RJF
Raymond James Financial Inc
$168.12
-0.60 (-0.36%)
At close · Jul 10
Market Cap
$32.76B
Shares
194,883,034
Price & Indicators
Indicators
Price
Panels
Event markers
20d MA
50d MA
200d MA
Earnings
Filing
Insider
Congress
Investor day
Close$168.12
Open$170.00
Day$167.33–171.52
52W$138.33–175.27
Avg vol 30d1.5M
Short int10.5M · 5.4% float · 5.3d
Short vol70%
Last earningsApr 22, 2026
DataJan 2020–Jul 2026
Filing10-Q · May 6
Up next
Next earnings call
Jul 22, 2026
Est · unconfirmed
· in 1 wks
FQ4-26 quarter ends
~Sep 30, 2026
Est
filed May 6, 2026
Equibles Rating
blended score · not investment advice
Overall
Buy
SellHoldBuy
Technical
Buy
Momentum
Strong
Sentiment
Neutral
Fundamentals
Strong
Quant / Vol
Moderate
Market backdrop
VIX 15 · calm
Equity put/call 0.55
Technical
price trend
50 / 200-day cross
No cross
Price vs 200-day avg
+6%
above
Price vs 50-day avg
+9%
above
RSI (14)
67
neutral
MACD trend
Positive
52-week position
81%
mid-range
Momentum
relative strength
1-month return
+12%
trailing
6-month return
−1%
trailing
YTD return
+6%
this year
Relative strength
−10%
vs S&P · 6-mo
Sentiment
smart money
Trend (MA cross)
No cross
50d $154 › 200d $158 — 200d above 50d
Institutional flow
Distributing
57 of 918 funds reported for Jun 30 · net -31.5K sh shares · +1 new
Insider flow
Flat
No net insider activity over 90 days
Short interest
Falling
5.39% of float · ▼ -5.2% MoM · 5.3 days cover
Volume signal
Normal
Volume near normal
Institution breadth
Multi-yr high
918 holders — near 3-yr high, broad support
Squeeze score
60
elevated · 0–100
Fundamentals
Revenue growth
+7%
Y/Y
EPS growth
+6%
Y/Y
Free cash flow
$2.2B
Valuation
P/E 15.9
in line
Buyback
$1.5B
remaining
Balance sheet
$11.4B
net cash
Quant / Vol
risk profile
Volatility
26%
annualized · 1-yr
Max drawdown
−20%
past year
ATR
2.5%
of price · 14-day
Blended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Technicals
trend & momentum for long-term holders Buy
50 / 200-day cross
No cross
Neutral
Price vs 200-day avg
+6%
Bullish
Price vs 50-day avg
+9%
Bullish
RSI (14)
67
Neutral
MACD trend
Positive
Bullish
52-week position
81%
Neutral
Market signals — smart money & positioning
Bullish · 2 of 6
Trend (MA cross)
No cross
50d $154 › 200d $158 — 200d above 50d
Institutional flow
Distributing
57 of 918 funds reported for Jun 30 · net -31.5K sh shares · +1 new
Insider flow
Flat
No net insider activity over 90 days
Short interest
Falling
5.39% of float · ▼ -5.2% MoM · 5.3 days cover
Volume signal
Normal
Volume near normal
Institution breadth
Multi-yr high
918 holders — near 3-yr high, broad support
Price context
position in its 52-week range
52-wk low $138
Now $168 · 81%
52-wk high $175
vs 200-day avg +6%
vs 50-day avg +9%
Illustrative technical + ownership context — a signal mix, not investment advice.
Key metrics
the company's own KPIs, from its earnings releases, calls, and filings| Metric | Latest | Period | YoY |
|---|---|---|---|
| Client assets under administration | 1.76 | fiscal second quarter | — |
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| Financial assets under management | 282.4B | fiscal second quarter | — |
| Net bank loans | 54.8B | fiscal second quarter | — |
|
|
|||
| Private Client Group assets in fee-based accounts | 1.04 | fiscal second quarter | — |
|
|
|||
| adjusted pretax margin non-GAAP | 19.7% | fiscal second quarter call | — |
| annual technology spend | 1.1B | annual call | — |
| annualized adjusted return on tangible common equity non-GAAP | 20.9% | fiscal second quarter call | — |
| annualized growth rate | 5.8% | the fiscal second quarter call | — |
| annualized return on common equity | 17.3% | fiscal second quarter call | — |
| client assets from recruited financial advisers at their previous firms | 21B | trailing 12-month call | — |
| loans | 54.8B | fiscal second quarter end call | — |
| PCG fee-based assets | 1.04 | fiscal second quarter end call | — |
| pretax margin | 19% | fiscal second quarter call | — |
| quarterly domestic net new assets | 23B | the fiscal second quarter call | — |
| securities-based lending balances sequential growth | 6% | sequential call | — |
| securities-based lending balances year-over-year growth | 31% | year-over-year call | — |
| share repurchases | 400M | fiscal second quarter call | — |
| Tier 1 leverage ratio | 12.4% | fiscal second quarter end call | — |
| trailing 12-month production from recruited financial advisers | 141M | trailing 12-month call | — |
| Financial assets under management (Asset Management segment) | $280.8B | fiscal first quarter | — |
| Private Client Group assets in fee-based accounts (segment) | $1.04 | fiscal first quarter | — |
| Private Client Group assets under administration | $1.71 | fiscal first quarter | — |
Figures exactly as the company stated them · click a metric with a to chart its history · period links open the stating document · "call" marks figures stated on the earnings call, "filing" figures stated in the 10-K/10-Q · YoY needs the prior-year figure on file
Versus peers
Asset Management — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
RJF
this stock
Raymond James Financial Inc
|
$32.76B | +5.8% | +6.6% | 15.9 | 5.4% |
|
BLK
BlackRock, Inc.
|
$337.44B | -2.7% | +16.2% | 26.1 | 0.6% |
|
BN
BROOKFIELD Corp /ON/
|
$97.68B | -4.4% | — | — | 0.7% |
|
BX
Blackstone Inc.
|
$91.44B | -19.2% | +9.2% | 31.6 | 3.1% |
|
KKR
KKR & Co. Inc.
|
$87.04B | -23.8% | -11.0% | — | 1.7% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
At a glance
key data from every sectionOwnership
Short & Settlement
Smart Money
Financials
Filings
Earnings & Events
Performance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| RJF | +3.4% | +12.0% | -1.3% | +11.0% | +5.8% |
| SPY | +1.4% | +4.1% | +9.1% | +1.1% | +10.7% |
| vs SPY | +2.0% | +8.0% | -10.3% | +9.9% | -4.9% |
Capital returns
Latest dividend
$0.54
/ share · ex Jul 1, 2026
Paid (TTM)
$0.54
/ share · 1 payout
Dividend yield (TTM, derived)
— · history filling in
Buyback program
· as of Mar 31, 2026
Authorized
$2.00B
Spent (derived)
$500.00M
Remaining
$1.50B
Spent
Remaining
Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.