Raymond James Financial Inc

RJF

168.260USD

-2.010-1.18%

Close 09/15, 16:00（ET）Quotes delayed by 15 min

Score

Industry at a Glance

Industry Ranking

37 / 117

Overall Ranking

172 / 4724

Industry

Investment Banking & Investment Services

Support & Resistance

No Data

Score Analysis

Current score

Previous score

Analyst Rating

Based on 14 analysts

Hold

Current Rating

176.727

Target Price

+3.79%

Upside Space

Data disclaimer: Analyst ratings and target prices are provided by LSEG for informational purposes only and do not constitute investment advice.

Company 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 32.24% year-on-year.

High Profit Growth

The company's net income leads the industry, with the latest annual income totaling USD 37.08.

High Dividend

The company is a high dividend payer, with the latest dividend payout ratio of 18.55%.

Stable Dividend

The company has regularly paid dividends over the past 5 years, with the latest dividend payout ratio of 18.55%.

Overvalued

The company’s latest PB is 2.76, at a high 3-year percentile range.

Institutional Selling

The latest institutional holdings are 177.17M shares, decreasing 2.06% quarter-over-quarter.

Held by The Vanguard

Star Investor The Vanguard holds 22.11M shares of this stock.

The company's current financial score is 7.51, which is higher than the Investment Banking & Investment Services industry's average of 7.33. Its financial status is robust, and its operating efficiency is average. Its latest quarterly revenue reached 3.76B, representing a year-over-year increase of 5.50%, while its net profit experienced a year-over-year increase of 4.02%.

Score

Industry at a Glance

Previous score

7.51

Change

0.11



Financials

9.38

Key Metrics

Cash and cash equivalents

Total assets

Total liabilities

Free cash flow

No Data



Quality of Earnings

7.83

Key Metrics

Total revenue

Operating profit

Total assets

SG&A

No Data



Operational Efficiency

7.18

Key Metrics

Cash flow from operating activities

Income after tax

No Data



Growth Potential

4.79

Key Metrics

Cash flow from operating activities

Total revenue

No Data



Shareholder Returns

8.91

Key Metrics

Free cash flow

No Data

The company’s current valuation score is 5.60, which is higher than the Investment Banking & Investment Services industry's average of 4.39. Its current P/E ratio is 16.08, which is -7.85% below the recent high of 14.81 and 19.24% above the recent low of 12.98.

Score

Industry at a Glance

Previous score

1.20

Change

0

Valuation Dimensions

P/E

P/B

P/S

P/CF

Industry Ranking 37/117

No Data

The company’s current earnings forecast score is 6.86, which is lower than the Investment Banking & Investment Services industry's average of 7.34. The average price target for Raymond James Financial Inc is 176.00, with a high of 200.00 and a low of 156.00.

Score

Industry at a Glance

Previous score

6.86

Change

0

Support & Resistance

No Data

Financial Forecasting

EPS

Revenue

Net Profit

EBIT

No Data

Data disclaimer: Analyst ratings and target prices are provided by LSEG for informational purposes only and do not constitute investment advice.

The company’s current price momentum score is 8.95, which is higher than the Investment Banking & Investment Services industry's average of 8.78. Sideways: Currently, the stock price is trading between the resistance level at 171.99 and the support level at 162.01, making it suitable for range-bound swing trading.

Score

Industry at a Glance

Previous score

9.03

Change

-0.26

Support & Resistance

No Data

Institutional Confidence

Currency: USD Updated：2025-09-15

The company’s current institutional recognition score is 7.00, which is higher than the Investment Banking & Investment Services industry's average of 6.35. The latest institutional shareholding proportion is 88.86%, representing a quarter-over-quarter decrease of 0.41%. The largest institutional shareholder is The Vanguard, holding a total of 22.11M shares, representing 11.09% of shares outstanding, with 4.13% increase in holdings.

Score

Industry at a Glance

Previous score

7.00

Change

0

Institutional Shareholding

No Data

Shareholder Activity

Name

Shares Held

Chg %

The Vanguard Group, Inc.

Star Investors

22.16M

+1.59%

James (Thomas A)

19.33M

+0.01%

BlackRock Institutional Trust Company, N.A.

10.27M

+4.45%

PRIMECAP Management Company

Star Investors

9.72M

-15.26%

Wellington Management Company, LLP

9.94M

-3.80%

State Street Global Advisors (US)

8.34M

+1.92%

Fidelity Management & Research Company LLC

5.07M

-10.94%

JP Morgan Asset Management

3.50M

-13.64%

Geode Capital Management, L.L.C.

4.69M

+6.78%

T. Rowe Price Investment Management, Inc.

4.14M

+0.71%

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1

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The U.S. Dollar Index is currently in a neutral state, which has a neutral effect on the Investment Banking & Investment Services domestic-focused industry. The Dollar Index (DXY) measures the value of the U.S. dollar against a basket of major currencies, including the euro, yen, pound sterling, Canadian dollar, Swedish krona, and Swiss franc. The company’s current risk assessment score is 5.38, which is higher than the Investment Banking & Investment Services industry's average of 5.16. The company's beta value is 1.06. This indicates that the stock tends to outperform the index during upward trending markets but experiences larger declines during downward trending markets.

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