other material
confidence high
sentiment positive
materiality 0.50
Stifel reports record client assets, treasury deposits up 61% YoY in August
STIFEL FINANCIAL CORP
- Total client assets $587.6B at 8/31/26, up 10% YoY and 2% MoM; record high.
- Fee-based client assets $244.4B, up 14% YoY; Private Client Group fee-based up 15%.
- Treasury deposits $12.3B, up 61% YoY and 7% MoM; client money market/insured down 8% YoY.
- CEO sees Q3 net revenue roughly flat YoY; Global Wealth growth offsets ~15% Institutional decline.