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
DateValue
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