Stifel Financial (SF) Cash & Current Investments (2009 - 2026)

Stifel Financial (SF) recorded quarterly Cash & Current Investments of $4.6 billion in Q1 2026, up 23.77% on a QoQ basis from $3.7 billion in Q4 2025, and up 9.93% year-over-year from $4.1 billion in Q1 2025.

Stifel Financial (SF) Cash & Current Investments (2009 - 2026) Analysis & Trends

Stifel Financial has disclosed Cash & Current Investments across 18 years of filings, most recently posting $4.6 billion for Q1 2026.

  • Quarterly Cash & Current Investments rose 9.93% year-over-year to $4.6 billion in Q1 2026, while the trailing twelve-month figure through Mar 2026 was $4.6 billion (up 9.93% YoY) and the FY2025 annual result came in at $3.7 billion, down 3.55% from the prior year.
  • Cash & Current Investments advanced to $4.6 billion in Q1 2026, from $3.7 billion in the prior quarter.
  • Over five years, Cash & Current Investments peaked at $4.7 billion in Q3 2025 and troughed at $2.4 billion in Q3 2022.
  • A 5-year average of $3.6 billion and a median of $3.7 billion in 2023 frame the typical range for Cash & Current Investments.
  • Annual changes were most pronounced in 2022 — Cash & Current Investments declined 24.88% — and 2023, when it soared 56.5%.
  • Tracing SF's Cash & Current Investments over 5 years: stood at $2.9 billion in 2022, then jumped by 46.01% to $4.3 billion in 2023, then dropped by 10.82% to $3.8 billion in 2024, then retreated by 3.55% to $3.7 billion in 2025, then gained by 23.77% to $4.6 billion in 2026.
  • Business Quant data shows SF's Cash & Current Investments at $4.6 billion in Q1 2026, $3.7 billion in Q4 2025, and $4.7 billion in Q3 2025.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Cash & Current Investments (Qtr)
1 SOL Strategies 96,012.83 Bn 96,012.83 Bn - 268,003.51
2 Morgan Stanley 328.23 Bn 194.70 Bn - 133.53 Bn
3 Goldman Sachs 313.22 Bn -624.33 Bn - 937.55 Bn
4 Schwab Charles 154.90 Bn 109.92 Bn - 44.98 Bn
5 Robinhood Markets 75.17 Bn 70.53 Bn 960.00 Mn 5.01 Bn
6 Interactive Brokers 38.41 Bn 49.00 Bn - 5.09 Bn
7 LPL Financial Holdings 23.13 Bn 22.10 Bn - 1.02 Bn
8 Tradeweb Markets 21.12 Bn 19.87 Bn - 1.94 Bn
9 Circle Internet 19.75 Bn 18.24 Bn 35.01 Mn 1.52 Bn
10 Stifel Financial 11.10 Bn 6.54 Bn 878.90 Mn 4.56 Bn

Historic Data

Download Data
DateValue
Mar 31, 2026 4.56 Bn
Dec 31, 2025 3.68 Bn
Sep 30, 2025 4.73 Bn
Jun 30, 2025 3.20 Bn
Mar 31, 2025 4.15 Bn
Dec 31, 2024 3.82 Bn
Sep 30, 2024 3.27 Bn
Jun 30, 2024 3.88 Bn
Mar 31, 2024 4.64 Bn
Dec 31, 2023 4.28 Bn
Sep 30, 2023 3.83 Bn
Jun 30, 2023 3.05 Bn
Mar 31, 2023 3.74 Bn
Dec 31, 2022 2.93 Bn
Sep 30, 2022 2.44 Bn
Jun 30, 2022 2.61 Bn
Mar 31, 2022 2.83 Bn
Dec 31, 2021 3.12 Bn
Sep 30, 2021 3.25 Bn
Jun 30, 2021 2.61 Bn