Quarterly UpdatesMay 28, 2026, 04:23 PM
Stifel April 2026 Operating Data: Total Client Assets Up 17% YoY
AI Summary
Stifel Financial Corp. reported selected operating results for April 30, 2026, showcasing significant growth across key metrics. Total client assets increased by 17% year-over-year to $568.89 billion, while fee-based client assets rose 22% to $232.40 billion. The company also saw strong growth in Treasury deposits, up 88% year-over-year, and bank loans, which increased by over $1.2 billion in April due to significant fund banking activity. These positive trends were driven by market appreciation and successful financial advisor recruitment, partially offsetting seasonal declines in client money market balances.
Key Highlights
- Total client assets reached $568.89 billion as of April 30, 2026, a 17% increase year-over-year and 6% month-over-month.
- Fee-based client assets grew to $232.40 billion, up 22% year-over-year and 6% month-over-month.
- Private Client Group fee-based client assets were $202.92 billion, rising 22% year-over-year and 6% month-over-month.
- Bank loans, net, increased to $23.41 billion, a 9% rise year-over-year and 6% month-over-month.
- Treasury deposits surged to $11.12 billion, an 88% increase year-over-year and 7% month-over-month.
- Excluding the sale of Stifel Independent Advisors, total client assets rose 19% and fee-based client assets rose 25% year-over-year.
Price Impact
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