earnings
confidence high
sentiment positive
materiality 0.60
Stifel reports record client assets in January; fee-based assets up 16% YoY
STIFEL FINANCIAL CORP
2025-FY EPS reported
$5.87
revenue$6,347,533,000
- Total client assets $561.1B, up 10% YoY and 2% from Dec 2025.
- Fee-based client assets $229.4B, up 16% YoY; Private Client Group fee-based up 17%.
- Treasury deposits $9.1B, up 70% YoY driven by venture and fund banking activity.
- Client money market and insured product $25.9B, down 7% YoY and 3% from Dec due to seasonality.
- Bank loans $22.3B, up 6% YoY but down 1% from Dec, reflecting typical early-year trends.
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