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Stifel Financial Corporation

SFUnited States

59 filed reports · 711 financial concepts · 2 earnings calls · 5 media appearances

Filed reports

59 reports · Jun 2016 to Jun 2026

Each report counts once it has at least one extracted financial fact. Also extracted from these reports: 116 operating metrics.

Report typeReportsFactsPeriods
Quarterly · 10-QSEC EDGAR3111,697Jun 2016 to Jun 2026
Current · 8-KSEC EDGAR1859Jun 2017 to Jun 2024
Annual · 10-KSEC EDGAR108,768Dec 2016 to Dec 2025

Documents

PeriodTypePeriod endPublishedFactsSource
FY2026 Q210-QJun 30, 2026Aug 5, 2026834Open
FY2026 Q110-QMar 31, 2026May 4, 2026535Open
FY202510-KDec 31, 2025Feb 24, 20261,465Open
FY2025 Q310-QSep 30, 2025Nov 5, 2025537Open
FY2025 Q210-QJun 30, 2025Aug 6, 2025362Open
FY2025 Q110-QMar 31, 2025May 7, 2025358Open
FY202410-KDec 31, 2024Feb 26, 2025785Open
FY2024 Q310-QSep 30, 2024Nov 6, 2024377Open
FY2024 Q210-QJun 30, 2024Aug 7, 2024362Open
FY2024 Q28-KJun 30, 2024Jul 24, 20244Open
FY2024 Q110-QMar 31, 2024May 8, 2024383Open
FY202310-KDec 31, 2023Feb 16, 2024778Open

Financial data

711 concepts · 20,524 facts

Each concept is one reported line item or metric. The count is how many values of it are held, across the periods shown.

Financial683 concepts · 17,775 facts · Dec 2014 to Jun 2026

  • Interest Rate Contracts424 · Dec 2015 to Jun 2026
  • Gross amounts not offset in the Statement of Financial Position, Financial instruments, Securities purchased under agreements to resell106 · Dec 2015 to Jun 2026
  • Net amount105 · Dec 2015 to Jun 2026
  • Within one year83 · Dec 2015 to Jun 2026
  • One to three years78 · Dec 2015 to Jun 2026
  • Commercial And Industrial65 · Dec 2015 to Mar 2024
  • Cash and cash equivalents at carrying value58 · Dec 2014 to Jun 2026
  • Income tax expense benefit58 · Dec 2014 to Jun 2026
  • Interest and dividend income operating58 · Dec 2014 to Jun 2026
  • Interest expense (US GAAP)58 · Dec 2014 to Jun 2026
  • Net income loss58 · Dec 2014 to Jun 2026
  • Noninterest expense58 · Dec 2014 to Jun 2026
  • Revenue58 · Dec 2014 to Jun 2026
  • Revenues net of interest expense58 · Dec 2014 to Jun 2026
  • Amortization of intangible assets57 · Dec 2014 to Jun 2026
  • Brokerage commissions revenue57 · Dec 2014 to Jun 2026
  • Communications and information technology57 · Dec 2014 to Jun 2026
  • Defined contribution plan employer discretionary contribution amount57 · Dec 2014 to Jun 2026
  • Floor brokerage exchange and clearance fees57 · Dec 2014 to Jun 2026
  • Interest expense debt57 · Dec 2014 to Jun 2026
  • Interest expense domestic deposits57 · Dec 2014 to Jun 2026
  • Interest income operating57 · Dec 2014 to Jun 2026
  • Investment banking revenue57 · Dec 2014 to Jun 2026
  • Labor and related expense57 · Dec 2014 to Jun 2026

Segment20 concepts · 1,990 facts · Dec 2014 to Jun 2026

  • Revenue577 · Dec 2014 to Jun 2026
  • Investment banking revenue231 · Mar 2018 to Jun 2026
  • Total Assets159 · Dec 2015 to Jun 2026
  • Revenues net of interest expense119 · Mar 2018 to Jun 2026
  • Goodwill106 · Dec 2015 to Jun 2026
  • Intangible Assets (excluding Goodwill)104 · Dec 2015 to Jun 2026
  • Amortization of intangible assets100 · Sep 2016 to Jun 2026
  • Global Wealth Management91 · Dec 2016 to Jun 2026
  • Brokerage commissions revenue86 · Mar 2018 to Jun 2026
  • Goodwill translation and purchase accounting adjustments81 · Sep 2016 to Dec 2025
  • Income loss from continuing operations before income taxes minority interest and income loss from equity method investments81 · Dec 2014 to Sep 2021
  • Indefinite lived intangible assets translation and purchase accounting adjustments77 · Sep 2016 to Jun 2026
  • Income loss from continuing operations before income taxes extraordinary items noncontrolling interest72 · Dec 2019 to Jun 2026
  • Other45 · Mar 2018 to Dec 2023
  • Labor and related expense42 · Dec 2022 to Jun 2026
  • Operating income loss9 · Dec 2022 to Dec 2024
  • Goodwill written off related to sale of business unit6 · Dec 2016 to Dec 2020
  • Investment advisory management and administrative fees2 · Mar 2018
  • Goodwill impairment loss1 · Sep 2016
  • Revenue from contracts with customers (excluding tax)1 · Dec 2024

