Stifel Financial Corp revenue by segment SF-PB

Annual Quarterly

Stifel Financial Corp splits its revenue 2 ways in its filings. By operating segments, the largest line in Q3 of fiscal 2026, the quarter ended Sep 30, 2026 was Global Wealth Management at $637.1 million, 64% of the total. By sales mix, the largest line in Q3 of fiscal 2026, the quarter ended Sep 30, 2026 was Asset Management1 at $492.2 million, 49% of the total.

USD in millions. The percent under a figure is the change from the same quarter a year earlier.

Line	TTM Sep 30, 2026	Q3 FY2026 Sep 30, 2026	Q2 FY2026 Jun 30, 2026	Q1 FY2026 Mar 31, 2026	Q4 FY2025 Dec 31, 2025	Q3 FY2025 Sep 30, 2025	Q2 FY2025 Jun 30, 2025	Q1 FY2025 Mar 31, 2025	Q4 FY2024 Dec 31, 2024
Revenue	4,150	1,001	1,012	1,010	1,127	963	839	842	916
Operating segments
Global Wealth Management	2,468 +11.5% share 59.5%	637 +9.6% share 63.7%	614 +13.9% share 60.7%	607 +11.9% share 60.1%	609 +10.8% share 54.0%	581 share 60.4%	539 share 64.3%	543 share 64.4%	550 share 60.0%
Institutional Group	1,682 +24.9% share 40.5%	364 -4.6% share 36.3%	398 +32.7% share 39.3%	403 +34.4% share 39.9%	518 +41.4% share 46.0%	381 share 39.6%	300 share 35.7%	300 share 35.6%	366 share 40.0%
Sales mix
Asset Management1	1,864 +12.9% share 44.9%	492 +14.1% share 49.2%	457 +13.1% share 45.1%	459 +12.2% share 45.5%	456 +12.3% share 40.4%	431 share 44.8%	404 share 48.1%	410 share 48.6%	406 share 44.3%
Investment Banking	1,435 +30.6% share 34.6%	306 -5.3% share 30.6%	332 +42.2% share 32.8%	341 +43.5% share 33.8%	456 +49.7% share 40.4%	323 share 33.6%	233 share 27.8%	238 share 28.2%	304 share 33.2%
Commissions	843 +4.9% share 20.3%	201 -2.6% share 20.1%	221 +10.4% share 21.9%	208 +7.3% share 20.6%	213 +4.6% share 18.9%	206 share 21.4%	201 share 23.9%	194 share 23.0%	204 share 22.2%
Product And Service Other	7 +18.9% share 0.2%	2 +0.8% share 0.2%	2 +60.1% share 0.2%	2 +23.9% share 0.2%	2 +6.2% share 0.2%	2 share 0.2%	1 share 0.1%	1 share 0.2%	2 share 0.2%

How these figures are calculated

Quarterly columns are single-quarter amounts. When a 10-Q reports only a year-to-date total, as cash flow statements do, the quarter is that total minus the previous quarter's year-to-date total. The fourth quarter is the annual report's full year minus the first nine months. A column marked YTD is a year-to-date total, shown when the earlier report needed for the single quarter is missing. USD in millions. Each group is a separate split of total revenue, so the groups are not added together. Share of revenue is that line divided by total revenue. The first column adds the latest year-to-date segment amount to the last fiscal year and subtracts the year-ago year-to-date amount. More on our methodology.

Company profile

Industry: Security Brokers, Dealers & Flotation Companies (SIC 6211)
Listed as: SF (NYSE), SF-PB (NYSE), SFB (NYSE), SF-PC (NYSE), SF-PD (NYSE)
Fiscal year ends: December 31
Incorporated in: DE
Headquarters: St. Louis, MO
SEC filer status: Large accelerated filer
SEC CIK: 720672

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Source: SEC EDGAR filings. This is company-reported data, not investment advice.