Stifel Reports July 2025 Operating Data
Stifel Financial Corp. (NYSE: SF) has released its July 2025 operating data, showcasing significant growth across key metrics. The company achieved record levels in total client assets of $522.3 billion, up 9% year-over-year, while fee-based client assets reached $209.1 billion, marking a 14% increase.
Notable highlights include an 87% surge in treasury deposits to $7.2 billion, demonstrating strong venture and fund deposit gathering capabilities. Bank loans increased by 1% to $21.6 billion, driven by Fund Banking and Residential lending growth. Client money market and insured product balances showed a slight decline of 2% year-over-year to $25.7 billion.
Stifel Financial Corp. (NYSE: SF) ha pubblicato i dati operativi di luglio 2025, evidenziando una crescita significativa nei principali indicatori. La societ脿 ha raggiunto un livello record di attivit脿 totali dei clienti pari a $522,3 miliardi, in aumento del 9% su base annua, mentre le attivit脿 fee-based dei clienti hanno toccato $209,1 miliardi, segnando un incremento del 14%.
Tra i punti salienti si segnala un aumento dell'87% dei depositi di tesoreria, arrivati a $7,2 miliardi, a dimostrazione della forte capacit脿 di raccolta di depositi da venture e fondi. I prestiti bancari sono cresciuti dell'1% raggiungendo $21,6 miliardi, trainati dalla crescita del Fund Banking e del credito residenziale. I saldi del mercato monetario e dei prodotti assicurati dei clienti hanno mostrato una lieve diminuzione del 2% su base annua, a $25,7 miliardi.
Stifel Financial Corp. (NYSE: SF) ha publicado sus datos operativos de julio de 2025, mostrando un crecimiento notable en m茅tricas clave. La compa帽铆a alcanz贸 un nivel r茅cord de activos totales de clientes de $522.3 mil millones, un aumento del 9% interanual, mientras que los activos de clientes con comisiones llegaron a $209.1 mil millones, con un incremento del 14%.
Entre los puntos destacados figura un repunte del 87% en dep贸sitos de tesorer铆a hasta $7.2 mil millones, lo que demuestra una s贸lida capacidad de captaci贸n de dep贸sitos de venture y fondos. Los pr茅stamos bancarios aumentaron un 1% hasta $21.6 mil millones, impulsados por el crecimiento en Fund Banking y pr茅stamos residenciales. Los saldos de mercado monetario y de productos asegurados de clientes mostraron una ligera disminuci贸n del 2% interanual, hasta $25.7 mil millones.
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Stifel Financial Corp. (NYSE: SF) a publi茅 ses donn茅es op茅rationnelles de juillet 2025, montrant une croissance significative sur les principaux indicateurs. La soci茅t茅 a atteint un niveau record d'actifs clients totaux de 522,3 milliards de dollars, en hausse de 9% en glissement annuel, tandis que les actifs clients 脿 frais ont atteint 209,1 milliards de dollars, soit une hausse de 14%.
Parmi les points marquants, on note une hausse de 87% des d茅p么ts de tr茅sorerie 脿 7,2 milliards de dollars, d茅montrant une forte capacit茅 de collecte de d茅p么ts aupr猫s des ventures et des fonds. Les pr锚ts bancaires ont augment茅 de 1% pour atteindre 21,6 milliards de dollars, soutenus par la croissance du Fund Banking et du cr茅dit r茅sidentiel. Les soldes des comptes mon茅taires et des produits assur茅s des clients ont l茅g猫rement diminu茅 de 2% en glissement annuel, 脿 25,7 milliards de dollars.
Stifel Financial Corp. (NYSE: SF) hat seine operativen Daten f眉r Juli 2025 ver枚ffentlicht und damit ein deutliches Wachstum in wichtigen Kennzahlen pr盲sentiert. Das Unternehmen erreichte mit $522,3 Milliarden ein Rekordniveau bei den gesamten Kundenverm枚gen, ein Plus von 9% gegen眉ber dem Vorjahr, w盲hrend die geb眉hrenbasierten Kundenverm枚gen $209,1 Milliarden erreichten, ein Zuwachs von 14%.
