Stifel Reports August 2025 Operating Data
Stifel Financial (NYSE: SF) has reported its August 2025 operating data, showcasing significant growth across key metrics. The company achieved record highs in total client assets of $532.7 billion (up 9% year-over-year) and fee-based client assets of $213.6 billion (up 14% year-over-year).
Treasury deposits demonstrated robust growth, increasing 79% year-over-year to $7.6 billion, while bank loans grew 7% to $21.6 billion. Despite a slight 1% monthly decline in client money market and insured product balances, the company's diversified funding mix helped maintain stability. CEO Ronald J. Kruszewski noted improved momentum in the Institutional Group and anticipates a stronger second half of the year.
Stifel Financial (NYSE: SF) ha riportato i dati operativi di agosto 2025, evidenziando una crescita significativa in tutte le principali metriche. L'azienda ha raggiunto un nuovo massimo storico di attività totali dei clienti a 532,7 miliardi di dollari (a/a +9%) e attività basate sulle commissioni dei clienti a 213,6 miliardi di dollari (a/a +14%).
I depositi del tesoro hanno mostrato una crescita robusta, aumentando del 79% rispetto all'anno precedente a 7,6 miliardi di dollari, mentre i prestiti bancari sono cresciuti del 7% a 21,6 miliardi. Nonostante un lieve calo mensile del 1% dei saldi di denaro di clientela e dei prodotti assicurativi, la diversificata struttura di funding dell'azienda ha contribuito a mantenere stabilità. Il CEO Ronald J. Kruszewski ha segnalato un impulso migliorato nel Institutional Group e prevede una seconda metà dell'anno più forte.
Stifel Financial (NYSE: SF) ha publicado sus datos operativos de agosto de 2025, destacando un crecimiento significativo en las métricas clave. La compañía alcanzó récords de activos totales de clientes de 532,7 mil millones de USD (a/a +9%) y activos de clientes basados en comisiones de 213,6 mil millones de USD (a/a +14%).
Los depósitos del tesoro mostraron un crecimiento robusto, aumentando un 79% interanual hasta 7,6 mil millones de USD, mientras que los préstamos bancarios crecieron un 7% hasta 21,6 mil millones de USD. A pesar de una ligera caída mensual del 1% en los saldos de dinero de los clientes y de productos asegurados, la diversificada mezcla de financiación de la empresa ayudó a mantener la estabilidad. El CEO Ronald J. Kruszewski señaló un impulso mejorado en el Institutional Group y anticipa una segunda mitad del año más sólida.
Stifel Financial (NYSE: SF)은 2025년 8월 운영 데이터를 발표했고, 주요 지표에서 Significant한 성장을 보여주었습니다. 회사는 총 고객 자산이 532.700억 달러로 사상 최고치를 기록했고(전년비 +9%), 수수료 기반 고객 자산이 213.600억 달러로 증가했습니다(전년비 +14%).
재무부 예치금은 견조한 성장을 보였으며, 전년동기 대비 79% 증가한 76억 달러에 이르렀고, 은행 대출은 7% 증가하여 216억 달러가 되었습니다. 고객 머니 마켓 및 보험 상품 잔액이 월간으로 1% 소폭 감소했음에도 불구하고, 회사의 다각화된 자금 조달 구성이 안정성을 유지하도록 도왔습니다. CEO인 Ronald J. Kruszewski는 Institutional Group의 모멘텀 개선을 언급했고 연말 상반기가 더 강해질 것으로 기대합니다.
Stifel Financial (NYSE: SF) a publié ses données opérationnelles d’août 2025, montrant une croissance significative dans les indicateurs clés. L’entreprise a atteint des niveaux records d’actifs totaux des clients à 532,7 milliards de dollars (croissance annuelle de 9 %) et des actifs clients basés sur les frais à 213,6 milliards de dollars (croissance annuelle de 14 %).
Les dépôts du Trésor ont montré une croissance robuste, en augmentation de 79 % sur un an à 7,6 milliards de dollars, tandis que les prêts bancaires ont crû de 7 % pour atteindre 21,6 milliards de dollars. Malgré une légère baisse mensuelle de 1 % des soldes des espèces des clients et des produits assurés, la diversification de la structure de financement de l’entreprise a contribué à maintenir la stabilité. Le PDG Ronald J. Kruszewski a noté une dynamique améliorée au sein de l’Institutional Group et prévoit une seconde moitié d’année plus forte.
Stifel Financial (NYSE: SF) hat im August 2025 operative Daten gemeldet und damit ein signifikantes Wachstum in den wichtigsten Kennzahlen gezeigt. Das Unternehmen verzeichnete rekordhohe Gesamtkundenvermögen von 532,7 Milliarden USD (YoY +9%) und gebührenbasierte Kundengelder von 213,6 Milliarden USD (YoY +14%).
