Stifel Financial (SF) Retained Earnings (2009 - 2026)
Stifel Financial's (SF) quarterly Retained Earnings came in at $1.8 billion in Q1 2026, down 51.05% YoY from $3.7 billion in Q1 2025, and down 56.25% on a QoQ basis from $4.2 billion in Q4 2025.
Stifel Financial (SF) Retained Earnings (2009 - 2026) Analysis & Trends
Stifel Financial (SF) has 18 years of Retained Earnings data on file, last reported at $1.8 billion in Q1 2026.
- Quarterly Retained Earnings fell 51.05% year-over-year to $1.8 billion in Q1 2026, while the trailing twelve-month figure through Mar 2026 was $1.8 billion (down 51.05% YoY) and the FY2025 annual result came in at $4.2 billion, up 5604.33% from the prior year.
- Retained Earnings slipped to $1.8 billion in Q1 2026, from $4.2 billion in the prior quarter.
- In the past five years, Retained Earnings ranged from a high of $4.2 billion in Q4 2025 to a low of -$110.0 million in Q2 2022.
- A 5-year average of $2.0 billion and a median of $1.9 billion in 2023 frame the typical range for Retained Earnings.
- Annual changes were most pronounced in 2022 — Retained Earnings slumped 957.0% — and 2025, when it jumped 5604.33%.
- Tracing SF's Retained Earnings over 5 years: stood at $1.9 billion in 2022, then slipped by 1.19% to $1.9 billion in 2023, then plunged by 103.97% to -$75.6 million in 2024, then jumped by 5604.33% to $4.2 billion in 2025, then plunged by 56.25% to $1.8 billion in 2026.
- The last three Retained Earnings figures came in at $1.8 billion (Q1 2026), $4.2 billion (Q4 2025), and $4.0 billion (Q3 2025), per Business Quant data.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Retained Earnings (Qtr) |
|---|---|---|---|---|---|
| 1 | Morgan Stanley | 338.83 Bn | 205.30 Bn | - | 122.77 Bn |
| 2 | Goldman Sachs | 316.34 Bn | -660.01 Bn | - | 174.35 Bn |
| 3 | Schwab Charles | 220.55 Bn | 135.80 Bn | - | 28.05 Bn |
| 4 | Futu Holdings | 121.48 Bn | 105.59 Bn | 733.58 Mn | 3.34 Bn |
| 5 | Robinhood Markets | 84.07 Bn | 66.74 Bn | 1.20 Bn | 10.73 Bn |
| 6 | Iren | 68.17 Bn | 65.95 Bn | 104.86 Mn | -1.73 Bn |
| 7 | ATIF Holdings | 45.42 Bn | 45.42 Bn | - | -35.74 Mn |
| 8 | Interactive Brokers | 39.54 Bn | -3.28 Bn | - | 3.60 Bn |
| 9 | LPL Financial Holdings | 28.27 Bn | 25.57 Bn | - | 6.52 Bn |
| 10 | Stifel Financial | 14.08 Bn | 11.18 Bn | 878.90 Mn | 1.82 Bn |
Historic Data
Download Data| Date | Value |
|---|---|
| Mar 31, 2026 | 1.82 Bn |
| Dec 31, 2025 | 4.16 Bn |
| Sep 30, 2025 | 3.96 Bn |
| Jun 30, 2025 | 1.84 Bn |
| Mar 31, 2025 | 3.72 Bn |
| Dec 31, 2024 | -75.64 Mn |
| Sep 30, 2024 | 3.62 Bn |
| Jun 30, 2024 | -84.78 Mn |
| Mar 31, 2024 | -84.17 Mn |
| Dec 31, 2023 | 1.91 Bn |
| Sep 30, 2023 | 1.89 Bn |
| Jun 30, 2023 | 3.29 Bn |
| Mar 31, 2023 | 3.21 Bn |
| Dec 31, 2022 | 1.93 Bn |
| Sep 30, 2022 | 3.05 Bn |
| Jun 30, 2022 | -110.04 Mn |
| Mar 31, 2022 | -62.60 Mn |
| Dec 31, 2021 | 2.76 Bn |
| Sep 30, 2021 | 2.53 Bn |
| Jun 30, 2021 | 27.27 Mn |