Stifel Financial (SF) Invested Capital (2009 - 2026)

Stifel Financial has disclosed Invested Capital across 18 years of filings, most recently posting $36.3 billion for Q1 2026.

• Quarterly Invested Capital rose 4.65% year-over-year to $36.3 billion in Q1 2026, while the trailing twelve-month figure through Mar 2026 was $36.3 billion (up 4.65% YoY) and the FY2025 annual result came in at $34.9 billion, up 14.58% from the prior year.
• Invested Capital advanced to $36.3 billion in Q1 2026, from $34.9 billion in the prior quarter.
• Over five years, Invested Capital peaked at $36.3 billion in Q1 2026 and troughed at $23.6 billion in Q1 2022.
• A 5-year average of $30.9 billion and a median of $32.0 billion in 2025 frame the typical range for Invested Capital.
• Annual changes were most pronounced in 2022 — Invested Capital soared 30.55% — and 2024, when it decreased 5.98%.
• Tracing SF's Invested Capital over 5 years: stood at $28.7 billion in 2022, then climbed by 12.78% to $32.4 billion in 2023, then dropped by 5.98% to $30.5 billion in 2024, then rose by 14.58% to $34.9 billion in 2025, then grew by 4.08% to $36.3 billion in 2026.
• Business Quant data shows SF's Invested Capital at $36.3 billion in Q1 2026, $34.9 billion in Q4 2025, and $35.0 billion in Q3 2025.