Stifel Financial (SFB) Long-Term Investments (2009 - 2026)
Stifel Financial (SFB) posted Long-Term Investments of $81.8 million for Q1 2026, little changed quarter-over-quarter from $81.8 million in Q4 2025, and up 8.38% on a YoY basis from $75.5 million in Q1 2025.
Stifel Financial (SFB) Long-Term Investments (2009 - 2026) Analysis & Trends
Stifel Financial (SFB) has reported Long-Term Investments for 18 consecutive years, with $81.8 million the latest figure, recorded in Q1 2026.
- Quarterly Long-Term Investments rose 8.38% year-over-year to $81.8 million in Q1 2026, while the trailing twelve-month figure through Mar 2026 was $81.8 million (up 8.38% YoY) and the FY2025 annual result came in at $81.8 million, up 8.58% from the prior year.
- Long-Term Investments came in at $81.8 million for Q1 2026 at Stifel Financial, roughly flat from $81.8 million in the prior quarter.
- The five-year high for Long-Term Investments was $113.3 million in Q1 2022, with the low at $75.4 million in Q4 2024.
- A 5-year average of $90.7 million and a median of $91.2 million in 2023 frame the typical range for Long-Term Investments.
- Year-over-year, Long-Term Investments slipped 17.28% in 2024 and climbed 8.58% in 2025.
- Tracing SFB's Long-Term Investments over 5 years: stood at $99.4 million in 2022, then fell by 8.32% to $91.1 million in 2023, then retreated by 17.28% to $75.4 million in 2024, then climbed by 8.58% to $81.8 million in 2025, then fell by 0.05% to $81.8 million in 2026.
- Per Business Quant data, the three most recent Long-Term Investments figures were $81.8 million in Q1 2026, $81.8 million in Q4 2025, and $80.3 million in Q3 2025.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Long-Term Investments (Qtr) |
|---|---|---|---|---|---|
| 1 | Morgan Stanley | 330.70 Bn | 197.17 Bn | - | - |
| 2 | Goldman Sachs | 309.79 Bn | -627.76 Bn | - | 25.73 Bn |
| 3 | Schwab Charles | 167.21 Bn | 122.24 Bn | - | - |
| 4 | Futu Holdings | 111.36 Bn | 109.19 Bn | 733.58 Mn | 78.39 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 | - | 296.16 Mn |
| 8 | Circle Internet | 15.14 Bn | 13.62 Bn | 35.01 Mn | 100.10 Mn |
| 9 | Iren | 14.46 Bn | 12.24 Bn | 144.76 Mn | 192.00 Mn |
| 10 | Stifel Financial | - | - | 878.90 Mn | 81.78 Mn |
Historic Data
Download Data| Date | Value |
|---|---|
| Mar 31, 2026 | 81.78 Mn |
| Dec 31, 2025 | 81.83 Mn |
| Sep 30, 2025 | 80.27 Mn |
| Jun 30, 2025 | 78.57 Mn |
| Mar 31, 2025 | 75.46 Mn |
| Dec 31, 2024 | 75.36 Mn |
| Sep 30, 2024 | 93.05 Mn |
| Jun 30, 2024 | 91.47 Mn |
| Mar 31, 2024 | 89.52 Mn |
| Dec 31, 2023 | 91.11 Mn |
| Sep 30, 2023 | 91.15 Mn |
| Jun 30, 2023 | 100.78 Mn |
| Mar 31, 2023 | 101.88 Mn |
| Dec 31, 2022 | 99.38 Mn |
| Sep 30, 2022 | 101.30 Mn |
| Jun 30, 2022 | 96.52 Mn |
| Mar 31, 2022 | 113.30 Mn |
| Dec 31, 2021 | 117.80 Mn |
| Sep 30, 2021 | 120.92 Mn |
| Jun 30, 2021 | 110.17 Mn |