RJF · Raymond James Financial Inc
Price & Indicators
Raw chart and full-history price indicators begin at the captured split on Sep 22, 2021; bars on opposite sides are not compared.
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AI Brief
TL;DR.
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Ask ALVIS about this →Equibles Rating
blended score · not investment adviceBlended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Guidance & track record
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Technicals
trend & momentum for long-term holders BuyIllustrative technical + ownership context — a signal mix, not investment advice.
Key metrics
the company's own KPIs, from written earnings releases and filings| Metric | Latest | Period | YoY |
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| Annualized adjusted return on tangible common equity non-GAAP | 23.5% | fiscal third quarter | — |
| Annualized growth from beginning of the quarter assets non-GAAP | 5.5% | fiscal third quarter | — |
| Annualized return on common equity | 18.8% | fiscal third quarter | — |
| Bank loan benefit for credit losses | $26M | fiscal third quarter | — |
| Client assets under administration | $1.92T | fiscal third quarter | — |
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| Domestic Private Client Group net new assets non-GAAP | $21.7B | fiscal third quarter | — |
| Financial assets under management | $345B | fiscal third quarter | — |
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| Net bank loans | $56.2B | fiscal third quarter | — |
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| Private Client Group assets in fee-based accounts | $1.15T | fiscal third quarter | — |
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| Private Client Group assets under administration | $1.86T | fiscal third quarter | — |
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| Securities-based loans | $24.8B | fiscal third quarter | — |
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| Total clients' domestic cash sweep and Enhanced Savings Program balances | $58.8B | fiscal third quarter | — |
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| Bank segment net interest margin | 2.81% | fiscal second quarter | — |
| Adjusted net income available to common shareholders non-GAAP | $577M | fiscal first quarter | — |
| Adjusted pre-tax income non-GAAP | $748M | fiscal first quarter | — |
| Asset Management segment financial assets under management | $280.8B | fiscal first quarter | — |
| Bank segment net interest margin (NIM) | 2.81% | fiscal first quarter | — |
| Firmwide net interest margin | 2.75% | fiscal first quarter | — |
Figures exactly as the company stated them in writing · click a metric with a to chart its history · period links open the stating document · "filing" marks figures stated in the 10-K/10-Q · YoY needs an exactly comparable prior-year period
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
|
$34.85B | +12.6% | +6.6% | 15.8 | 4.7% |
|
BLK
BlackRock, Inc.
|
$381.41B | +9.7% | +16.2% | 28.1 | 0.7% |
|
BX
Blackstone Inc.
|
$108.04B | -6.6% | +9.2% | 32.3 | 3.5% |
|
KKR
KKR & Co. Inc.
|
$102.34B | -10.6% | -11.0% | — | 1.6% |
|
BN
BROOKFIELD Corp /ON/
|
$97.94B | -4.4% | — | — | 0.9% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
At a glance
key data from every sectionPerformance
Raw-price comparisons begin at the captured split on Sep 22, 2021; windows that need an earlier baseline remain unavailable.
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| RJF | +2.4% | +7.4% | +18.1% | +2.7% | +12.6% |
| SPY | +0.4% | +4.5% | +13.8% | +3.9% | +13.9% |
| vs SPY | +2.0% | +2.9% | +4.3% | -1.2% | -1.3% |
Capital returns
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.