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| Date | Value |
|---|---|
| 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 |