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For the quarter ending 2026-03-31, SF-PD has $42,893,152K in assets. $36,908,670K in debts. $2,899,370K in cash and cash equivalents.

Balance Sheets Overview

Debt to Asset Ratio
86.05%
Unit: Thousand (K) dollars
Assets Breakdown
    • Held for investment, net
    • Held-to-maturity securities, at ...
    • Cash and cash equivalents
    • Others
Liabilities Breakdown
    • Retained earnings
    • Additional paid-in-capital
    • Securities sold under agreements...
    • Others

Balance Sheets
2026-03-31
2025-12-31
2025-09-30
Cash and cash equivalents
2,899,370 2,253,789 3,184,905
Cash segregated for regulatory purposes
29,196 29,018 31,851
Brokerage clients, net
1,527,947 1,138,094 1,021,905
Brokers, dealers, and clearing organizations
661,386 571,663 777,443
Securities purchased under agreements to resell
746,375 564,162 525,621
Financial instruments owned, at fair value
1,657,349 1,427,835 1,540,478
Available-for-sale securities, at fair value
1,588,549 1,593,390 1,688,636
Held-to-maturity securities, at amortized cost
6,861,227 6,549,054 6,458,002
Total risk category of loan portfolio
21,963,460 22,066,763 21,177,141
Loans in process/(unapplied loan payments), net
-10,549 -10,779 -4,658
Unamortized loan fees, net
-746 1,518 712
Allowance for credit losses on loans
115,178 132,245 134,022
Held for investment, net
21,836,987 21,925,257 21,039,173
Held for sale, at lower of cost or fair value
348,331 502,199 595,517
Investments, at fair value
84,585 81,825 80,267
Fixed assets, net
229,660 197,119 198,178
Operating lease right-of-use assets, net
780,414 788,477 794,443
Goodwill
1,463,858 1,463,858 1,482,342
Intangible assets, net
97,440 108,045 110,381
Loans and advances to financial advisors and other employees, net
703,494 744,635 750,755
Deferred tax assets, net
135,520 151,204 191,032
Other assets
1,241,464 1,181,158 1,216,431
Total assets
42,893,152 41,270,782 41,687,360
Brokerage clients, net
803,149 431,583 666,439
Brokers, dealers, and clearing organizations
664,630 303,378 432,631
Drafts
92,623 142,916 102,241
Securities sold under agreements to repurchase
862,954 651,236 747,301
Bank deposits
30,797,336 29,752,063 30,137,748
Financial instruments sold, but not yet purchased, at fair value
924,385 793,626 806,120
Accrued compensation
522,657 988,952 743,748
Lease liabilities, net
849,055 855,899 858,346
Accounts payable and accrued expenses
719,232 701,369 764,415
Long-term debt, gross
625,000 625,000 -
Debt issuance costs, net
7,351 7,557 -
Senior notes, net
617,649 617,443 617,236
Debentures to stifel financial capital trusts
55,000 55,000 55,000
Total liabilities
36,908,670 35,293,465 35,931,225
Preferred stock - 1 par value authorized 3,000,000 shares issued 27,400 shares
685,000 685,000 685,000
Common stock - 0.15 par value authorized 194,000,000 shares issued 167,494,246 and 167,494,164 shares, respectively
25,124 16,749 16,749
Additional paid-in-capital
1,821,332 1,916,324 1,869,971
Retained earnings
4,269,894 4,163,363 3,961,129
Accumulated other comprehensive loss
-27,209 -17,809 -25,846
Treasury stock, at cost, 13,677,414 and 14,997,515 shares, respectively
789,659 786,310 750,868
Total equity
5,984,482 5,977,317 5,756,135
Total liabilities and equity
42,893,152 41,270,782 41,687,360
Unit: Thousand (K) dollars (except for numbers of shares and EPS). Numbers labeled with * are estimated quarterly values.

Time Plot

Show the time plot by selecting a row from the table.

Balance Sheets

Total risk category ofloan portfolio$21,963,460K Held for investment,net$21,836,987K Held-to-maturity securities, atamortized cost$6,861,227K Cash and cashequivalents$2,899,370K Financial instrumentsowned, at fair value$1,657,349K Available-for-sale securities, atfair value$1,588,549K Brokerage clients, net$1,527,947K Goodwill$1,463,858K Other assets$1,241,464K Operating leaseright-of-use assets, net$780,414K Securities purchased underagreements to resell$746,375K Loans and advances tofinancial advisors and...$703,494K Brokers, dealers, andclearing organizations$661,386K Held for sale, atlower of cost or fair...$348,331K Fixed assets, net$229,660K Deferred tax assets, net$135,520K Intangible assets, net$97,440K Investments, at fair value$84,585K Cash segregated forregulatory purposes$29,196K Allowance for creditlosses on loans$115,178K Loans inprocess/(unapplied loan payments),...-$10,549K Unamortized loan fees, net-$746K Total assets$42,893,152K Total liabilities andequity$42,893,152K Total liabilities$36,908,670K Total equity$5,984,482K Treasury stock, at cost,13,677,414 and 14,997,515...$789,659K Accumulated othercomprehensive loss-$27,209K Bank deposits$30,797,336K Financial instrumentssold, but not yet...$924,385K Securities sold underagreements to repurchase$862,954K Lease liabilities,net$849,055K Brokerage clients, net$803,149K Accounts payable andaccrued expenses$719,232K Brokers, dealers, andclearing organizations$664,630K Senior notes, net$617,649K Accrued compensation$522,657K Drafts$92,623K Debentures to stifelfinancial capital trusts$55,000K Retained earnings$4,269,894K Additionalpaid-in-capital$1,821,332K Debt issuance costs,net$7,351K Preferred stock - 1 parvalue authorized...$685,000K Common stock - 0.15 parvalue authorized...$25,124K Long-term debt, gross$625,000K

STIFEL FINANCIAL CORP (SF-PD)

STIFEL FINANCIAL CORP (SF-PD)