Raymond James Financial, Inc. (RJF) Stock: Price, Forecast & Analyst Target
Raymond James Financial, Inc. (RJF) — MoonshotScore 71/100 (Strong band), calculated Oct 26, 2026. Price $158.07 (+0.23%), as of the Oct 26, 2026 trading session; market cap $30.4B. Expected results Oct 28, 2026.
Educational signal · not a buy or sell recommendation · How to read this
Market value / cash and short-term investments: 1.54× (market value Oct 26, 2026; cash Jun 30, 2026) · expected results Oct 28, 2026
Raymond James Financial, Inc. · RJF · NYSE · Financial Services · Asset Management
Research dated 2026-09-12: Raymond James is an advisor-led financial-services group whose largest business sits in Private Client Group, alongside banking, capital markets and asset management. The case depends on whether that broad platform can keep lifting revenue and profit without balance-sheet or cash-flow volatility eroding the benefit of its scale.
Price as of Oct 26, 2026
Key Statistics
MoonshotScore v2 · Raymond James Financial (RJF)
StrongWhy this rating? Method, drivers & history
Bands for the MoonshotScore: Exceptional 80-100 · Strong 65-79 · Fair 45-64 · Weak below 45.
- Business Quality — Is this a genuinely good business?
- Financial Safety — Could this blow up on me?
- Valuation — Am I paying a fair price?
- Growth Durability — Is the growth real and likely to last?
- Momentum — Is the market already moving on this?
High quality and elite growth, though the balance sheet is only middling. Business Quality: Elite; Financial Safety: Okay; Valuation: Fair; Growth Durability: Compounding; Momentum: Slipping.
- quarterly revenue $4.36B (Q3 FY2026, quarter ended Jun 30, 2026)
- EPS beat 6 of 8
- expected results Oct 28, 2026
Holding back: weak price trend
Helping: business quality, durable growth
What has the MoonshotScore done over time?
| Recorded | Score | Band |
|---|---|---|
| 71 | Strong | |
| 72 | Strong | |
| 72 | Strong | |
| 70 | Strong | |
| 71 | Strong | |
| 73 | Strong |
The score was 71 in the stored Oct 24, 2026 snapshot and remains 71 in the current publication computed Oct 26, 2026 (0). This current publication is not yet represented in the immutable snapshot archive.
Calculation uses the most recent completed US trading session. Live price changes do not update the score immediately.
Computed · Educational signal · not a buy or sell recommendation · How the MoonshotScore is computed →
Price & valuation
| Measure | Value | As of |
|---|---|---|
| Latest provided price | $158.07 | |
| Change on the day | +0.23% | |
| 52-week range | $138.82–$182.73 | |
| Market capitalisation | $30.4B | |
| Price / earnings (trailing) | 13.49 | |
| Shares traded on the day | 1.17M | |
| Beta (volatility vs the S&P 500) | 0.95 | |
| Dividends per share (last 12 months) | $2.16 | |
| Dividend yield (last 12 months) | 1.37% |
Price & events
Triangles mark reported quarters on the line: pointing up is above the recorded estimate, down is below, a diamond means no estimate on file. Numbers key to the dated list. Point at or tab to any week for its close.
Events behind the price
- · Earnings results · above the recorded estimate
- · Earnings results · above the recorded estimate
- · Earnings results · above the recorded estimate
Results dates follow the earnings feed; call dates follow the transcript provider. Nearby dates do not establish that an event caused a price move.
Upcoming events
The provider's estimated date can change.
What to watch nextOther perspectives
Council score for Raymond James Financial (RJF): perspectives
Council is a separate blend of available disciplines; MoonshotScore above remains the five-pillar research rating.
5-Factor Breakdown
Legends Council
3 lenses, 0 current
AI simulations built from the named investors' published principles. Not affiliated with, endorsed by, or the opinion of these individuals. How these lenses are built
Read on: Oct 17, 2026 · older than the 27 hours refresh window; not a current reading
Munger's Mindset
Balance Sheet & Valuation · historical
Read on: Sep 10, 2026 · older than the 27 hours refresh window; not a current reading
How to read these bars and different assessments
Council is a separate blend of available disciplines; MoonshotScore above remains the five-pillar research rating.
Bars show each model's ordered assessment on its own scale, not a probability or a comparable investment return. The adjacent words give the assessment; more filled segments indicate a stronger model reading.
On Sep 10, 2026, the Munger lens read the price at that time as fairly valued against its own estimate of value.
