Stifel Financial (SF) Tax Rate (2009 - 2026)
Stifel Financial (SF) recorded Tax Rate of 24.37% in Q2 2026, down 3.12 percentage points from 27.48% a year earlier but up 1.47 percentage points from the prior quarter.
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Analysis
Stifel Financial (SF) Tax Rate (2009 - 2026) Analysis & Trends
On a TTM basis, Stifel Financial's Tax Rate came in at 21.80% as of Jun 30, 2026, up 2.13 percentage points year-over-year; for FY2025, it came in at 21.51%, up 0.28 percentage points from FY2024.
- Annual Tax Rate has a five-year change of -1.17 percentage points (FY2020 to FY2025).
- Across earlier years, Tax Rate came in at 21.23% in FY2024 (-4.83 pp), 26.06% in FY2023 (+0.87 pp), 25.19% in FY2022 (+2.49 pp) and 22.70% in FY2021 (+0.02 pp).
- Quarterly Tax Rate has ranged from 8.34% in Q4 2024 to 37.71% in Q3 2023 over the past five years.
- On a year-over-year basis, Tax Rate rose in three of the last eight quarters, with an average year-over-year change of -2.96 percentage points.
- Peak year-over-year performance for Tax Rate in the last five years was a gain of 11.18 percentage points in Q3 2023, against a drop of 12.78 percentage points in Q4 2024 at the low end.
- Per Business Quant, the preceding three quarters came in at 22.89% (Q1 2026), 14.14% (Q4 2025) and 26.11% (Q3 2025).
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Tax Rate (Qtr) |
|---|---|---|---|---|---|
| 1 | Jpmorgan Chase | 881.30 Bn | 881.30 Bn | - | 23.12% |
| 2 | Bank Of America | 354.90 Bn | -2,021.17 Bn | - | 21.54% |
| 3 | Hsbc Holdings | 311.39 Bn | -1,517.77 Bn | - | 60.94% |
| 4 | Morgan Stanley | 282.15 Bn | -226.95 Bn | - | 23.07% |
| 5 | Royal Bank Of Canada | 281.68 Bn | -548.32 Bn | - | 22.26% |
| 6 | Goldman Sachs | 255.22 Bn | -3,301.89 Bn | - | 22.60% |
| 7 | Mitsubishi Ufj Financial | 249.82 Bn | -82.42 Bn | 10.89 Bn | 24.29% |
| 8 | Wells Fargo & Company | 249.49 Bn | 251.62 Bn | - | 17.42% |
| 9 | Toronto Dominion Bank | 210.53 Bn | -465.35 Bn | - | - |
| 10 | Stifel Financial | 10.28 Bn | -6.57 Bn | - | 24.37% |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | 24.37% |
| Mar 31, 2026 | 22.89% |
| Dec 31, 2025 | 14.14% |
| Sep 30, 2025 | 26.11% |
| Jun 30, 2025 | 27.48% |
| Mar 31, 2025 | 16.37% |
| Dec 31, 2024 | 8.34% |
| 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% |
API Access
Stifel Financial Tax Rate API
Pull this series into your own models, spreadsheets and apps with the Business Quant
Historical Metrics API. The request below matches the chart above — change the
frequency, period or values and it follows. Swap YOUR_API_KEY for your own key.
https://data.businessquant.com/historic?slug=tax-rate&ticker=SF&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "tax-rate", "ticker": "SF", "period": "max", "api_key": "YOUR_API_KEY"}
data = requests.get(url, params=params).json()const res = await fetch("https://data.businessquant.com/historic?slug=tax-rate&ticker=SF&period=max&api_key=YOUR_API_KEY");
const data = await res.json();