NYSE$SF

Stifel Financial Corporation · Q3 2024 earnings

Q3 2024 earnings · · Investor relations

Briefing

Stifel's Q3 2024 performance demonstrated strong growth, with increased revenues and earnings.

Stifel Financial Corp. reported net revenues of $1.2 billion for Q3 2024, a 17% increase compared to the previous year. Net income available to common shareholders was $149.2 million, or $1.34 per diluted common share. The company's performance was driven by growth in Global Wealth, improvement in the Institutional business, and stabilization of net interest income.

  • Net revenues increased by 17% to $1.2 billion, the second-highest quarterly revenue in the company's history.
  • Earnings per share rose by 150% compared to the same quarter last year.
  • Record client assets reached $496.3 billion, up 20% year-over-year.
  • Investment banking revenues increased 66%, driven by higher capital raising and advisory revenues.

Headline financials

Total Revenue

$1.48B

Previous: $1.27B+16.6%
EPS (adj)

$1.50

Previous: $0.60+150.0%
Capital Expenditures

-$12.8M

No prior period
Free Cash Flow

$159M

Previous: $68.2M+132.5%
Net Income

$159M

Previous: $68.2M+132.5%
Operating Income

$842M

Previous: $622M+35.5%
Gross Profit

$1.46B

Previous: $1.24B+17.7%
Cash & Equivalents

$1.92B

Previous: $2.77B-30.8%
Total Assets

$38.9B

Previous: $37.9B+2.8%

Revenue & EPS history

Stifel · Revenue · Quarterly

$1.48B

Q3 2024+16.6%vs Q3 2023
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

Stifel anticipates further upside to both the top and bottom lines in the fourth quarter and in 2025.

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 2024

Historical avgQ3 2024

+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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