Stifel Financial Corp. has released its selected operating data for October 31, 2025, showcasing significant changes in key performance metrics compared to the same period last year and the previous month.
Total client assets have reached $549,984 million, marking a 12% increase from October 2024 and a 1% increase from September 2025. Fee-based client assets have also seen a substantial rise, reaching $222,818 million, signifying an 18% surge from the previous year and a 2% increase from the prior month. The Private Client Group fee-based client assets mirror this pattern, with an 18% year-over-year increase and a 2% increase from September 2025, amounting to $194,728 million.
Bank loans, net (including loans held for sale) have risen to $21,796 million, indicating a 5% increase from October 2024 and a 1% rise from September 2025. However, client money market and insured product balances have experienced declines, standing at $25,505 million, reflecting an 8% decrease from the prior year and a 3% decrease from the previous month.
In contrast, treasury deposits have shown substantial growth, reaching $8,006 million, signifying a remarkable 35% increase from October 2024 and a 3% increase from September 2025. These figures reflect the effectiveness of venture and fund banking deposit initiatives, essentially offsetting the declines in client money market and insured product balances.
Today the company's shares have moved -2.85% to a price of $115.24. Check out the company's full 8-K submission here.
