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Raymond James Financial Inc Stock Research

RJF

89.46USD+2.30(+2.64%)Market Closed

Market Summary

USD89.46+2.30
Market Closed
2.64%

RJF Alerts

RJF Stock Price

RJF RSI Chart

RJF Valuation

Market Cap

19.2B

Price/Earnings (Trailing)

12.23

Price/Sales (Trailing)

1.67

EV/EBITDA

6.61

Price/Free Cashflow

-21.95

RJF Price/Sales (Trailing)

RJF Profitability

EBT Margin

17.81%

Return on Equity

15.95%

Return on Assets

2.04%

Free Cashflow Yield

-4.55%

RJF Fundamentals

RJF Revenue

Revenue (TTM)

11.5B

Revenue Y/Y

7.42%

Revenue Q/Q

0.87%

RJF Earnings

Earnings (TTM)

1.6B

Earnings Y/Y

14.13%

Earnings Q/Q

15.95%

Price Action

52 Week Range

84.54126.00
(Low)(High)

Last 7 days

-18.2%

Last 30 days

-23.2%

Last 90 days

-19.2%

Trailing 12 Months

-11.8%

RJF Financial Health

Debt/Equity

3e-4

Debt/Cashflow

3.0K

RJF Investor Care

Dividend Yield

1.52%

Dividend/Share (TTM)

1.36

Shares Dilution (1Y)

4.21%

Diluted EPS (TTM)

7.19

Peers (Alternatives to Raymond James Financial)

View All Peers In Detail
NameMkt Capsorted ascendingRevenuePrice %, 1MReturns, 1YP/EP/SRev 1-YrInc 1-Yr
LARGE-CAP
109.2B
20.8B
-25.95% -27.75%
15.21
5.26
12.11% 22.68%
105.5B
39.7B
-16.53% -3.22%
9.37
2.66
-24.93% -47.95%
95.4B
17.9B
-14.27% -10.09%
18.42
5.34
-7.75% -12.25%
19.2B
11.5B
-23.15% -11.77%
12.23
1.67
10.02% 2.28%
14.6B
718.3M
7.35% 10.21%
58.43
20.35
2.77% -2.97%
MID-CAP
7.9B
2.7B
-12.10% 23.15%
4.31
2.95
95.77% 12.59%
7.5B
2.0B
-12.37% -3.86%
15.68
3.75
3.79% -13.01%
6.2B
4.6B
-17.08% -14.81%
9.36
1.35
-3.98% -19.72%
1.9B
64.7B
-11.71% 27.62%
8
0.03
35.87% 74.73%
SMALL-CAP
1.9B
1.4B
-16.05% 8.57%
17.38
1.34
-29.71% -60.26%
1.8B
2.4B
-12.59% -48.39%
6.93
0.78
-15.89% -44.42%
1.1B
1.5B
0.39% 32.10%
14.3
0.71
-27.22% -74.14%
816.3M
10.3M
-0.68% -10.61%
-15.36
79.32
-29.47% -152.67%
445.7M
1.1B
-15.80% -8.69%
13.78
0.4
-20.31% -79.65%
167.9M
258.5M
-24.81% -44.51%
51.29
0.65
-18.61% -92.26%

Financials for Raymond James Financial

Income Statement (Last 12 Months)
(In Millions)
* denotes actual numbers (not divided by Millions)
Description(%) Q/Q2022Q42022Q32022Q22022Q12021Q4
Revenue1.8%11,51711,30811,03710,77010,468
EBITDA6.5%2,9942,812---
EBITDA Margin3.9%0.27*0.26*---
EBT Margin-0.9%0.18*0.18*---
Interest Expenses66.9%509305170150149
Net Income4.2%1,5721,5091,4991,5051,537
Net Income Margin2.3%0.14*0.13*0.77*0.14*-
Free Cahsflow-4510.5%-876-19.009,0074,665-
Balance Sheet
(In Millions)
Description(%) Q/Q2022Q42022Q32022Q22022Q12021Q4
Assets-4.8%77,04780,95186,11173,10168,461
    Cash Equivalents0.0%6,1776,1785,9585,7158,216
Liabilities-6.0%67,21771,51976,61964,49259,809
Shareholder's Equity4.2%9,8569,4589,5158,6028,652
  Retained Earnings4.6%9,2548,8438,4788,2568,003
  Additional Paid-In Capital-0.4%2,9752,9872,9482,0932,055
Shares Outstanding-0.1%215215215208206
Minority Interest0%-26.00-26.00-23.007.0052.00
Cashflow (Last 12 Months)
(In Millions)
Description(%) Q/Q2022Q42022Q32022Q22022Q12021Q4
Cashflow From Operations-1179.2%-77772.009,0724,7412,439
  Share Based Compensation8.3%208192178167154
Cashflow From Investing12.4%-6,262-7,151-7,102-5,106-5,572
Cashflow From Financing-21.7%4,6035,8796,7025,0085,838
  Dividend Payments15.6%295255240223-
  Buy Backs183.8%39714088.00144-

Risks for RJF

What is the probability of a big loss on RJF?