Readings on this page are from Oct 26, 2026, except a card that shows its own read date.
Watch the RJF film — every key number, told as a short cinematic story
~2 min · open the film
What is Raymond James Financial (RJF), and what does it report?
Short answer · as of
Raymond James sells investment advice, brokerage, portfolio management, banking, lending and capital-markets services to individuals, businesses, institutions and governmental entities.
Research dated 2026-09-12.
Raymond James sells investment advice, brokerage, portfolio management, banking, lending and capital-markets services to individuals, businesses, institutions and governmental entities. Private Client Group is the largest reported revenue source, while RJ Bank contributes more revenue than either Capital Markets or Asset Management.
That mix makes Raymond James more than an asset manager. Its reported results combine fee-oriented wealth and asset management with transaction-sensitive investment banking and brokerage, plus spread and credit exposure from deposits and loans.
What do the latest results show for Raymond James Financial (RJF)?
Short answer · as of
The most recent reported quarter, Q3 FY2026, carried revenue of $4.36B.
Research dated 2026-09-12.
The latest quarterly figures extended a sequential rise in revenue and operating profit. Net income and diluted earnings also improved from the preceding period, while the latest reported earnings and revenue both came in above estimates.
The longer record is constructive but not perfectly smooth: annual revenue and net income advanced throughout the reported series, yet quarterly earnings and operating cash flow have fluctuated. Recent earnings performance therefore shows renewed momentum, while the cash-flow series argues against treating each quarter's accounting profit as equally cash generative.
Where is operating spending going?
Revenue alongside research and development, selling, general and administrative expenses, and the FMP standardized operating result.
- Latest quarter · revenue
- $4.36B Jun 30, 2026
- Latest quarter · SG&A
- $2.14B Jun 30, 2026
- Latest quarter · FMP standardized operating result
- $750.00M Jun 30, 2026
| Period end | Revenue | R&D | SG&A | FMP standardized operating result |
|---|---|---|---|---|
| Jun 30, 2026 | $4.36B | Not available | $2.14B | $750.00M |
| Mar 31, 2026 | $4.26B | Not available | $3.12B | $735.00M |
| Dec 31, 2025 | $4.18B | Not available | $3.01B | $728.00M |
| Sep 30, 2025 | $4.13B | Not available | $2.39B | $731.00M |
USD. The operating result is the FMP-standardized value supplied by FMP; it may differ from a filing’s GAAP loss from operations when the provider classifies separately presented items differently. It is not net income or cash flow.
Did results meet expectations?
Reported earnings and revenue alongside the estimates recorded by the provider.
- Latest report · revenue
- $3.93B Jul 22, 2026
- Latest report · revenue estimate
- $3.87B Jul 22, 2026
- Latest report · revenue vs estimate
- Above estimate Jul 22, 2026
- Latest report · EPS vs estimate
- Above estimate Jul 22, 2026
| Report date | Revenue · reported | Revenue · estimate | EPS · reported | EPS · estimate |
|---|---|---|---|---|
| Jul 22, 2026 | $3.93B | $3.87B | $3.1400 | $2.9300 |
| Apr 22, 2026 | $3.86B | $3.85B | $2.8300 | $2.7600 |
| Jan 28, 2026 | $3.73B | $3.81B | $2.8600 | $2.8300 |
| Oct 22, 2025 | $4.13B | $3.64B | $3.1100 | $2.8300 |
Dates are report dates, not fiscal period ends. Revenue is in USD; EPS is USD per share, rounded to four decimals. The earnings feed does not establish a basic, diluted or adjusted basis. Earnings-feed EPS may differ from statement EPS; the two series are not combined.
Quarterly income statement — 4 quarters
| Period | Revenue | Net income | EPS |
|---|---|---|---|
| Q3 FY2026 | $4.36B | $595M | $3.01 (diluted) |
| Q2 FY2026 | $4.26B | $544M | $2.72 (diluted) |
| Q1 FY2026 | $4.18B | $563M | $2.79 (diluted) |
| Q4 FY2025 | $4.13B | $604M | $2.96 (diluted) |
What are the financial strengths and risks for Raymond James Financial (RJF)?
Short answer
Cash and short-term investments were $19.70B at the Jun 30, 2026 balance-sheet date. Operating cash flow was $584.00M for the quarter ended Jun 30, 2026, meaning operations generated cash. These figures do not establish a cash runway.
Research dated 2026-09-12.
