Stifel Financial (SF-PD) Cash & Current Investments (2009 - 2026)
Stifel Financial (SF-PD) posted Cash & Current Investments of $4.6 billion for Q1 2026, up 23.77% quarter-over-quarter from $3.7 billion in Q4 2025, and up 9.93% on a YoY basis from $4.1 billion in Q1 2025.
Stifel Financial (SF-PD) Cash & Current Investments (2009 - 2026) Analysis & Trends
Stifel Financial (SF-PD) has reported Cash & Current Investments for 18 consecutive years, with $4.6 billion the latest figure, recorded in Q1 2026.
- Quarterly Cash & Current Investments rose 9.93% year-over-year to $4.6 billion in Q1 2026, while the trailing twelve-month figure through Mar 2026 was $4.6 billion (up 9.93% YoY) and the FY2025 annual result came in at $3.7 billion, down 3.55% from the prior year.
- Cash & Current Investments came in at $4.6 billion for Q1 2026 at Stifel Financial, up from $3.7 billion in the prior quarter.
- The five-year high for Cash & Current Investments was $4.7 billion in Q3 2025, with the low 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.
- Year-over-year, Cash & Current Investments fell 24.88% in 2022 and jumped 56.5% in 2023.
- Tracing SF-PD's Cash & Current Investments over 5 years: stood at $2.9 billion in 2022, then soared by 46.01% to $4.3 billion in 2023, then fell by 10.82% to $3.8 billion in 2024, then slipped by 3.55% to $3.7 billion in 2025, then climbed by 23.77% to $4.6 billion in 2026.
- Per Business Quant data, the three most recent Cash & Current Investments figures were $4.6 billion in Q1 2026, $3.7 billion in Q4 2025, and $4.7 billion in Q3 2025.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Cash & Current Investments (Qtr) |
|---|---|---|---|---|---|
| 1 | Morgan Stanley | 330.70 Bn | 197.17 Bn | - | 133.53 Bn |
| 2 | Goldman Sachs | 309.79 Bn | -627.76 Bn | - | 937.55 Bn |
| 3 | Schwab Charles | 167.21 Bn | 122.24 Bn | - | 44.98 Bn |
| 4 | Futu Holdings | 111.36 Bn | 109.19 Bn | 733.58 Mn | 2.21 Bn |
| 5 | Robinhood Markets | 97.69 Bn | 93.05 Bn | 960.00 Mn | 5.01 Bn |
| 6 | LPL Financial Holdings | 23.49 Bn | 22.47 Bn | - | 1.02 Bn |
| 7 | Tradeweb Markets | 21.59 Bn | 20.34 Bn | - | 1.94 Bn |
| 8 | Circle Internet | 15.14 Bn | 13.62 Bn | 35.01 Mn | 1.52 Bn |
| 9 | Iren | 14.46 Bn | 12.24 Bn | 144.76 Mn | 2.21 Bn |
| 10 | Stifel Financial | - | - | 878.90 Mn | 4.56 Bn |
Historic Data
Download Data| Date | Value |
|---|---|
| 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 |