Stifel Reports January 2026 Operating Data

Stifel (NYSE: SF) reported selected operating data as of January 31, 2026.

(Neutral)

Rhea-AI Summary

Stifel (NYSE: SF) reported selected operating data as of January 31, 2026. Key metrics: total client assets $561.1B (+10% YoY), fee-based client assets $229.4B (+16% YoY), Private Client Group fee-based assets $201.4B (+17% YoY), and treasury deposits $9.1B (+70% YoY).

The company noted modest seasonality in money market balances and bank loans; limited data means direct correlation to earnings should not be assumed.

Positive

Total client assets $561.1B, +10% year-over-year
Fee-based client assets $229.4B, +16% year-over-year
Private Client Group fee-based assets $201.4B, +17% year-over-year
Treasury deposits $9.1B, +70% year-over-year

Negative

None.

Argus Feb 27 session

-5.64% close to close Open Argus

Details

News Market Reaction – SF

In the Feb 27 session, SF declined 5.64%, reflecting a notable negative market reaction.

Data tracked by StockTitan Argus on the day of publication.

Market Context

The stock moved -5.6% in the session following this news. A negative reaction despite higher client ...

Analysis

The stock moved -5.6% in the session following this news. A negative reaction despite higher client and fee-based assets would fit prior instances where seemingly positive capital or operating updates saw muted or slightly negative moves. Investors could focus on details such as the 7% decline in money market and insured balances and the small pullback in bank loans from year-end. They may also consider whether recent insider selling or broader sector weakness contributed, and watch upcoming earnings for deeper profitability context.

Key Figures

Total client assets: $561,061 million Fee-based client assets: $229,423 million PCG fee-based assets: $201,396 million +5 more

Total client assets: $561,061 million; As of 1/31/2026; up 10% YoY and 2% vs 12/31/2025
Fee-based client assets: $229,423 million; As of 1/31/2026; up 16% YoY and 2% vs 12/31/2025
PCG fee-based assets: $201,396 million; As of 1/31/2026; up 17% YoY and 2% vs 12/31/2025
Bank loans, net: $22,311 million; As of 1/31/2026; up 6% YoY; less than 1% decline vs 12/31/2025
Client MM & insured balances: $25,911 million; As of 1/31/2026; down 7% YoY and 3% vs 12/31/2025
Treasury deposits: $9,139 million; As of 1/31/2026; up 70% YoY; down 1% vs 12/31/2025
YoY total client asset growth: 10%; Increase in total client assets vs 1/31/2025
YoY fee-based asset growth: 16%; Increase in fee-based client assets vs 1/31/2025

Historical Context

5 past events · Latest: Jan 28

5 events

Jan 28
Earnings & capital actions

24h Move

-0.1%

Record 2025 revenues, higher dividend, and three-for-two stock split announcement.
Jan 27
Stock split & dividends

24h Move

-0.1%

Three-for-two stock split and 11% common dividend increase with preferred dividends.
Jan 21
Earnings call scheduled

24h Move

+1.7%

Announcement of Q4 and FY 2025 results release and investor conference call details.
Jan 21
Hiring & AUM update

24h Move

+1.5%

1919 Investment Counsel senior hires and disclosure of $26.0B in assets under management.
Dec 18
Monthly operating data

24h Move

+2.0%

November 2025 operating data with strong fee-based assets and treasury deposit growth.

24h Move is the share-price change in the day after each event; other market factors may also have contributed.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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02/26/2026 - 04:15 PM

ST. LOUIS, Feb. 26, 2026 (GLOBE NEWSWIRE) -- Stifel Financial Corp. (NYSE: SF) today reported selected operating results for January 31, 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, “In January, total client assets and fee-based client assets reached record levels, increasing 10% and 16% year over year, respectively, driven by market appreciation and solid net inflows. Treasury deposits rose 70% from the prior year, reflecting strong venture and fund banking deposit activity. Client money market and insured product balances declined by less than 3% from year-end due to seasonal factors, as growth in Smart Rate balances was offset by lower Sweep balances. Total bank loans declined by less than 1% during the month, consistent with typical early-year seasonality.”

Selected Operating Data (Unaudited)
	As of			% Change
(millions)	1/31/2026	1/31/2025	12/31/2025	1/31/2025		12/31/2025
Total client assets	$561,061	$509,671	$551,863	10	%	2	%
Fee-based client assets	$229,423	$197,298	$224,488	16	%	2	%
Private Client Group fee-based client assets	$201,396	$172,468	$196,718	17	%	2	%
Bank loans, net (includes loans held for sale)	$22,311	$21,118	$22,427	6	%	(1	)%
Client money market and insured product⁽¹⁾	$25,911	$27,936	$26,633	(7	)%	(3	)%
Treasury deposits⁽²⁾	$9,139	$5,363	$9,262	70	%	(1	)%

(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.

FAQ

AI-generated questions and answers. How Rhea-AI works. Not financial advice.

What were Stifel (SF) total client assets as of January 31, 2026?

Total client assets were $561.1 billion as of January 31, 2026. According to the company, this represents a 10% year-over-year increase driven by market appreciation and net inflows.

How large were Stifel (SF) fee-based client assets on January 31, 2026 and why does it matter?

Fee-based client assets totaled $229.4 billion as of January 31, 2026. According to the company, a 16% year-over-year rise indicates stronger recurring-fee revenue potential from wealth-management clients.

What change did Stifel (SF) report for Private Client Group fee-based assets in January 2026?

Private Client Group fee-based assets were $201.4 billion on January 31, 2026. According to the company, this reflects a 17% year-over-year increase, highlighting retail wealth growth within the firm's advisory operations.

Why did Stifel (SF) treasury deposits increase 70% year-over-year by January 31, 2026?

Treasury deposits rose to $9.1 billion, a 70% year-over-year increase. According to the company, the gain was driven by strong venture, fund, and commercial banking deposit activity at Stifel Bancorp and third-party banks.

Did Stifel (SF) report any notable declines in January 2026 operating data?

Stifel reported a small decline in client money market and insured product balances in January 2026. According to the company, these balances fell seasonally by less than 3% from year-end and about 7% year-over-year.

Should investors treat the January 31, 2026 operating data as equivalent to earnings for Stifel (SF)?

No — the operating data is limited and not directly equivalent to earnings. According to the company, the selected metrics provide timely insight but a consistent correlation to reported earnings should not be assumed.

Stifel Reports January 2026 Operating Data