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Dec 31, 2025
Stifel Q4 2025 Earnings Report
Stifel reported strong fourth quarter results with record revenue and solid earnings growth.
Key Takeaways
Stifel posted record quarterly net revenues in Q4 2025, driven by a significant boost in investment banking and asset management. Adjusted EPS reached $2.63 and net income totaled $255 million. The board also approved a dividend increase and a stock split.
Quarterly net revenues hit a record $1.56 billion.
Adjusted EPS rose to $2.63, from $2.23 in Q4 2024.
Investment banking revenue increased 50% year-over-year.
Board approved an 11% dividend increase and a 3-for-2 stock split.
Revenue by Segment
Forward Guidance
Stifel remains confident in navigating market and geopolitical uncertainty, with a continued focus on delivering for shareholders and clients.
Positive Outlook
- Strong platform driving revenue growth.
- Higher investment banking activity expected to continue.
- Solid ROTCE performance reflects efficient capital use.
- Dividend increased by 11%, signaling confidence.
- Stock split to enhance shareholder value.
Challenges Ahead
- Elevated legal provisions impacted pre-tax margins.
- Geopolitical and market risks could affect future quarters.
- Net income growth slowed compared to previous year.
- Legal expenses remain a headwind.
- Lower interest rates may weigh on net interest income.
Historical Earnings Impact
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Avg. Return Before/After Earnings
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