|---|---|---|
| 1 | Morgan Stanley | 330.71 Bn | 197.18 Bn | - | 19.58 |
| 2 | Goldman Sachs | 318.59 Bn | -618.96 Bn | - | 13.20 |
| 3 | Schwab Charles | 154.74 Bn | 109.76 Bn | - | 22.24 |
| 4 | Robinhood Markets | 81.79 Bn | 77.15 Bn | 960.00 Mn | 15.82 |
| 5 | Interactive Brokers | 39.54 Bn | 50.13 Bn | - | 9.08 |
| 6 | Circle Internet | 25.60 Bn | 24.08 Bn | 35.01 Mn | 2.47 |
| 7 | LPL Financial Holdings | 22.12 Bn | 21.10 Bn | - | 26.45 |
| 8 | Iren | 21.58 Bn | 19.37 Bn | 144.76 Mn | 2.46 |
| 9 | Tradeweb Markets | 21.29 Bn | 20.04 Bn | - | 23.03 |
| 10 | Stifel Financial | - | - | 878.90 Mn | 22.89 |
Historic Data
Download Data| Date | Value |
|---|---|
| Mar 31, 2026 | 22.89 |
| Mar 31, 2026 | 22.89 |
| Dec 31, 2025 | -7.44 |
| Dec 31, 2025 | -7.44 |
| Sep 30, 2025 | 26.11 |
| Sep 30, 2025 | 26.11 |
| Jun 30, 2025 | 27.48 |
| Jun 30, 2025 | 27.48 |
| Mar 31, 2025 | 16.37 |
| Mar 31, 2025 | 16.37 |
| Dec 31, 2024 | -9.24 |
| Dec 31, 2024 | -9.24 |
| Sep 30, 2024 | 26.84 |
| Sep 30, 2024 | 26.84 |
| Jun 30, 2024 | 27.15 |
| Jun 30, 2024 | 27.15 |
| Mar 31, 2024 | 25.20 |
| Mar 31, 2024 | 25.20 |
| Dec 31, 2023 | 13.37 |
| Dec 31, 2023 | 13.37 |
| Sep 30, 2023 | 37.71 |
| Sep 30, 2023 | 37.71 |
| Jun 30, 2023 | 25.93 |
| Jun 30, 2023 | 25.93 |
| Mar 31, 2023 | 24.94 |
| Mar 31, 2023 | 24.94 |
| Dec 31, 2022 | 18.99 |
| Dec 31, 2022 | 18.99 |
| Sep 30, 2022 | 26.53 |
| Sep 30, 2022 | 26.53 |
| Jun 30, 2022 | 26.41 |
| Jun 30, 2022 | 26.41 |
| Mar 31, 2022 | 23.58 |
| Mar 31, 2022 | 23.58 |
| Dec 31, 2021 | 7.90 |
| Dec 31, 2021 | 7.90 |
| Sep 30, 2021 | 25.00 |
| Sep 30, 2021 | 25.00 |
| Jun 30, 2021 | 24.98 |
| Jun 30, 2021 | 24.98 |
| Mar 31, 2021 | 24.08 |
| Mar 31, 2021 | 24.08 |
| Dec 31, 2020 | 19.70 |
| Dec 31, 2020 | 19.70 |
| Sep 30, 2020 | 23.91 |
| Sep 30, 2020 | 23.91 |
| Jun 30, 2020 | 24.53 |
| Jun 30, 2020 | 24.53 |
| Mar 31, 2020 | 24.77 |
| Mar 31, 2020 | 24.77 |
| Dec 31, 2019 | 19.63 |
| Dec 31, 2019 | 19.63 |
| Sep 30, 2019 | 26.95 |
| Sep 30, 2019 | 26.95 |
| Jun 30, 2019 | 25.83 |
| Jun 30, 2019 | 25.83 |
| Mar 31, 2019 | 27.84 |
| Mar 31, 2019 | 27.84 |
| Dec 31, 2018 | 26.85 |
| Dec 31, 2018 | 26.85 |
| Sep 30, 2018 | 26.10 |
| Sep 30, 2018 | 26.10 |
| Jun 30, 2018 | 26.24 |
| Jun 30, 2018 | 26.24 |
| Mar 31, 2018 | 25.76 |
| Mar 31, 2018 | 25.76 |
| Dec 31, 2017 | -142.44 |
| Dec 31, 2017 | -142.44 |
| Sep 30, 2017 | 38.47 |
| Sep 30, 2017 | 38.47 |
| Jun 30, 2017 | 36.52 |
| Jun 30, 2017 | 36.52 |
| Mar 31, 2017 | 17.09 |
| Mar 31, 2017 | 17.09 |
| Dec 31, 2016 | 51.03 |
| Dec 31, 2016 | 51.03 |
| Sep 30, 2016 | 36.34 |
| Sep 30, 2016 | 36.34 |
| Jun 30, 2016 | 38.13 |
| Jun 30, 2016 | 38.13 |
| Mar 31, 2016 | 38.39 |
| Mar 31, 2016 | 38.39 |
| Dec 31, 2015 | -0.81 |
| Dec 31, 2015 | -0.81 |
| Sep 30, 2015 | 23.13 |
| Sep 30, 2015 | 23.13 |
| Jun 30, 2015 | 45.13 |
| Jun 30, 2015 | 45.13 |
| Mar 31, 2015 | 38.49 |
| Mar 31, 2015 | 38.49 |
| Dec 31, 2014 | 34.43 |
| Dec 31, 2014 | 34.43 |
| Sep 30, 2014 | 39.04 |
| Sep 30, 2014 | 39.04 |
| Jun 30, 2014 | 41.21 |
| Jun 30, 2014 | 41.21 |
| Mar 31, 2014 | 38.60 |
| Mar 31, 2014 | 38.60 |
| Dec 31, 2013 | 33.16 |
| Dec 31, 2013 | 33.16 |
| Sep 30, 2013 | -141.64 |
| Sep 30, 2013 | -141.64 |
| Jun 30, 2013 | 41.20 |
| Jun 30, 2013 | 41.20 |
| Mar 31, 2013 | 36.87 |
| Mar 31, 2013 | 36.87 |
| Dec 31, 2012 | -42.98 |
| Dec 31, 2012 | -42.98 |
| Sep 30, 2012 | 38.81 |
| Sep 30, 2012 | 38.81 |
| Jun 30, 2012 | 40.43 |
| Jun 30, 2012 | 40.43 |
| Mar 31, 2012 | 41.32 |
| Mar 31, 2012 | 41.32 |
| Dec 31, 2011 | 38.68 |
| Dec 31, 2011 | 38.68 |
| Sep 30, 2011 | 42.84 |
| Sep 30, 2011 | 42.84 |
| Jun 30, 2011 | 11.85 |
| Jun 30, 2011 | 11.85 |
| Mar 31, 2011 | 38.05 |
| Mar 31, 2011 | 38.05 |
| Dec 31, 2010 | 38.05 |
| Dec 31, 2010 | 38.05 |
| Sep 30, 2010 | 40.84 |
| Sep 30, 2010 | 40.84 |
| Jun 30, 2010 | 41.27 |
| Jun 30, 2010 | 41.27 |
| Mar 31, 2010 | 40.00 |
| Mar 31, 2010 | 40.00 |
| Dec 31, 2009 | 40.29 |
| Dec 31, 2009 | 40.29 |
| Sep 30, 2009 | 28.21 |
| Sep 30, 2009 | 28.21 |
| Jun 30, 2009 | 39.43 |
| Jun 30, 2009 | 39.43 |