NYSE$SF

Stifel Financial Corporation · Q2 2020 earnings

Q2 2020 earnings · · Investor relations

Briefing

Reported net revenues and earnings per share that were the third highest in the company's history. Institutional Group had a record quarter led by record fixed income brokerage revenue and strong investment banking results.

Stifel Financial Corp. reported net income available to common shareholders of $103.0 million, or $1.39 per diluted common share on net revenues of $895.8 million for the three months ended June 30, 2020. The company's Institutional Group had a record quarter and strong investment banking results.

  • Net revenues of $895.8 million, increased 11.9% with the year-ago quarter, were the Company’s third highest quarterly net revenues.
  • Record Institutional Group net revenues and fixed income brokerage revenues.
  • Net income available to common shareholders of $103.0 million, or $1.39 per diluted common share.
  • Non-GAAP net income available to common shareholders of $115.3 million, or $1.55 per diluted common share.

Headline financials

Total Revenue

$909M

Previous: $854M+6.5%
EPS (adj)

$1.03

Previous: $0.94+9.6%
Client Assets

$306B

Previous: $305B+0.3%
Fee-Based Assets

$106B

Previous: $104B+2.3%
Financial Advisors

2.2K

Previous: 2.2K+1.8%
Free Cash Flow

$108M

Previous: $109M-1.1%
Net Income

$108M

Previous: $109M-1.1%
Operating Income

$645M

Previous: $577M+11.8%
Gross Profit

$873M

Previous: $849M+2.8%
Cash & Equivalents

$1.79B

Previous: $797M+124.7%
Total Assets

$25.6B

Previous: $24.3B+5.3%

Revenue & EPS history

Stifel · Revenue · Quarterly

$909M

Q2 2020+6.5%vs Q2 2019
Beat estimate in 15 of 16 quarters(94%)
ActualEstimate

Revenue by segment

Stifel · $904M total across 2 segments · Q2 2020

  • Global Wealth Mgmt
    $506M
  • Institutional Group
    $398M

Forward guidance

The company enters the third quarter with a strong and liquid balance sheet and solid recruiting pipeline, remaining cautiously optimistic about the future.

Tailwinds

  • Strong and liquid balance sheet
  • Strongest capital ratios in nearly four years
  • Solid and improving recruiting pipeline

Headwinds

  • Economic outlook for the second half of the year remains unclear

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 Q2 2020

Historical avgQ2 2020

+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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