Stifel’s (NYSE:SF) Q1 CY2026 Sales Top Estimates

Financial services firm Stifel Financial (NYSE:SF) reported Q1 CY2026 results topping the market’s revenue expectations, with sales up 17.7% year on year to $1.48 billion. Its non-GAAP profit of $1.45 per share was 5% above analysts’ consensus estimates.

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Chairman and Chief Executive Officer, said “Stifel delivered record first quarter results with approximately $1.5 billion in revenue and earnings per share of $1.48. Even amid heightened volatility driven by geopolitical events, we achieved our strongest ever first quarter performance across both operating segments, underscoring the durability and diversification of our model. Looking ahead, client engagement remains high across wealth management and institutional, and our investment banking pipelines are among the strongest we have seen. Assuming market risks remain within current expectations, we are well positioned for a strong 2026.”

Company Overview

Tracing its roots back to 1890 when the firm was established in St. Louis, Stifel Financial (NYSE:SF) is a financial services firm that provides wealth management, investment banking, and institutional brokerage services to individuals, corporations, and institutions.

Revenue Growth

Examining a company’s long-term performance can provide clues about its quality. Even a bad business can shine for one or two quarters, but a top-tier one grows for years. Luckily, Stifel’s revenue grew at a decent 7.7% compounded annual growth rate over the last five years. Its growth was slightly above the average financials company and shows its offerings resonate with customers.

We at StockStory place the most emphasis on long-term growth, but within financials, a half-decade historical view may miss recent interest rate changes, market returns, and industry trends. Stifel’s annualized revenue growth of 14.3% over the last two years is above its five-year trend, suggesting its demand recently accelerated. Note: Quarters not shown were determined to be outliers, impacted by outsized investment gains/losses that are not indicative of the recurring fundamentals of the business.

This quarter, Stifel reported year-on-year revenue growth of 17.7%, and its $1.48 billion of revenue exceeded Wall Street’s estimates by 2.2%.

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Key Takeaways from Stifel’s Q1 Results

It was encouraging to see Stifel beat analysts’ revenue expectations this quarter. We were also glad its EPS outperformed Wall Street’s estimates. Overall, this print had some key positives. The stock remained flat at $82.29 immediately after reporting.

Stifel may have had a good quarter, but does that mean you should invest right now? If you’re making that decision, you should consider the bigger picture of valuation, business qualities, as well as the latest earnings. We cover that in our actionable full research report which you can read here (it’s free).