Stifel Reports October 2025 Operating Data

Core Insights - Stifel Financial Corp. reported record highs in total client assets and fee-based client assets, increasing by 12% and 18% year-over-year, respectively, driven by market appreciation and strong net asset inflows [2] - Treasury deposits grew by 35% compared to the prior year, reflecting the success of the company's banking deposit initiatives, which offset declines in client money market and insured product balances [2] - Bank loans increased by 1% since September, supported by higher residential, securities-based, and commercial lending [2] Selected Operating Data - Total client assets as of October 31, 2025, were $549,984 million, up from $493,469 million a year earlier, marking a 12% increase [2] - Fee-based client assets reached $222,818 million, an 18% increase from $189,326 million in the previous year [2] - Private Client Group fee-based client assets also rose by 18%, reaching $194,728 million compared to $165,530 million a year ago [2] - Net bank loans amounted to $21,796 million, reflecting a 5% increase from $20,722 million in the previous year [2] - Client money market and insured product balances decreased by 8%, totaling $25,505 million, down from $27,613 million [2] - Treasury deposits were reported at $8,006 million, a significant increase of 35% from $5,953 million in the prior year [2]