Reported cash and investments substantially exceed debt, and cash plus short-term investments recently moved toward the high end of the displayed history. Operating cash flow has been positive in most reported periods, while capital spending has remained modest relative to those inflows.
The balance sheet still needs to be read as that of a financial company. Much of the investment balance is long term and unclassified, and total liabilities reflect a business that holds deposits and makes loans; those assets should not be treated as freely distributable corporate cash. A material deterioration in Private Client Group would be especially consequential because that segment supplies most reported revenue, while banking adds credit exposure to the earnings mix.
How much cash does the business generate or use?
Quarterly operating cash flow shows cash generated or used by operations.
- Latest quarter · operating cash flow
- $584.00M Jun 30, 2026
- Previous quarter · operating cash flow
- $1.10B Mar 31, 2026
| Period end | Operating cash flow | Capital expenditure (reported) |
|---|---|---|
| Jun 30, 2026 | $584.00M | −$62.00M |
| Mar 31, 2026 | $1.10B | −$45.00M |
| Dec 31, 2025 | −$10.00M | −$46.00M |
| Sep 30, 2025 | $796.00M | −$44.00M |
Operating cash-flow bars share one scale and show magnitude; negative values mean cash used.
USD. Negative operating cash flow means cash used. Capital expenditure keeps the provider’s reported sign; it is not added here to estimate free cash flow or runway.
What should you watch next at Raymond James Financial (RJF)?
Short answer · as of
The next earnings report is expected on Oct 28, 2026.
Research dated 2026-09-12.
The scheduled earnings release should clarify whether the recent sequential climb in revenue and operating profit is continuing and whether reported earnings can again clear expectations. Consensus projections anticipate further expansion beyond the current period, so the direction of estimate revisions will matter alongside the headline result.
Cash conversion deserves equal attention. Operating cash flow has swung sharply between periods even as accounting earnings remained positive, making another solid inflow and continued strength in cash plus short-term investments useful confirmations. Segment disclosure should also show whether Private Client Group remains the main engine or whether banking and capital markets are taking more of the load.
How does Raymond James Financial compare with its peers?
Short answer
Raymond James Financial's score ranks 7th of 13 in the bounded comparison shown, against 12 same-model peers. These are company scores, not expected investment returns. The set lists named competitors first, then companies in the same data-provider industry classification closest in market value; that classification is the provider's, not our judgment of business similarity.
Research dated 2026-09-12.
Raymond James differs from a fee-only asset manager by housing advisor distribution, securities brokerage, investment banking and a deposit-funded lending operation under the same corporate roof. Private Client Group dominates revenue, but RJ Bank is also a substantial contributor, with Capital Markets and Asset Management adding distinct sources of activity.
That structure broadens the ways Raymond James can earn, but it also widens the risk set. Fee and brokerage activity sit beside underwriting, advisory mandates, deposits, commercial and real-estate lending, mortgages and securities-based loans; comparison with similar firms therefore depends heavily on how much banking and capital-markets exposure each peer carries.
| Company | Price | Market value | Score |
|---|---|---|---|
| $102.34 Oct 26, 2026 | $34.7B | 97 5-pillar Oct 26, 2026 | |
| $103.34 Oct 26, 2026 | $12.4B | 88 5-pillar Oct 26, 2026 | |
| $18.61 Oct 26, 2026 | $13.4B | 85 5-pillar Oct 26, 2026 | |
| $103.49 Oct 26, 2026 | $22.2B | 77 5-pillar Oct 26, 2026 | |
| $47.04 Oct 26, 2026 | $75.1B | 75 5-pillar Oct 26, 2026 | |
| $493.60 Oct 26, 2026 | $43.6B | 73 5-pillar Oct 26, 2026 | |
| Raymond James Financial (RJF) — this page | $158.07 | $30.4B | 71 |
| $79.49 Oct 26, 2026 | $44.3B | 70 5-pillar Oct 26, 2026 | |
| $34.66 Oct 26, 2026 | $15.5B | 70 5-pillar Oct 26, 2026 | |
| $44.82 Oct 26, 2026 | $17.2B | 62 5-pillar Oct 26, 2026 | |
| $121.85 Oct 26, 2026 | $40.0B | 56 5-pillar Oct 26, 2026 | |
| $25.06 Oct 26, 2026 | $66.5B | 55 5-pillar Oct 26, 2026 | |
| $17.09 Oct 26, 2026 | $33.9B | 50 5-pillar Oct 26, 2026 |
Only 5-pillar scores are ranked together. Other models are not directly comparable. Price and score dates are shown separately; market-value dates are unavailable.
