earnings
confidence high
sentiment positive
materiality 0.85
Stifel Q3 net revenue record $1.43B; adj. EPS $1.95 beats year ago $1.50
STIFEL FINANCIAL CORP
2025-Q3 EPS reported
$3.56
revenue$4,594,677,000
- Net revenue $1.43B (+17% YoY); net income $202.1M vs $149.2M; adj. EPS $1.95 vs $1.50.
- Global Wealth Mgmt net rev. $907M (+10%), record client assets $544B (+10%), fee-based $219B (+15%).
- Institutional net rev. $500M (+34%) driven by 33% IB growth; fixed income trading +55% YoY.
- Recruited 33 FAs; repurchased $31.2M stock; dividend $0.46 (flat QoQ, +10% YoY).
- Non-GAAP pre-tax margin 21.2%; ROTCE 24.3%; tangible book $34.99 (+4% YoY).
item 2.02item 9.01