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
Download Data
Historic Data
| Date | Value |
|---|---|
| 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 |