SF Stifel (SF) Q1 FY26 earnings call
Stifel delivered a record first quarter, showcasing broad-based growth across Global Wealth Management and Institutional businesses, despite a volatile market backdrop. The firm's diversified model and strategic restructuring efforts contributed to strong profitability and capital position. Management expressed confidence in a robust FY26, while acknowledging ongoing geopolitical and economic uncertainties.
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SF operating KPIs by quarter
| KPI | This call Mar 2026 Q1 FY26 | Jun 2026 Q2 FY26 | Sep 2026 Q3 FY26 | Change vs prior quarter |
|---|---|---|---|---|
| Return on tangible common equity (ROTCE) | <25%Our annualized return on tangible equity was nearly 25%.Source: earnings call transcript | ~24%Return on tangible common equity was approximately 24% for both the quarter and the first half of the year, while tangible book value per share increased 15% over the prior year.Source: earnings call transcript | — | — |
| Tier 1 leverage ratio | — | 11.2%Tier 1 leverage ratio came in at 11.2%, and while the Tier 1 risk-based capital ratio declined to 17.3%, reflecting the deliberate deployment of capital into loan growth.Source: earnings call transcript | 10.8%The Tier 1 leverage ratio came in at 10.8%, while the Tier 1 risk-based capital ratio of 17% reflecting the deliberate deployment of capital into loan growth.Source: earnings call transcript | -0.4 pt |
Operating figures the company stated on at least two of the calls shown, checked against each call's transcript. Click a figure to read the sentence. A dash means it was not stated that quarter.
Inve summary of the company's earnings call; see how call summaries are prepared. Not investment advice.