RJF · Raymond James Financial Inc
Income-statement, balance-sheet and cash-flow figures extracted from the company's SEC filings — 10-K annual and 10-Q quarterly reports — and standardised for comparison across periods.
Chart any reported metric, KPI or segment over time — the full statement history lives here
| Line Item | TTM | FY2025 | FY2024 | FY2023 | FY2022 | FY2021 | FY2020 | FY2019 | FY2018 | FY2017 | FY2016 | FY2015 | FY2014 | FY2013 | FY2012 | FY2011 | FY2010 | FY2009 | FY2008 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| $16.99B | $15.91B | $14.92B | $12.99B | $11.31B | $9.91B | $8.17B | $8.02B | $7.48B | $6.53B | $5.52B | $5.31B | $4.97B | $4.6B | $3.9B | $3.4B | $2.98B | $2.6B | $3.2B | |
| $2.23B | $2.15B | $2.13B | $2.38B | $1.2B | $673M | $822M | $998M | $842M | $648M | $524.34M | $437.21M | $376.8M | $363.23M | $361.89M | $326.49M | $308.04M | $386.63M | — | |
| $13.02B | $11.92B | $10.69B | $9.24B | — | — | $7.17B | $6.74B | $6.43B | $5.72B | — | — | — | — | — | — | — | — | — | |
| $15.25B | $14.07B | $12.82B | $11.62B | $11B | $9.76B | $7.99B | $7.74B | $7.27B | $6.37B | $5.41B | $5.2B | $4.86B | $4.49B | $3.81B | — | — | — | — | |
| — | $41M | $44M | $45M | $33M | $21M | $13M | $15M | $14M | $12.85M | $9.72M | $8.29M | $7.61M | $9.57M | $4.91M | $1.37M | $1.77M | — | — | |
| — | $195M | $179M | $165M | $145M | $134M | $119M | $97M | $85M | $71M | $63M | $68.32M | $64.16M | $66.36M | $51.45M | $40.34M | $39.53M | $34.56M | $27.98M | |
| $1.74B | $1.85B | $2.1B | $1.37B | $305M | $150M | $178M | $283M | $202M | $154M | $116.06M | $106.07M | $104.09M | $110.37M | $91.37M | — | — | — | — | |
| $3.98B | $3.99B | $4.23B | $3.75B | $1.51B | $823M | $1B | $1.28B | $1.04B | $802M | $640.4M | $543.28M | $480.89M | $473.6M | $453.26M | $392.32M | $370.89M | $443.58M | $724.06M | |
| — | — | — | $2.28B | $2.02B | $1.79B | $1.05B | $1.38B | $1.31B | $925.35M | $800.64M | $798.17M | $748.05M | $564.19M | $467.92M | $450.75M | $356.14M | $236.4M | $382.55M | |
| $638M | $579M | $575M | $541M | $513M | $388M | $234M | $341M | $454M | $289M | $271.29M | $296.03M | $267.8M | $197.03M | $175.66M | $182.89M | $133.63M | $96.02M | $151.78M | |
| $2.31B | $2.14B | $2.07B | $1.74B | $1.51B | $1.4B | $818M | $1.03B | $857M | $636M | $529.35M | $502.14M | $480.25M | $367.15M | $295.87M | $278.35M | $228.28M | $152.75M | $235.08M | |
| — | 13.42% | 13.86% | 13.39% | 13.34% | 14.16% | 10.01% | 12.89% | 11.46% | 9.75% | 9.59% | 9.46% | 9.67% | 7.99% | 7.59% | 8.19% | 7.66% | 5.87% | 7.33% | |
| -$21.78M | — | — | — | — | — | — | — | -$5.78M | $2.63M | $11.3M | $16.44M | -$32.1M | $29.72M | -$3.6M | -$10.5M | -$5.76M | -$12.37M | -$4.31M | |
| $2.3B | $2.13B | $2.06B | $1.73B | $1.51B | $1.4B | $818M | — | — | — | — | — | — | — | — | — | — | — | — | |
| $2.36B | $2.24B | $2.54B | $1.75B | $568M | $1.35B | $852M | $1.04B | $845M | $677M | $514.12M | $463.53M | $467.63M | $368.43M | $314.92M | $274.95M | $263.89M | $144.92M | $170.91M | |
