Stifel Financial Corp. (NYSE: SF) today released its operating results for the period ending August 31 2025, reporting that total client assets rose 9% year‑over‑year to a record high and fee‑based client assets increased 14% year‑over‑year. Treasury deposits grew 6% month‑over‑month, offsetting a 1% decline in client money‑market and insured‑product balances that was largely due to lower Smart Rate balances. The data, while limited, signals continued strength in Stifel’s diversified funding mix and client‑asset base.
CEO Ronald J. Kruszewski highlighted that the record highs in client assets and fee‑based assets were driven by strong recruiting and market gains. He noted that the growth in treasury deposits—up 6% month‑over‑month—effectively countered the modest decline in money‑market and insured‑product balances, underscoring the resilience of Stifel’s funding strategy.
Kruszewski also remarked that momentum is building in Stifel’s Institutional Group as the capital‑raising and M&A environment has improved significantly since earlier this year. He added that, barring a significant market downturn, the firm expects a stronger second half of the year for this segment, indicating positive outlook for institutional revenue growth.
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