Stifel Financial (SFB) Tax Rate (2009 - 2026)

Stifel Financial (SFB) posted Tax Rate of 22.89% for Q1 2026, up 407.84% quarter-over-quarter from 7.44% in Q4 2025, and up 653.0% on a YoY basis from 3.04% in Q1 2025.

Stifel Financial (SFB) Tax Rate (2009 - 2026) Analysis & Trends

Stifel Financial (SFB) has reported Tax Rate for 18 consecutive years, with 22.89% the latest figure, recorded in 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 came in at 22.89% for Q1 2026 at Stifel Financial, up from 7.44% in the prior quarter.
  • The five-year high for Tax Rate was 37.71% in Q3 2023, with the low 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.
  • Year-over-year, Tax Rate surged 1118 bps in 2023 and tumbled 2261 bps in 2024.
  • Tracing SFB's Tax Rate over 5 years: stood at 18.99% in 2022, then retreated by 30 bps to 13.37% in 2023, then sank by 169 bps to 9.24% in 2024, then advanced by 20 bps to 7.44% in 2025, then soared by 408 bps to 22.89% in 2026.
  • Per Business Quant data, the three most recent Tax Rate figures were 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 Morgan Stanley 330.70 Bn 197.17 Bn - 19.58%
2 Goldman Sachs 309.79 Bn -627.76 Bn - 13.20%
3 Schwab Charles 167.21 Bn 122.24 Bn - 22.24%
4 Futu Holdings 111.36 Bn 109.19 Bn 733.58 Mn -16.38%
5 Robinhood Markets 97.69 Bn 93.05 Bn 960.00 Mn 15.82%
6 LPL Financial Holdings 23.49 Bn 22.47 Bn - 26.45%
7 Tradeweb Markets 21.59 Bn 20.34 Bn - 23.03%
8 Circle Internet 15.14 Bn 13.62 Bn 35.01 Mn 2.47%
9 Iren 14.46 Bn 12.24 Bn 144.76 Mn 2.46%
10 Stifel Financial - - 878.90 Mn 22.89%

Historic Data

Download Data
DateValue
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%