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Stifel Financial Corp. Reports 17.7% Rise in Q1 Revenues

Stifel Financial Corp. reported first-quarter net revenues of $1.48 billion, up 17.7% from $1.26 billion a year earlier, as net income available to common shareholders surged to $242.1 million from $43.7 million. Diluted earnings per share climbed to $1.48 from $0.26.

The company said the quarter benefited from stronger investment banking, asset management, transactional revenue, and net interest income, along with a gain from the sale of Stifel Independent Advisors, which closed on Feb. 2.

Global wealth management delivered net revenues of $932.1 million, up 9.6% from $850.6 million, while pre-tax net income rose to $330.7 million from $126.4 million. Transactional revenues increased 9% to $202.7 million, asset management revenues rose 12% to $459.4 million, and net interest income climbed 8% to $264.4 million. Total client assets reached $538.7 billion, up 10.9% from $485.9 billion, and fee-based client assets increased 15.9% to $219.9 billion from $189.7 billion.

The institutional group posted net revenues of $495.3 million, up 28.7% from $384.9 million a year ago, with pre-tax net income rising to $97.9 million from $27.4 million. Investment banking revenues jumped 44.5% to $335.3 million. Advisory revenue increased 58.8% to $218.4 million, equity capital raising rose 37.3% to $67.3 million, and fixed income capital raising gained 8.9% to $49.6 million. Fixed income transactional revenue climbed 11.9% to $100.0 million, while equity transactional revenue slipped 7.1% to $55.4 million.

At the company level, compensation expense as a percentage of net revenues fell to 57.4% from 58.3%, while non-compensation expense dropped to 20.5% from 36.7%. Pre-tax margin widened to 22.1% from 5.0%.

Stifel repurchased $224.4 million of common stock, or 2.8 million shares, in the quarter at an average price of $80.32, compared with $210.9 million for 3.0 million shares at $69.30 a year ago. Weighted average diluted shares outstanding fell to 163.4 million from 166.0 million.

Tangible book value per common share rose 12% to $24.89, and total assets increased $2.5 billion, or 6%, from a year earlier. The company’s tier 1 common capital ratio improved to 15.8% from 14.7%, and tier 1 capital rose to $4.53 billion from $4.16 billion. As a result of these announcements, the company's shares have moved -0.4% on the market, and are now trading at a price of $72.24. If you want to know more, read the company's complete 8-K report 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.

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