Stifel Financial (SF) Principal Transactions (2010 - 2026)
Stifel Financial (SF) recorded quarterly Principal Transactions of $150.2 million in Q1 2026, down 1.94% on a QoQ basis from $153.2 million in Q4 2025, and up 6.04% year-over-year from $141.7 million in Q1 2025.
Stifel Financial (SF) Principal Transactions (2010 - 2026) Analysis & Trends
Stifel Financial has disclosed Principal Transactions across 17 years of filings, most recently posting $150.2 million for Q1 2026.
- Quarterly Principal Transactions rose 6.04% year-over-year to $150.2 million in Q1 2026, while the trailing twelve-month figure through Mar 2026 was $653.9 million (up 7.69% YoY) and the FY2025 annual result came in at $645.3 million, up 6.74% from the prior year.
- Principal Transactions declined to $150.2 million in Q1 2026, from $153.2 million in the prior quarter.
- Over five years, Principal Transactions peaked at $177.9 million in Q3 2025 and troughed at $105.7 million in Q2 2023.
- A 5-year average of $142.3 million and a median of $141.7 million in 2025 frame the typical range for Principal Transactions.
- Annual changes were most pronounced in 2023 — Principal Transactions decreased 27.47% — and 2024, when it surged 45.29%.
- Tracing SF's Principal Transactions over 5 years: stood at $125.8 million in 2022, then advanced by 22.73% to $154.4 million in 2023, then climbed by 13.29% to $174.9 million in 2024, then dropped by 12.4% to $153.2 million in 2025, then decreased by 1.94% to $150.2 million in 2026.
- Business Quant data shows SF's Principal Transactions at $150.2 million in Q1 2026, $153.2 million in Q4 2025, and $177.9 million in Q3 2025.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) |
|---|---|---|---|---|
| 1 | SOL Strategies | 100,773.79 Bn | 100,773.79 Bn | - |
| 2 | Morgan Stanley | 331.35 Bn | 197.82 Bn | - |
| 3 | Goldman Sachs | 317.73 Bn | -619.82 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 | - |
| 9 | Circle Internet | 20.00 Bn | 18.49 Bn | 35.01 Mn |
| 10 | Stifel Financial | 10.93 Bn | 6.37 Bn | 878.90 Mn |
Historic Data
Download Data| Date | Value |
|---|---|
| Mar 31, 2026 | 150.22 Mn |
| Dec 31, 2025 | 153.20 Mn |
| Sep 30, 2025 | 177.88 Mn |
| Jun 30, 2025 | 172.60 Mn |
| Mar 31, 2025 | 141.66 Mn |
| Dec 31, 2024 | 174.89 Mn |
| Sep 30, 2024 | 137.09 Mn |
| Jun 30, 2024 | 153.57 Mn |
| Mar 31, 2024 | 139.01 Mn |
| Dec 31, 2023 | 154.38 Mn |
| Sep 30, 2023 | 114.84 Mn |
| Jun 30, 2023 | 105.70 Mn |
| Mar 31, 2023 | 115.52 Mn |
| Dec 31, 2022 | 125.78 Mn |
| Sep 30, 2022 | 118.38 Mn |
| Jun 30, 2022 | 125.60 Mn |
| Mar 31, 2022 | 159.27 Mn |
| Dec 31, 2021 | 144.58 Mn |
| Sep 30, 2021 | 118.98 Mn |
| Jun 30, 2021 | 152.60 Mn |