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Raymond James Financial Inc Stock Research

RJF

96.19USD-1.90(-1.94%)Market Closed
Watchlist

Market Summary

USD96.19-1.90
Market Closed
-1.94%

RJF Stock Price

RJF RSI Chart

RJF Valuation

Market Cap

20.1B

Price/Earnings (Trailing)

11.5

Price/Sales (Trailing)

1.61

Price/Free Cashflow

-2.33

RJF Price/Sales (Trailing)

RJF Profitability

Return on Equity

16.77%

Return on Assets

2.12%

Free Cashflow Yield

-42.84%

RJF Fundamentals

RJF Revenue

Revenue (TTM)

12.5B

Revenue Y/Y

18.54%

Revenue Q/Q

4.31%

RJF Earnings

Earnings (TTM)

1.7B

Earnings Y/Y

22.59%

Earnings Q/Q

-13.58%

Price Action

52 Week Range

82.00126.00
(Low)(High)

Last 7 days

-3.6%

Last 30 days

-9.6%

Last 90 days

-6.7%

Trailing 12 Months

-5.2%

RJF Financial Health

RJF Investor Care

Dividend Yield

1.42%

Dividend/Share (TTM)

1.36

Buy Backs (1Y)

1.04%

Diluted EPS (TTM)

7.93

Historical Charts for Stock Metrics

Get all data in R, Python etc through our Historical Stock Data APIs
Net sales

Latest Insider Trading transactions for RJF

Filter Transactions
Datesorted ascendingNameBuy/Sell$ ValueAvg. Price# SharesTitle
2023-09-30
Coulter James Robert Edward
acquired
-
-
3,203
director & ceo, rj ltd.
2023-08-01
Santelli Jonathan N
gifted
-
-
-500
evp, gen counsel, secy
2023-07-31
Carter Horace
sold
-409,527
109
-3,753
president, fixed income
2023-06-12
Carter Horace
gifted
-
-
-105
president, fixed income
2023-06-07
Dowdle Jeffrey A
sold
-508,884
96.3613
-5,281
coo & head of asset mgmt.
2023-02-23
Seshadri Raj
acquired
-
-
1,683
-
2023-02-23
MCGEARY RODERICK C
acquired
-
-
1,683
-
2023-02-23
STORY SUSAN N
acquired
-
-
1,683
-
2023-02-23
DEBEL MARLENE
acquired
-
-
1,683
-
2023-02-23
DUTKOWSKY ROBERT M
acquired
-
-
1,683
-

1–10 of 50

Which funds bought or sold RJF recently?

View All Details
Datesorted ascendingFund NameType% Chg$ Change$ Held% Portfolio
2023-09-26
BROOKFIELD Corp /ON/
sold off
-100
-9,519,700
-
-%
2023-09-21
Jefferies Group LLC
added
1,685
11,490,200
12,103,600
0.10%
2023-09-20
BARCLAYS PLC
added
31.69
16,108,000
50,745,000
0.03%
2023-09-12
Farther Finance Advisors, LLC
added
3.19
6,491
50,328
0.01%
2023-09-05
Covenant Partners, LLC
unchanged
-
53,477
528,501
0.19%
2023-09-01
Portside Wealth Group, LLC
new
-
382,804
382,804
0.07%
2023-08-30
Western Wealth Management, LLC
added
16.13
229,473
1,015,100
0.09%
2023-08-28
DT Investment Partners, LLC
unchanged
-
14,186
78,724
0.01%
2023-08-24
Alberta Investment Management Corp
unchanged
-
39,900
394,326
-%
2023-08-23
Rehmann Capital Advisory Group
new
-
215,891
215,891
0.02%

1–10 of 49

Latest Funds Activity

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

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

Recent SEC filings of Raymond James Financial

View All Filings
Date Filed Form Type Document
Oct 02, 2023
4
Insider Trading
Sep 20, 2023
8-K
Current Report
Aug 25, 2023
8-K
Current Report
Aug 23, 2023
8-K
Current Report
Aug 04, 2023
10-Q
Quarterly Report
Aug 03, 2023
4
Insider Trading
Aug 02, 2023
4
Insider Trading
Aug 01, 2023
MA-I/A
MA-I/A
Jul 31, 2023
144
Notice of Insider Sale Intent
Jul 26, 2023
8-K
Current Report

Peers (Alternatives to Raymond James Financial)

