NYSE$SF

Stifel Financial Corporation · Q3 2023 earnings

Q3 2023 earnings · · Investor relations

Briefing

Stifel reported a solid quarter despite challenging market conditions, with net revenues of $1.0 billion and non-GAAP EPS of $0.60, impacted by non-recurring legal accruals.

Stifel Financial Corp. reported net revenues of $1.0 billion for Q3 2023, consistent with the previous year. Net income was $58.8 million, or $0.52 per diluted share, compared to $141.8 million, or $1.21 per diluted share in Q3 2022. Non-GAAP net income was $67.4 million, or $0.60 per diluted share. The results were impacted by non-recurring legal accruals of $0.58 per diluted share after tax.

  • Net revenues reached $1.0 billion amidst a challenging environment.
  • Non-GAAP EPS was $0.60, impacted by legal and regulatory provisions of $0.58 per diluted share.
  • Net interest income increased by $40.2 million, a 17% rise year-over-year.
  • The company recruited 36 financial advisors, including 24 experienced employee advisors.

Headline financials

Total Revenue

$1.27B

Previous: $1.1B+14.5%
EPS (adj)

$0.60

Previous: $1.29-53.5%
Client Assets

$412B

Previous: $365B+13.1%
Fee-Based Assets

$151B

Previous: $136B+11.4%
Financial Advisors

36

Previous: 36+0.0%
Free Cash Flow

$68.2M

Previous: $151M-54.9%
Net Income

$68.2M

Previous: $151M-54.9%
Operating Income

$622M

Previous: $706M-12.0%
Gross Profit

$1.24B

Previous: $1.08B+15.4%
Cash & Equivalents

$2.77B

Previous: $1.41B+95.7%
Total Assets

$37.9B

Previous: $37.6B+0.7%

Revenue & EPS history

Stifel · Revenue · Quarterly

$1.27B

Q3 2023+14.5%vs Q3 2022
Beat estimate in 13 of 15 quarters(87%)
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

Although the near-term environment remains uncertain, Stifel remains well positioned to generate stable returns and strong growth as the market improves.

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 2023

Historical avgQ3 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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