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 | 333.21 Bn | 173.07 Bn | - | -6.18 Bn |
| 2 | Goldman Sachs | 311.14 Bn | -665.21 Bn | - | 3.40 Bn |
| 3 | Schwab Charles | 196.95 Bn | 123.36 Bn | - | -25.00 Mn |
| 4 | Robinhood Markets | 93.19 Bn | 75.81 Bn | 1.20 Bn | - |
| 5 | Interactive Brokers | 41.71 Bn | -22.59 Bn | - | - |
| 6 | LPL Financial Holdings | 29.06 Bn | 26.36 Bn | - | - |
| 7 | Tradeweb Markets | 23.03 Bn | 20.97 Bn | - | - |
| 8 | Circle Internet | 21.70 Bn | 19.97 Bn | 288.85 Mn | - |
| 9 | Futu Holdings | 16.14 Bn | 214.18 Mn | 733.58 Mn | - |
| 10 | Stifel Financial | 12.43 Bn | 8.53 Bn | 1.49 Bn | - |
Historic Data
Download Data| Date | Value |
|---|---|
| Jun 30, 2026 | 331.95 Mn |
| 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 |