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| Date | Value |
|---|---|
| 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 |