Stifel Reports April 2025 Operating Data
Stifel Financial (NYSE: SF) has reported its April 2025 operating data, showing strong year-over-year growth in key metrics. Total client assets reached $485.6 billion, up 7% from April 2024, while fee-based assets grew 11% to $190.5 billion. Bank loans increased 8% year-over-year to $21.5 billion.
However, client money market and insured product balances decreased 5% month-over-month to $26.1 billion due to seasonal factors affecting Smart Rate and Sweep deposits. Total client assets remained relatively stable compared to March 2025, despite significant market volatility.
Stifel Financial (NYSE: SF) ha comunicato i dati operativi di aprile 2025, evidenziando una solida crescita anno su anno nei principali indicatori. Gli asset totali dei clienti hanno raggiunto 485,6 miliardi di dollari, con un aumento del 7% rispetto ad aprile 2024, mentre gli asset basati su commissioni sono cresciuti dell'11%, arrivando a 190,5 miliardi di dollari. I prestiti bancari sono aumentati dell'8% su base annua, raggiungendo 21,5 miliardi di dollari.
Tuttavia, i saldi di denaro liquido e prodotti assicurati dei clienti sono diminuiti del 5% rispetto al mese precedente, attestandosi a 26,1 miliardi di dollari, a causa di fattori stagionali che hanno influenzato i depositi Smart Rate e Sweep. Gli asset totali dei clienti sono rimasti sostanzialmente stabili rispetto a marzo 2025, nonostante la significativa volatilità del mercato.
Stifel Financial (NYSE: SF) ha reportado sus datos operativos de abril de 2025, mostrando un fuerte crecimiento interanual en métricas clave. Los activos totales de clientes alcanzaron los 485,6 mil millones de dólares, un aumento del 7% respecto a abril de 2024, mientras que los activos basados en comisiones crecieron un 11% hasta 190,5 mil millones de dólares. Los préstamos bancarios aumentaron un 8% interanual hasta 21,5 mil millones de dólares.
Sin embargo, los saldos en productos monetarios y asegurados de los clientes disminuyeron un 5% mes a mes hasta 26,1 mil millones de dólares debido a factores estacionales que afectaron los depósitos Smart Rate y Sweep. Los activos totales de clientes permanecieron relativamente estables en comparación con marzo de 2025, a pesar de la significativa volatilidad del mercado.
Stifel Financial (NYSE: SF)는 2025년 4월 운영 데이터를 발표하며 주요 지표에서 전년 대비 강한 성장을 보였습니다. 총 고객 자산은 4,856억 달러로 2024년 4월 대비 7% 증가했으며, 수수료 기반 자산은 11% 증가한 1,905억 달러를 기록했습니다. 은행 대출은 전년 대비 8% 증가하여 215억 달러에 달했습니다.
그러나 고객의 머니 마켓 및 보험 상품 잔액은 계절적 요인으로 인해 Smart Rate 및 Sweep 예치금에 영향을 받아 전월 대비 5% 감소한 261억 달러를 기록했습니다. 총 고객 자산은 2025년 3월과 비교해 상당한 시장 변동성에도 불구하고 대체로 안정적인 수준을 유지했습니다.
Stifel Financial (NYSE : SF) a publié ses données opérationnelles d'avril 2025, montrant une forte croissance annuelle des principaux indicateurs. Les actifs totaux des clients ont atteint 485,6 milliards de dollars, en hausse de 7 % par rapport à avril 2024, tandis que les actifs basés sur les frais ont augmenté de 11 % pour atteindre 190,5 milliards de dollars. Les prêts bancaires ont augmenté de 8 % sur un an pour atteindre 21,5 milliards de dollars.
Cependant, les soldes des produits monétaires et assurés des clients ont diminué de 5 % d'un mois sur l'autre, atteignant 26,1 milliards de dollars, en raison de facteurs saisonniers affectant les dépôts Smart Rate et Sweep. Les actifs totaux des clients sont restés relativement stables par rapport à mars 2025, malgré une volatilité importante du marché.
