Stifel Financial's second quarter demonstrated strong performance in revenue growth and wealth management, with successful acquisitions and strategic shifts. However, challenges such as a modest decline in advisory revenue and increased non-compensation expenses highlight areas for improvement. The company's strategic focus and market positioning suggest a positive outlook for the second half of the year.

Company Guidance

During Stifel Financial's Second Quarter 2025 earnings call, the company provided several insights into its performance and future outlook. Key metrics highlighted included a net revenue of over $1.28 billion, a record for the second quarter, with a core EPS of $1.71 and a return on tangible common equity of 22%. Global Wealth Management achieved record client asset levels at $517 billion, with $206 billion in fee-based assets. The Institutional Group reported total revenue of $420 million, a 7% increase year-over-year, driven by investment banking revenues totaling $233 million. The company added 82 new advisers, contributing $51 million in trailing 12-month production, and completed the acquisition of Bryan Garnier, bolstering its European operations. The firm maintained a compensation ratio of 58% and an operating pretax margin of 20.3%. Stifel's balance sheet remains strong with a Tier 1 leverage capital ratio of 10.8%, and its tax rate for the quarter was 25.4%. Looking ahead, Stifel expects continued growth in Global Wealth Management and investment banking, supported by strategic acquisitions and efficiency initiatives, while also exploring advances in AI to enhance productivity.

Record-Breaking Second Quarter Revenue

Stifel Financial reported a record net revenue of over $1.28 billion, marking a 6% year-over-year growth, despite a challenging start to the quarter.

Strong Performance in Global Wealth Management

Global Wealth Management posted its strongest second quarter ever with record client asset levels of $517 billion and higher net interest income. Stifel ranked #1 in the J.D. Power Advisor Satisfaction Study for the third consecutive year.

Institutional Business Resilience

The Institutional segment saw a 7% year-over-year revenue increase, with record fixed income revenue and a late quarter pickup in investment banking activities.

Successful Acquisition of Bryan Garnier

Stifel completed the acquisition of Bryan Garnier, a European boutique investment bank, to strengthen its focus on advisory and investment banking in Europe.

Growth in Bank M&A Advisory

Stifel advised on 84% of total disclosed bank and thrift deal value in 2025, indicating a strong market share in bank M&A advisory.

Expansion and Recruitment Success

Stifel experienced its strongest recruiting quarter since 2015, adding 82 new advisers, including significant teams from B. Riley.

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

Daily Earnings Calendar >

SF Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Oct 22, 2025	2025 (Q3)	1.84 / -	1.5	―	―	―
Jul 30, 2025	2025 (Q2)	1.61 / 1.71	1.6	6.87% (+0.11)
Apr 23, 2025	2025 (Q1)	1.64 / 1.65	1.49	10.47% (+0.16)
Jan 29, 2025	2024 (Q4)	1.97 / 2.23	1.5	48.67% (+0.73)
Oct 23, 2024	2024 (Q3)	1.60 / 1.50	0.6	150.00% (+0.90)
Jul 24, 2024	2024 (Q2)	1.54 / 1.60	1.2	33.33% (+0.40)
Apr 24, 2024	2024 (Q1)	1.47 / 1.49	1.4	6.43% (+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)
Jul 26, 2023	2023 (Q2)	1.33 / 1.20	1.4	-14.29% (-0.20)

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
Jul 30, 2025	$110.09	$114.08	+3.62%
Apr 23, 2025	$85.66	$82.40	-3.81%
Jan 29, 2025	$114.15	$116.43	+2.00%
Oct 23, 2024	$99.22	$99.92	+0.71%

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 Oct 22, 2025, After Close (Confirmed).

What is Stifel Financial Corp (SF) earnings time?

Stifel Financial Corp (SF) earnings time is at Oct 22, 2025, 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 (Q3) is 1.84.

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