Indicators
Indicators
Value
Direction
MACD(12,26,9)
-0.926
Sell
RSI(14)
37.646
Neutral
STOCH(KDJ)(9,3,3)
11.603
Oversold
ATR(14)
4.355
Low Volatility
CCI(14)
-111.691
Sell
Williams %R
88.185
Oversold
TRIX(12,20)
-0.199
Sell
StochRSI(14)
30.219
Buy
Raymond James Financial Inc
RJF158.670USD
+0.620+0.39%
Close 10/31, 16:00（ET）Quotes delayed by 15 min
31.43BMarket Cap
14.77P/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: 2025-10-31Key Insights
The company's fundamentals are relatively healthy. Its valuation is considered fairly valued,and institutional recognition is very high. Over the past 30 days, multiple analysts have rated the company as a Hold. Despite a weak stock market performance, the company shows 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
No Data
Score Analysis
Current score
Previous score
Analyst Rating
Based on
15
analysts
Hold
Current Rating
186.833
Target Price
+17.75%
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 18.60%.
Stable Dividend
The company has regularly paid dividends over the past 5 years, with the latest dividend payout ratio of 18.60%.
Overvalued
The company’s latest PB is 2.53, at a high 3-year percentile range.
Institutional Selling
The latest institutional holdings are 158.14M shares, decreasing 3.41% quarter-over-quarter.
Held by PRIMECAP Management
Star Investor PRIMECAP Management holds 10.01M shares of this stock.
Financial Health
Currency: USD Updated: 2025-10-31The company's current financial score is 6.79, which is lower than the Investment Banking & Investment Services industry's average of 7.28. Its financial status is stable, and its operating efficiency is average. 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 0.50%.
Score
Financials
7.79
Key Metrics
Cash and cash equivalents
Total assets
Total liabilities
Free cash flow
No Data
Quality of Earnings
6.14
Operational Efficiency
6.10
Growth Potential
5.51
Shareholder Returns
8.42
Raymond James Financial Inc's Company Valuation
Currency: USD Updated: 2025-10-31The company’s current valuation score is 6.93, which is lower than the Investment Banking & Investment Services industry's average of 7.19. Its current P/E ratio is 15.05, which is 13.70% below the recent high of 17.11 and 28.68% above the recent low of 10.73.
Score
Valuation Dimensions
P/E
P/B
P/S
P/CF
Industry Ranking 45/116
No Data
Earnings Forecast
Currency: USD Updated: 2025-10-31The company’s current earnings forecast score is 6.80, which is lower than the Investment Banking & Investment Services industry's average of 7.28. The average price target for Raymond James Financial Inc is 183.00, with a high of 200.00 and a low of 173.00.
Score
Support & Resistance
No Data
Analyst Rating
Based on
15
analysts
Hold
Current Rating
186.833
Target Price
+17.75%
Upside Space
Strong Buy
Buy
Hold
Sell
Strong Sell
Peer Comparison
25
Total
10
Median
11
Average
Company name
Ratings
Analysts
Raymond James Financial Inc
RJF
15
Morgan Stanley
MS
25
Goldman Sachs Group Inc
GS
24
Citigroup Inc
C
23
Charles Schwab Corp
SCHW
23
LPL Financial Holdings Inc
LPLA
17
1
2
3
4
5
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.
Price Momentum
Currency: USD Updated: 2025-10-31The company’s current price momentum score is 6.52, which is lower than the Investment Banking & Investment Services industry's average of 7.18. Sideways: Currently, the stock price is trading between the resistance level at 168.86 and the support level at 152.61, making it suitable for range-bound swing trading.
Score
Support & Resistance
No Data
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
159.276
Sell
MA10
162.067
Sell
MA20
162.565
Sell
MA50
166.833
Sell
MA100
163.038
Sell
MA200
155.649
Buy
Institutional Confidence
Currency: USD Updated: 2025-10-31The company’s current institutional recognition score is 7.00, which is higher than the Investment Banking & Investment Services industry's average of 5.82. The latest institutional shareholding proportion is 79.32%, representing a quarter-over-quarter decrease of 10.74%. The largest institutional shareholder is The Vanguard, holding a total of 22.11M shares, representing 11.16% of shares outstanding, with 4.80% increase in holdings.
Score
Institutional Shareholding
No Data
Shareholder Activity
Name
Shares Held
Chg %
James (Thomas A)
BlackRock Institutional Trust Company, N.A.
Wellington Management Company, LLP
State Street Investment Management (US)
Fidelity Management & Research Company LLC
JP Morgan Asset Management
Geode Capital Management, L.L.C.
T. Rowe Price Investment Management, Inc.
1
2
Risk Assessment
Currency: USD Updated: 2025-10-31The company’s current risk assessment score is 9.34, which is higher than the Investment Banking & Investment Services industry's average of 6.97. The company's beta value is 1.05. This indicates that the stock tends to outperform the index during upward trending markets but experiences larger declines during downward trending markets.
Score
Beta vs S&P 500 index
1.06
VaR
+2.73%
240-Day Maximum Drawdown
+28.38%
240-Day Volatility
+29.21%
Return
Best Daily Return
60 days
+2.72%
120 days
+4.27%
5 years
+9.79%
Worst Daily Return
60 days
-3.88%
120 days
-3.88%
5 years
-8.18%
Sharpe Ratio
60 days
-0.81
120 days
+0.94
5 years
+0.82
Risk Assessment
Maximum Drawdown
240 days
+28.38%
3 years
+29.34%
5 years
+32.68%
Return-to-Drawdown Ratio
240 days
-0.03
3 years
+0.55
5 years
+0.82
Skewness
240 days
-0.08
3 years
+0.03
5 years
-0.04
Volatility
Realised Volatility
240 days
+29.21%
5 years
+28.61%
Standardised True Range
240 days
+2.31%
5 years
+1.74%
Downside Risk-Adjusted Return
120 days
+140.84%
240 days
+140.84%
Maximum Daily Upside Volatility
60 days
+14.58%
Maximum Daily Downside Volatility
60 days
+18.57%
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
7.04 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
Bank of New York Mellon Corp
BK
8.47 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
Citigroup Inc
C
8.38 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
Cboe Global Markets Inc
CBOE
8.35 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
SuRo Capital Corp
SSSS
8.29 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
DigitalBridge Group Inc
DBRG
8.13 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
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