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

Stifel Financial's (SF) quarterly Investment Gain (Loss) came in at $341.4 million in Q1 2026, up 43.49% YoY from $237.9 million in Q1 2025, and down 25.11% on a QoQ basis from $455.9 million in Q4 2025.

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

Stifel Financial (SF) has 18 years of Investment Gain (Loss) data on file, last reported at $341.4 million in 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) declined to $341.4 million in Q1 2026, from $455.9 million in the prior quarter.
  • In the past five years, Investment Gain (Loss) ranged from a high of $455.9 million in Q4 2025 to a low of $146.9 million in Q3 2023.
  • A 5-year average of $252.3 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) sank 53.14% — and 2024, when it surged 65.56%.
  • Tracing SF's Investment Gain (Loss) over 5 years: stood at $223.7 million in 2022, then slipped by 8.07% to $205.7 million in 2023, then surged by 48.02% to $304.4 million in 2024, then jumped by 49.75% to $455.9 million in 2025, then declined by 25.11% to $341.4 million in 2026.
  • The last three Investment Gain (Loss) figures came in at $341.4 million (Q1 2026), $455.9 million (Q4 2025), and $323.5 million (Q3 2025), per Business Quant data.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Investment Gain (Loss) (Qtr)
1 Morgan Stanley 338.83 Bn 205.30 Bn - 2.65 Bn
2 Goldman Sachs 316.34 Bn -660.01 Bn - 3.40 Bn
3 Schwab Charles 220.55 Bn 135.80 Bn - 1.00 Mn
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 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 205.66 Mn
Sep 30, 2023 146.89 Mn
Jun 30, 2023 166.83 Mn
Mar 31, 2023 211.88 Mn
Dec 31, 2022 223.71 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