| USD/shares | $11.69 | $10.53 | $9.94 | $8.16 | $7.16 | $6.81 | $3.96 | $4.88 | $3.93 | $2.95 | $2.48 | $2.34 | $2.27 | $1.76 | $1.48 | $1.47 | $1.22 | $0.83 | $1.30 |
| USD/shares | $11.48 | $10.30 | $9.70 | $7.97 | $6.98 | $6.63 | $3.88 | $4.78 | $3.83 | $2.89 | $2.43 | $2.29 | $2.21 | $1.72 | $1.47 | $1.46 | $1.22 | $0.83 | $1.29 |
| shares | — | 202M | 207.1M | 211.8M | 209.9M | 205.7M | 206.4M | 211.5M | 217.95M | 214.95M | 212.66M | 213.82M | 209.9M | 206.6M | 196.21M | 183.67M | 179M | 175.78M | 174.17M |
| shares | — | 206.6M | 212.3M | 216.9M | 215.3M | 211.2M | 210.3M | 216M | 223.2M | 219.9M | 216.77M | 218.91M | 215.38M | 210.81M | 197.69M | 184.25M | 179.39M | 175.93M | 175.71M |
Capital Returned to Shareholders
Cash spent on share repurchases and dividends per fiscal year, as reported on the cash-flow statement. Across FY2008–FY2021: $1.66B in buybacks, $1.57B in dividends.
Price & Valuation
Multiples computed on the strict TTM/EV methodology — today's snapshot against peers, and each ratio recomputed as of past filing dates.
Valuation
Peer medians compare against the 33 similar-size Asset Management companies (of 112 listed).
Valuation over time computed as of each quarter's filing date
Revenue Breakdown
Annual revenue as the company disaggregates it in its own XBRL filings. Years a component wasn't reported show a dash.
Share mode is each component's slice of the reported components that year — issuers rarely tag every revenue dollar, so slices need not sum to total revenue.
By Segment (USD)
| Component | FY2025 | FY2024 | FY2023 | FY2022 | FY2021 | FY2020 | FY2019 | FY2018 |
|---|---|---|---|---|---|---|---|---|
| Private Client Group | $10,282,000,000 | $9,578,000,000 | $8,754,000,000 | $7,752,000,000 | $6,621,000,000 | $5,575,000,000 | $5,401,000,000 | $5,121,000,000 |
| Rj Bank | $3,376,000,000 | $3,554,000,000 | $3,154,000,000 | $1,240,000,000 | $714,000,000 | $827,000,000 | $1,001,000,000 | $816,000,000 |
| Capital Markets | $1,869,000,000 | $1,575,000,000 | $1,299,000,000 | $1,836,000,000 | $1,895,000,000 | $1,307,000,000 | $1,117,000,000 | $992,000,000 |
| Bank Segment | $1,776,000,000 | $1,716,000,000 | $2,013,000,000 | $1,084,000,000 | $672,000,000 | $765,000,000 | — | — |
| Asset Management Segment | $1,188,000,000 | $1,027,000,000 | $885,000,000 | $914,000,000 | $867,000,000 | $715,000,000 | $691,000,000 | $654,000,000 |
| All Other Segments | — | $99,000,000 | $59,000,000 | -$50,000,000 | -$8,000,000 | -$82,000,000 | $5,000,000 | -$15,000,000 |
By Geography (USD)
| Component | FY2025 | FY2024 | FY2023 | FY2022 | FY2021 | FY2020 | FY2019 | FY2018 |
|---|---|---|---|---|---|---|---|---|
| United States | $12,871,000,000 | $11,728,000,000 | $10,609,000,000 | $10,065,000,000 | $9,067,000,000 | $7,446,000,000 | $7,211,000,000 | $6,754,000,000 |
| Canada | $645,000,000 | $599,000,000 | $563,000,000 | $542,000,000 | $485,000,000 | $386,000,000 | $391,000,000 | $381,000,000 |
| Europe | $549,000,000 | $494,000,000 | $447,000,000 | $396,000,000 | $208,000,000 | $158,000,000 | $138,000,000 | $139,000,000 |
