NYSE$SF

Stifel Financial Corporation · Q1 2023 earnings

Q1 2023 earnings · · Investor relations

Briefing

Stifel reported a stable revenue and a decrease in net income, with Global Wealth Management achieving record results.

Stifel Financial Corp. reported net revenues of $1.1 billion for Q1 2023, consistent with the previous year. Net income available to common shareholders was $148.2 million, a decrease from $164.2 million in Q1 2022. The company highlighted strong performance in Global Wealth Management and a stable balance sheet.

  • Net revenues remained stable at $1.1 billion, driven by higher net interest income.
  • Non-GAAP net income available to common shareholders was $1.40 per diluted share.
  • Net interest income increased by $140.6 million, representing a 90% increase year-over-year.
  • Global Wealth Management achieved record results.

Headline financials

Total Revenue

$1.26B

Previous: $1.13B+12.1%
EPS (adj)

$1.40

Previous: $1.49-6.0%
Client Assets

$406B

Previous: $421B-3.7%
Fee-Based Assets

$150B

Previous: $158B-5.3%
Financial Advisors

49

Previous: 39+25.6%
Free Cash Flow

$158M

Previous: $174M-9.2%
Net Income

$158M

Previous: $174M-9.2%
Operating Income

$829M

Previous: $868M-4.5%
Gross Profit

$1.26B

Previous: $1.12B+12.4%
Cash & Equivalents

$2.77B

Previous: $1.56B+77.8%
Total Assets

$38.6B

Previous: $35.1B+10.0%

Revenue & EPS history

Stifel · Revenue · Quarterly

$1.26B

Q1 2023+12.1%vs Q1 2022
Beat estimate in 13 of 15 quarters(87%)
ActualEstimate

Revenue by segment

Stifel · $1.09B total across 2 segments · Q1 2023

  • Global Wealth Mgmt
    $757M
  • Institutional Group
    $333M

Forward guidance

Although the market outlook remains uncertain, Stifel is confident that the diversity of its business model and conservative approach will enable it to continue to generate strong results in ever-changing market conditions.

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 2023

Historical avgQ1 2023

+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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