NYSE$SF

Stifel Financial Corporation · Q1 2022 earnings

Q1 2022 earnings · · Investor relations

Briefing

Stifel's Q1 2022 performance remained strong, with revenue and EPS figures ranking as the second-highest for the first quarter in the company's history.

Stifel Financial Corp. reported net revenues of $1.1 billion for Q1 2022, on par with the previous year. Net income available to common shareholders was $164.2 million, resulting in diluted EPS of $1.39. The company's Global Wealth Management and Institutional Fixed Income sectors showed strength, offsetting challenges in other areas. The firm anticipates a positive outlook for the remainder of 2022, expecting to capitalize on asset sensitivity and continued growth in various business segments.

  • Net revenues reached the second-highest first-quarter level, boosted by asset management, advisory, net interest income, and fixed income transactional revenues.
  • Non-GAAP net income available to common shareholders stood at $1.49 per share.
  • Asset management revenues achieved a record, increasing by 23% compared to the previous year's quarter.
  • Net interest income also hit a record, rising 38% from the same quarter last year.

Headline financials

Total Revenue

$1.13B

Previous: $1.15B-2.0%
EPS (adj)

$1.49

Previous: $1.50-0.7%
Client Assets

$421B

Previous: $379B+11.3%
Fee-Based Assets

$158B

Previous: $138B+14.6%
Financial Advisors

39

Previous: 2.3K-98.3%
Free Cash Flow

$174M

Previous: $173M+0.3%
Net Income

$174M

Previous: $173M+0.3%
Operating Income

$868M

Previous: $918M-5.5%
Gross Profit

$1.12B

Previous: $1.14B-2.3%
Cash & Equivalents

$1.56B

Previous: $1.43B+9.1%
Total Assets

$35.1B

Previous: $28.1B+24.7%

Revenue & EPS history

Stifel · Revenue · Quarterly

$1.13B

Q1 2022-2%vs Q1 2021
Beat estimate in 12 of 16 quarters(75%)
ActualEstimate

Revenue by segment

Stifel · $1.03B total across 2 segments · Q3 2023

  • Global Wealth Mgmt
    $769M+9.5%
  • Institutional Group
    $257M-24.3%

Forward guidance

The outlook for the remainder of 2022 is strong. The company expects to benefit from its significant asset sensitivity and the continued growth in other business lines.

Tailwinds

  • Benefit from significant asset sensitivity.
  • Continued growth in other business lines.
  • Record Global Wealth Management revenue.
  • Record Institutional Fixed Income transactional revenue.
  • Investment banking pipeline at record levels.

Headwinds

  • Headwinds in some business lines.
  • Equity capital raising revenues decreased significantly from a year ago on lower issuances in line with market volumes in an uncertain market environment.
  • Fixed income capital raising revenues decreased from a year ago as microeconomic conditions contributed to lower bond issuances.
  • Equity transactional revenues declined from the year-ago quarter primarily as a result of trading losses and declines in cash equities.
  • Broad macroeconomic and geopolitical concerns led to volatility in global equity prices, resulting in trading losses compared with trading gains during the prior year period.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q1 2022

Historical avgQ1 2022

+0.1%

Avg return

Earnings day

+1.6%

Avg return

5 days after

+3.8%

Avg return

30 days after

54%

37 / 68 earnings

Positive

+9.4%

Q1 2016

Best reaction

-11.8%

Q1 2020

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-6.0%-5.5%-11.8%
Q4 2025+0.0%-1.7%-12.1%
Q3 2025+3.8%+5.9%+4.1%
Q1 2025-3.9%-0.1%+8.2%
Q4 2024+2.1%-2.0%-7.8%
Q3 2024+3.7%+4.6%+15.6%
Q2 2024+5.2%+5.6%+6.3%
Q1 2024+0.8%+3.7%+4.1%
Q4 2023+4.8%+5.4%+8.3%
Q3 2023-4.5%-2.7%+6.3%
Q2 2023-3.6%-1.9%-1.6%
Q1 2023+1.9%+1.0%-2.2%
Q4 2022+5.3%+5.1%+6.0%
Q3 2022+7.4%+13.5%+18.8%
Q2 2022-0.8%-0.1%+3.7%
Q1 2022+4.3%+0.6%+2.0%
Q4 2021+8.3%+12.2%+11.6%
Q3 2021-4.6%-3.7%-5.7%
Q2 2021+3.6%+1.5%+8.9%
Q1 2021+0.2%-0.9%-1.0%
Q4 2020+1.5%+1.9%+17.2%
Q3 2020-4.2%-5.0%+17.9%
Q2 2020+4.2%+4.9%+10.7%
Q1 2020-11.8%-13.2%-0.3%
Q4 2019+3.2%+6.6%-13.2%
Q3 2019-4.0%+2.5%+7.2%
Q2 2019-1.0%-6.9%-11.1%
Q1 2019-1.0%+1.1%-6.9%
Q4 2018+6.8%+8.1%+15.8%
Q3 2018+6.1%+10.7%+12.2%
Q2 2018+4.2%+4.5%+6.4%
Q1 2018+0.4%-1.8%+1.9%
Q4 2017+3.2%-0.8%-3.4%
Q3 2017+2.0%+2.3%+6.8%
Q2 2017+1.4%-0.7%-6.0%
Q1 2017-1.0%-1.7%-12.8%
Q4 2016+4.8%+7.7%+9.1%
Q3 2016-4.7%-3.0%+25.8%
Q2 2016+4.2%+6.1%+10.2%
Q1 2016+9.4%
Q4 2015-7.8%
Q3 2015-6.0%
Q2 2015-2.4%
Q1 2015-1.5%
Q4 2014+6.9%
Q3 2014-2.0%
Q2 2014-1.0%
Q1 2014+0.4%
Q4 2013-1.1%
Q3 2013+2.6%
Q2 2013+3.2%
Q1 2013-3.4%
Q4 2012-7.4%
Q3 2012+1.8%
Q2 2012+1.0%
Q1 2012-6.4%
Q4 2011-2.5%
Q3 2011-6.5%
Q2 2011+1.6%
Q1 2010-3.2%
Q1 2011+0.1%
Q4 2008-2.1%
Q4 2010-2.1%
Q3 2009+1.6%
Q3 2010+1.6%
Q2 2010-3.3%
Q2 2009-3.3%
Q4 2009-3.3%

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