Stifel Reports Y/Y Rise in Client & Fee-Based Assets for April 2025

Stifel Financial Corp. SF reported key operating results for April 30, 2025, highlighting year-over-year increases in client and fee-based assets for April despite volatility in equity markets.

Breakdown of SF’s April Operating Results

The company’s total client assets rose 7% year over year in April 2025 to $485.6 million, attributed to market appreciation and the successful recruitment of financial advisors. Despite market volatility, total client and fee-based assets remained steady compared with March 2025.

Fee-based client assets rose 11% year over year in April to $190.5 million, while the metric remained relatively steady on a sequential basis.

Private Client Group's fee-based client assets were $166 million as of April 30, 2025, up 11% from the year-ago quarter while remaining relatively flat with the prior quarter.

Bank loans, net (including loans held for sale) were $21.5 million as of April 2025, up 8% year over year and 1% sequentially.

Client money market and insured product balances decreased 1% on a year-over-year basis and 5% on a sequential basis in April as both smart rate and sweep deposits were negatively impacted by typical seasonality.

Our Take on Stifel

SF’s April total client assets and fee-based assets increased, indicating strong growth in client engagement and portfolio value. Further, a rise in Bank loans, net, implies a positive trend in lending activities and revenue growth from this segment. However, declining client money market and insured product balances suggest a decline in liquidity and possibly a negative market perception.

SF’s Zacks Rank & Price Performance

In the past six months, Stifel shares have declined 19.2% against the industry’s rise of 0.8%.

Currently, SF carries a Zacks Rank #3 (Hold). You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here.

Performance of Other Finance Stocks in April

Charles Schwab SCHW released its monthly activity report for April 2025. The company’s total client assets were $9.89 trillion, up 12% from April 2024 and stable sequentially. This was led by volatile markets during the month.

SCHW’s client assets receiving ongoing advisory services were $5.04 trillion, growing 12% from the year-ago period and relatively stable with the prior month.

Robinhood Markets, Inc. HOOD released the monthly operating data for April 2025. It reported a rise in equity, options and crypto DARTs from the year-ago period.

HOOD’s total Platform Assets at the end of April 2025 were $232 billion, surging 88% year over year and growing 5% from March 2025.

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This article originally published on Zacks Investment Research (zacks.com).

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