Stifel Financial (SF) Accumulated Expenses (2009 - 2026)
Stifel Financial (SF) recorded quarterly Accumulated Expenses of $522.7 million in Q1 2026, down 47.15% on a QoQ basis from $989.0 million in Q4 2025, and up 30.88% year-over-year from $399.4 million in Q1 2025.
Stifel Financial (SF) Accumulated Expenses (2009 - 2026) Analysis & Trends
Stifel Financial has disclosed Accumulated Expenses across 18 years of filings, most recently posting $522.7 million for Q1 2026.
- Quarterly Accumulated Expenses rose 30.88% year-over-year to $522.7 million in Q1 2026, while the trailing twelve-month figure through Mar 2026 was $522.7 million (up 30.88% YoY) and the FY2025 annual result came in at $989.0 million, up 25.15% from the prior year.
- Accumulated Expenses declined to $522.7 million in Q1 2026, from $989.0 million in the prior quarter.
- Over five years, Accumulated Expenses peaked at $989.0 million in Q4 2025 and troughed at $329.4 million in Q1 2023.
- A 5-year average of $550.2 million and a median of $522.7 million in 2026 frame the typical range for Accumulated Expenses.
- Annual changes were most pronounced in 2022 — Accumulated Expenses slipped 27.38% — and 2024, when it jumped 36.77%.
- Tracing SF's Accumulated Expenses over 5 years: stood at $677.4 million in 2022, then declined by 13.55% to $585.6 million in 2023, then jumped by 34.93% to $790.2 million in 2024, then grew by 25.15% to $989.0 million in 2025, then plunged by 47.15% to $522.7 million in 2026.
- Business Quant data shows SF's Accumulated Expenses at $522.7 million in Q1 2026, $989.0 million in Q4 2025, and $743.7 million in Q3 2025.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) |
|---|---|---|---|---|
| 1 | SOL Strategies | 100,773.79 Bn | 100,773.79 Bn | - |
| 2 | Morgan Stanley | 331.35 Bn | 197.82 Bn | - |
| 3 | Goldman Sachs | 317.73 Bn | -619.82 Bn | - |
| 4 | Schwab Charles | 153.74 Bn | 108.77 Bn | - |
| 5 | Robinhood Markets | 75.98 Bn | 71.34 Bn | 960.00 Mn |
| 6 | Interactive Brokers | 38.91 Bn | 49.50 Bn | - |
| 7 | LPL Financial Holdings | 22.76 Bn | 21.73 Bn | - |
| 8 | Tradeweb Markets | 20.90 Bn | 19.65 Bn | - |
| 9 | Circle Internet | 20.00 Bn | 18.49 Bn | 35.01 Mn |
| 10 | Stifel Financial | 10.93 Bn | 6.37 Bn | 878.90 Mn |
Historic Data
Download Data| Date | Value |
|---|---|
| Mar 31, 2026 | 522.66 Mn |
| Dec 31, 2025 | 988.95 Mn |
| Sep 30, 2025 | 743.75 Mn |
| Jun 30, 2025 | 561.25 Mn |
| Mar 31, 2025 | 399.35 Mn |
| Dec 31, 2024 | 790.19 Mn |
| Sep 30, 2024 | 613.13 Mn |
| Jun 30, 2024 | 503.96 Mn |
| Mar 31, 2024 | 368.39 Mn |
| Dec 31, 2023 | 585.61 Mn |
| Sep 30, 2023 | 448.31 Mn |
| Jun 30, 2023 | 399.52 Mn |
| Mar 31, 2023 | 329.36 Mn |
| Dec 31, 2022 | 677.38 Mn |
| Sep 30, 2022 | 554.45 Mn |
| Jun 30, 2022 | 475.94 Mn |
| Mar 31, 2022 | 391.24 Mn |
| Dec 31, 2021 | 932.80 Mn |
| Sep 30, 2021 | 728.39 Mn |
| Jun 30, 2021 | 576.15 Mn |