Stifel Financial (SFB) Investment Gain (Loss) (2009 - 2026)

Stifel Financial (SFB) posted Investment Gain (Loss) of $341.4 million for Q1 2026, down 25.11% quarter-over-quarter from $455.9 million in Q4 2025, and up 43.49% on a YoY basis from $237.9 million in Q1 2025.

Stifel Financial (SFB) Investment Gain (Loss) (2009 - 2026) Analysis & Trends

Stifel Financial (SFB) has reported Investment Gain (Loss) for 18 consecutive years, with $341.4 million the latest figure, recorded in Q1 2026.

  • Quarterly Investment Gain (Loss) rose 43.49% year-over-year to $341.4 million in Q1 2026, while the trailing twelve-month figure through Mar 2026 was $1.4 billion (up 32.92% YoY) and the FY2025 annual result came in at $1.3 billion, up 25.72% from the prior year.
  • Investment Gain (Loss) came in at $341.4 million for Q1 2026 at Stifel Financial, down from $455.9 million in the prior quarter.
  • The five-year high for Investment Gain (Loss) was $455.9 million in Q4 2025, with the low at -$747.7 million in Q4 2022.
  • A 5-year average of $151.7 million and a median of $233.5 million in 2025 frame the typical range for Investment Gain (Loss).
  • Year-over-year, Investment Gain (Loss) sank 256.62% in 2022 and jumped 157.09% in 2024.
  • Tracing SFB's Investment Gain (Loss) over 5 years: stood at -$747.7 million in 2022, then advanced by 28.69% to -$533.2 million in 2023, then jumped by 157.09% to $304.4 million in 2024, then surged by 49.75% to $455.9 million in 2025, then slipped by 25.11% to $341.4 million in 2026.
  • Per Business Quant data, the three most recent Investment Gain (Loss) figures were $341.4 million in Q1 2026, $455.9 million in Q4 2025, and $323.5 million in Q3 2025.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Investment Gain (Loss) (Qtr)
1 Morgan Stanley 330.70 Bn 197.17 Bn - 2.29 Bn
2 Goldman Sachs 309.79 Bn -627.76 Bn - 2.84 Bn
3 Schwab Charles 167.21 Bn 122.24 Bn - -
4 Futu Holdings 111.36 Bn 109.19 Bn 733.58 Mn -
5 Robinhood Markets 97.69 Bn 93.05 Bn 960.00 Mn -
6 LPL Financial Holdings 23.49 Bn 22.47 Bn - -
7 Tradeweb Markets 21.59 Bn 20.34 Bn - -
8 Circle Internet 15.14 Bn 13.62 Bn 35.01 Mn -
9 Iren 14.46 Bn 12.24 Bn 144.76 Mn -
10 Stifel Financial - - 878.90 Mn 341.41 Mn

Historic Data

Download Data
DateValue
Mar 31, 2026 341.41 Mn
Dec 31, 2025 455.86 Mn
Sep 30, 2025 323.48 Mn
Jun 30, 2025 233.46 Mn
Mar 31, 2025 237.94 Mn
Dec 31, 2024 304.42 Mn
Sep 30, 2024 243.18 Mn
Jun 30, 2024 233.28 Mn
Mar 31, 2024 213.95 Mn
Dec 31, 2023 -533.19 Mn
Sep 30, 2023 146.89 Mn
Jun 30, 2023 166.83 Mn
Mar 31, 2023 211.88 Mn
Dec 31, 2022 -747.68 Mn
Sep 30, 2022 221.86 Mn
Jun 30, 2022 271.08 Mn
Mar 31, 2022 254.85 Mn
Dec 31, 2021 477.37 Mn
Sep 30, 2021 372.28 Mn
Jun 30, 2021 376.44 Mn