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RJF · Raymond James Financial Inc

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$168.64 +1.35 (+0.81%) At close · Nov 13
Market Cap
$32.44B
Shares
192.36M
Volume · Nov 13 768.74K Avg daily vol (3M) 1.22M

Price & Indicators

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20d MA 50d MA 200d MA Earnings Filing Insider Congress Investor day
Close$168.64 Open$168.64 Day$166.27–168.74 52W close$140.89–181.18 Avg vol 30d1.2M Short int5.4M · 2.8% of shares · 4.1d Short vol67% Last earningsOct 28, 2026 DataJan 2020–Nov 2026 Filing10-Q · Aug 5

Up next

Jan 27, 2027 Est · unconfirmed · in 10 wks

Latest documents

2026
Oct 28
Current report 8-K
Financial results

Raymond James Financial, Inc. reported record fiscal 2026 net revenues of $15.79 billion, net income available to common shareholders of $2.37 billion, diluted EPS of $11.91 and quarter-end client assets under administration of $1.94 trillion.

Read from the first part of this long document
Sep 23
Current report 8-K
Regulation FD disclosure

Raymond James Financial reported record assets under administration of $1.97 trillion for August 2026, up 16% year-over-year and 2% sequentially. Domestic cash sweep and Enhanced Savings Program balances reached $57.4 billion, up 6% year-over-year and 1% sequentially.

Aug 5
Quarterly report 10-Q FY2026 Q3, ended Jun 30
Quarterly report for FY2026 Q3 AI summary on its way
Revenue $4.36B ▲ 13.5% Net income $595M ▲ 36.5% Diluted EPS $3.01 ▲ 42.0%
All documents

Metrics snapshot

Useful current figures from the complete screener profile.

Revenue (TTM)
$16.99B
Trailing 12 months
Net income (TTM)
$2.31B
Trailing 12 months
Revenue growth YoY
+13.5%
Year over year
Operating margin
—
Trailing 12 months
P / E (TTM)
14.7
Trailing earnings · reciprocal yield 6.8%
FCF yield
4.4%
TTM · current market cap
Return on invested capital
—
Trailing 12 months
Net cash
$9.03B
Latest balance sheet
Dividend yield
1.3%
Trailing 12 months
Shares change YoY
-4.0%
Year over year · fewer shares
Price change (1Y)
+4.6%
Trailing year
Short interest
2.8%
Latest settlement · 4.1 days to cover
View all 125 metrics

Equibles Rating

blended score · not investment advice
Overall
Buy
SellHoldBuy
Technical Buy Momentum Very Strong Sentiment Neutral Fundamentals Excellent Quant / Vol Moderate
Market backdrop VIX 19.3 · elevated Equity put/call 0.63
Technical
price trend
Buy
50 / 200-day cross No cross
Price vs 200-day avg +5%
above
Price vs 50-day avg +4%
above
RSI (14) 60
neutral
MACD trend Positive
52-week position 69%
mid-range
Volume (OBV) Confirms
volume backs price
Momentum
relative strength
Very Strong
1-month return +8%
trailing
6-month return +11%
trailing
YTD return +5%
this year
Relative strength +10%
vs S&P · 6-mo
Sentiment
smart money
Neutral
Trend (MA cross) No cross
50d $162 › 200d $160 — 50d above 200d
Institutional flow Distributing
823 of 912 funds reported for Sep 30 · net -1.8M sh shares · +72 new
Insider flow Distributing
Net -$1.3M over 90 days · 100% sells
Short interest Falling
2.83% of shares out · ▼ -12.1% MoM · 4.1 days cover
Volume signal Normal
Volume near normal
Institution breadth Steady
912 holders — mid 3-yr range
Squeeze score 52
elevated · 0–100
Fundamentals
Excellent
Revenue growth +7%
Y/Y
EPS growth +6%
Y/Y
Free cash flow $2.2B
Valuation P/E 14.7
below peers
Buyback $1.1B
remaining
Balance sheet $10.7B
net cash
Quant / Vol
risk profile
Moderate
Volatility 26%
annualized · 1-yr
Max drawdown −19%
past year
ATR 2.3%
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.

Guidance & track record

Latest guidance · from the Earnings Call filed Jul 22, 2026
Non-compensation expenses · for the fiscal year $2.3B
Previous outlook earlier release · from the Earnings Call filed Dec 31, 2025

Still-open targets the latest release did not restate under the same label.

Share repurchases · quarterly going forward $400M – $500M
Share repurchases · this current quarter $400M
Capital actions · quarterly $400M – $500M
Prior guidance period ended · from the Earnings Call filed Dec 31, 2025
Effective tax rate · fiscal 2026 24% – 25%

Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.