By Product & Service (USD)
| Component | FY2025 | FY2024 | FY2023 | FY2022 | FY2021 | FY2020 | FY2019 | FY2018 |
|---|---|---|---|---|---|---|---|---|
| Asset Management and Related Administrative Fee Revenue | $7,078,000,000 | $6,196,000,000 | $5,363,000,000 | $5,563,000,000 | $4,868,000,000 | $3,834,000,000 | $3,451,000,000 | $3,119,000,000 |
| Brokerage Revenue, Securities Commissions | $1,775,000,000 | $1,651,000,000 | $1,459,000,000 | $1,589,000,000 | $1,651,000,000 | $1,468,000,000 | $1,450,000,000 | $1,626,000,000 |
| Account and Service Fee Revenue | $1,262,000,000 | $1,314,000,000 | $1,125,000,000 | $833,000,000 | $635,000,000 | $624,000,000 | $738,000,000 | $713,000,000 |
| Investment Banking Revenue | $1,069,000,000 | $858,000,000 | $648,000,000 | $1,100,000,000 | $1,143,000,000 | $650,000,000 | $596,000,000 | $501,000,000 |
| Equities ETFs and Fixed Income Products | $650,000,000 | $557,000,000 | $473,000,000 | $520,000,000 | $530,000,000 | $492,000,000 | $427,000,000 | $495,000,000 |
| Investment Banking Revenue Mergers And Acquisition And Advisory | $623,000,000 | $521,000,000 | $418,000,000 | $709,000,000 | $639,000,000 | $290,000,000 | $379,000,000 | $312,000,000 |
| Brokerage Revenue Securities Commissions Mutual And Other Fund Products | $614,000,000 | $575,000,000 | $547,000,000 | $631,000,000 | $683,000,000 | $579,000,000 | $611,000,000 | $717,000,000 |
| Mutual Fund and Other | $530,000,000 | $470,000,000 | $414,000,000 | — | — | — | — | — |
| Brokerage Revenue Securities Commissions Insurance And Annuity Products | $511,000,000 | $519,000,000 | $439,000,000 | $438,000,000 | $438,000,000 | $397,000,000 | $412,000,000 | $414,000,000 |
| Account and Service Fee Revenue, RJBDP Fees | $486,000,000 | $607,000,000 | $498,000,000 | $202,000,000 | $76,000,000 | $150,000,000 | $280,000,000 | $265,000,000 |
| Investment Banking Revenue Debt Underwriting | $261,000,000 | $168,000,000 | $110,000,000 | $143,000,000 | $172,000,000 | $133,000,000 | $85,000,000 | $61,000,000 |
| Account And Service Fee Revenue Client Account And Other Fees | $246,000,000 | $237,000,000 | $213,000,000 | $204,000,000 | $153,000,000 | $126,000,000 | $132,000,000 | $123,000,000 |
| Other Revenue | $205,000,000 | $180,000,000 | $187,000,000 | $188,000,000 | $229,000,000 | $104,000,000 | $150,000,000 | — |
| Investment Banking Revenue Equity Underwriting | $185,000,000 | $169,000,000 | $120,000,000 | $248,000,000 | $332,000,000 | $227,000,000 | $132,000,000 | $128,000,000 |
| Affordable Housing Investments Business | $140,000,000 | $118,000,000 | $109,000,000 | $127,000,000 | $105,000,000 | $83,000,000 | — | — |
| Account And Service Fee Revenue Mutual Fund And Annuity Services Fees | — | $470,000,000 | $414,000,000 | $427,000,000 | $406,000,000 | $348,000,000 | $326,000,000 | $325,000,000 |
| Other Revenue Tax Credit Fund Revenues | — | — | — | — | $105,000,000 | $83,000,000 | $86,000,000 | $79,000,000 |