Stifel Financial (SF) Short-term Investments (2009 - 2026)
Stifel Financial (SF) recorded quarterly Short-term Investments of $1.7 billion in Q1 2026, up 16.07% on a QoQ basis from $1.4 billion in Q4 2025, and up 16.78% year-over-year from $1.4 billion in Q1 2025.
Stifel Financial (SF) Short-term Investments (2009 - 2026) Analysis & Trends
Stifel Financial has disclosed Short-term Investments across 18 years of filings, most recently posting $1.7 billion for Q1 2026.
- Quarterly Short-term Investments rose 16.78% year-over-year to $1.7 billion in Q1 2026, while the trailing twelve-month figure through Mar 2026 was $1.7 billion (up 16.78% YoY) and the FY2025 annual result came in at $1.4 billion, up 22.14% from the prior year.
- Short-term Investments rose to $1.7 billion in Q1 2026, from $1.4 billion in the prior quarter.
- Over five years, Short-term Investments peaked at $1.7 billion in Q1 2026 and troughed at $731.8 million in Q4 2022.
- A 5-year average of $1.2 billion and a median of $1.2 billion in 2024 frame the typical range for Short-term Investments.
- Biggest YoY gain for Short-term Investments was 30.4% in 2022; the steepest drop was 36.75% in 2022.
- Tracing SF's Short-term Investments over 5 years: stood at $731.8 million in 2022, then gained by 25.55% to $918.7 million in 2023, then rose by 27.24% to $1.2 billion in 2024, then gained by 22.14% to $1.4 billion in 2025, then climbed by 16.07% to $1.7 billion in 2026.
- Business Quant data shows SF's Short-term Investments at $1.7 billion in Q1 2026, $1.4 billion in Q4 2025, and $1.5 billion 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 | 1.66 Bn |
| Dec 31, 2025 | 1.43 Bn |
| Sep 30, 2025 | 1.54 Bn |
| Jun 30, 2025 | 1.34 Bn |
| Mar 31, 2025 | 1.42 Bn |
| Dec 31, 2024 | 1.17 Bn |
| Sep 30, 2024 | 1.35 Bn |
| Jun 30, 2024 | 1.26 Bn |
| Mar 31, 2024 | 1.23 Bn |
| Dec 31, 2023 | 918.74 Mn |
| Sep 30, 2023 | 1.06 Bn |
| Jun 30, 2023 | 1.14 Bn |
| Mar 31, 2023 | 973.80 Mn |
| Dec 31, 2022 | 731.75 Mn |
| Sep 30, 2022 | 997.69 Mn |
| Jun 30, 2022 | 997.69 Mn |
| Mar 31, 2022 | 1.28 Bn |
| Dec 31, 2021 | 1.16 Bn |
| Sep 30, 2021 | 1.20 Bn |
| Jun 30, 2021 | 1.25 Bn |