Stifel Financial (SF-PD) Principal Transactions (2010 - 2026)

Stifel Financial (SF-PD) posted Principal Transactions of $150.2 million for Q1 2026, down 1.94% quarter-over-quarter from $153.2 million in Q4 2025, and up 6.04% on a YoY basis from $141.7 million in Q1 2025.

Stifel Financial (SF-PD) Principal Transactions (2010 - 2026) Analysis & Trends

Stifel Financial (SF-PD) has reported Principal Transactions for 17 consecutive years, with $150.2 million the latest figure, recorded in Q1 2026.

  • Quarterly Principal Transactions rose 6.04% year-over-year to $150.2 million in Q1 2026, while the trailing twelve-month figure through Mar 2026 was $653.9 million (up 7.69% YoY) and the FY2025 annual result came in at $645.3 million, up 6.74% from the prior year.
  • Principal Transactions came in at $150.2 million for Q1 2026 at Stifel Financial, down from $153.2 million in the prior quarter.
  • The five-year high for Principal Transactions was $177.9 million in Q3 2025, with the low at $105.7 million in Q2 2023.
  • A 5-year average of $142.3 million and a median of $141.7 million in 2025 frame the typical range for Principal Transactions.
  • Year-over-year, Principal Transactions slipped 27.47% in 2023 and soared 45.29% in 2024.
  • Tracing SF-PD's Principal Transactions over 5 years: stood at $125.8 million in 2022, then grew by 22.73% to $154.4 million in 2023, then increased by 13.29% to $174.9 million in 2024, then fell by 12.4% to $153.2 million in 2025, then dropped by 1.94% to $150.2 million in 2026.
  • Per Business Quant data, the three most recent Principal Transactions figures were $150.2 million in Q1 2026, $153.2 million in Q4 2025, and $177.9 million in Q3 2025.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr)
1 Morgan Stanley 330.70 Bn 197.17 Bn -
2 Goldman Sachs 309.79 Bn -627.76 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

Historic Data

Download Data
DateValue
Mar 31, 2026 150.22 Mn
Dec 31, 2025 153.20 Mn
Sep 30, 2025 177.88 Mn
Jun 30, 2025 172.60 Mn
Mar 31, 2025 141.66 Mn
Dec 31, 2024 174.89 Mn
Sep 30, 2024 137.09 Mn
Jun 30, 2024 153.57 Mn
Mar 31, 2024 139.01 Mn
Dec 31, 2023 154.38 Mn
Sep 30, 2023 114.84 Mn
Jun 30, 2023 105.70 Mn
Mar 31, 2023 115.52 Mn
Dec 31, 2022 125.78 Mn
Sep 30, 2022 118.38 Mn
Jun 30, 2022 125.60 Mn
Mar 31, 2022 159.27 Mn
Dec 31, 2021 144.58 Mn
Sep 30, 2021 118.98 Mn
Jun 30, 2021 152.60 Mn