NYSE$SF

Stifel Financial Corporation · Q3 2020 earnings

Q3 2020 earnings · · Investor relations

Briefing

Stifel reported an increase in net revenues and net income compared to the year-ago quarter, driven by a diverse business mix and strong growth in both Institutional Group and Wealth Management segments.

Stifel Financial Corp. reported net income available to common shareholders of $110.6 million, or $1.46 per diluted common share, on net revenues of $883.3 million for the three months ended September 30, 2020. This compares to a net income of $104.6 million, or $1.34 per diluted common share, on net revenues of $821.6 million for the third quarter of 2019. The company's financial performance was driven by a diverse business mix and strong growth in both Institutional Group and Wealth Management segments.

  • Net revenues increased by 7.5% compared to the year-ago quarter, reaching $883.3 million.
  • Net income available to common shareholders was $110.6 million, or $1.46 per diluted common share.
  • Non-GAAP net income available to common shareholders was $120.5 million, or $1.59 per diluted common share.
  • Record nine-month Wealth Management revenues were achieved despite declines in net interest income and deposit sweep fees.

Headline financials

Total Revenue

$897M

Previous: $866M+3.6%
EPS (adj)

$1.06

Previous: $1.00+6.0%
Client Assets

$325B

Previous: $312B+4.3%
Fee-Based Assets

$115B

Previous: $108B+6.5%
Financial Advisors

2.3K

Previous: 2.2K+3.6%
Free Cash Flow

$121M

Previous: $109M+10.2%
Net Income

$121M

Previous: $109M+10.2%
Operating Income

$602M

Previous: $569M+5.8%
Gross Profit

$862M

Previous: $860M+0.3%
Cash & Equivalents

$1.72B

Previous: $869M+97.6%
Total Assets

$25.5B

Previous: $24.2B+5.7%

Revenue & EPS history

Stifel · Revenue · Quarterly

$897M

Q3 2020+3.6%vs Q3 2019
Beat estimate in 15 of 16 quarters(94%)
ActualEstimate

Revenue by segment

Stifel · $890M total across 2 segments · Q3 2020

  • Global Wealth Mgmt
    $527M
  • Institutional Group
    $363M

Forward guidance

The financial performance during the quarter, and over the past few years, has been driven by a diverse business mix that’s enabled both our Institutional Group and Wealth Management segments to generate strong growth.

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 Q3 2020

Historical avgQ3 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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