Traders should monitor Stifel's upcoming earnings for confirmation of these operating trends, particularly the sustainability of treasury deposit growth and fee-based asset inflows, which could signal stronger revenue potential in wealth management and banking segments.
Price Chart
Executive Summary
Stifel Financial Corp. disclosed selected operating results for January 31, 2026, highlighting record levels in total client assets and fee-based client assets, which grew 10% and 16% year-over-year respectively. Treasury deposits surged 70% year-over-year, while bank loans declined slightly by less than 1%. The data reflects strong market appreciation and net inflows, though client money market balances declined modestly due to seasonal factors.
Key Facts
- Total client assets reached $561.061 billion as of January 31, 2026, up 10% year-over-year.
- Fee-based client assets grew to $229.423 billion, a 16% increase from the prior year.
- Treasury deposits rose 70% year-over-year to $9.139 billion, driven by venture and fund banking activity.
- Bank loans, net, declined by less than 1% during the month to $22.311 billion.
- Client money market and insured product balances decreased by 7% year-over-year to $25.911 billion.
Financial Impact
Total client assets increased by $51.39 billion year-over-year, and fee-based assets grew by $32.125 billion, indicating strong growth in core wealth management metrics.
Risk Factors
- The decline in client money market balances may indicate a shift in client preferences or reduced short-term liquidity demand.
- The slight decrease in bank loans could reflect seasonal trends or reduced lending activity, warranting attention in future reports.
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 5 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0001193125-26-076744 |
| Document: d948907dex991.htm | 0001193125-26-076744 |
| Document: 0001193125-26-076744-index-headers.html | 0001193125-26-076744 |
| Document: 0001193125-26-076744-index.html | 0001193125-26-076744 |
| Document: 0001193125-26-076744.txt | 0001193125-26-076744 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 21, 2026 6d ago | 8-K | $66.41 | awaiting T+5 | — | $67.14 (−1.10%) |
Oct 15, 2026 12d ago | Press Release | $68.69 $67.85 | ▼ −1.22% | ▼ −0.21% | $67.14 (−2.26%) |
Sep 24, 2026 4w ago | 8-K | $70.35 $70.28 | ▼ −0.10% | ▲ +0.12% | $67.14 (−4.56%) |
Aug 12, 2026 10w ago | 13F-HR | $84.94 $82.72 | ▼ −2.61% | ▼ −2.17% | $67.14 (−20.96%) |
Jul 22, 2026 13w ago | 8-K | $79.31 $81.92 | ▲ +3.29% | ▲ +5.69% | $67.14 (−15.34%) |
Jul 15, 2026 14w ago | Press Release | $78.69 $79.56 | ▲ +1.11% | ▲ +2.78% | $67.14 (−14.68%) |
Jun 25, 2026 17w ago | 8-K | $69.27 $73.17 | ▲ +5.63% | ▲ +3.46% | $67.14 (−3.07%) |
Apr 22, 2026 26w ago | Press Release | $77.37 $77.39 | ▲ +0.03% | ▼ −0.03% | $67.14 (−13.22%) |
Apr 16, 2026 27w ago | Press Release | $82.32 | awaiting T+5 | — | $67.14 (−18.44%) |
Feb 26, 2026 34w ago | 8-K | $73.71 $73.15 | ▼ −0.76% | ▲ +1.22% | $67.14 (−8.91%) |
US Market Status
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