Treasury-Einlagen zeigten ein robustes Wachstum und stiegen um 79% YoY auf 7,6 Milliarden USD, während Bankdarlehen um 7% auf 21,6 Milliarden USD zunahmen. Trotz eines leichten monatlichen Rückgangs der Kundengeldmarkt- und versicherten Produktbestände um 1% blieb die diversifizierte Finanzierungsstruktur des Unternehmens stabil. CEO Ronald J. Kruszewski lobte eine verbesserte Dynamik im Institutional Group und geht von einer stärkeren zweiten Jahreshälfte aus.
Stifel Financial (NYSE: SF) أصدرت بيانات التشغيل الخاصة بها لشهر أغسطس 2025، مُظهِرةً نمواً ملحوظاً في المؤشرات الرئيسية. حققت الشركة أرقام قياسية لإجمالي أصول العملاء عند 532.7 مليار دولار (ارتفاع سنوي 9%) وأصول العملاء القائمة على الرسوم عند 213.6 مليار دولار (ارتفاع سنوي 14%).
شهدت ودائع الخزنة نمواً قوياً، حيث ارتفعت بنسبة 79% سنوياً إلى 7.6 مليار دولار، بينما ارتفعت القروض المصرفية بنسبة 7% إلى 21.6 مليار دولار. وعلى الرغم من انخفاض طفيف بنسبة 1% شهرياً في أرصدة أموال السوق النقدي للعملاء والمنتجات المؤمنة، ساهمت تشكيلة التمويل المتنوعة للشركة في الحفاظ على الاستقرار. وأشار الرئيس التنفيذي رونالد ج. كروشزفسكي إلى تحسن الزخم في المجموعة المؤسسية ويتوقع فصلاً ثانياً من العام أقوى.
Stifel Financial（NYSE: SF） 已公布2025年8月的运营数据，显示关键指标显著增长。公司实现了客户总资产创历史新高，达到5,327亿美元（同比增长9%），以及以费为基础的客户资产为2,136亿美元（同比增长14%）。
财政部存款实现强劲增长，同比增幅为79%，达到76亿美元，银行贷款增长7%，至216亿美元。尽管客户资金市场和保险类产品余额环比小幅下降1%，公司多元化的资金来源结构仍有助于维持稳定。首席执行官 Ronald J. Kruszewski 表示机构集团的势头有所改善，预期下半年将更强劲。
- Total client assets reached record high of $532.7 billion, up 9% year-over-year
- Fee-based client assets hit record $213.6 billion, increasing 14% year-over-year
- Treasury deposits grew significantly by 79% year-over-year to $7.6 billion
- Bank loans increased 7% year-over-year to $21.6 billion
- Improved capital raising and M&A environment signals stronger second half outlook
- Client money market and insured product balances declined 4% year-over-year to $25.4 billion
- Smart Rate balances showed decrease, contributing to overall decline in client money market products
Insights
Stifel reports record client assets with 9% YoY growth and improving institutional business momentum, signaling stronger H2 performance potential.
Stifel's August operating data reveals record client asset levels with total client assets reaching
The diversification in Stifel's funding mix is particularly noteworthy. Treasury deposits grew
Lending activity shows steady growth with bank loans up
The institutional business appears poised for recovery. Management's commentary suggests material improvement in capital raising and M&A activity compared to earlier quarters, with expectations for stronger second-half performance barring market disruptions. This institutional pipeline recovery could drive meaningful revenue improvement in investment banking fees, which typically carry higher margins than wealth management services.
The monthly data pattern – particularly the asset growth trends and funding mix improvements – suggests business momentum is building, consistent with management's optimistic outlook for improved performance in the coming months.
ST. LOUIS, Sept. 25, 2025 (GLOBE NEWSWIRE) -- Stifel Financial Corp. (NYSE: SF) today reported selected operating results for August 31, 2025, 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 client assets hit record highs, up
| Selected Operating Data (Unaudited) | ||||||||
| As of | % Change | |||||||
| (millions) | 8/31/2025 | 8/31/2024 | 7/31/2025 | 8/31/2024 | 7/31/2025 | |||
| Total client assets | $532,742 | |||||||
| Fee-based client assets | $213,635 | |||||||
| Private Client Group fee-based client assets | $186,679 | |||||||
| Bank loans, net (includes loans held for sale) | $21,646 | |||||||
| Client money market and insured product(1) | $25,436 | (4)% | (1)% | |||||
| Treasury deposits(2) | $7,647 | |||||||
(1) Includes Smart Rate deposits, Sweep deposits, Third-party Bank Sweep Program, and Other Sweep cash.
(2) 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 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
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