Stifel Financial Corp. Earnings Recaps
Q3 2025
Oct 24, 2025
Stifel Financial reported a record third quarter for 2025, driven by robust growth in net revenue, client assets, and earnings per share, reflecting effective execution of its diversified business model.
Key takeaways
- Achieved record net revenue of $1.4 billion, 17% YoY growth, and 7% above consensus estimates.
- Earnings per share reached $1.95, marking a 30% increase from the previous year and 5% ahead of estimates.
- Wealth Management segment revenue hit $907 million, with record asset levels of $544 billion and strong client engagement contributing to performance.
- Strong performance in Investment Banking, with revenue increasing 33%, the best quarter since late 2021.
- Maintained solid pretax margin of 21.2%, indicating effective cost management alongside revenue growth.
Q2 2025
Jul 30, 2025
Stifel Financial reported a record second quarter in 2025 with net revenues of $1.28 billion and core EPS of $1.71, driven by a robust recovery in investor sentiment and strategic growth initiatives.
Key takeaways
- Achieved record net revenue growth of 6% year-over-year, bolstered by strong performance in Global Wealth Management and Institutional business segments.
- Maintained high profitability with an operating pretax margin of 20.3% and a return on tangible common equity of 22%.
- Added 82 new advisers, marking the strongest recruiting quarter since Q4 2015, enhancing client asset levels to $517 billion.
- Successfully completed the acquisition of Bryan Garnier, enhancing European advisory capabilities, particularly in health care and technology sectors.
- Anticipating continued positive momentum into the second half of 2025, supported by improved market conditions and strong advisory and capital markets activity.