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
DateValue
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