View All Peers In Detail
NameMkt Capsorted ascendingRevenuePrice %, 1MReturns, 1YP/EP/SRev 1-YrInc 1-Yr
LARGE-CAP
101.3B
50.2B
-6.50% 3.74%
11.45
2.02
62.27% -45.33%
93.4B
17.4B
-11.43% 10.76%
18.01
5.38
-10.46% -11.12%
93.4B
20.8B
-15.21% -29.32%
13.56
4.5
9.06% 9.27%
20.1B
12.5B
-9.60% -5.16%
11.5
1.61
13.06% 16.34%
7.7B
733.0M
-14.27% -11.33%
30.61
10.52
5.41% 4.21%
MID-CAP
9.0B
4.8B
-6.10% 36.41%
3.72
1.88
226.24% 90.31%
7.5B
1.9B
-8.01% 13.13%
18.87
4
-8.00% -31.66%
6.3B
4.8B
-12.62% 8.26%
10.1
1.29
2.69% -21.37%
2.0B
60.6B
-0.01% 12.01%
8.14
0.03
-1.46% 48.12%
SMALL-CAP
2.1B
1.3B
-7.54% 30.20%
23.51
1.6
-26.95% -56.14%
1.6B
2.2B
-8.99% -19.44%
8.4
0.75
-14.47% -57.71%
1.1B
1.5B
0.39% 32.10%
14.3
0.71
-27.22% -74.14%
770.0M
23.7M
-4.28% -7.90%
42.1
32.56
51.04% 152.07%
403.7M
1.2B
-4.27% 19.58%
12.56
0.33
4.38% -66.00%
278.5M
298.1M
0.27% 147.14%
18.28
0.93
3.91% -16.38%

Raymond James Financial News

MarketWatch
Raymond James Financial Inc. stock falls Tuesday, underperforms market.
MarketWatch,
6 hours ago
InvestorsObserver

Returns for RJF

Cumulative Returns on RJF

14.9%


10-Year Cumulative Returns

15.2%


7-Year Cumulative Returns

10.2%


5-Year Cumulative Returns

25.6%


3-Year Cumulative Returns

Risks for RJF

What is the probability of a big loss on RJF?

65.8%


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

27.7%


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

Financials for Raymond James Financial

Income Statement (Last 12 Months)
(In Millions)
Income Statement (Last 12 Months)
(In Millions)
(*) denotes actual numbers (not divided by Millions)
Description(%) Q/Q2023Q22023Q12022Q42022Q32022Q22022Q12021Q42021Q32021Q22021Q12020Q42020Q32020Q22020Q12019Q42019Q32019Q22019Q12018Q42018Q32018Q2
Revenue4.3%12,47811,96311,51711,30811,03710,77010,4689,9109,3018,6668,3688,1688,1328,2568,0798,0237,9007,7917,7147,4767,247
EBITDA-----2,9942,8122,7832,5982,2672,0871,9541,9932,1902,4052,5192,485-----
EBITDA Margin-----0.27*0.26*0.27*0.26*0.24*0.24*0.23*0.24*0.27*0.29*0.31*0.31*-----
Interest Expenses43.2%1,081755509305170150149150157159165178198229261283284265235202182
Earnings Before Taxes-----------------1,3491,3271,3241,3051,243
EBT Margin-----0.18*0.18*0.19*0.18*0.16*0.15*0.13*0.13*0.14*0.16*0.17*0.17*-----
Net Income4.1%1,7441,6761,5721,5091,4991,5051,5371,4031,1831,0488628188749611,0531,0341,0321,005987857787
Net Income Margin-100.0%-0.14*0.14*0.13*0.77*0.14*0.15*0.14*0.13*0.12*0.10*0.10*0.11*0.12*0.13*------
Free Cashflow100.0%--2,636-876-19.009,0074,6652,3496,5513,3971,7125,3163,9303,2003,350751------
Balance Sheet
(In Millions)
Balance Sheet
(In Millions)
(*) denotes actual numbers (not divided by Millions)
Description(%) Q/Q2023Q22023Q12022Q42022Q32022Q22022Q12021Q42021Q32021Q22021Q12020Q42020Q32020Q22020Q12019Q42019Q32019Q22019Q12018Q42018Q32018Q2
Assets-2.0%77,63379,18077,04780,95186,11173,10168,46161,89157,16156,06653,65747,48244,68249,80940,15438,83038,67738,17638,54437,41336,364
    Cash Equivalents-3.3%8,3758,6636,1776,1785,9585,7158,21616,4495,9825,8515,3775,3905,63210,6484,1095,9713,5963,8314,3225,9413,180
  Net PPE---------552543534535537543536527518498490486472
Liabilities-2.2%67,71169,21167,21771,51976,61964,49259,80953,58849,24348,42946,21940,30637,66742,97533,25132,18732,11331,74132,31930,96130,114
Shareholder's Equity-0.5%9,9499,9959,8569,4589,4928,6098,6528,2457,9187,6377,4387,1767,0156,8346,9036,6436,5646,4356,2256,4526,250
  Retained Earnings2.9%9,8709,5909,2548,8438,4788,2568,0037,6337,2577,0046,7026,4846,3266,2056,0865,8745,6595,4485,2365,0324,815
  Additional Paid-In Capital2.1%3,0993,0352,9752,9872,9482,0932,0552,0882,0602,0281,9962,0071,9841,9531,9221,9381,9151,9171,8711,8081,781
Shares Outstanding-1.5%208212215215211208206206206207205205206208207207211211216218218
Minority Interest-3.8%-27.00-26.00-26.00-26.00-23.007.0052.0058.0055.0045.0075.0062.0050.0036.0061.0062.0062.0069.0082.0084.0093.00
Cashflow (Last 12 Months)
(In Millions)
Cashflow (Last 12 Months)
(In Millions)
(*) denotes actual numbers (not divided by Millions)
Description(%) Q/Q2023Q22023Q12022Q42022Q32022Q22022Q12021Q42021Q32021Q22021Q12020Q42020Q32020Q22020Q12019Q42019Q32019Q22019Q12018Q42018Q32018Q2
Cashflow From Operations-235.4%-8,446-2,518-77772.009,0724,7412,4396,6473,5631,8665,4484,0733,3333,500898577559298687884-1,229
  Share Based Compensation6.3%23522120819217816715413212612012012012112111811211210898.0099.00108
Cashflow From Investing61.2%-1,964-5,067-6,262-7,151-7,102-5,106-5,572-5,140-5,122-5,332-5,606-4,985-3,531-3,077-1,866-1,897-2,364-2,571-2,935-3,476-3,202
Cashflow From Financing-62.8%2,3706,3764,6035,8796,7025,0085,8385,2324,444-1,1284,8114,5743,1218,2255011,3731,8882,2071,9661,4202,805
  Dividend Payments9.5%355324295-255240223218214211209205202199195191187175166151139
  Buy Backs30.2%1,144879397-14088.0014412819814928827238447931777865456052262.0026.00

