Stifel Reports April 2025 Operating Data
Rhea-AI Summary
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.
Positive
- 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
Negative
- Client money market and insured product balances declined 5% MoM
- Total client assets slightly decreased MoM by 0.1%
News Market Reaction
On the day this news was published, SF declined 1.24%, reflecting a mild negative market reaction.
Data tracked by StockTitan Argus on the day of publication.
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
What was Stifel Financial's (SF) total client assets in April 2025?
How much did Stifel's (SF) fee-based assets grow year-over-year in April 2025?
What happened to Stifel's (SF) client money market and insured product balances in April 2025?
How did Stifel's (SF) bank loans perform in April 2025?
