Stifel Financial (SF-PD) Tax Rate (2009 - 2026)
Stifel Financial (SF-PD) posted Tax Rate of 22.89% for Q1 2026, up 407.84% quarter-over-quarter from 7.44% in Q4 2025, and up 653.0% on a YoY basis from 3.04% in Q1 2025.
Stifel Financial (SF-PD) Tax Rate (2009 - 2026) Analysis & Trends
Stifel Financial (SF-PD) has reported Tax Rate for 18 consecutive years, with 22.89% the latest figure, recorded in Q1 2026.
- Quarterly Tax Rate rose 653.0% year-over-year to 22.89% in Q1 2026, while the trailing twelve-month figure through Mar 2026 was 104.68% (up 9103.0% YoY) and the FY2025 annual result came in at 839.46%, down 85565.0% from the prior year.
- Tax Rate came in at 22.89% for Q1 2026 at Stifel Financial, up from 7.44% in the prior quarter.
- The five-year high for Tax Rate was 37.71% in Q3 2023, with the low 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.
- Year-over-year, Tax Rate surged 1118 bps in 2023 and tumbled 2261 bps in 2024.
- Tracing SF-PD's Tax Rate over 5 years: stood at 18.99% in 2022, then retreated by 30 bps to 13.37% in 2023, then sank by 169 bps to 9.24% in 2024, then advanced by 20 bps to 7.44% in 2025, then soared by 408 bps to 22.89% in 2026.
- Per Business Quant data, the three most recent Tax Rate figures were 22.89% in Q1 2026, 7.44% in Q4 2025, and 26.11% in Q3 2025.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Tax Rate (Qtr) |
|---|---|---|---|---|---|
| 1 | Morgan Stanley | 330.70 Bn | 197.17 Bn | - | 19.58% |
| 2 | Goldman Sachs | 309.79 Bn | -627.76 Bn | - | 13.20% |
| 3 | Schwab Charles | 167.21 Bn | 122.24 Bn | - | 22.24% |
| 4 | Futu Holdings | 111.36 Bn | 109.19 Bn | 733.58 Mn | -16.38% |
| 5 | Robinhood Markets | 97.69 Bn | 93.05 Bn | 960.00 Mn | 15.82% |
| 6 | LPL Financial Holdings | 23.49 Bn | 22.47 Bn | - | 26.45% |
| 7 | Tradeweb Markets | 21.59 Bn | 20.34 Bn | - | 23.03% |
| 8 | Circle Internet | 15.14 Bn | 13.62 Bn | 35.01 Mn | 2.47% |
| 9 | Iren | 14.46 Bn | 12.24 Bn | 144.76 Mn | 2.46% |
| 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% |