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Stifel Financial (SF)
:SF
Earnings Data
Report Date
Jul 23, 2025TBA Not Confirmed
Period Ending
2025 (Q2)Consensus EPS Forecast
1.67Last Year’s EPS
1.6Same Quarter Last Year
Moderate Buy
Based on 6 Analysts Ratings
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Earnings Call Summary
Earnings Call Date:Apr 23, 2025
|% Change Since: -0.10%
|Next Earnings Date:Jul 23, 2025
Earnings Call Sentiment|Neutral
The earnings call highlights Stifel's record first quarter revenue and strong performance in asset management and advisory services. However, these achievements are offset by a significant legal charge, market volatility, and declines in client assets and net interest income. While there is optimism about long-term growth, short-term challenges persist.Company Guidance
During the Stifel Financial First Quarter 2025 Financial Results Conference Call, guidance focused on the firm's ability to navigate volatile market conditions, while achieving strong results in several areas. Stifel reported $1.3 billion in net revenue, marking its highest first quarter revenue and the third strongest quarter overall, with a significant 11% year-over-year increase in operating EPS to $1.65. The Global Wealth Management segment saw record asset management revenue, up 11%, while advisory and transactional revenue in Institutional Equities remained robust. Despite a significant $180 million legal charge impacting GAAP earnings, the firm's operating pre-tax margin exceeded 20%. The compensation ratio was 58%, aligning with the high end of annual guidance. The firm maintained a conservative market outlook, with the S&P 500 forecasted at 5,500, and despite market challenges, emphasized its strong recruiting pipeline and strategic flexibility in capital allocation, hinting at potential focus shifts towards share repurchases amidst moderated loan growth.Record First Quarter Revenue
Stifel Financial generated $1.3 billion in net revenue during the first quarter, marking the highest first quarter revenue and third strongest quarter overall.
Asset Management Revenue Growth
Asset management revenue reached a record high, up 11% year-over-year, reflecting organic growth and market appreciation.
Strong Performance in Advisory and Capital Raising
Investment banking revenues rose 11%, driven by increases in both capital raising and advisory.
Successful Advisor Recruiting
Added 52 total advisors, including nine experienced advisors with trailing 12-month production of $12 million.
Positive Momentum in Financials Vertical
Strong performance in the financials vertical, with a growing appetite for bank M&A.
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SF Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
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SF Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
| Apr 23, 2025 | $86.08 | $82.80 | -3.81% |
| Jan 29, 2025 | $114.71 | $117.00 | +2.00% |
| Oct 23, 2024 | $99.71 | $100.42 | +0.71% |
| Jul 24, 2024 | $81.32 | $83.51 | +2.69% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
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FAQ
When does Stifel Financial (SF) report earnings?
Stifel Financial (SF) is schdueled to report earning on Jul 23, 2025, TBA Not Confirmed.
What is Stifel Financial (SF) earnings time?
Stifel Financial (SF) earnings time is at Jul 23, 2025, TBA Not Confirmed.
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is SF EPS forecast?
SF EPS forecast for the fiscal quarter 2025 (Q2) is 1.67.
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