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

Stifel Financial's (SF) quarterly Cash & Current Investments came in at $2.9 billion in Q1 2026, down 30.05% YoY from $4.1 billion in Q1 2025, and up 28.64% on a QoQ basis from $2.3 billion in Q4 2025.

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

Stifel Financial (SF) has 18 years of Cash & Current Investments data on file, last reported at $2.9 billion in Q1 2026.

  • Quarterly Cash & Current Investments fell 30.05% year-over-year to $2.9 billion in Q1 2026, while the trailing twelve-month figure through Mar 2026 was $2.9 billion (down 30.05% YoY) and the FY2025 annual result came in at $2.3 billion, down 17.33% from the prior year.
  • Cash & Current Investments climbed to $2.9 billion in Q1 2026, from $2.3 billion in the prior quarter.
  • In the past five years, Cash & Current Investments ranged from a high of $4.6 billion in Q1 2024 to a low of $1.7 billion in Q2 2022.
  • A 5-year average of $2.8 billion and a median of $2.7 billion in 2024 frame the typical range for Cash & Current Investments.
  • Annual changes were most pronounced in 2022 — Cash & Current Investments tumbled 35.37% — and 2024, when it surged 66.51%.
  • Tracing SF's Cash & Current Investments over 5 years: stood at $2.2 billion in 2022, then surged by 58.09% to $3.5 billion in 2023, then dropped by 22.63% to $2.7 billion in 2024, then declined by 17.33% to $2.3 billion in 2025, then climbed by 28.64% to $2.9 billion in 2026.
  • The last three Cash & Current Investments figures came in at $2.9 billion (Q1 2026), $2.3 billion (Q4 2025), and $3.2 billion (Q3 2025), per Business Quant data.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Cash & Current Investments (Qtr)
1 Morgan Stanley 338.83 Bn 205.30 Bn - 160.14 Bn
2 Goldman Sachs 316.34 Bn -660.01 Bn - 976.35 Bn
3 Schwab Charles 220.55 Bn 135.80 Bn - 84.75 Bn
4 Futu Holdings 121.48 Bn 105.59 Bn 733.58 Mn 15.93 Bn
5 Robinhood Markets 84.07 Bn 66.74 Bn 1.20 Bn 17.39 Bn
6 Iren 68.17 Bn 65.95 Bn 104.86 Mn 2.21 Bn
7 ATIF Holdings 45.42 Bn 45.42 Bn - 1.52 Mn
8 Interactive Brokers 39.54 Bn -3.28 Bn - 58.50 Bn
9 LPL Financial Holdings 28.27 Bn 25.57 Bn - 2.70 Bn
10 Stifel Financial 14.08 Bn 11.18 Bn 878.90 Mn 2.90 Bn

Historic Data

Download Data
DateValue
Mar 31, 2026 2.90 Bn
Dec 31, 2025 2.25 Bn
Sep 30, 2025 3.19 Bn
Jun 30, 2025 1.93 Bn
Mar 31, 2025 4.15 Bn
Dec 31, 2024 2.73 Bn
Sep 30, 2024 3.27 Bn
Jun 30, 2024 2.66 Bn
Mar 31, 2024 4.64 Bn
Dec 31, 2023 3.52 Bn
Sep 30, 2023 2.80 Bn
Jun 30, 2023 1.93 Bn
Mar 31, 2023 2.79 Bn
Dec 31, 2022 2.23 Bn
Sep 30, 2022 2.44 Bn
Jun 30, 2022 1.68 Bn
Mar 31, 2022 1.72 Bn
Dec 31, 2021 2.15 Bn
Sep 30, 2021 2.08 Bn
Jun 30, 2021 2.61 Bn