Stifel Financial (SF) Investment Gain (Loss) (2009 - 2026)

Stifel Financial (SF) recorded quarterly Investment Gain (Loss) of $341.4 million in Q1 2026, down 25.11% on a QoQ basis from $455.9 million in Q4 2025, and up 43.49% year-over-year from $237.9 million in Q1 2025.

Stifel Financial (SF) Investment Gain (Loss) (2009 - 2026) Analysis & Trends

Stifel Financial has disclosed Investment Gain (Loss) across 18 years of filings, most recently posting $341.4 million for Q1 2026.

  • Quarterly Investment Gain (Loss) rose 43.49% year-over-year to $341.4 million in Q1 2026, while the trailing twelve-month figure through Mar 2026 was $1.4 billion (up 32.92% YoY) and the FY2025 annual result came in at $1.3 billion, up 25.72% from the prior year.
  • Investment Gain (Loss) slipped to $341.4 million in Q1 2026, from $455.9 million in the prior quarter.
  • Over five years, Investment Gain (Loss) peaked at $455.9 million in Q4 2025 and troughed at -$747.7 million in Q4 2022.
  • A 5-year average of $151.7 million and a median of $233.5 million in 2025 frame the typical range for Investment Gain (Loss).
  • Annual changes were most pronounced in 2022 — Investment Gain (Loss) plunged 256.62% — and 2024, when it soared 157.09%.
  • Tracing SF's Investment Gain (Loss) over 5 years: stood at -$747.7 million in 2022, then rose by 28.69% to -$533.2 million in 2023, then surged by 157.09% to $304.4 million in 2024, then soared by 49.75% to $455.9 million in 2025, then retreated by 25.11% to $341.4 million in 2026.
  • Business Quant data shows SF's Investment Gain (Loss) at $341.4 million in Q1 2026, $455.9 million in Q4 2025, and $323.5 million in Q3 2025.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Investment Gain (Loss) (Qtr)
1 SOL Strategies 96,012.83 Bn 96,012.83 Bn - -
2 Morgan Stanley 328.23 Bn 194.70 Bn - 2.29 Bn
3 Goldman Sachs 313.22 Bn -624.33 Bn - 2.84 Bn
4 Schwab Charles 154.90 Bn 109.92 Bn - -
5 Robinhood Markets 75.17 Bn 70.53 Bn 960.00 Mn -
6 Interactive Brokers 38.41 Bn 49.00 Bn - -
7 LPL Financial Holdings 23.13 Bn 22.10 Bn - -
8 Tradeweb Markets 21.12 Bn 19.87 Bn - -
9 Circle Internet 19.75 Bn 18.24 Bn 35.01 Mn -
10 Stifel Financial 11.10 Bn 6.54 Bn 878.90 Mn 341.41 Mn

Historic Data

Download Data
DateValue
Mar 31, 2026 341.41 Mn
Dec 31, 2025 455.86 Mn
Sep 30, 2025 323.48 Mn
Jun 30, 2025 233.46 Mn
Mar 31, 2025 237.94 Mn
Dec 31, 2024 304.42 Mn
Sep 30, 2024 243.18 Mn
Jun 30, 2024 233.28 Mn
Mar 31, 2024 213.95 Mn
Dec 31, 2023 -533.19 Mn
Sep 30, 2023 146.89 Mn
Jun 30, 2023 166.83 Mn
Mar 31, 2023 211.88 Mn
Dec 31, 2022 -747.68 Mn
Sep 30, 2022 221.86 Mn
Jun 30, 2022 271.08 Mn
Mar 31, 2022 254.85 Mn
Dec 31, 2021 477.37 Mn
Sep 30, 2021 372.28 Mn
Jun 30, 2021 376.44 Mn