Quarterly UpdatesMay 28, 2026, 04:16 PM
Stifel Client Assets Up 17% YoY to $568.9B; Treasury Deposits +88%
AI Summary
Stifel Financial Corp. reported strong operating results for April 30, 2026, with total client assets increasing 17% year-over-year to $568.9 billion, excluding the sale of Stifel Independent Advisors. Fee-based client assets also saw significant growth, rising 22% year-over-year to $232.4 billion. The company experienced an 88% year-over-year increase in Treasury Deposits to $11.1 billion, driven by strong venture banking growth, and bank loans grew 9% year-over-year to $23.4 billion.
Key Highlights
- Total client assets increased 17% year-over-year to $568.9 billion as of April 30, 2026.
- Fee-based client assets rose 22% year-over-year to $232.4 billion.
- Private Client Group fee-based client assets grew 22% year-over-year to $202.9 billion.
- Treasury deposits surged 88% year-over-year and 7% month-over-month to $11.1 billion.
- Bank loans, net, increased 9% year-over-year and 6% month-over-month to $23.4 billion.
- Client money market and insured products decreased 4% year-over-year to $25.0 billion.
- Year-over-year client asset figures exclude $9.0 billion from the Stifel Independent Advisors business sold in February 2026.
Price Impact
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