Stifel Financial (SF) Long-Term Investments (2009 - 2026)

Stifel Financial's (SF) quarterly Long-Term Investments came in at $185.7 million in Q1 2026, down 82.59% YoY from $1.1 billion in Q1 2025, and down 83.32% on a QoQ basis from $1.1 billion in Q4 2025.

Stifel Financial (SF) Long-Term Investments (2009 - 2026) Analysis & Trends

Stifel Financial (SF) has 18 years of Long-Term Investments data on file, last reported at $185.7 million in Q1 2026.

  • Quarterly Long-Term Investments fell 82.59% year-over-year to $185.7 million in Q1 2026, while the trailing twelve-month figure through Mar 2026 was $185.7 million (down 82.59% YoY) and the FY2025 annual result came in at $1.1 billion, up 9.44% from the prior year.
  • Long-Term Investments eased to $185.7 million in Q1 2026, from $1.1 billion in the prior quarter.
  • In the past five years, Long-Term Investments ranged from a high of $1.1 billion in Q4 2025 to a low of $111.0 million in Q3 2025.
  • A 5-year average of $659.4 million and a median of $816.6 million in 2023 frame the typical range for Long-Term Investments.
  • Annual changes were most pronounced in 2022 — Long-Term Investments soared 58445.49% — and 2026, when it sank 82.59%.
  • Tracing SF's Long-Term Investments over 5 years: stood at $952.3 million in 2022, then retreated by 11.81% to $839.8 million in 2023, then increased by 21.07% to $1.0 billion in 2024, then grew by 9.44% to $1.1 billion in 2025, then sank by 83.32% to $185.7 million in 2026.
  • The last three Long-Term Investments figures came in at $185.7 million (Q1 2026), $1.1 billion (Q4 2025), and $111.0 million (Q3 2025), per Business Quant data.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Long-Term Investments (Qtr)
1 Morgan Stanley 338.83 Bn 205.30 Bn - -
2 Goldman Sachs 316.34 Bn -660.01 Bn - 255.63 Bn
3 Schwab Charles 220.55 Bn 135.80 Bn - -
4 Futu Holdings 121.48 Bn 105.59 Bn 733.58 Mn 79.10 Mn
5 Robinhood Markets 84.07 Bn 66.74 Bn 1.20 Bn -
6 Iren 68.17 Bn 65.95 Bn 104.86 Mn 192.00 Mn
7 ATIF Holdings 45.42 Bn 45.42 Bn - 31,902.00
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 185.65 Mn

Historic Data

Download Data
DateValue
Mar 31, 2026 185.65 Mn
Dec 31, 2025 1.11 Bn
Sep 30, 2025 110.97 Mn
Jun 30, 2025 997.68 Mn
Mar 31, 2025 1.07 Bn
Dec 31, 2024 1.02 Bn
Sep 30, 2024 147.97 Mn
Jun 30, 2024 168.38 Mn
Mar 31, 2024 814.39 Mn
Dec 31, 2023 839.81 Mn
Sep 30, 2023 816.57 Mn
Jun 30, 2023 255.25 Mn
Mar 31, 2023 274.53 Mn
Dec 31, 2022 952.32 Mn
Sep 30, 2022 293.10 Mn
Jun 30, 2022 1.08 Bn
Mar 31, 2022 1.08 Bn
Dec 31, 2021 1.20 Bn
Sep 30, 2021 120.92 Mn
Jun 30, 2021 1.84 Mn