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]

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 ...