Stifel reports Oct client assets up 5% MoM to $382B, down 10% YoY; bank loans up 48% YoY

STIFEL FINANCIAL CORP

Total client assets $382.4B, +5% from Sep, -10% from Oct 2021.
Fee-based client assets $142.2B, +5% MoM, -10% YoY.
Bank loans net $21.2B, up 48% YoY and 1% MoM.
Client money market & insured product $26.1B, flat MoM, +1% YoY.
CEO cites successful cash initiatives and deposit growth; Institutional Group remains challenged.

item 7.01 item 2.02 item 9.01

Key facts

Extracted from this filing and checked against the source text.

Earnings Releases SEC 8-K Item 2.02 confidence 0.9

STIFEL FINANCIAL CORP reported preliminary financial results for October 31, 2022.

Period: October 31, 2022
Result: preliminary results

Exact text from the filing

On November 28, 2022, Stifel Financial Corp. (the “Company”) issued a press release to disclose selected operating results for October 31, 2022.

View on SEC.gov

44 earnings releases filed in the last 30 days. Browse all earnings releases →

STIFEL FINANCIAL CORP filing history →

Source: SEC EDGAR

accession 0001193125-22-293407

view filing index on sec.gov

view primary document

Machine-readable: JSON · Markdown · Plain text

This headline and bullets were generated automatically by deepseek-v4-flash:cloud@v2 from the public filing. Read the source on SEC.gov before relying on any specific claim. Not investment advice. See methodology for how this pipeline works.