NYSE$SF

Stifel Financial Corporation · Q4 2024 earnings

Q4 2024 earnings · · Investor relations

Briefing

Stifel's Q4 2024 earnings were reported, revealing record net revenue and increased earnings per share compared to the previous year.

Stifel Financial Corp. reported record net revenues of $1.36 billion for Q4 2024, a significant increase from $1.15 billion in the same period last year. Net income available to common shareholders was $234.7 million, or $2.09 per diluted common share, compared to $153.2 million, or $1.38 per diluted common share for the fourth quarter of 2023. Non-GAAP net income available to common shareholders was $249.7 million, or $2.23 per diluted common share for the fourth quarter of 2024.

  • Stifel generated record net revenue in Q4 2024.
  • Net income available to common shareholders increased to $234.7 million.
  • Non-GAAP net income available to common shareholders reached $2.23 per diluted common share.
  • Investment banking revenue increased 48% over the year-ago quarter.

Headline financials

Total Revenue

$1.37B

Previous: $1.15B+19.1%
EPS (adj)

$2.23

Previous: $1.50+48.7%
Client Assets

$501B

Previous: $444B+12.8%
Fee-Based Assets

$193B

Previous: $165B+16.6%
Net Income

$235M

Previous: $162M+44.4%
Operating Income

$266M

Previous: $206M+29.2%

Revenue & EPS history

Stifel · Revenue · Quarterly

$1.37B

Q4 2024+19.1%vs Q4 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 is well positioned to capitalize on improving market conditions in 2025 and to achieve our short and long term targets.

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 Q4 2024

Historical avgQ4 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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