Stifel Financial Corp Reports Record Client Assets

By Hao Liu • Friday, September 26 10:19 • Permanent Link

Stifel Financial Corp. has released its selected operating data for August 31, 2025, showcasing key performance metrics and highlighting significant changes from the prior year and the previous month. The company's Chairman and CEO, Ronald J. Kruszewski, emphasized the record highs in total client assets and fee-based client assets, which have seen substantial year-over-year increases of 9% and 14%, respectively.

The detailed figures reveal that total client assets have surged to $532,742 million, up from $489,237 million in the previous year, and $522,303 million as of July 31, 2025. This represents a noteworthy 9% increase year-over-year and a 2% increase from the previous month.

Similarly, fee-based client assets have seen a substantial rise, reaching $213,635 million compared to $187,344 million in the prior year and $209,084 million in July 2025, marking a remarkable 14% year-over-year increase and a 2% increase month-over-month.

Moreover, the Private Client Group fee-based client assets have also experienced a significant uptick, climbing to $186,679 million from $163,824 million in the previous year and $182,534 million in July 2025, reflecting a robust 14% year-over-year increase and a 2% increase from the previous month.

The report also highlights a 7% year-over-year increase in bank loans, reaching $21,646 million, and a 6% month-over-month growth in treasury deposits, which now stand at $7,647 million.

However, there has been a slight decline in client money market and insured product balances, which have decreased by 4% year-over-year and 1% from the previous month, amounting to $25,436 million as of August 31, 2025.

The press release also underscores the diversified funding mix and the positive momentum in the Institutional Group, with expectations of a stronger second half of the year for this segment.

Stifel Financial Corp.'s report provides a detailed and comprehensive overview of its operating data, showcasing notable growth in key areas and offering insights into its performance over the past year and the previous month. The market has reacted to these announcements by moving the company's shares -0.36% to a price of $111.92. Check out the company's full 8-K submission here.

The above analysis is intended for educational purposes only and was performed on the basis of publicly available data. It is not to be construed as a recommendation to buy or sell any security. Any buy, sell, or other recommendations mentioned in the article are direct quotations of consensus recommendations from the analysts covering the stock, and do not represent the opinions of Market Inference or its writers. Past performance, accounting data, and inferences about market position and corporate valuation are not reliable indicators of future price movements. Market Inference does not provide financial advice. Investors should conduct their own review and analysis of any company of interest before making an investment decision.