Stifel Financial (SF) Tax Rate (2009 - 2026)

Stifel Financial (SF) recorded quarterly Tax Rate of 22.89% in Q1 2026, up 407.84% on a QoQ basis from 7.44% in Q4 2025, and up 653.0% year-over-year from 3.04% in Q1 2025.

Stifel Financial (SF) Tax Rate (2009 - 2026) Analysis & Trends

Stifel Financial has disclosed Tax Rate across 18 years of filings, most recently posting 22.89% for Q1 2026.

  • Quarterly Tax Rate rose 653.0% year-over-year to 22.89% in Q1 2026, while the trailing twelve-month figure through Mar 2026 was 104.68% (up 9103.0% YoY) and the FY2025 annual result came in at 839.46%, down 85565.0% from the prior year.
  • Tax Rate climbed to 22.89% in Q1 2026, from 7.44% in the prior quarter.
  • Over five years, Tax Rate peaked at 37.71% in Q3 2023 and troughed at 9.24% in Q4 2024.
  • A 5-year average of 20.76% and a median of 25.2% in 2024 frame the typical range for Tax Rate.
  • Annual changes were most pronounced in 2023 — Tax Rate jumped 1118 bps — and 2024, when it slumped 2261 bps.
  • Tracing SF's Tax Rate over 5 years: stood at 18.99% in 2022, then declined by 30 bps to 13.37% in 2023, then tumbled by 169 bps to 9.24% in 2024, then rose by 20 bps to 7.44% in 2025, then jumped by 408 bps to 22.89% in 2026.
  • Business Quant data shows SF's Tax Rate at 22.89% in Q1 2026, 7.44% in Q4 2025, and 26.11% in Q3 2025.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Tax Rate (Qtr)
1 SOL Strategies 100,773.79 Bn 100,773.79 Bn - -
2 Morgan Stanley 331.35 Bn 197.82 Bn - 19.58%
3 Goldman Sachs 317.73 Bn -619.82 Bn - 13.20%
4 Schwab Charles 153.74 Bn 108.77 Bn - 22.24%
5 Robinhood Markets 75.98 Bn 71.34 Bn 960.00 Mn 15.82%
6 Interactive Brokers 38.91 Bn 49.50 Bn - 9.08%
7 LPL Financial Holdings 22.76 Bn 21.73 Bn - 26.45%
8 Tradeweb Markets 20.90 Bn 19.65 Bn - 23.03%
9 Circle Internet 20.00 Bn 18.49 Bn 35.01 Mn 2.47%
10 Stifel Financial 10.93 Bn 6.37 Bn 878.90 Mn 22.89%

Historic Data

Download Data
DateValue
Mar 31, 2026 22.89%
Mar 31, 2026 22.89%
Dec 31, 2025 -7.44%
Dec 31, 2025 -7.44%
Sep 30, 2025 26.11%
Sep 30, 2025 26.11%
Jun 30, 2025 27.48%
Jun 30, 2025 27.48%
Mar 31, 2025 16.37%
Mar 31, 2025 16.37%
Dec 31, 2024 -9.24%
Dec 31, 2024 -9.24%
Sep 30, 2024 26.84%
Sep 30, 2024 26.84%
Jun 30, 2024 27.15%
Jun 30, 2024 27.15%
Mar 31, 2024 25.20%
Mar 31, 2024 25.20%
Dec 31, 2023 13.37%
Dec 31, 2023 13.37%