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

Stifel Financial (SF) recorded quarterly Long-Term Investments of $81.8 million in Q1 2026, little changed on a QoQ basis from $81.8 million in Q4 2025, and up 8.38% year-over-year from $75.5 million in Q1 2025.

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

Stifel Financial has disclosed Long-Term Investments across 18 years of filings, most recently posting $81.8 million for Q1 2026.

  • Quarterly Long-Term Investments rose 8.38% year-over-year to $81.8 million in Q1 2026, while the trailing twelve-month figure through Mar 2026 was $81.8 million (up 8.38% YoY) and the FY2025 annual result came in at $81.8 million, up 8.58% from the prior year.
  • Long-Term Investments held at $81.8 million in Q1 2026, from $81.8 million in the prior quarter.
  • Over five years, Long-Term Investments peaked at $113.3 million in Q1 2022 and troughed at $75.4 million in Q4 2024.
  • A 5-year average of $90.7 million and a median of $91.2 million in 2023 frame the typical range for Long-Term Investments.
  • Annual changes were most pronounced in 2024 — Long-Term Investments decreased 17.28% — and 2025, when it advanced 8.58%.
  • Tracing SF's Long-Term Investments over 5 years: stood at $99.4 million in 2022, then dropped by 8.32% to $91.1 million in 2023, then declined by 17.28% to $75.4 million in 2024, then gained by 8.58% to $81.8 million in 2025, then dropped by 0.05% to $81.8 million in 2026.
  • Business Quant data shows SF's Long-Term Investments at $81.8 million in Q1 2026, $81.8 million in Q4 2025, and $80.3 million in Q3 2025.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Long-Term Investments (Qtr)
1 SOL Strategies 100,773.79 Bn 100,773.79 Bn - 356,421.89
2 Morgan Stanley 331.35 Bn 197.82 Bn - -
3 Goldman Sachs 317.73 Bn -619.82 Bn - 25.73 Bn
4 Schwab Charles 153.74 Bn 108.77 Bn - -
5 Robinhood Markets 75.98 Bn 71.34 Bn 960.00 Mn -
6 Interactive Brokers 38.91 Bn 49.50 Bn - -
7 LPL Financial Holdings 22.76 Bn 21.73 Bn - -
8 Tradeweb Markets 20.90 Bn 19.65 Bn - 296.16 Mn
9 Circle Internet 20.00 Bn 18.49 Bn 35.01 Mn 100.10 Mn
10 Stifel Financial 10.93 Bn 6.37 Bn 878.90 Mn 81.78 Mn

Historic Data

Download Data
DateValue
Mar 31, 2026 81.78 Mn
Dec 31, 2025 81.83 Mn
Sep 30, 2025 80.27 Mn
Jun 30, 2025 78.57 Mn
Mar 31, 2025 75.46 Mn
Dec 31, 2024 75.36 Mn
Sep 30, 2024 93.05 Mn
Jun 30, 2024 91.47 Mn
Mar 31, 2024 89.52 Mn
Dec 31, 2023 91.11 Mn
Sep 30, 2023 91.15 Mn
Jun 30, 2023 100.78 Mn
Mar 31, 2023 101.88 Mn
Dec 31, 2022 99.38 Mn
Sep 30, 2022 101.30 Mn
Jun 30, 2022 96.52 Mn
Mar 31, 2022 113.30 Mn
Dec 31, 2021 117.80 Mn
Sep 30, 2021 120.92 Mn
Jun 30, 2021 110.17 Mn