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SF · XBRL financial data

Stifel Financial financial statements, every quarter

The same tables from 12 filings, lined up. Matched by XBRL tag: renamed lines keep their history.

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How these numbers work
  • Every number comes from the company's XBRL financial data filed with the SEC, and each one links to its filing.
  • Lines are matched by XBRL tag, so a line renamed between filings keeps its history.
  • * marks a quarter worked out from the filing totals: the 10-K year minus the first three quarters, or a year-to-date total minus the earlier one. Fourth-quarter earnings per share is fourth-quarter net income over the fourth-quarter weighted shares.
  • 0 means a filing states zero; a dash (—) means no filing states that number.
  • “year only” means the 10-K gives the full year but not the quarters needed to work out the fourth. A worked-out quarter of revenue, cost of revenue or operating cash flow more than twice the company's largest quarter of the two years before is shown this way too.
  • Gross profit is shown as the company reports it; a worked-out quarter must equal revenue less cost of revenue for that quarter, or it is a dash.
  • Operating income can be above gross profit when the company books other operating income between the two, shown on its own line.
  • Shares outstanding come from each filing's cover page, as of the date printed there.
  • Quarters are fiscal: Q2 FY27 is the second quarter of the company's fiscal 2027.

Income statement

CSV

Fiscal quarters (SF's year ends in late December)

In millions of dollarsDec 31, 2023Mar 31, 2024Jun 30, 2024Sep 30, 2024Dec 31, 2024Mar 31, 2025Jun 30, 2025Sep 30, 2025Dec 31, 2025Mar 31, 2026Jun 30, 2026Sep 30, 2026
Revenue1,390*1,4181,4651,4761,593*1,4691,4911,6351,753*1,6661,6391,635
Revenue from contracts with customers711*768799811916*8428399631,127*1,0101,0121,001
Operating income (loss)year only———year only———————
Interest expense244*255247251228*214207205192*187188209
Income tax expense (benefit)44*55625822*10597544*757375
Net income (loss)162*164165159244*53155211264*251226234
Earnings per share, basic USD per share1.56*1.481.501.432.35*0.421.411.962.57*1.561.411.48
Earnings per share, diluted USD per share1.46*1.401.411.342.17*0.391.341.842.39*1.481.341.40
Weighted average shares, basic millions of shares104*104104104104*105103103103*156154152
Weighted average shares, diluted millions of shares111*110110111113*111109110111*163162160

Balance sheet

CSV

Fiscal quarters (SF's year ends in late December)

In millions of dollarsDec 31, 2023Mar 31, 2024Jun 30, 2024Sep 30, 2024Dec 31, 2024Mar 31, 2025Jun 30, 2025Sep 30, 2025Dec 31, 2025Mar 31, 2026Jun 30, 2026Sep 30, 2026
Cash and cash equivalents3,3623,4092,6161,9162,6482,7261,8583,1852,2542,8992,1921,629
Property and equipment, net192301326191193195197198197230229261
Right-of-use asset778804822813809786815794788780769762
Goodwill1,3881,3881,3881,3941,3951,3951,4791,4821,4641,4641,4641,464
Total assets37,72738,25837,80938,93539,89640,38439,86041,68741,27142,89344,90845,282
Total deposits27,33527,55427,14028,12129,10229,63928,67330,13829,75230,79732,26432,807
Total liabilities32,43332,98432,41133,37734,20934,84634,26335,93135,29336,90938,89439,236
Total liabilities and equity37,72738,25837,80938,93539,89640,38439,86041,68741,27142,89344,90845,282

Cash flows

CSV

Fiscal quarters (SF's year ends in late December)

In millions of dollarsDec 31, 2023Mar 31, 2024Jun 30, 2024Sep 30, 2024Dec 31, 2024Mar 31, 2025Jun 30, 2025Sep 30, 2025Dec 31, 2025Mar 31, 2026Jun 30, 2026Sep 30, 2026
Net income (loss)162*164165159244*53155211264*251226234
Net cash from operating activities275*(610)207*198*695*(211)607*338*382*(343)76*801*
Net cash from investing activities866*477(641)*(1,380)*(766)*(173)(414)*(354)*(673)*(256)(2,594)*(1,034)*
Share repurchases144*6118*20*46*9383*31*38*96172*122*
Proceeds from long-term debt—————00*0*—45100*0*
Repayments of long-term debt—————00*0*—10135*0*
Net cash from financing activities(424)*85(383)*465*813*457(1,030)*1,310*(646)*1,2481,812*(326)*
Net change in cash722*(49)(817)*(712)*733*76(828)*1,291*(934)*646(707)*(560)*

Compare with peers

SIC 6211 and related industry codes, similar size. Each row is the latest quarter reported.

How peers are chosen
  • SIC 6211 and related industry codes with public float (or, where float is missing, quarterly revenue) between 0.2x and 5x the company's.
  • Each row is the latest quarter the company has reported, named in the Quarter column; when that filing is a 10-K, it is the fourth quarter, never the full year.
  • * marks a quarter worked out from the filing totals: for a 10-Q, the year-to-date total less the earlier one.
CompanyCash ($M)Revenue, quarter ($M)Operating cash flow, quarter ($M)Shares outstandingQuarter
Stifel Financial1,6291,001801*not reported 10-QSep 30, 2026
Sei Investments400662218*118.6M 10-QSep 30, 2026
Jefferies Financial Group16,8841,7522,591*not reported 10-QAug 31, 2026
Marketaxess Holdings24621827*35.2M 10-QJun 30, 2026
Interactive Brokers Group7,7117606,216*not reported 10-QJun 30, 2026
Piper Sandler Companies30449636*70.7M 10-QJun 30, 2026
Raymond James Financial9,9774,362(246)*192.4M 10-QJun 30, 2026
Miami International Holdings69937623*100.1M 10-QSep 30, 2026
Galaxy Digital8968,557372*not reported 10-QJun 30, 2026

Not investment advice. Not affiliated with the U.S. SEC.