Stifel Financial Corp. has released its operating data for October 31, 2025, indicating significant increases in key performance metrics. Total client assets reached $549,984 million, marking a 12% increase from the previous year and a 1% increase from the previous month. Fee-based client assets also experienced substantial growth, reaching $222,818 million, reflecting an 18% year-over-year increase and a 2% increase from the previous month.
Within the Private Client Group, fee-based client assets stood at $194,728 million, mirroring an 18% year-over-year increase and a 2% increase from the previous month. Bank loans, net, including loans held for sale, reached $21,796 million, indicating a 5% increase from the previous year and a 1% increase from the previous month.
However, client money market and insured product balances decreased by 8% from the previous year and 3% from the previous month, amounting to $25,505 million. In contrast, treasury deposits surged by 35% year-over-year and 3% from the previous month, totaling $8,006 million.
These figures reflect the effectiveness of Stifel’s venture and fund banking deposit initiatives, which essentially offset declines in client money market and insured product balances. Moreover, the growth in total client assets and fee-based client assets was driven by market appreciation and strong net asset inflows.
Following these announcements, the company's shares moved -2.7%, and are now trading at a price of $115.42. If you want to know more, read the company's complete 8-K report here.
