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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 | 1.334B |
| Revenue actual | 1.429B |
| Revenue Surprise | 7.15% |
| Release date | Jul 30, 2025 |
| EPS estimate | $1.61 |
| EPS actual | $1.42 |
| EPS Surprise | -11.80% |
| Revenue estimate | 1.443B |
| Revenue actual | 1.474B |
| Revenue Surprise | 2.12% |
| Release date | Apr 23, 2025 |
| EPS estimate | $1.64 |
| EPS actual | $0.479 |
| EPS Surprise | -70.79% |
| Revenue estimate | 1.309B |
| Revenue actual | 1.452B |
| Revenue Surprise | 10.97% |
| Release date | Jan 29, 2025 |
| EPS estimate | - |
| EPS actual | $2.20 |
| Revenue estimate | 1.295B |
| Revenue actual | 1.348B |
| Revenue Surprise | 4.10% |
Last 4 Quarters for Stifel Financial
Below you can see how SF-PC 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 | $24.98 |
| EPS estimate | - |
| EPS actual | $2.20 |
| Date | Price |
|---|---|
| Jan 23, 2025 | $25.02 |
| Jan 24, 2025 | $25.10 |
| Jan 27, 2025 | $25.13 |
| Jan 28, 2025 | $25.02 |
| Jan 29, 2025 | $24.98 |
| Jan 30, 2025 | $25.23 |
| Jan 31, 2025 | $24.87 |
| Feb 03, 2025 | $25.03 |
| Feb 04, 2025 | $24.88 |
| 4 days before | -0.160% |
| 4 days after | -0.400% |
| On release day | 1.00% |
| Change in period | -0.560% |
| Release date | Apr 23, 2025 |
| Price on release | $22.28 |
| EPS estimate | $1.64 |
| EPS actual | $0.479 |
| EPS surprise | -70.79% |
| Date | Price |
|---|---|
| Apr 16, 2025 | $22.20 |
| Apr 17, 2025 | $22.37 |
| Apr 21, 2025 | $22.17 |
| Apr 22, 2025 | $22.22 |
| Apr 23, 2025 | $22.28 |
| Apr 24, 2025 | $22.44 |
| Apr 25, 2025 | $22.57 |
| Apr 28, 2025 | $22.60 |
| Apr 29, 2025 | $22.65 |
| 4 days before | 0.372% |
| 4 days after | 1.63% |
| On release day | 0.706% |
| Change in period | 2.00% |
| Release date | Jul 30, 2025 |
| Price on release | $23.51 |
| EPS estimate | $1.61 |
| EPS actual | $1.42 |
| EPS surprise | -11.80% |
| Date | Price |
|---|---|
| Jul 24, 2025 | $23.40 |
| Jul 25, 2025 | $23.18 |
| Jul 28, 2025 | $23.36 |
| Jul 29, 2025 | $23.62 |
| Jul 30, 2025 | $23.51 |
| Jul 31, 2025 | $23.79 |
| Aug 01, 2025 | $23.76 |
| Aug 04, 2025 | $24.02 |
| Aug 05, 2025 | $23.92 |
| 4 days before | 0.470% |
| 4 days after | 1.74% |
| On release day | 1.19% |
| Change in period | 2.22% |
| Release date | Oct 22, 2025 |
| Price on release | $24.75 |
| EPS estimate | $1.85 |
| EPS actual | $1.95 |
| EPS surprise | 5.41% |
| Date | Price |
|---|---|
| Oct 16, 2025 | $24.60 |
| Oct 17, 2025 | $24.35 |
| Oct 20, 2025 | $24.56 |
| Oct 21, 2025 | $24.85 |
| Oct 22, 2025 | $24.75 |
| Oct 23, 2025 | $24.70 |
| Oct 24, 2025 | $24.70 |
| Oct 27, 2025 | $24.93 |
| Oct 28, 2025 | $24.87 |
| 4 days before | 0.589% |
| 4 days after | 0.505% |
| On release day | -0.182% |
| Change in period | 1.10% |
Stifel Financial Earnings Call Transcript Summary of Q3 2025
Stifel reported a strong Q3 2025 with record firm results driven by broad-based strength across Global Wealth Management and the Institutional Group. Key financials: total net revenue > $1.4 billion (up 17% y/y), operating EPS $1.95 (up 30% y/y), pretax margin 21.2%, record client assets $544 billion and record fee-based assets $219 billion. Wealth delivered record revenue ($907 million) and high profitability (pretax margins ~38%), aided by advisor recruiting (33 hires) and deposit growth (sweep deposits +$640M; non-wealth deposits +$760M). Institutional revenue was $500 million (up 34% y/y) with investment banking strength (investment banking $323M) and trading gains; pipelines are at record levels. Net interest income was $276 million with Q4 NII guide $270–$280M. Credit metrics remained sound (NPA ratio 49 bps, provision $8M, allowance/loans 81 bps). Capital position strong (Tier 1 leverage 11.1%, Tier 1 risk-based 17.6%) with ~$421M excess capital and remaining buyback authorization. Management emphasized the durability of fee-based revenue (62% of total vs. 26% in 2011), the integrated banking model benefits, disciplined capital allocation (growth, buybacks, dividends, acquisitions only if accretive), and confidence in CLO and loan exposures. Risks noted: market cyclicality, government/regulatory timing (e.g., potential impact from government shutdown on IPOs), and continued monitoring of credit market idiosyncrasies.
