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
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