Indicators
Indicators
Value
Direction
MACD(12,26,9)
0.312
Buy
RSI(14)
54.786
Neutral
STOCH(KDJ)(9,3,3)
25.060
Neutral
ATR(14)
3.011
High Vlolatility
CCI(14)
0.219
Neutral
Williams %R
37.722
Buy
TRIX(12,20)
0.123
Sell
StochRSI(14)
100.000
Buy
Raymond James Financial Inc
RJF163.010USD
+2.790+1.74%
Close 12/19, 16:00（ET）Quotes delayed by 15 min
40.75BMarket Cap
15.48P/E TTM
TradingKey Stock Score
Overall Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
Peer Comparison
TradingKey Stock Score of Raymond James Financial Inc
Currency: USD Updated: 2025-12-19Key Insights
Raymond James Financial Inc's fundamentals are relatively very healthy, and its growth potential is high.Its valuation is considered fairly valued, ranking 26/116 in the Investment Banking & Investment Services industry.Institutional ownership is very high.Over the past month, multiple analysts have rated it as Hold, with the highest price target at 186.18.In the medium term, the stock price is expected to remain stable.The company has been performing well in the stock market over the past month, which is supported by its strong fundamentals and technicals.The stock price is trading sideways between the support and resistance levels, making it suitable for range-bound swing trading.
Raymond James Financial Inc's Score
Support & Resistance
Relevant data have not been disclosed by the company yet.
Score Analysis
Current score
Previous score
Analyst Rating
Based on
14
analysts
Hold
Current Rating
186.182
Target Price
+13.39%
Upside Space
Data disclaimer: Analyst ratings and target prices are provided by LSEG for informational purposes only and do not constitute investment advice.
Raymond James Financial Inc Highlights
StrengthsRisks
Raymond James Financial, Inc. is a diversified financial services company that provides services to individuals, corporations and municipalities. The Company's segments include Private Client Group (PCG), Capital Markets, Asset Management, Bank and Other. PCG segment provides financial planning, investment advisory, and securities transaction services to clients through financial advisors. Capital Markets segment conducts investment banking, institutional sales, securities trading, equity research, and the syndication and management of investments in low-income housing funds and funds of a similar nature. Asset Management segment provides asset management, portfolio management and related administrative services to retail and institutional clients. Bank segment includes Raymond James Bank, a Florida-chartered state member bank, and TriState Capital Bank, a Pennsylvania-chartered state member bank. Other segment includes corporate cash balances and its private equity investments.
High Growth
The company's revenue has grown steadily over the past 3 years, averaging 22.34% year-on-year.
High Profit Growth
The company's net income leads the industry, with the latest annual income totaling USD 15.54B.
High Dividend
The company is a high dividend payer, with the latest dividend payout ratio of 19.75%.
Stable Dividend
The company has regularly paid dividends over the past 5 years, with the latest dividend payout ratio of 19.75%.
Overvalued
The company’s latest PB is 3.28, at a high 3-year percentile range.
Institutional Selling
The latest institutional holdings are 157.65M shares, decreasing 3.55% quarter-over-quarter.
Held by Mairs and Power
Star Investor Mairs and Power holds 1.52K shares of this stock.
Financial Health
Currency: USD Updated: 2025-12-19The current financial score of Raymond James Financial Inc is 6.83, ranking 61/116 in the Investment Banking & Investment Services industry. Its financial status is robust, and its operating efficiency is low. Its latest quarterly revenue reached 4.08B, representing a year-over-year increase of 4.56%, while its net profit experienced a year-over-year increase of 0.33%.
Score
Financials
9.35
Key Metrics
Cash and cash equivalents
Total assets
Total liabilities
Free cash flow
Relevant data have not been disclosed by the company yet.
Quality of Earnings
5.66
Operational Efficiency
4.60
Growth Potential
6.07
Shareholder Returns
8.45
Raymond James Financial Inc's Company Valuation
Currency: USD Updated: 2025-12-19The current valuation score of Raymond James Financial Inc is 6.93, ranking 66/116 in the Investment Banking & Investment Services industry. Its current P/E ratio is 15.48, which is 10.52% below the recent high of 17.11 and 30.68% above the recent low of 10.73.
Score
Valuation Dimensions
P/E
P/B
P/S
P/CF
Industry Ranking 26/116
Relevant data have not been disclosed by the company yet.
Earnings Forecast
Currency: USD Updated: 2025-12-19The current earnings forecast score of Raymond James Financial Inc is 6.86, ranking 63/116 in the Investment Banking & Investment Services industry. The average price target for Raymond James Financial Inc is 185.00, with a high of 200.00 and a low of 173.00.
Score
Support & Resistance
Relevant data have not been disclosed by the company yet.