The records behind this page
Analyst targets & estimates
What analysts have on file
- Price target, low to high
- $166.00 – $197.00
- Consensus target
- $178.50
- Median target
- $175.50
Consensus record · Captured .
Measured against a quoted price of $158.07 (as of Oct 26, 2026).
Insider activity
Form 4 records via FMP · Of the newest 100 records, those within the last 180 days, newest dated Aug 28, 2026
- Transactions
- 6
- Identified insiders
- 5
- Purchases
- 0
- Sales
- 3
- Other transactions
- 3
Purchases and sales use the reported transaction category. Other transactions include awards, exercises, gifts, withholding and unclassified activity; an acquisition or disposition alone is not a purchase or sale. These records do not establish intent.
Who holds the shares?
Institutional ownership reported through 13F filings.
- Institutional ownership
- 78.8% Period end Jun 30, 2026
- Previous quarter · ownership
- 77.4% Prior to period end Jun 30, 2026
- Reporting holders
- 930 Period end Jun 30, 2026
- Previous quarter · holders
- 943 Prior to period end Jun 30, 2026
| Holders in provider snapshot | Shares |
|---|---|
| Blackrock, INC. | 14,343,870 |
| Vanguard Capital Management LLC | 11,237,644 |
| Wellington Management Group Llp | 9,446,121 |
| Primecap Management Co/Ca/ | 9,242,552 |
| Vanguard Portfolio Management LLC | 8,900,131 |
Quarterly filings lag the period end. Holder rows are names in the provider snapshot, not a verified ranking; individual filing dates are not supplied. Related managers may appear separately, so these positions are not summed. Holder snapshot as of Jun 30, 2026.
What has been published about Raymond James Financial (RJF)?
RJF Financial Services Stock FAQ
Research dated 2026-09-12; the full attribution is under Sources. The last 3 questions are answered from this page's own dated data, not from the research.
Why is Raymond James more than an asset manager?
Private Client Group, RJ Bank and Capital Markets collectively contribute far more reported revenue than the Asset Management segment. The company combines advice and portfolio services with brokerage, investment banking, deposits and lending.
What makes Raymond James Private Client Group so important?
Private Client Group is the company's largest reported revenue source. It brings together investment solutions, portfolio management, insurance and annuity products, mutual funds, margin lending and support for outside product partners.
Does RJ Bank make Raymond James a lender as well as a broker?
RJ Bank holds insured deposits and lends across commercial, real-estate, residential mortgage, tax-exempt and securities-backed categories. Raymond James therefore carries credit and funding exposure alongside its advisory and brokerage operations.
What does Raymond James Capital Markets actually do?
Capital Markets arranges equity and debt offerings, advises on mergers and acquisitions, and brokers fixed-income and equity securities. Its revenue represents a separate activity stream from advisor-led wealth management and bank lending.
What is the RJF stock price today?
The last price recorded on this page for Raymond James Financial, Inc. (RJF) is $158.07, as of the Oct 26, 2026 trading session (source: Financial Modeling Prep (FMP) · quote). It is a provider snapshot, not a live exchange feed, so check a brokerage quote before you trade.
What is the RJF price target?
The analyst consensus price target for Raymond James Financial, Inc. (RJF) is $178.50 (range $166.00 to $197.00, median $175.50), per FMP data captured Oct 26, 2026. Targets are analyst opinions and change often; they are not a Stock Expert AI forecast.
When are RJF's next earnings?
The next earnings date listed on this page for Raymond James Financial, Inc. (RJF) is Oct 28, 2026. Companies sometimes move report dates, so the company's own announcement is the final word on timing.
Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.
Research written by Codex (gpt-5.6-sol) on 2026-09-12. AI-authored analysis; source dates are shown with each answer. Editorial oversight is systemic, not page-by-page. Editorially accountable: Sedat ANAK, Founder and Editor-in-Chief.
Sources — records for every figure on this page (79 figures)
The 79 rows below are exactly the facts the evidence-backed sections of this page printed — the 10-second verdict, the MoonshotScore, price and market value, the five questions with their receipts, and the records behind this page. Known dates and sources are recorded on their own rows; an em dash or UNRECORDED tier preserves a stored observation without inventing either. The quarterly income statement is provider-standardized (FMP) under one row, and scale definitions — a 0-100 rating, the band ladder, the Piotroski 0–9 range — are fixed rather than measured. No number in those sections was generated by a model. The register does not cover quoted third-party headlines, the dated council readings, or the Frequently Asked Questions; each of those says where it came from where it stands.
