Stifel Reports April 2026 Operating Data
Rhea-AI Summary
Stifel Financial (NYSE: SF) reported unaudited operating data as of April 30, 2026. Total client assets were $568,887 million, up 17% year over year and 6% from March 31, 2026.
Fee-based client assets rose 22% year over year to $232,400 million, bank loans grew 9% to $23,409 million, and treasury deposits increased 88% to $11,116 million. Client money market and insured balances declined.
AI-generated analysis. Not financial advice.
Positive
- Total client assets up 17% YoY and 6% sequentially to $568,887 million
- Fee-based client assets up 22% YoY and 6% sequentially to $232,400 million
- Private Client Group fee-based assets up 22% YoY to $202,919 million
- Bank loans up 9% YoY and 6% sequentially to $23,409 million
- Treasury deposits up 88% YoY and 7% sequentially to $11,116 million
- Loan balances increased by more than $1.2 billion in April 2026
Negative
- Client money market and insured product balances down 4% YoY and 7% sequentially to $25,038 million
- Company notes limited April operating data should not be assumed to correlate consistently to earnings
News Market Reaction – SF
On the day this news was published, SF declined 0.28%, reflecting a mild negative market reaction.
Data tracked by StockTitan Argus on the day of publication.
Key Figures
Market Reality Check
Peers on Argus
SF fell 2.74% while key peers were mixed: JEF up 0.25%, EVR down 0.23%, HLI down 2.11%, TW down 0.40%, LPLA down 3.67%. With no peers in the momentum scanner and mixed moves, trading appears more stock-specific than sector-driven.
Historical Context
| Date | Event | Sentiment | Move | Catalyst |
|---|---|---|---|---|
| May 05 | Platform expansion | Positive | +1.8% | Launch of Project Finance platform to expand energy and infrastructure capabilities. |
| May 01 | Dividend declaration | Positive | -0.9% | Quarterly cash dividends declared on common and preferred stock. |
| Apr 22 | Quarterly earnings | Positive | -4.1% | Stronger 1Q26 revenues and earnings driven by multiple business lines. |
| Apr 16 | Earnings call setup | Neutral | +1.9% | Scheduled release and call details for 1Q26 financial results. |
| Apr 09 | Senior hire | Positive | +0.3% | Hiring of senior TMT equity sales MD to bolster equities platform. |
Recent fundamentally positive updates (earnings, strategic launches) have not always produced positive next-day moves, with notable divergences on strong 1Q26 results and dividend news.
Over the last few months, SF has highlighted business expansion and strong fundamentals. On Apr 22, 1Q26 results showed higher revenues, earnings, and client assets, yet the stock fell. A May 1 dividend declaration also saw a modest decline. Other news, such as the May 5 project finance launch and platform hires, drew small positive reactions. Today’s April operating metrics extend the theme of rising client assets, treasury deposits, and loan growth against a share price still well below the 52-week high.
Market Pulse Summary
This announcement highlights continued growth in SF’s platform, with total and fee-based client assets, treasury deposits, and bank loans all higher as of April 30, 2026. Management attributes gains to market appreciation, advisor recruiting, and strong venture and fund banking activity, while noting seasonal softness in client money market and insured products. Investors may track how these operating trends connect to future earnings reports, especially the sustainability of loan growth and deposit mix across treasury and sweep products.
Key Terms
treasury deposits financial
fund banking financial
AI-generated analysis. Not financial advice.
ST. LOUIS, May 28, 2026 (GLOBE NEWSWIRE) -- Stifel Financial Corp. (NYSE: SF) today reported selected operating results for April 30, 2026, 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, “Excluding the sale of Stifel Independent Advisors, LLC, total and fee-based client assets rose
| Selected Operating Data (Unaudited) | ||||||||
| As of | % Change | |||||||
| (millions) | 4/30/2026 | 4/30/2025(1) | 3/31/2026 | 4/30/2025 | 3/31/2026 | |||
| Total client assets | $568,887 | |||||||
| Fee-based client assets | $232,400 | |||||||
| Private Client Group fee-based client assets | $202,919 | |||||||
| Bank loans, net (includes loans held for sale) | $23,409 | |||||||
| Client money market and insured product(2) | $25,038 | ( | ( | |||||
| Treasury deposits(3) | $11,116 | |||||||
(1) Total client assets and Private Client Group fee-based client assets as of April 30, 2025, include
(2) Includes Smart Rate deposits, Sweep deposits, Third-party Bank Sweep Program, and Other Sweep cash.
(3) Includes Other Bank deposits and Third-party Commercial Treasury deposits, which represent Venture, Fund, and Commercial deposits at Stifel Bancorp and third-party banks.
Company Information
Stifel Financial Corp. (NYSE: SF) is a diversified financial services firm providing wealth management, commercial and investment banking, trading, and research services to individuals, institutions, and municipalities. Founded in 1890 and headquartered in St. Louis, Missouri, the firm operates more than 400 offices across the United States and in major global financial centers. As a firm where success meets success, Stifel works closely with retail and institutional clients aiming to transform opportunities into achievement. 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
