Stifel July 2026: record fee-based assets $240B, up 17% YoY ex-SIA; loans on track

STIFEL FINANCIAL CORP

2026-Q2 EPS reported $2.83 vs consensus $1.38 ▲ beat (+105.3%)

Fee-based client assets $239.8B, up 15% as reported and 17% ex-SIA YoY; total client assets $578.4B, up 11%.
Bank loans net $25.6B, up 19% YoY and 3% MoM; CEO affirms full-year loan guidance of $4B.
Treasury deposits $11.5B, up 59% YoY; client money market/insured balances down 5% MoM on lower sweeps.
Growth driven by strong markets and recruiting; SIA sale (Feb 2026) excluded from YoY comparisons.

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