Geography2 concepts · 384 facts · Dec 2014 to Jun 2026

  • Revenue310 · Dec 2014 to Jun 2026
  • Revenues net of interest expense74 · Mar 2018 to Jun 2026

Product2 concepts · 289 facts · Dec 2016 to Jun 2026

  • Revenue203 · Dec 2016 to Jun 2026
  • Investment banking revenue86 · Mar 2018 to Jun 2026

KPI4 concepts · 86 facts · Jun 2017 to Jun 2026

  • Assets Under Custody and Administration YoY Change27 · Jun 2017 to Jun 2026
  • Assets Under Custody and Administration26 · Jun 2017 to Dec 2025
  • Fee-Earning AUM YoY Change22 · Jun 2017 to Dec 2025
  • Fee-Earning AUM11 · Jun 2017 to Dec 2025

Segments

2,663 facts

Figures broken down by business line, region, product or another axis the company reports on.

Statement business segments6 members · 1,990 facts

  • Institutional Group725 · Dec 2014 to Jun 2026
  • Global Wealth Management632 · Dec 2014 to Jun 2026
  • All Other Segments264 · Dec 2014 to Jun 2026
  • Global wealth management158 · Dec 2015 to Jun 2026
  • Institutional group158 · Dec 2015 to Jun 2026
  • All other segments53 · Dec 2015 to Jun 2026

Statement geographicalsrt:StatementGeographicalAxis6 members · 332 facts

  • GB89 · Dec 2016 to Jun 2026
  • CA65 · Dec 2019 to Jun 2026
  • Other Countries47 · Dec 2016 to Jun 2026
  • US47 · Dec 2016 to Jun 2026
  • Americas42 · Mar 2018 to Jun 2026
  • Other States42 · Mar 2018 to Jun 2026

Product or servicesrt:ProductOrServiceAxis8 members · 287 facts

  • Commissions47 · Dec 2016 to Jun 2026
  • Investment Advisory Management And Administrative Service47 · Dec 2016 to Jun 2026
  • Investment Banking47 · Dec 2016 to Jun 2026
  • Advisory Fees42 · Mar 2018 to Jun 2026
  • Capital Raising42 · Mar 2018 to Jun 2026
  • Asset Management128 · Dec 2020 to Jun 2026
  • Product And Service Other28 · Dec 2020 to Jun 2026
  • Interest6 · Mar 2021 to Sep 2022

Statement geographicalus-gaap:StatementGeographicalAxis6 members · 52 facts

  • GB16 · Dec 2014 to Mar 2018
  • US16 · Dec 2014 to Mar 2018
  • Other European13 · Dec 2014 to Sep 2017
  • Other Countries5 · Dec 2015 to Mar 2018
  • Americas1 · Mar 2018
  • Other States1 · Mar 2018

Product or serviceus-gaap:ProductOrServiceAxis2 members · 2 facts

  • Advisory Fees1 · Mar 2018
  • Capital Raising1 · Mar 2018

Text from filings

Management commentary and risk factors, extracted from SEC filings only.

  • Earnings-release commentary139 claims from 8 reports · Sep 2024 to Jun 2026
  • Management discussion (MD&A) commentary259 claims from 8 reports · Sep 2024 to Jun 2026
  • Risk-factor changes10 claims from 1 reports · Dec 2025
  • Risk factors82 risks from 2 annual reports · 2024 to 2025

Earnings calls

2 calls · Apr 2026 to Jul 2026

Transcripts with management claims and analyst questions, one per fiscal period.

  • FY2026 Q2Jul 22, 2026
  • FY2026 Q1Apr 22, 2026

Executive media

5 appearances

Podcasts, interviews and conference appearances by the company's executives, with their claims.

  • TV interviews4 · Aug 2023 to Mar 2025
  • Other appearances1 · Jan 2026

Reports are counted as filed reports with at least one served fact. Counts are read from the database (last read Oct 16, 2026) and refreshed every few hours.

Stifel Financial Corporation (SF) data · FactIQ