Stifel Financial (SF) Tax Rate (2009 - 2026)
Stifel Financial (SF) recorded quarterly Tax Rate of 24.37% in Q2 2026, up 6.43% on a QoQ basis from 22.89% in Q1 2026, and down 312.0% YoY from 11.49% in Q2 2025.
Analysis
Stifel Financial (SF) Tax Rate (2009 - 2026) Analysis & Trends
Stifel Financial (SF) has reported Tax Rate for 18 consecutive years, with 24.37% the latest figure, recorded in Q2 2026.
- For the quarter ending Q2 2026, Tax Rate fell 312.0% year-over-year to 24.37%; the trailing twelve-month figure through Jun 2026 stood at 23.11% (down 59.0% YoY), and the FY2025 full-year result was 23.33%, down 119.0% from the prior year.
- Tax Rate was 24.37% for Q2 2026 at Stifel Financial, up from 22.89% in the prior quarter.
- The five-year high for Tax Rate was 37.71% in Q3 2023, with the low at 16.37% in Q1 2025.
- Historically, Tax Rate has averaged 24.81% across 5 years, with a median of 25.07% in 2023.
- Annual changes were most pronounced in 2023 — Tax Rate soared 1118 bps — and 2024, when it sank 1087 bps.
- Tracing SF's Tax Rate over 5 years: stood at 24.42% in 2022, then decreased by 14 bps to 21.12% in 2023, then retreated by 6 bps to 19.85% in 2024, then fell by 1 bps to 19.58% in 2025, then rose by 24 bps to 24.37% in 2026.
- Per Business Quant data, the three most recent Tax Rate figures were 24.37% in Q2 2026, 22.89% in Q1 2026, and 19.58% in Q4 2025.
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Tax Rate (Qtr) |
|---|---|---|---|---|---|
| 1 | Bank Of America | 405.01 Bn | -183.49 Bn | 30.39 Bn | 21.54% |
| 2 | Morgan Stanley | 318.33 Bn | 158.20 Bn | - | 23.07% |
| 3 | Royal Bank Of Canada | 284.62 Bn | 57.78 Bn | - | 22.26% |
| 4 | Goldman Sachs | 274.43 Bn | -701.92 Bn | - | 22.60% |
| 5 | Mitsubishi Ufj Financial | 274.26 Bn | -110.06 Bn | 10.89 Bn | 24.29% |
| 6 | Wells Fargo & Company | 260.84 Bn | 59.01 Bn | - | 17.42% |
| 7 | American Express | 210.32 Bn | 161.00 Bn | 17.99 Bn | 23.61% |
| 8 | Banco Santander | 210.20 Bn | 217.82 Bn | 28.01 Bn | - |
| 9 | Toronto Dominion Bank | 206.68 Bn | 45.35 Bn | - | -38.63% |
| 10 | Stifel Financial | 11.69 Bn | 7.80 Bn | 1.49 Bn | 24.37% |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | 24.37% |
| Mar 31, 2026 | 22.89% |
| Dec 31, 2025 | 19.58% |
| Sep 30, 2025 | 26.11% |
| Jun 30, 2025 | 27.48% |
| Mar 31, 2025 | 16.37% |
| Dec 31, 2024 | 19.85% |
| Sep 30, 2024 | 26.84% |
| Jun 30, 2024 | 27.15% |
| Mar 31, 2024 | 25.20% |
| Dec 31, 2023 | 21.12% |
| Sep 30, 2023 | 37.71% |
| Jun 30, 2023 | 25.93% |
| Mar 31, 2023 | 24.94% |
| Dec 31, 2022 | 24.42% |
| Sep 30, 2022 | 26.53% |
| Jun 30, 2022 | 26.41% |
| Mar 31, 2022 | 23.58% |
| Dec 31, 2021 | 17.97% |
| Sep 30, 2021 | 25.00% |