"As of" is the date the value is true for where the source carries one — a quarter end, a filing date, a price close, the day the score was computed. A cached observation with no source date remains undated; the page publication date is not used as a substitute.
OFFICIAL — 1 fact from SEC filings and earnings calls
| Fact ID | Fact | Value as shown | As of | Tier | Source |
|---|---|---|---|---|---|
id.hq | SEC filing business address | ST Petersburg, FL | OFFICIAL | SEC EDGAR filer business address — The SEC filer business address. Our market-data provider separately lists "880 Carillon Parkway, Saint Petersburg, FL, 33716, US". |
FMP — 69 facts from Financial Modeling Prep endpoint families
| Fact ID | Fact | Value as shown | As of | Tier | Source |
|---|---|---|---|---|---|
px.last | Latest provided price | $158.07 | FMP | Financial Modeling Prep (FMP) · quote — Dated to the US trading session the price belongs to, derived from the quote record's timestamp (weekend and pre-open reads roll back to the previous weekday; exchange holidays are not modelled). The record does not establish an exchange execution time. Retrieved 2026-10-26T21:14:30.798Z. | |
px.change | Change on the day | +0.23% | FMP | Financial Modeling Prep (FMP) · quote | |
px.mcap | Market capitalisation | $30.4B | FMP | Financial Modeling Prep (FMP) · quote — Date unknown Market cap record date: 2026-10-26. FMP quote timestamp: 2026-10-26T20:00:03.000Z. Captured from FMP at 2026-10-26T21:14:29.795Z. No share-count basis is inferred; this page preserves the reported amount instead of recalculating it from shares. | |
px.change_abs | Change on the day, in dollars | +$0.37 | FMP | Financial Modeling Prep (FMP) · quote | |
fin.q_revenue | Revenue, Q3 FY2026 | $4.36B | FMP | Financial Modeling Prep (FMP) · income statement (quarterly) | |
px.range52 | 52-week range | $138.82–$182.73 | FMP | Financial Modeling Prep (FMP) quote | |
px.pe | Price / earnings (trailing) | 13.49 | FMP | Financial Modeling Prep (FMP) · quote | |
px.volume | Shares traded on the day | 1.17M | FMP | Financial Modeling Prep (FMP) · quote | |
px.beta | Beta | 0.95 | FMP | Financial Modeling Prep (FMP) company profile | |
id.ceo | Chief executive | Paul Marone Shoukry | FMP | Financial Modeling Prep (FMP) key executives (proxy-derived) — Titles and pay come from the company's proxy statement as our provider parsed it. | |
id.employees | Employees | 19,500 | FMP | Financial Modeling Prep (FMP) employee count, from the company's filing | |
fin.annual | Revenue and net result by fiscal year | 5 fiscal years, FY2021 through FY2025: FY2021 revenue $9.78B, net result $1.40B; FY2022 revenue $11.16B, net result $1.51B; FY2023 revenue $12.84B, net result $1.74B; FY2024 revenue $14.74B, net result $2.07B; FY2025 revenue $15.91B, net result $2.13B | FMP | Financial Modeling Prep (FMP), from the company's 10-K income statements | |
fin.rev_mix | Reported revenue segments | RJ Bank $3.38B · Capital Markets $1.87B · Private Client Group $10.28B · Asset Management Segment $1.19B | FMP | Financial Modeling Prep (FMP) revenue segmentation, from the company's 10-K | |
fin.gross_margin | Gross margin (trailing twelve months) | 83.5% | FMP | Financial Modeling Prep (FMP) key-metrics-ttm + ratios-ttm — A ratio our provider could not compute is absent rather than shown as zero. | |
fin.q_table.depth.2026-06-30.revenue_k | Revenue — period end 2026-06-30 | $4.36B | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2026-06-30.sga_k | SG&A — period end 2026-06-30 | $2.14B | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2026-06-30.operating_result_k | FMP standardized operating result — period end 2026-06-30 | $750.00M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2026-03-31.revenue_k | Revenue — period end 2026-03-31 | $4.26B | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2026-03-31.sga_k | SG&A — period end 2026-03-31 | $3.12B | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2026-03-31.operating_result_k | FMP standardized operating result — period end 2026-03-31 | $735.00M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2025-12-31.revenue_k | Revenue — period end 2025-12-31 | $4.18B | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2025-12-31.sga_k | SG&A — period end 2025-12-31 | $3.01B | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2025-12-31.operating_result_k | FMP standardized operating result — period end 2025-12-31 | $728.00M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2025-09-30.revenue_k | Revenue — period end 2025-09-30 | $4.13B | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2025-09-30.sga_k | SG&A — period end 2025-09-30 | $2.39B | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2025-09-30.operating_result_k | FMP standardized operating result — period end 2025-09-30 | $731.00M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
