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 | 333.21 Bn | 173.07 Bn | - | - |
| 2 | Goldman Sachs | 311.14 Bn | -665.21 Bn | - | 255.63 Bn |
| 3 | Schwab Charles | 196.95 Bn | 123.36 Bn | - | - |
| 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 | - | 291.59 Mn |
| 8 | Circle Internet | 21.70 Bn | 19.97 Bn | 288.85 Mn | 103.80 Mn |
| 9 | Futu Holdings | 16.14 Bn | 214.18 Mn | 733.58 Mn | 79.10 Mn |
| 10 | Stifel Financial | 12.43 Bn | 8.53 Bn | 1.49 Bn | 1.10 Bn |
Historic Data
Download Data| Date | Value |
|---|---|
| Jun 30, 2026 | 1.10 Bn |
| 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 |