Stifel Financial (SF) Principal Transactions (2009 - 2026)

Stifel Financial's (SF) quarterly Principal Transactions came in at $150.2 million in Q1 2026, up 6.04% YoY from $141.7 million in Q1 2025, and down 1.94% on a QoQ basis from $153.2 million in Q4 2025.

Stifel Financial (SF) Principal Transactions (2009 - 2026) Analysis & Trends

Stifel Financial (SF) has 18 years of Principal Transactions data on file, last reported at $150.2 million in 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 retreated to $150.2 million in Q1 2026, from $153.2 million in the prior quarter.
  • In the past five years, Principal Transactions ranged from a high of $177.9 million in Q3 2025 to a low of $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 rose by 22.73% to $154.4 million in 2023, then gained by 13.29% to $174.9 million in 2024, then decreased by 12.4% to $153.2 million in 2025, then fell by 1.94% to $150.2 million in 2026.
  • The last three Principal Transactions figures came in at $150.2 million (Q1 2026), $153.2 million (Q4 2025), and $177.9 million (Q3 2025), per Business Quant data.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr)
1 Morgan Stanley 338.83 Bn 205.30 Bn -
2 Goldman Sachs 316.34 Bn -660.01 Bn -
3 Schwab Charles 220.55 Bn 135.80 Bn -
4 Futu Holdings 121.48 Bn 105.59 Bn 733.58 Mn
5 Robinhood Markets 84.07 Bn 66.74 Bn 1.20 Bn
6 Iren 68.17 Bn 65.95 Bn 104.86 Mn
7 ATIF Holdings 45.42 Bn 45.42 Bn -
8 Interactive Brokers 39.54 Bn -3.28 Bn -
9 LPL Financial Holdings 28.27 Bn 25.57 Bn -
10 Stifel Financial 14.08 Bn 11.18 Bn 878.90 Mn

Historic Data

Download Data
DateValue
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