earn.history.depth.2026-07-22.revenue_actual | Revenue · reported — report date 2026-07-22 | $3.93B | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-07-22.revenue_estimated | Revenue · estimate — report date 2026-07-22 | $3.87B | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-07-22.eps_actual | EPS · reported — report date 2026-07-22 | $3.1400 | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-07-22.eps_estimated | EPS · estimate — report date 2026-07-22 | $2.9300 | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-04-22.revenue_actual | Revenue · reported — report date 2026-04-22 | $3.86B | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-04-22.revenue_estimated | Revenue · estimate — report date 2026-04-22 | $3.85B | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-04-22.eps_actual | EPS · reported — report date 2026-04-22 | $2.8300 | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-04-22.eps_estimated | EPS · estimate — report date 2026-04-22 | $2.7600 | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-01-28.revenue_actual | Revenue · reported — report date 2026-01-28 | $3.73B | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-01-28.revenue_estimated | Revenue · estimate — report date 2026-01-28 | $3.81B | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-01-28.eps_actual | EPS · reported — report date 2026-01-28 | $2.8600 | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-01-28.eps_estimated | EPS · estimate — report date 2026-01-28 | $2.8300 | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2025-10-22.revenue_actual | Revenue · reported — report date 2025-10-22 | $4.13B | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2025-10-22.revenue_estimated | Revenue · estimate — report date 2025-10-22 | $3.64B | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2025-10-22.eps_actual | EPS · reported — report date 2025-10-22 | $3.1100 | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2025-10-22.eps_estimated | EPS · estimate — report date 2025-10-22 | $2.8300 | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
fin.q_table | Quarterly income statement | 4 quarters through Q3 FY2026 | FMP | Financial Modeling Prep (FMP) · income statement (quarterly), as filed | |
fin.cash_investments | Cash and short-term investments | $19.70B | FMP | Financial Modeling Prep (FMP), from the company's balance sheet — Long-term investments are shown separately; their marketability is not established by the provider field. The cash and short-term investment balance does not establish unrestricted availability. Long-term investments are excluded and remain unclassified. Restrictions on cash and short-term investments require separate review. | |
fin.opcf_latest | Latest-quarter operating cash flow | $584.00M | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Period end: 2026-06-30. Negative operating cash flow means cash used. This figure is not a cash-runway estimate. | |
fin.long_term_investments | Long-term investments (classification unverified) | $57.00B | FMP | Financial Modeling Prep (FMP), from the company's balance sheet — Long-term investments are shown separately; their marketability is not established by the provider field. The cash and short-term investment balance does not establish unrestricted availability. | |
fin.total_debt | Total debt | $5.30B | FMP | Financial Modeling Prep (FMP), from the company's balance sheet — Long-term investments are shown separately; their marketability is not established by the provider field. The cash and short-term investment balance does not establish unrestricted availability. | |
fin.price_to_book | Price to book value | 2.41× | FMP | Financial Modeling Prep (FMP) key-metrics-ttm + ratios-ttm — A ratio our provider could not compute is absent rather than shown as zero. | |
fin.opcf.depth.2026-06-30.operating_cash_flow_m | Operating cash flow — period end 2026-06-30 | $584.00M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note |
fin.opcf.depth.2026-03-31.operating_cash_flow_m | Operating cash flow — period end 2026-03-31 | $1.10B | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note |
fin.opcf.depth.2026-06-30.capex_m | Capital expenditure (reported) — period end 2026-06-30 | −$62.00M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note |
