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 ResultsThe 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 StifelSF’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 PerformanceIn the past six months, Stifel shares have declined 19.2% against the industry’s rise of 0.8%. Image Source: Zacks Investment Research 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 AprilCharles 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 2025.7 Best Stocks for the Next 30 DaysJust released: Experts distill 7 elite stocks from the current list of 220 Zacks Rank #1 Strong Buys. They deem these tickers "Most Likely for Early Price Pops."Since 1988, the full list has beaten the market more than 2X over with an average gain of +23.0% per year. So be sure to give these hand picked 7 your immediate attention. See them now >>Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report The Charles Schwab Corporation (SCHW): Free Stock Analysis Report Stifel Financial Corporation (SF): Free Stock Analysis Report Robinhood Markets, Inc. (HOOD): Free Stock Analysis ReportThis article originally published on Zacks Investment Research (zacks.com).Zacks Investment ResearchWeiter zum vollständigen Artikel bei Zacks Weiter zum vollständigen Artikel bei Zacks