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
DateValue
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