fin.opcf.depth.2026-03-31.capex_m | Capital expenditure (reported) — period end 2026-03-31 | −$45.00M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note |
fin.opcf.depth.2025-12-31.operating_cash_flow_m | Operating cash flow — period end 2025-12-31 | −$10.00M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note |
fin.opcf.depth.2025-12-31.capex_m | Capital expenditure (reported) — period end 2025-12-31 | −$46.00M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note |
fin.opcf.depth.2025-09-30.operating_cash_flow_m | Operating cash flow — period end 2025-09-30 | $796.00M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note |
fin.opcf.depth.2025-09-30.capex_m | Capital expenditure (reported) — period end 2025-09-30 | −$44.00M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note |
earn.pt_range | Analyst price target, low to high | $166.00 – $197.00 | FMP | Financial Modeling Prep (FMP) · price-target consensus — Captured Oct 26, 2026 · Coverage not supplied | |
earn.pt_consensus | Consensus analyst price target | $178.50 | FMP | Financial Modeling Prep (FMP) · price-target consensus — Captured Oct 26, 2026 · Coverage not supplied | |
earn.pt_median | Median analyst price target | $175.50 | FMP | Financial Modeling Prep (FMP) · price-target consensus — Captured Oct 26, 2026 · Coverage not supplied | |
own.insiders | Insider transactions via FMP | 6 transactions · 0 purchases, 3 sales, 3 other transactions · 5 identified insiders · of the newest 100 records, those within the last 180 days, newest dated Aug 28, 2026 | FMP | Financial Modeling Prep (FMP), carrying Form 4 transaction records — Purchases and sales use the reported transaction category. Other transactions include awards, exercises, gifts, withholding and unclassified activity; an acquisition or disposition alone is not a purchase or sale. These records do not establish intent. | |
own.institutions.depth.ownership_pct | Institutional ownership | 78.8% | FMP | Financial Modeling Prep (FMP) institutional ownership summary, from 13F filings — 13F filings are quarterly and lag the quarter end by up to 45 days. Period end Jun 30, 2026 | |
own.institutions.depth.ownership_pct_previous_quarter | Previous quarter · ownership | 77.4% | FMP | Financial Modeling Prep (FMP) institutional ownership summary, from 13F filings — 13F filings are quarterly and lag the quarter end by up to 45 days. Prior to period end Jun 30, 2026 | |
own.institutions.depth.holders | Reporting holders | 930 | FMP | Financial Modeling Prep (FMP) institutional ownership summary, from 13F filings — 13F filings are quarterly and lag the quarter end by up to 45 days. Period end Jun 30, 2026 | |
own.institutions.depth.holders_previous_quarter | Previous quarter · holders | 943 | FMP | Financial Modeling Prep (FMP) institutional ownership summary, from 13F filings — 13F filings are quarterly and lag the quarter end by up to 45 days. Prior to period end Jun 30, 2026 | |
own.top_holders.depth.holder_0.shares | Blackrock, INC. — shares in provider snapshot | 14,343,870 | FMP | Financial Modeling Prep (FMP) institutional holders, from 13F filings — Provider snapshot as of 2026-06-30; individual filing date not supplied. | |
own.top_holders.depth.holder_1.shares | Vanguard Capital Management LLC — shares in provider snapshot | 11,237,644 | FMP | Financial Modeling Prep (FMP) institutional holders, from 13F filings — Provider snapshot as of 2026-06-30; individual filing date not supplied. | |
own.top_holders.depth.holder_2.shares | Wellington Management Group Llp — shares in provider snapshot | 9,446,121 | FMP | Financial Modeling Prep (FMP) institutional holders, from 13F filings — Provider snapshot as of 2026-06-30; individual filing date not supplied. | |
own.top_holders.depth.holder_3.shares | Primecap Management Co/Ca/ — shares in provider snapshot | 9,242,552 | FMP | Financial Modeling Prep (FMP) institutional holders, from 13F filings — Provider snapshot as of 2026-06-30; individual filing date not supplied. | |
own.top_holders.depth.holder_4.shares | Vanguard Portfolio Management LLC — shares in provider snapshot | 8,900,131 | FMP | Financial Modeling Prep (FMP) institutional holders, from 13F filings — Provider snapshot as of 2026-06-30; individual filing date not supplied. |
UNRECORDED — 2 facts from stored observations whose source was not recorded
| Fact ID | Fact | Value as shown | As of | Tier | Source |
|---|---|---|---|---|---|
