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]

Core Insights - Stifel Financial Corp. reported record highs in total client assets and fee-based client assets, increasing by 9% and 14% year-over-year respectively, attributed to strong recruiting and market gains [2] - The company experienced a 6% month-over-month growth in treasury deposits, which offset a 1% decline in client money market and insured product balances [2] - The Institutional Group is seeing improved momentum in capital raising and M&A activities, with expectations for a stronger second half of the year barring significant market downturns [2] Selected Operating Data - Total client assets reached $532,742 million as of August 31, 2025, up from $489,237 million a year earlier, reflecting a 9% increase [2] - Fee-based client assets amounted to $213,635 million, a 14% increase from $187,344 million in the previous year [2] - Private Client Group fee-based client assets also rose by 14%, reaching $186,679 million compared to $163,824 million a year ago [2] - Bank loans, net, increased by 7% to $21,646 million from $20,323 million year-over-year [2] - Client money market and insured product balances decreased by 4% to $25,436 million from $26,503 million year-over-year [2] - Treasury deposits surged by 79% to $7,647 million from $4,278 million year-over-year [2]

Core Insights - Stifel Financial Corp. reported selected operating results for April 30, 2025, highlighting key performance metrics for investors [1] - Total client assets and fee-based assets increased by 7% and 11% year-over-year, respectively, driven by market appreciation and successful recruitment of financial advisors [2] - Client money market and insured product balances decreased by 5% in April due to typical seasonality effects [2] Selected Operating Data - Total client assets as of April 30, 2025, were $485,551 million, up from $454,023 million a year ago, reflecting a 7% increase [2] - Fee-based client assets reached $190,545 million, an 11% increase from $171,422 million in the same period last year [2] - Private Client Group fee-based client assets also grew by 11%, totaling $166,029 million compared to $150,125 million a year ago [2] - Net bank loans, including loans held for sale, increased by 8% to $21,536 million from $19,962 million year-over-year [2] - Client money market and insured product balances were $26,073 million, showing a slight decrease of 1% from $26,318 million a year ago and a 5% decrease from the previous month [2]