Analyst Rating
Based on
14
analysts
Hold
Current Rating
186.182
Target Price
+13.39%
Upside Space
Strong Buy
Buy
Hold
Sell
Strong Sell
Peer Comparison
26
Total
10
Median
10
Average
Company name
Ratings
Analysts
Raymond James Financial Inc
RJF
14
Morgan Stanley
MS
25
Goldman Sachs Group Inc
GS
24
Citigroup Inc
C
23
Charles Schwab Corp
SCHW
22
LPL Financial Holdings Inc
LPLA
16
1
2
3
4
5
Financial Forecasting
EPS
Revenue
Net Profit
EBIT
Relevant data have not been disclosed by the company yet.
Data disclaimer: Analyst ratings and target prices are provided by LSEG for informational purposes only and do not constitute investment advice.
Price Momentum
Currency: USD Updated: 2025-12-19The current price momentum score of Raymond James Financial Inc is 9.07, ranking 43/116 in the Investment Banking & Investment Services industry. Currently, the stock price is trading between the resistance level at 170.08 and the support level at 153.53, making it suitable for range-bound swing trading.
Score
Support & Resistance
Relevant data have not been disclosed by the company yet.
Indicators
The Indicators feature provides value and direction analysis for various instruments under a selection of technical indicators, together with a technical summary.
This feature includes nine of the commonly used technical indicators: MACD, RSI, KDJ, StochRSI, ATR, CCI, WR, TRIX and MA. You may also adjust the timeframe depending on your needs.
Please note that technical analysis is only part of investment reference, and there is no absolute standard for using numerical values to assess direction. The results are for reference only, and we are not responsible for the accuracy of the indicator calculations and summaries.
Moving Average
Indicators
Value
Direction
MA5
161.806
Buy
MA10
163.285
Sell
MA20
160.090
Buy
MA50
160.450
Buy
MA100
164.115
Sell
MA200
155.423
Buy
Institutional Confidence
Currency: USD Updated: 2025-12-19The current institutional shareholding score of Raymond James Financial Inc is 7.00, ranking 33/116 in the Investment Banking & Investment Services industry. The latest institutional shareholding proportion is 79.58%, representing a quarter-over-quarter decrease of 10.44%. The largest institutional shareholder is The Vanguard, holding a total of 21.79M shares, representing 11.08% of shares outstanding, with 0.89% increase in holdings.
Score
Institutional Shareholding
Relevant data have not been disclosed by the company yet.
Shareholder Activity
Name
Shares Held
Chg %
James (Thomas A)
BlackRock Institutional Trust Company, N.A.
Wellington Management Company, LLP
State Street Investment Management (US)
JP Morgan Asset Management
Fidelity Management & Research Company LLC
Geode Capital Management, L.L.C.
T. Rowe Price Investment Management, Inc.
1
2
Risk Assessment
Currency: USD Updated: 2025-12-19The current risk assessment score of Raymond James Financial Inc is 9.26, ranking 17/116 in the Investment Banking & Investment Services industry. The company's beta value is 1.00. This indicates that the stock tends to underperform the index during upward trending markets but experiences smaller declines during downward trending markets.
Score
Beta vs S&P 500 index
1.00
VaR
+2.73%
240-Day Maximum Drawdown
+28.38%
240-Day Volatility
+29.39%
Return
Best Daily Return
60 days
+2.40%
120 days
+3.71%
5 years
+9.79%
Worst Daily Return
60 days
-4.05%
120 days
-4.05%
5 years
-8.18%
Sharpe Ratio
60 days
-0.89
120 days
+0.68
5 years
+0.74
Risk Assessment
Maximum Drawdown
240 days
+28.38%
3 years
+28.38%
5 years
+32.68%
Return-to-Drawdown Ratio
240 days
+0.07
3 years
+0.51
5 years
+0.64
Skewness
240 days
-0.15
3 years
+0.02
5 years
-0.06
Volatility
Realised Volatility
240 days
+29.39%
5 years
+28.41%
Standardised True Range
240 days
+2.28%
5 years
+1.72%
Downside Risk-Adjusted Return
120 days
+93.16%
240 days
+93.16%
Maximum Daily Upside Volatility
60 days
+13.87%
Maximum Daily Downside Volatility
60 days
+18.11%
Liquidity
Average Turnover Rate
60 days
+0.51%
120 days
+0.63%
5 years
--
Turnover Deviation
20 days
-25.42%
60 days
-10.17%
120 days
+10.84%
Peer Comparison
Investment Banking & Investment Services
Raymond James Financial Inc
RJF
7.56 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
State Street Corp
STT
8.78 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
Affiliated Managers Group Inc
AMG
8.27 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
Ameriprise Financial Inc
AMP
8.25 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
Bgc Group Inc
BGC
8.24 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
DigitalBridge Group Inc
DBRG
8.15 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
View more
FAQs
How does TradingKey generate the Stock Score of Raymond James Financial Inc?
