SerpApi.Org
Financial services firm Stifel Financial (NYSE:SF) reported in Q2 CY2026, with sales up 13% year on year to $1.45 billion. Its non-GAAP profit of $1.42 per share was 4.3% above analysts’ consensus estimates.
Correction Note: The previous version of this report had the wrong sales value for the quarter. This has been updated in the current version to reflect the reported value of $1.45 billion.
Is now the time to buy Stifel? Find out by accessing our full research report, it’s free.
Stifel (SF) Q2 CY2026 Highlights:
・Assets Under Management: $239.8 billion (16.2% year-on-year growth)
・Revenue: $1.45 billion vs analyst estimates of $1.42 billion (13% year-on-year growth, 1.8% beat)
・Pre-tax Profit: $361.8 million (37.8% margin)
・Adjusted EPS: $1.42 vs analyst estimates of $1.36 (4.3% beat)
・Market Capitalization: $11.91 billion
Chairman and Chief Executive Officer, said “Stifel delivered an outstanding second quarter and a record first half, reflecting the strength, balance, and momentum of our franchise. In the first half of 2026, we executed on our strategy by: growing revenue, improving operating leverage, expanding our balance sheet, and deploying capital where it earns the best risk-adjusted returns. Just as importantly, Stifel was ranked No. 1 in Employee Advisor Satisfaction by J.D. Power for the fourth consecutive year, reinforcing the strength of our advisor-first culture. As we look ahead, Stifel remains well positioned to build on this momentum as our advice-driven business helps clients navigate an increasingly complex world.”
Company Overview
Tracing its roots back to 1890 when the firm was established in St. Louis, Stifel Financial (NYSE:SF) is a financial services firm that provides wealth management, investment banking, and institutional brokerage services to individuals, corporations, and institutions.
Revenue Growth
A company’s long-term sales performance can indicate its overall quality. Any business can put up a good quarter or two, but many enduring ones grow for years. Over the last five years, Stifel grew its revenue at a tepid 5% compounded annual growth rate. This wasn’t a great result compared to the rest of the financials sector, but there are still things to like about Stifel.
We at StockStory place the most emphasis on long-term growth, but within financials, a half-decade historical view may miss recent interest rate changes, market returns, and industry trends. Stifel’s annualized revenue growth of 8.6% over the last two years is above its five-year trend, suggesting some bright spots.
Note: Quarters not shown were determined to be outliers because they were impacted by outsized investment gains/losses that are not indicative of the recurring fundamentals of the business.
This quarter, Stifel reported year-on-year revenue growth of 13%, and its $1.45 billion of revenue exceeded Wall Street’s estimates by 1.8%.
WHILE YOU’RE HERE: The Next Palantir? One satellite company captures images of every point on Earth. Every single day. The Pentagon wants it. Hedge funds are using it to beat earnings. You’ve probably never heard of it.
This is what the early days of Palantir looked like before it became a giant. Same playbook. Different technology. If you missed Palantir, you need to see this. Claim The Stock Ticker for Free HERE.
Key Takeaways from Stifel’s Q2 Results
It was encouraging to see Stifel beat analysts’ revenue expectations this quarter. We were also glad its EPS outperformed Wall Street’s estimates. Overall, this print had some key positives. The stock traded up 1.1% to $78.47 immediately after reporting.
Big picture, is Stifel a buy here and now? We think that the latest quarter is only one piece of the longer-term business quality puzzle. Quality, when combined with valuation, can help determine if the stock is a buy. We cover that in our actionable full research report which you can read here (it’s free).
