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Stifel Financial Earnings Calls
| Release date | Oct 22, 2025 |
| EPS estimate | $1.85 |
| EPS actual | $1.95 |
| EPS Surprise | 5.41% |
| Revenue estimate | 1.47B |
| Revenue actual | 1.619B |
| Revenue Surprise | 10.15% |
| Release date | Jul 30, 2025 |
| EPS estimate | $1.61 |
| EPS actual | $1.71 |
| EPS Surprise | 6.21% |
| Revenue estimate | 1.23B |
| Revenue actual | 1.491B |
| Revenue Surprise | 21.26% |
| Release date | Apr 23, 2025 |
| EPS estimate | $1.64 |
| EPS actual | $0.490 |
| EPS Surprise | -70.12% |
| Revenue estimate | 1.272B |
| Revenue actual | 1.469B |
| Revenue Surprise | 15.44% |
| Release date | Jan 29, 2025 |
| EPS estimate | $1.97 |
| EPS actual | $2.23 |
| EPS Surprise | 13.20% |
| Revenue estimate | 1.295B |
| Revenue actual | 1.348B |
| Revenue Surprise | 4.10% |
Last 4 Quarters for Stifel Financial
Below you can see how SF performed 4 days prior and 4 days after releasing the earnings report. Also, you can see the pre-estimates and the actual earnings. This information can give you a slight idea of what you might expect for the next quarter's release.
| Release date | Jan 29, 2025 |
| Price on release | $117.51 |
| EPS estimate | $1.97 |
| EPS actual | $2.23 |
| EPS surprise | 13.20% |
| Date | Price |
|---|---|
| Jan 23, 2025 | $114.95 |
| Jan 24, 2025 | $114.28 |
| Jan 27, 2025 | $113.23 |
| Jan 28, 2025 | $115.21 |
| Jan 29, 2025 | $117.51 |
| Jan 30, 2025 | $117.60 |
| Jan 31, 2025 | $115.85 |
| Feb 03, 2025 | $112.90 |
| Feb 04, 2025 | $112.16 |
| 4 days before | 2.23% |
| 4 days after | -4.55% |
| On release day | 0.0766% |
| Change in period | -2.43% |
| Release date | Apr 23, 2025 |
| Price on release | $82.73 |
| EPS estimate | $1.64 |
| EPS actual | $0.490 |
| EPS surprise | -70.12% |
| Date | Price |
|---|---|
| Apr 16, 2025 | $83.65 |
| Apr 17, 2025 | $85.13 |
| Apr 21, 2025 | $83.06 |
| Apr 22, 2025 | $86.08 |
| Apr 23, 2025 | $82.73 |
| Apr 24, 2025 | $85.74 |
| Apr 25, 2025 | $85.77 |
| Apr 28, 2025 | $85.99 |
| Apr 29, 2025 | $86.21 |
| 4 days before | -1.10% |
| 4 days after | 4.21% |
| On release day | 3.55% |
| Change in period | 3.06% |
| Release date | Jul 30, 2025 |
| Price on release | $114.08 |
| EPS estimate | $1.61 |
| EPS actual | $1.71 |
| EPS surprise | 6.21% |
| Date | Price |
|---|---|
| Jul 24, 2025 | $111.02 |
| Jul 25, 2025 | $112.69 |
| Jul 28, 2025 | $111.71 |
| Jul 29, 2025 | $110.09 |
| Jul 30, 2025 | $114.08 |
| Jul 31, 2025 | $114.12 |
| Aug 01, 2025 | $111.17 |
| Aug 04, 2025 | $112.27 |
| Aug 05, 2025 | $112.20 |
| 4 days before | 2.76% |
| 4 days after | -1.65% |
| On release day | 0.0351% |
| Change in period | 1.06% |
| Release date | Oct 22, 2025 |
| Price on release | $116.69 |
| EPS estimate | $1.85 |
| EPS actual | $1.95 |
| EPS surprise | 5.41% |
| Date | Price |
|---|---|
| Oct 16, 2025 | $108.42 |
| Oct 17, 2025 | $110.20 |
| Oct 20, 2025 | $112.15 |
| Oct 21, 2025 | $112.38 |
| Oct 22, 2025 | $116.69 |
| Oct 23, 2025 | $116.58 |
| Oct 24, 2025 | $117.94 |
| Oct 27, 2025 | $119.06 |
| Oct 28, 2025 | $117.55 |
| 4 days before | 7.63% |
| 4 days after | 0.737% |
| On release day | -0.0943% |
| Change in period | 8.42% |
Stifel Financial Earnings Call Transcript Summary of Q3 2025
Stifel reported a record third quarter 2025 with net revenue > $1.4 billion, record client assets ($544B) and third-highest EPS in firm history at $1.95 (operating EPS up 30% YoY). Both segments contributed: Global Wealth Management achieved record revenue ($907M), record fee-based assets ($219B) and near-38% pretax margins; Institutional Group revenue rose 34% YoY to $500M with robust investment banking, trading and a record pipeline. Fee-related revenue now ~62% of total (vs. 26% in 2011), improving earnings stability. Net interest income was $276M (Q4 guide $270–$280M). Credit metrics remain healthy (NPA ratio 49 bps, provision $8M, ACL/loans ~81 bps). Capital ratios are strong (Tier 1 leverage 11.1%, CET1/Risk-based 17.6%); ~$421M excess capital vs a 10% leverage target. Share repurchases continued (275k shares) with ~7.9M remaining authorization; fully diluted Q4 share count est. ~110.3M absent further buybacks. Management emphasized continued adviser recruiting (33 added, 17 experienced), growing deposit sweep and venture banking deposits, disciplined capital allocation (dividend, buybacks, selective organic/inorganic growth) and confidence in CLO exposure (AAA/AA only, ~32% credit enhancement). Outlook: strong market tailwinds, record banking pipeline, potential margin expansion in Institutional Group toward low-20s percent, and continued focus on disciplined, long-term reinvestment and capital deployment.
