Stifel Financial (SF) Accumulated Expenses (2009 - 2026)
Stifel Financial's (SF) quarterly Accumulated Expenses came in at $522.7 million in Q1 2026, up 30.88% YoY from $399.4 million in Q1 2025, and down 47.15% on a QoQ basis from $989.0 million in Q4 2025.
Stifel Financial (SF) Accumulated Expenses (2009 - 2026) Analysis & Trends
Stifel Financial (SF) has 18 years of Accumulated Expenses data on file, last reported at $522.7 million in 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 retreated to $522.7 million in Q1 2026, from $989.0 million in the prior quarter.
- In the past five years, Accumulated Expenses ranged from a high of $989.0 million in Q4 2025 to a low of $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 slipped by 13.55% to $585.6 million in 2023, then surged by 34.93% to $790.2 million in 2024, then advanced by 25.15% to $989.0 million in 2025, then slumped by 47.15% to $522.7 million in 2026.
- The last three Accumulated Expenses figures came in at $522.7 million (Q1 2026), $989.0 million (Q4 2025), and $743.7 million (Q3 2025), per Business Quant data.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) |
|---|---|---|---|---|
| 1 | Morgan Stanley | 338.83 Bn | 205.30 Bn | - |
| 2 | Goldman Sachs | 316.34 Bn | -660.01 Bn | - |
| 3 | Schwab Charles | 220.55 Bn | 135.80 Bn | - |
| 4 | Futu Holdings | 121.48 Bn | 105.59 Bn | 733.58 Mn |
| 5 | Robinhood Markets | 84.07 Bn | 66.74 Bn | 1.20 Bn |
| 6 | Iren | 68.17 Bn | 65.95 Bn | 104.86 Mn |
| 7 | ATIF Holdings | 45.42 Bn | 45.42 Bn | - |
| 8 | Interactive Brokers | 39.54 Bn | -3.28 Bn | - |
| 9 | LPL Financial Holdings | 28.27 Bn | 25.57 Bn | - |
| 10 | Stifel Financial | 14.08 Bn | 11.18 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 |