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 | 333.21 Bn | 173.07 Bn | - |
| 2 | Goldman Sachs | 311.14 Bn | -665.21 Bn | - |
| 3 | Schwab Charles | 196.95 Bn | 123.36 Bn | - |
| 4 | Robinhood Markets | 93.19 Bn | 75.81 Bn | 1.20 Bn |
| 5 | Interactive Brokers | 41.71 Bn | -22.59 Bn | - |
| 6 | LPL Financial Holdings | 29.06 Bn | 26.36 Bn | - |
| 7 | Tradeweb Markets | 23.03 Bn | 20.97 Bn | - |
| 8 | Circle Internet | 21.70 Bn | 19.97 Bn | 288.85 Mn |
| 9 | Futu Holdings | 16.14 Bn | 214.18 Mn | 733.58 Mn |
| 10 | Stifel Financial | 12.43 Bn | 8.53 Bn | 1.49 Bn |
Historic Data
Download Data| Date | Value |
|---|---|
| Jun 30, 2026 | 140.09 Mn |
| 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 |