NYSE$SF
Stifel Financial Corporation · Q4 2025 earnings
Q4 2025 earnings · · Before market open · Investor relations
Briefing
Stifel Financial reported Q4 2025, revenue of $5.53B, net income of $255M.
For Q4 2025, Stifel Financial reported revenue of $5.53B, net income of $255M. Management discusses segment performance, capital allocation, and outlook in the earnings filing.
- Revenue $5.53B.
- Net income $255M.
- Stifel Financial highlights liquidity, operations, and 2026 priorities.
Headline financials
Revenue & EPS history
Stifel · Revenue · Quarterly
$5.53B
Revenue by segment
Stifel · $1.03B total across 2 segments · Q3 2023
- Global Wealth Mgmt$769M+9.5%74.9%
- Institutional Group$257M-24.3%25.1%
Forward guidance
The release discusses Stifel Financial's outlook for upcoming periods, including capital allocation, operating priorities, and market risks, without relying solely on numeric EPS bridges.
Tailwinds
- Stifel Financial cites operational execution and demand trends supporting the outlook.
- Balance sheet and liquidity actions aim to fund growth and returns.
Headwinds
- Macro, pricing, and input-cost volatility could pressure margins.
- Segment mix and one-time items may affect quarter-to-quarter comparability.
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 2025
+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
| Quarter | Report date | Reaction (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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