Hervorzuheben ist ein Anstieg der Treasury-Einlagen um 87% auf $7,2 Milliarden, was die starke F盲higkeit zur Einwerbung von Venture- und Fonds-Einlagen unterstreicht. Bankkredite stiegen um 1% auf $21,6 Milliarden, getrieben durch Wachstum im Fund Banking und im Wohnungsbaukreditgesch盲ft. Die Guthaben in Geldmarktkonten und versicherten Produkten der Kunden gingen leicht um 2% gegen眉ber dem Vorjahr auf $25,7 Milliarden zur眉ck.
- Total client assets increased 9% YoY to record $522.3 billion
- Fee-based client assets grew 14% YoY to $209.1 billion
- Treasury deposits surged 87% YoY to $7.2 billion
- Bank loans rose 7% YoY to $21.6 billion
- Client money market and insured product balances declined 2% YoY to $25.7 billion
Insights
Stifel reported strong July metrics with record client assets and treasury deposits surging 87% YoY, showing impressive wealth management momentum.
Stifel's July operating data reveals remarkable financial health across key metrics. Total client assets reached a record
The standout metric is treasury deposits, which surged
Bank loans showed modest but positive momentum, increasing
The consistent growth across multiple business segments reveals Stifel's balanced business model and effective execution. The substantial increase in fee-based assets is particularly valuable as it provides more stable, recurring revenue streams compared to transaction-based income. While monthly data shouldn't be directly extrapolated to earnings, these metrics collectively point to strong operational momentum and effective execution of Stifel's wealth management and banking strategies.
ST. LOUIS, Aug. 28, 2025 (GLOBE NEWSWIRE) -- Stifel Financial Corp. (NYSE: SF) today reported selected operating results for July 31, 2025, to provide timely information to investors on certain key performance metrics. Due to the limited nature of this data, a consistent correlation to earnings should not be assumed.
Ronald J. Kruszewski, Chairman and Chief Executive Officer, said, 鈥淭otal client assets and fee-based client assets increased
| Selected Operating Data (Unaudited) | |||||||||||
| 听 | As of | 听 | % Change | ||||||||
| (millions) | 7/31/2025 | 7/31/2024 | 6/30/2025 | 听 | 7/31/2024 | 6/30/2025 | |||||
| Total client assets | $522,303 | 听 | 9 | % | 1 | % | |||||
| Fee-based client assets | $209,084 | 听 | 14 | % | 1 | % | |||||
| Private Client Group fee-based client assets | $182,534 | 听 | 14 | % | 1 | % | |||||
| Bank loans, net (includes loans held for sale) | $21,605 | 听 | 7 | % | 1 | % | |||||
| Client money market and insured product (1) | $25,683 | 听 | (2 | )% | (1 | )% | |||||
| Treasury deposits (2) | $7,246 | 听 | 87 | % | 3 | % | |||||
(1) Includes Sweep deposits, Smart Rate deposits, Third-party Bank Sweep Program, and Other Sweep cash.
(2) Includes Other Bank deposits and Third-party Commercial Treasury deposits, which represent Venture, Fund, and Commercial deposits at Stifel Bancorp and third-party banks.
Company Information
Stifel Financial Corp. (NYSE: SF) is a financial services holding company headquartered in St. Louis, Missouri, that conducts its banking, securities, and financial services business through several wholly owned subsidiaries. Stifel鈥檚 broker-dealer clients are served in the United States through Stifel, Nicolaus & Company, Incorporated, including its Eaton Partners and Miller Buckfire business divisions; Keefe, Bruyette & Woods, Inc.; and Stifel Independent Advisors, LLC; in Canada through Stifel Nicolaus Canada Inc.; and in the United Kingdom and Europe through Stifel Nicolaus Europe Limited. The Company鈥檚 broker-dealer affiliates provide securities brokerage, investment banking, trading, investment advisory, and related financial services to individual investors, professional money managers, businesses, and municipalities. Stifel Bank and Stifel Bank & Trust offer a full range of consumer and commercial lending solutions. Stifel Trust Company, N.A. and Stifel Trust Company Delaware, N.A. offer trust and related services. To learn more about Stifel, please visit the Company鈥檚 website at . For global disclosures, please visit .
Media Contact: Neil Shapiro (212) 271-3447 | Investor Contact: Joel Jeffrey (212) 271- 3610 | www.stifel.com/investor-relations
FAQ
What were Stifel's (NYSE:SF) total client assets in July 2025?
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