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]

ST. LOUIS, May 22, 2025 (GLOBE NEWSWIRE) -- Stifel Financial Corp. (NYSE: SF) today reported selected operating results for April 30, 2025 in an effort to provide timely information to investors on certain key performance metrics. Due to the limited nature of this data, a consistent correlation to earnings should not be assumed. Ronald J. Kruszewski, Chairman and Chief Executive Officer, said, “Total client assets and fee-based assets increased 7% and 11%, respectively, from the same period a year ago, due ...