55%


Probability that Raymond James Financial stock will be more than 20% underwater in next one year

18.9%


Probability that Raymond James Financial stock will be more than 30% underwater in next one year.

17.7%


Probability that Raymond James Financial stock will be more than 40% underwater in next one year.
*Calculated based on probability distribution of losses observed in actual data in the last 5 years.

How does RJF drawdown profile look like?

Y-axis is the maximum loss one would have experienced if Raymond James Financial was unfortunately bought at previous high price.

Drawdowns

Returns for RJF

Cumulative Returns on RJF

12.1%


10-Year Cumulative Returns

17.7%


7-Year Cumulative Returns

7.5%


5-Year Cumulative Returns

23.4%


3-Year Cumulative Returns

What are the long-term rolling returns for RJF?

FIve years rolling returns for Raymond James Financial.

Annualized Returns

Which funds bought or sold RJF recently?

View All Details
Datesorted ascendingFund NameType% Chg$ Change$ Held% Portfolio
2023-03-10
MATHER GROUP, LLC.
new
-
203,372
203,372
-%
2023-03-10
VICTORY CAPITAL MANAGEMENT INC
added
2.07
1,559,850
16,614,900
0.02%
2023-03-06
Rockefeller Capital Management L.P.
reduced
-11.31
-10,000
214,000
-%
2023-02-28
Voya Investment Management LLC
reduced
-0.28
574,996
7,924,000
0.01%
2023-02-24
National Pension Service
reduced
-2.46
1,778,050
31,176,100
0.06%
2023-02-24
NATIXIS
sold off
-100
-2,150,000
-
-%
2023-02-24
Palmer Knight Co
reduced
-0.19
453,996
6,191,000
5.53%
2023-02-22
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY
unchanged
-
142,000
1,905,000
0.02%
2023-02-22
CVA Family Office, LLC
added
6.12
7,858
64,858
0.02%
2023-02-22
BARNES PETTEY FINANCIAL ADVISORS, LLC
reduced
-0.91
193,330
2,908,330
3.00%

1–10 of 47

Latest Funds Activity

Are funds buying RJF calls or puts?
Calls
Puts
Are funds bullish or bearish(Calls - Puts)?
Net Call Options
No. of funds that own RJF
No. of Funds

Raymond James Financial News

Marketscreener.com

Raymond James Financial : reports February 2023 operating data.

Marketscreener.com,
13 hours ago

InvestorsObserver

ReGen III Engages Raymond James.

InvestorsObserver,
10 days ago

Nasdaq

Schedule 13G FIlings of Raymond James Financial

Date FiledName of FilerPercent of ClassNo. of SharesForm Type
Feb 13, 2023
james thomas a
9.0%
19,330,783
SC 13G/A
Feb 09, 2023
primecap management co/ca/
6.07%
13,059,887
SC 13G
Feb 09, 2023
vanguard group inc
10.81%
23,255,887
SC 13G/A
Feb 03, 2023
blackrock inc.
7.9%
16,897,222
SC 13G/A
Feb 11, 2022
james thomas a
9.6%
19,994,343
SC 13G/A
Feb 10, 2022
vanguard group inc
8.90%
21,279,539
SC 13G/A
Feb 10, 2022
vanguard group inc
10.29%
21,356,497
SC 13G/A
Feb 01, 2022
blackrock inc.
8.9%
18,305,137
SC 13G/A
Mar 10, 2021
vanguard group inc
10.16%
13,984,800
SC 13G/A
Feb 12, 2021
james thomas a
10.0%
13,790,882
SC 13G/A

RJF Fair Value

Raymond James Financial fair value in different scenarios

The table shows the Fair Value estimates for Raymond James Financial for various scenarios. Disclaimer: These are just estimations from a model. None of the models are good at predicting the future. Please dont buy or sell stocks based on these outputs.
Fair ValueVery PessimisticPessimisticBase CaseOptimisticVery Optimistic
Very Low Inflation

110.00

22.96%

141.64

58.33%

206.55

130.89%

266.21

197.57%

311.46

248.16%
Current Inflation

100.40

12.23%

127.35

42.35%

181.89

103.32%

231.47

158.74%

268.94

200.63%
Very High Inflation

88.59

-0.97%

110.12

23.09%

152.94

70.96%

191.29

113.83%

220.17

146.11%

Historical Raymond James Financial Fair Value Estimates


Very Pessimistic Case
Pessimistic Case
Fair Value
Optimistic Case
Very Optimistic Case
Closing Stock Price