RJF Income Statement

2023-06-30
CONDENSED CONSOLIDATED STATEMENTS OF INCOME AND COMPREHENSIVE INCOME (Unaudited) - USD ($)
shares in Millions, $ in Millions
3 Months Ended9 Months Ended
Jun. 30, 2023
Jun. 30, 2022
Jun. 30, 2023
Jun. 30, 2022
Revenues:    
Principal transactions$ 105$ 128$ 364$ 403
Interest income9873742,729841
Total revenues3,2932,7789,4778,307
Interest expense(386)(60)(911)(135)
Net revenues2,9072,7188,5668,172
Non-interest expenses:    
Compensation, commissions and benefits1,8511,8345,4075,570
Non-compensation expenses:    
Communications and information processing149129441368
Occupancy and equipment6865202186
Business development6658176127
Investment sub-advisory fees4038110116
Professional fees353810593
Bank loan provision for credit losses54569666
Other15885334240
Total non-compensation expenses5704691,4641,196
Total non-interest expenses2,4212,3036,8716,766
Pre-tax income4864151,6951,406
Provision for income taxes117114390336
Net income3693011,3051,070
Preferred stock dividends0242
Net income available to common shareholders, basic3692991,3011,068
Net income available to common shareholders, diluted$ 369$ 299$ 1,301$ 1,068
Earnings per common share – basic (in dollars per share)$ 1.75$ 1.41$ 6.09$ 5.12
Earnings per common share – diluted (in dollars per share)$ 1.71$ 1.38$ 5.95$ 4.99
Weighted-average common shares outstanding – basic (in shares)210.1210.7213.0208.1
Weighted-average common and common equivalent shares outstanding – diluted (in shares)214.8215.7218.0213.5
Net income$ 369$ 301$ 1,305$ 1,070
Other comprehensive (loss) income, net of tax:    
Available-for-sale securities(76)(157)68(532)
Currency translations, net of the impact of net investment hedges20(40)73(51)
Cash flow hedges1210(1)48
Total other comprehensive income/(loss), net of tax(44)(187)140(535)
Total comprehensive income3251141,445535
Asset management and related administrative fees    
Revenues:    
Revenue from contract with customer1,3731,4273,9174,273
Total brokerage revenues    
Revenues:    
Total brokerage revenues4615131,4411,635
Securities commissions    
Revenues:    
Revenue from contract with customer3563851,0771,232
Account and service fees    
Revenues:    
Revenue from contract with customer264211811567
Investment banking    
Revenues:    
Revenue from contract with customer151223446883
Other    
Revenues:    
Revenue from contract with customer$ 57$ 30$ 133$ 108
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.