The TradingKey Stock Score provides a comprehensive assessment of Raymond James Financial Inc based on 34 indicators derived from over 100 underlying data points. These indicators are categorised into six key dimensions: financial health, company profile, earnings forecasts, price momentum, institutional confidence, and risk assessment, collectively providing investors with a thorough analysis of Raymond James Financial Inc’s performance and outlook.
How do we generate the financial health score of Raymond James Financial Inc?
To generate the financial health score of Raymond James Financial Inc, we analyse various key financial indicators across several core dimensions, including financial fundamentals, earnings quality, operational efficiency, growth potential, and shareholder returns. By integrating these comprehensive data, the financial health score not only reflects Raymond James Financial Inc's overall stability, operational efficiency, and growth potential but also captures the investment returns delivered to shareholders. This score aims to support rational decision-making for investors and other stakeholders. A higher score indicates a better financial health of Raymond James Financial Inc.
How do we generate the company valuation score of Raymond James Financial Inc?
To generate the company valuation score of Raymond James Financial Inc, we use several key financial ratios, including P/E, P/B, P/S, and P/CF. These metrics compare Raymond James Financial Inc’s market value to its earnings, assets, sales, and cash flow, serving as core indicators for assessing company value. By analysing these ratios in an all-round manner, the valuation score reflects not only the market’s current perception of Raymond James Financial Inc’s value but also its future profitability and growth potential, thereby supporting more informed investment decisions. A higher score indicates a fairer valuation of Raymond James Financial Inc.
How do we generate the earnings forecast score of Raymond James Financial Inc?
To calculate the earnings forecast score of Raymond James Financial Inc, we consider various key indicators such as analyst ratings, financial forecasts, support and resistance levels, and peer comparisons:Current ratings and price targets directly reflect analysts’ expectations, while the upside space indicates their views on the stock’s growth potential.Financial metrics like earnings per share (EPS), revenue, net income, and earnings before interest and taxes (EBIT) are core measures for assessing profitability.By analysing the high, median, and low ranges of the target price, we can identify price trends and determine key support and resistance levels.Comparing these indicators against peers provides context for the stock’s performance and helps
anchor more realistic expectations.These factors together form a comprehensive earnings forecast score that accurately reflects the stock’s expected financial performance and growth potential. A higher score suggests that analysts have a more optimistic outlook on Raymond James Financial Inc’s future.
How do we generate the price momentum score of Raymond James Financial Inc?
When generating the price momentum score for Raymond James Financial Inc, we examine momentum indicators including support and resistance levels as well as volume metrics.Support levels represent price points where buying interest is strong enough to prevent further declines, while resistance levels indicate prices where selling pressure may hinder upward movement. By analysing typical price volume alongside total volume, we assess overall market activity and liquidity. These indicators help identify price trends and potential shifts, enabling more accurate predictions of future earnings.This comprehensive approach can reflect market sentiment and enable rational forecasts of Raymond James Financial Inc’s prices. A higher score indicates a more stable short-term price trend for Raymond James Financial Inc.
How do we generate the institutional confidence score of Raymond James Financial Inc?
To generate the institutional confidence score of Raymond James Financial Inc, we analyse both the proportion of shares held by institutions and the number of shares they own. A higher institutional ownership percentage indicates strong confidence of professional investors, which is generally a positive signal about Raymond James Financial Inc’s potential. By examining the number of shares held, we gain deeper insight into institutions’ commitment and attitude toward the stock, as institutional investors typically conduct thorough analysis before making investment decisions. Understanding institutional confidence helps us refine earnings forecasts and provides a more reliable perspective on the company’s future performance and market stability. A higher score indicates greater institutional endorsement of Raymond James Financial Inc.
How do we generate the risk management score of Raymond James Financial Inc?
To assess the risk management score of Raymond James Financial Inc, we examine multiple key indicators related to returns, risk, volatility, and liquidity.The highest and lowest daily returns reflect the potential size of gains and losses, while the Sharpe ratio measures risk-adjusted return performance. On the risk side, we analyse maximum drawdown and the return-to-drawdown ratio to identify extreme loss scenarios. Skewness helps assess the distribution of returns and whether performance may be biased. Volatility indicators—such as realised volatility and standardised true range—reveal price fluctuations. Downside risk-adjusted returns provide insight into potential losses and gains. Lastly, liquidity metrics like average turnover rate and turnover deviation indicate how actively the stock is traded.These indicators together provide a multi-dimensional understanding of Raymond James Financial Inc’s risk-return profile, serving as core factors of the risk management score. A higher score indicates lower risk on the side of Raymond James Financial Inc.