Recent SEC filings of Raymond James Financial

View All Filings
Date Filed Form Type Document
Mar 09, 2023
S-8
Employee Benefits Plan
Mar 03, 2023
8-K
Current Report
Mar 01, 2023
8-K
Current Report
Feb 27, 2023
4
Insider Trading
Feb 27, 2023
4
Insider Trading
Feb 27, 2023
4
Insider Trading
Feb 27, 2023
4
Insider Trading
Feb 27, 2023
4
Insider Trading
Feb 27, 2023
4
Insider Trading
Feb 27, 2023
4
Insider Trading

Latest Insider Trading transactions for RJF

Filter Transactions
Datesorted ascendingNameBuy/Sell$ ValueAvg. Price# SharesTitle
2023-02-23
STORY SUSAN N
acquired
-
-
1,683
-
2023-02-23
Gates Anne
acquired
-
-
1,683
-
2023-02-23
Johnson Gordon L
acquired
-
-
2,174
-
2023-02-23
Seshadri Raj
acquired
-
-
1,683
-
2023-02-23
Edwards Jeffrey N
acquired
-
-
1,683
-
2023-02-23
Esty Benjamin
acquired
-
-
1,683
-
2023-02-23
DUTKOWSKY ROBERT M
acquired
-
-
1,683
-
2023-02-23
MCGEARY RODERICK C
acquired
-
-
1,683
-
2023-02-23
DEBEL MARLENE
acquired
-
-
1,683
-
2023-02-06
Perry Jodi
sold
-712,319
112
-6,343
president, icd for rjfs

1–10 of 50

Paul C. Reilly
20000
Raymond James Financial, Inc., a diversified financial services company, provides private client group, capital markets, asset management, banking, and other services to individuals, corporations, and municipalities in the United States, Canada, and Europe. The Private Client Group segment offers investment services, portfolio management services, insurance and annuity products, and mutual funds; support to third-party product partners, including sales and marketing support, as well as distribution and accounting, and administrative services; margin loans; and securities borrowing and lending services. The Capital Markets segment provides investment banking services, including equity underwriting, debt underwriting, and merger and acquisition advisory services; and fixed income and equity brokerage services. The Asset Management segment offers asset management, portfolio management, and related administrative services to retail and institutional clients; and administrative support services, such as record-keeping. The Raymond James Bank segment provides insured deposit accounts; commercial and industrial, commercial real estate (CRE) and CRE construction, tax-exempt, residential, securities-based, and other loans; and loan syndication services. The Other segment engages in the private equity investments, including various direct and third-party private equity investments; and legacy private equity funds. The company was founded in 1962 and is headquartered in St. Petersburg, Florida.

RJF Income Statement

2022-09-30
CONSOLIDATED STATEMENTS OF INCOME AND COMPREHENSIVE INCOME - USD ($)
shares in Millions, $ in Millions
12 Months Ended
Sep. 30, 2022
Sep. 30, 2021
Sep. 30, 2020
Revenues:   
Principal transactions$ 527$ 561$ 488
Interest income1,5088231,000
Total revenues11,3089,9108,168
Interest expense(305)(150)(178)
Net revenues11,0039,7607,990
Non-interest expenses:   
Compensation, commissions and benefits7,3296,5845,465
Non-compensation expenses:   
Communications and information processing506429393
Occupancy and equipment252232225
Business development186111134
Investment sub-advisory fees152130101
Professional fees13112291
Bank loan provision/(benefit) for credit losses100(32)233
Losses on extinguishment of debt0980
Reduction in workforce expenses0046
Other325295250
Total non-compensation expenses1,6521,3851,473
Total non-interest expenses8,9817,9696,938
Pre-tax income2,0221,7911,052
Provision for income taxes513388234
Net income1,5091,403818
Preferred stock dividends400
Net income available to common shareholders, basic1,5051,403818
Net income available to common shareholders, diluted$ 1,505$ 1,403$ 818
Earnings per common share – basic (in usd per share)$ 7.16$ 6.81$ 3.96
Earnings per common share – diluted (in usd per share)$ 6.98$ 6.63$ 3.88
Weighted-average common shares outstanding - basic (in shares)209.9205.7206.4
Weighted-average common and common equivalents shares outstanding - diluted (in shares)215.3211.2210.3
Net income$ 1,509$ 1,403$ 818
Other comprehensive income/(loss), net of tax:   
Available-for-sale securities(897)(94)68
Currency translations, net of the impact of net investment hedges(114)160
Cash flow hedges7026(34)
Total other comprehensive income/(loss), net of tax(941)(52)34
Total comprehensive income5681,351852
Asset management and related administrative fees   
Revenues:   
Revenue from contract with customer5,5634,8683,834
Total brokerage revenues   
Revenues:   
Total brokerage revenues2,1162,2121,956
Securities commissions   
Revenues:   
Revenue from contract with customer1,5891,6511,468
Account and service fees   
Revenues:   
Revenue from contract with customer833635624
Investment banking   
Revenues:   
Revenue from contract with customer1,1001,143650
Other   
Revenues:   
Revenue from contract with customer$ 188$ 229$ 104