other_material
confidence high
sentiment positive
materiality 0.65
Stifel Feb 2026: client assets +12% YoY ex-sale; IB rev expected +30-40% in Q1
STIFEL FINANCIAL CORP
- Completed sale of Stifel Independent Advisors on Feb 2, 2026; excluding that, total client assets +12% YoY and fee-based assets +19% YoY.
- Treasury deposits rose to $9.6B from $5.6B a year ago, up 73% YoY, driven by venture banking growth.
- Q1 2026 investment banking revenue expected to increase 30%-40% versus Q1 2025 despite recent market volatility.
- Total client assets $557.7B as of Feb 28, 2026, down 1% from Jan but up 10% YoY.
- Private Client Group fee-based assets $199.2B, up 16% YoY (ex-Independent Advisors).
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