other material
confidence high
sentiment positive
materiality 0.60
Stifel reports record total client assets of $532.7B and fee-based assets up 14% YoY
STIFEL FINANCIAL CORP
- Total client assets $532.7B, up 9% YoY and 2% MoM; fee-based client assets $213.6B, up 14% YoY.
- Private Client Group fee-based assets $186.7B (+14% YoY).
- Treasury deposits $7.6B, up 79% YoY and 6% MoM; client money market/insured product down 4% YoY.
- CEO cites improved capital raising and M&A environment; expects stronger H2 2025 barring market downturn.