Stifel Financial (NYSE: SF) hat seine operativen Daten für April 2025 veröffentlicht und zeigt ein starkes Wachstum im Jahresvergleich bei wichtigen Kennzahlen. Die gesamten Kundenvermögen erreichten 485,6 Milliarden US-Dollar, ein Anstieg von 7 % gegenüber April 2024, während die gebührenbasierten Vermögenswerte um 11 % auf 190,5 Milliarden US-Dollar wuchsen. Die Bankkredite stiegen im Jahresvergleich um 8 % auf 21,5 Milliarden US-Dollar.
Die Guthaben der Kunden in Geldmarktkonten und versicherten Produkten gingen jedoch aufgrund saisonaler Faktoren, die Smart Rate- und Sweep-Einlagen beeinflussen, im Monatsvergleich um 5 % auf 26,1 Milliarden US-Dollar zurück. Die gesamten Kundenvermögen blieben im Vergleich zum März 2025 trotz erheblicher Marktschwankungen relativ stabil.
- Total client assets increased 7% YoY to $485.6 billion
- Fee-based client assets grew 11% YoY to $190.5 billion
- Bank loans increased 8% YoY to $21.5 billion
- Successful recruitment of productive financial advisors
- Client money market and insured product balances declined 5% MoM
- Total client assets slightly decreased MoM by 0.1%
Insights
Stifel reports 7% YoY growth in client assets and 11% in fee-based assets, despite recent market volatility and seasonal deposit decline.
Stifel's April 2025 operating data shows a mixed but generally positive performance picture. The 7% year-over-year increase in total client assets to
The firm's loan portfolio grew by
However, there are some cautionary signs. Client money market and insured product balances decreased
The relative stability of client assets month-over-month (essentially flat) despite significant equity market volatility demonstrates resilience in Stifel's wealth management platform. The growth in fee-based assets is particularly important as it represents more stable, recurring revenue compared to transaction-based business. The
ST. LOUIS, May 22, 2025 (GLOBE NEWSWIRE) -- Stifel Financial Corp. (NYSE: SF) today reported selected operating results for April 30, 2025 in an effort to provide timely information to investors on certain key performance metrics. Due to the limited nature of this data, a consistent correlation to earnings should not be assumed.
Ronald J. Kruszewski, Chairman and Chief Executive Officer, said, “Total client assets and fee-based assets increased
| Selected Operating Data (Unaudited) | |||||||||
| As of | % Change | ||||||||
| (millions) | 4/30/2025 | 4/30/2024 | 3/31/2025 | 4/30/2024 | 3/31/2025 | ||||
| Total client assets | (0)% | ||||||||
| Fee-based client assets | |||||||||
| Private Client Group fee-based client assets | (0)% | ||||||||
| Bank loans, net (includes loans held for sale) | |||||||||
| Client money market and insured product (1) | (1)% | (5)% | |||||||
(1) Includes Smart Rate deposits, Sweep deposits, Third-party Bank Sweep Program, and Other Sweep cash.
Company Information
Stifel Financial Corp. (NYSE: SF) is a financial services holding company headquartered in St. Louis, Missouri, that conducts its banking, securities, and financial services business through several wholly owned subsidiaries. Stifel’s broker-dealer clients are served in the United States through Stifel, Nicolaus & Company, Incorporated, including its Eaton Partners and Miller Buckfire business divisions; Keefe, Bruyette & Woods, Inc.; and Stifel Independent Advisors, LLC; in Canada through Stifel Nicolaus Canada Inc.; and in the United Kingdom and Europe through Stifel Nicolaus Europe Limited. The Company’s broker-dealer affiliates provide securities brokerage, investment banking, trading, investment advisory, and related financial services to individual investors, professional money managers, businesses, and municipalities. Stifel Bank and Stifel Bank & Trust offer a full range of consumer and commercial lending solutions. Stifel Trust Company, N.A. and Stifel Trust Company Delaware, N.A. offer trust and related services. To learn more about Stifel, please visit the Company’s website at www.stifel.com. For global disclosures, please visit www.stifel.com/investor-relations/press-releases.
Media Contact: Neil Shapiro (212) 271-3447 | Investor Contact: Joel Jeffrey (212) 271- 3610 | www.stifel.com/investor-relations
FAQ
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