Technicals

trend & momentum for long-term holders Buy
0 · 4 · 3
50 / 200-day cross
No cross Neutral
Price vs 200-day avg
+5% Bullish
Price vs 50-day avg
+4% Bullish
RSI (14)
60 Neutral
MACD trend
Positive Bullish
52-week position
69% Neutral
Volume (OBV)
Confirms Neutral
Market signals — smart money & positioning
Bearish · 2 of 6
Trend (MA cross) No cross
50d $162 › 200d $160 — 50d above 200d
Institutional flow Distributing
823 of 912 funds reported for Sep 30 · net -1.8M sh shares · +72 new
Insider flow Distributing
Net -$1.3M over 90 days · 100% sells
Short interest Falling
2.83% of shares out · ▼ -12.1% MoM · 4.1 days cover
Volume signal Normal
Volume near normal
Institution breadth Steady
912 holders — mid 3-yr range
Price context
position in its 52-week range
Range low $141 Now $169 · 69% Range high $181
vs 200-day avg +5% vs 50-day avg +4%

Illustrative 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
Adjusted annualized ROCE non-GAAP 19.6% Three months ended June 30, 2026 filing —
Adjusted annualized ROTCE non-GAAP 23.5% Three months ended June 30, 2026 filing —
Adjusted earnings per common share - diluted non-GAAP $3.14 Three months ended June 30, 2026 filing —
GAAP → non-GAAP reconciliation
GAAP Diluted earnings per common share $3.01
+$0.04 Acquisition-related retention
+$0 Other acquisition-related compensation
+$0.01 Communications and information processing
+$0.03 Professional fees
+$0.07 Amortization of identifiable intangible assets
+$0.02 All other acquisition-related expenses
-$0.04 Tax effect of non-GAAP adjustments
= Adjusted diluted earnings per common share $3.14
Adjusted net income available to common shareholders non-GAAP $620M Three months ended June 30, 2026 filing —
GAAP → non-GAAP reconciliation
GAAP Net income available to common shareholders 595M
+8M Acquisition-related retention
+0M Other acquisition-related compensation
+2M Communications and information processing
+5M Professional fees
+14M Amortization of identifiable intangible assets
+3M All other acquisition-related expenses
-7M Tax effect of non-GAAP adjustments
= Adjusted net income available to common shareholders 620M
Adjusted pre-tax margin non-GAAP 19.9% Three months ended June 30, 2026 filing —
Adjusted return on tangible common equity non-GAAP 23.5% Three months ended June 30, 2026 filing —
Adjusted total compensation ratio non-GAAP 65.5% Three months ended June 30, 2026 filing —
Annualized return on common equity ("ROCE") 18.8% Three months ended June 30, 2026 filing —
Annualized return on tangible common equity ("ROTCE") non-GAAP 22.6% Three months ended June 30, 2026 filing —
Average share repurchase price $152 Three months ended June 30, 2026 filing —
Bank segment net interest margin 2.71% Three months ended June 30, 2026 filing —
Common stock repurchased $400M Three months ended June 30, 2026 filing —

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
Open screener →
Company Mkt cap YTD Rev growth Y/Y P/E Short % shares
RJF
Raymond James Financial Inc
this stock
$32.44B +5.0% +6.6% 14.7 2.8%
BLK
BlackRock, Inc.
$198.15B +14.3% +16.2% 27.9 1.3%
BN
BROOKFIELD Corp
$91.46B -10.7% — — 1.0%
BX
Blackstone Inc.
$90.28B -22.0% +9.2% 26.8 2.6%
KKR
KKR & Co. Inc.
$87.47B -23.1% -11.0% — 1.6%

Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding

At a glance

key data from every section
Ownership
Institutional Holders Reducing
Holders
948
% held
78.4%
Reported
823 of 912
Top holder
BlackRock, Inc.
Held Float
View
Held by Funds
Fund positions
776
View
Short & Settlement
Short Interest Falling
Shares short
5.4M
Days to cover
4.1d
Change
-751.3K sh
View
Short Volume
Short vol %
67%
As of
Nov 13, 2026
Short Total
View
Fails to Deliver
FTD shares
568
Value
$91.3K
As of
Oct 6, 2026
View
Off-Exchange
Off-exchange %
40.0%
Week of
Oct 5, 2026
Off-exch Lit
View
Smart Money
Insider Trades Net selling
Net (90d)
-$1.3M
Buyers / Sellers
0 / 1
Buyers Sellers
View
Congressional Trades Sell
Member
Julie Johnson
Amount
$1.0K–$15.0K
Traded
Apr 7, 2025
View
Financials
Financials
Revenue (FY)
$15.9B
Net income (FY)
$2.1B
EPS diluted
$10.30
View
Buybacks
Authorized
$2.0B
Remaining
$1.1B
Spent Remaining
View
Filings
SEC Filings
Latest
8-K
Filed
Oct 28, 2026
This year
24

Raymond James Financial, Inc. reported record fiscal 2026 net revenues of $15.79 billion, net income available to common shareholders of $2.37 billion, diluted EPS of $11.91 and quarter-end client assets under administration of $1.94 trillion.

View
Proposed Sales
Value
$1.3M
Shares
7.5K
Filed
Aug 28, 2026
View
Earnings & Events
Webcasts
Last webcast
Oct 28, 2026
View
Investor Relations
Latest news
RAYMOND JAMES FINANCIAL REPORTS F…
Published
Oct 28, 2026
View

Performance

5D 20D 120D MTD YTD
RJF +3.6% +7.6% +10.9% +7.3% +5.0%
SPY +2.6% -1.2% +0.5% -0.2% +10.6%
vs SPY +1.0% +8.7% +10.4% +7.4% -5.6%

Capital returns

Latest dividend
$0.54 / share · ex Oct 1, 2026
Raised 8%
Paid (TTM)
$2.16 / share · 4 payouts
Dividend yield (TTM, derived)
1.28%
Full dividend history
Buyback program · as of Jun 30, 2026
Authorized
$2.00B
Spent (derived)
$900.00M
Remaining
$1.10B
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.

Key facts CIK 720005 CUSIP 754730109 13F (30d) 752 filings 693 filers Visit website Investor relations