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| Date | Value |
|---|---|
| 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% |