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Stifel Financial Q4 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q4 2025 earnings summary28 Jan, 2026
Executive summary
Achieved record annual net revenue of $5.53 billion in 2025, up 11% year-over-year, with record results in Global Wealth Management and Asset Management, and surpassing $5 billion for the first time.
Fourth quarter net revenue reached $1.56 billion, up 14% year-over-year, with record quarterly client assets and EPS.
Board authorized an 11% dividend increase and a 3-for-2 stock split, reflecting confidence in earnings durability.
Global Wealth Management and institutional segments drove results, with record advisor recruiting and strong client engagement.
Ranked #1 in Employee Advisor Satisfaction by JD Power for the third consecutive year.
Financial highlights
2025 GAAP net earnings were $646.5 million ($5.87 per share); non-GAAP net earnings were $744.3 million ($6.76 per share).
Q4 2025 GAAP net earnings were $255 million ($2.31 per share); non-GAAP $290 million ($2.63 per share).
Pre-tax margin for 2025 was 17.9% (non-GAAP); Q4 pre-tax margin was 22.3%.
Return on tangible common equity was 21% for the year and 31.1% in Q4.
Tangible book value per share increased 7% year-over-year to $37.50.
Outlook and guidance
2026 net revenue guidance: $6.0–$6.35 billion, excluding $100 million from divested businesses.
EPS projected to rise 22% to $9.70; compensation and non-compensation expense ratios expected to decline slightly.
Net interest income forecasted at $1.1–$1.2 billion, supported by $4 billion in balance sheet growth.
Long-term ambition to reach $10 billion in revenue and $1 trillion in client assets.
Management remains confident in navigating market and geopolitical risks, emphasizing platform strength and strategy.
Future legal provision impact on EPS
GWM pre-tax income decline drivers
Rationale for stock split and dividend hike
What M&A criteria guide capital deployment?
Capitalize on slowing independent advisor trend.
Sustain ECM share gains and higher participation.
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Next Stifel Financial earnings date
Q1 202622 Apr, 2026
Stifel Financial
Next Stifel Financial earnings date
Q1 202622 Apr, 2026
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Frequently asked questions
Stifel Financial Corp. is a financial services company providing investment banking, wealth management, and institutional services. The company offers solutions such as equity and fixed-income research, trading, underwriting, and advisory services. Stifel serves individual investors, corporations, and institutional clients, focusing on tailored financial strategies and capital market expertise. The company is headquartered in St. Louis, Missouri, and its shares are listed on the NYSE.
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