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Stifel Financial Corp (SF)
NYSE:SF
US Market
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Stifel Financial (SF) Earnings Dates, Call Summary & Reports

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Earnings Data

Report Date
Jan 28, 2026
After Close (Confirmed)
Period Ending
2025 (Q4)
Consensus EPS Forecast
2.47
Last Year’s EPS
2.23
Same Quarter Last Year
Moderate Buy
Based on 6 Analysts Ratings

Earnings Call Summary

Q3 2025
Earnings Call Date:Oct 22, 2025|
% Change Since:
|
Earnings Call Sentiment|Positive
The earnings call highlighted significant achievements with record-breaking revenues, strong performance in wealth management, and a surge in investment banking revenue. Despite some challenges related to regulatory and market conditions, the firm showed robust growth and optimism for the future.
Company Guidance
During the Stifel Financial Third Quarter 2025 Earnings Call, CEO Ron Kruszewski announced a record net revenue of over $1.4 billion and an earnings per share (EPS) of $1.95, marking the third highest in the firm's history. The return on tangible common equity exceeded 24%, driven by record performances in both Global Wealth Management and the institutional group. The firm's revenue composition has significantly shifted from primarily transactional to largely fee-based, with 62% of total revenue now coming from fee-related businesses. Pretax margins improved to 21.2%, and the firm has seen an annualized EPS growth of more than fivefold since 2011. Guidance for the fourth quarter includes expected net interest income of $270 million to $280 million, with a full-year effective tax rate projected between 20% and 22%. The firm anticipates continued growth, with targets like $10 billion in annual revenue and $1 trillion in client assets on the horizon.
Record-Breaking Revenue and Growth
Stifel achieved record net revenue of over $1.4 billion and record client assets. The quarter produced the third highest earnings per share in firm history and a record for any third quarter at $1.95. Return on tangible common equity exceeded 24%.
Strong Performance in Global Wealth Management
Global Wealth Management delivered another record quarter with revenue of $907 million and pretax margins of nearly 38%, the highest in almost 2 years. Total client assets reached a record $544 billion, with record fee-based assets of $219 billion.
Investment Banking Revenue Surge
Investment Banking revenue was up 33%, marking the strongest quarter since late 2021. Institutional revenue was $500 million, up 34% from the prior year. Equity capital raising revenue was $79 million, the best since late 2021.
Asset Management Growth
Asset Management revenue rose 13% on market appreciation and improved organic growth.
Deposit Growth
Client cash levels increased with sweep deposits up $640 million and non-wealth deposits up $760 million.

Stifel Financial (SF) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

SF Earnings History

Report Date
Fiscal Quarter
Forecast / EPS
Last Year's EPS
EPS YoY Change
Press Release
Slides
Play Transcript
Jan 28, 2026
2025 (Q4)
2.47 / -
2.23
Oct 22, 2025
2025 (Q3)
1.85 / 1.95
1.530.00% (+0.45)
Jul 30, 2025
2025 (Q2)
1.61 / 1.71
1.66.87% (+0.11)
Apr 23, 2025
2025 (Q1)
1.64 / 1.65
1.4910.47% (+0.16)
Jan 29, 2025
2024 (Q4)
1.97 / 2.23
1.548.67% (+0.73)
Oct 23, 2024
2024 (Q3)
1.60 / 1.50
0.6150.00% (+0.90)
Jul 24, 2024
2024 (Q2)
1.54 / 1.60
1.233.33% (+0.40)
Apr 24, 2024
2024 (Q1)
1.47 / 1.49
1.46.43% (+0.09)
Jan 24, 2024
2023 (Q4)
1.31 / 1.50
1.58-5.06% (-0.08)
Oct 25, 2023
2023 (Q3)
1.29 / 0.60
1.29-53.49% (-0.69)
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed

SF Earnings-Related Price Changes

Report Date
Price 1 Day Before
Price 1 Day After
Percentage Change
Oct 22, 2025
$112.38$116.69+3.84%
Jul 30, 2025
$109.65$113.62+3.62%
Apr 23, 2025
$85.32$82.07-3.81%
Jan 29, 2025
$113.70$115.96+1.99%
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

FAQ

When does Stifel Financial Corp (SF) report earnings?
Stifel Financial Corp (SF) is schdueled to report earning on Jan 28, 2026, After Close (Confirmed).
    What is Stifel Financial Corp (SF) earnings time?
    Stifel Financial Corp (SF) earnings time is at Jan 28, 2026, After Close (Confirmed).
      Where can I see when companies are reporting earnings?
      You can see which companies are reporting today on our designated earnings calendar.
        What companies are reporting earnings today?
        You can see a list of the companies which are reporting today on TipRanks earnings calendar.
          What is SF EPS forecast?
          SF EPS forecast for the fiscal quarter 2025 (Q4) is 2.47.
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