Stifel Financial SF
NYSE SF
$75.77 +0.25 (+0.33%)
At close: Sep 18, 2026 · 4:00 PM EDT

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

Stifel Financial (SF) recorded quarterly Long-Term Investments of $1.1 billion in Q2 2026, down 5.03% on a QoQ basis from $1.2 billion in Q1 2026, and up 10.26% YoY from $997.7 million in Q2 2025.

Analysis

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

Stifel Financial (SF) has reported Long-Term Investments for 18 consecutive years, with $1.1 billion the latest figure, recorded in Q2 2026.

  • For the quarter ending Q2 2026, Long-Term Investments rose 10.26% year-over-year to $1.1 billion; the trailing twelve-month figure through Jun 2026 stood at $1.1 billion (up 10.26% YoY), and the FY2025 full-year result was $1.1 billion, up 9.44% from the prior year.
  • Long-Term Investments was $1.1 billion for Q2 2026 at Stifel Financial, down from $1.2 billion in the prior quarter.
  • The five-year high for Long-Term Investments was $1.2 billion in Q3 2025, with the low at $814.4 million in Q1 2024.
  • Historically, Long-Term Investments has averaged $998.6 million across 5 years, with a median of $1.0 billion in 2024.
  • On a YoY basis, Long-Term Investments climbed as much as 877.84% in 2022 and fell as far as 20.76% in 2022.
  • Tracing SF's Long-Term Investments over 5 years: stood at $952.3 million in 2022, then slipped by 11.81% to $839.8 million in 2023, then gained by 21.07% to $1.0 billion in 2024, then rose by 9.44% to $1.1 billion in 2025, then dropped by 1.14% to $1.1 billion in 2026.
  • Per Business Quant data, the three most recent Long-Term Investments figures were $1.1 billion in Q2 2026, $1.2 billion in Q1 2026, and $1.1 billion in Q4 2025.
Peer Set

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Long-Term Investments (Qtr)
1 Bank Of America 405.01 Bn -183.49 Bn 30.39 Bn 24.30 Bn
2 Morgan Stanley 318.33 Bn 158.20 Bn - -
3 Royal Bank Of Canada 284.62 Bn 57.78 Bn - -
4 Goldman Sachs 274.43 Bn -701.92 Bn - 255.63 Bn
5 Mitsubishi Ufj Financial 274.26 Bn -110.06 Bn 10.89 Bn -
6 Wells Fargo & Company 260.84 Bn 59.01 Bn - -
7 American Express 210.32 Bn 161.00 Bn 17.99 Bn -
8 Banco Santander 210.20 Bn 217.82 Bn 28.01 Bn 8.98 Bn
9 Toronto Dominion Bank 206.68 Bn 45.35 Bn - 96.89 Bn
10 Stifel Financial 11.69 Bn 7.80 Bn 1.49 Bn 1.10 Bn
Historic Data

Historic Data

Download Data
DateValue
Jun 30, 2026 1.10 Bn
Mar 31, 2026 1.16 Bn
Dec 31, 2025 1.11 Bn
Sep 30, 2025 1.18 Bn
Jun 30, 2025 997.68 Mn
Mar 31, 2025 1.07 Bn
Dec 31, 2024 1.02 Bn
Sep 30, 2024 1.02 Bn
Jun 30, 2024 941.74 Mn
Mar 31, 2024 814.39 Mn
Dec 31, 2023 839.81 Mn
Sep 30, 2023 816.57 Mn
Jun 30, 2023 878.13 Mn
Mar 31, 2023 946.99 Mn
Dec 31, 2022 952.32 Mn
Sep 30, 2022 977.89 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