earn.next | Next earnings date | Oct 28, 2026 | UNRECORDED | Stored earnings-calendar observation — Captured 2026-09-04 | |
earn.history | Reported versus estimated, recent quarters | EPS beat 6 of 8 | UNRECORDED | Stored earnings-history observation — Captured 2026-10-22 · Expired observation |
COMPUTED — 5 facts from our arithmetic, formula restated
| Fact ID | Fact | Value as shown | As of | Tier | Source |
|---|---|---|---|---|---|
fin.mcap_to_cash | Market value per dollar of cash and short-term investments | 1.54× | — | COMPUTED | Computed on this page from the figures above — The market capitalisation printed on this page divided by cash and short-term investments of $19.70B at Jun 30, 2026. Long-term investments are excluded and remain unclassified. Restrictions on cash and short-term investments require separate review. Market cap record date: 2026-10-26. Balance-sheet reference date: 2026-06-30. The inputs do not establish a single common source date for this ratio. |
div.ttm_per_share | Dividends per share, last 12 months (split-adjusted) | $2.16 | COMPUTED | Financial Modeling Prep (FMP) split-adjusted dividend history — Sum of 4 split-adjusted declared dividends with an ex-date in the 365 days to 2026-10-26, per current share. Ex-dates are not payment dates; special dividends are included. Not a declared annual rate. | |
div.ttm_yield | Dividend yield, last 12 months | 1.37% | COMPUTED | Financial Modeling Prep (FMP) split-adjusted dividend history and quote — Split-adjusted dividends with ex-dates in the trailing 365-day window divided by the packet price, on the same current-share basis. Price date follows the quote, latest price bar or packet-build day when unstamped. Not a forecast or declared annual rate. | |
earn.history.depth.2026-07-22.revenue_actual.comparison | Latest report · revenue vs estimate | Above estimate | Report date · | COMPUTED | Computed from Financial Modeling Prep (FMP) earnings — Earnings-history note — Method: compare reported revenue ($3.93B) with the recorded estimate ($3.87B) at displayed precision. Equal displayed values are in line. This compares reported results with recorded estimates, not investment returns. |
earn.history.depth.2026-07-22.eps_actual.comparison | Latest report · EPS vs estimate | Above estimate | Report date · | COMPUTED | Computed from Financial Modeling Prep (FMP) earnings — Earnings-history note — Method: compare reported EPS ($3.1400) with the recorded estimate ($2.9300) at displayed precision. Equal displayed values are in line. This compares reported results with recorded estimates, not investment returns. |
OURS — 2 facts from Stock Expert AI's own score and rank
| Fact ID | Fact | Value as shown | As of | Tier | Source |
|---|---|---|---|---|---|
ours.moonshot | MoonshotScore v2 | 71 of 100 · Strong · pillars 87 / 41 / 61 / 91 / 31 | OURS | Stock Expert AI MoonshotScore v2 engine | |
ours.moonshot_change | MoonshotScore movement | 71 (stored snapshot Oct 24, 2026) → 71 (current publication computed Oct 26, 2026) (0) | OURS | Stock Expert AI current score publication and immutable score snapshots — The current score publication is not yet represented in the immutable snapshot archive. |
Fact-family notes
- Quarterly statement note. Source series as of 2026-06-30. USD. The operating result is the FMP-standardized value supplied by FMP; it may differ from a filing’s GAAP loss from operations when the provider classifies separately presented items differently. It is not net income or cash flow. Applies to Fact IDs:
fin.q_table.depth.2026-06-30.revenue_k,fin.q_table.depth.2026-06-30.sga_k,fin.q_table.depth.2026-06-30.operating_result_k,fin.q_table.depth.2026-03-31.revenue_k,fin.q_table.depth.2026-03-31.sga_k,fin.q_table.depth.2026-03-31.operating_result_k,fin.q_table.depth.2025-12-31.revenue_k,fin.q_table.depth.2025-12-31.sga_k,fin.q_table.depth.2025-12-31.operating_result_k,fin.q_table.depth.2025-09-30.revenue_k,fin.q_table.depth.2025-09-30.sga_k,fin.q_table.depth.2025-09-30.operating_result_k. - Earnings-history note. Source series as of 2026-07-22. Dates are report dates, not fiscal period ends. Revenue is in USD; EPS is USD per share, rounded to four decimals. The earnings feed does not establish a basic, diluted or adjusted basis. Earnings-feed EPS may differ from statement EPS; the two series are not combined. Applies to Fact IDs:
earn.history.depth.2026-07-22.revenue_actual,earn.history.depth.2026-07-22.revenue_estimated,earn.history.depth.2026-07-22.revenue_actual.comparison,earn.history.depth.2026-07-22.eps_actual.comparison,earn.history.depth.2026-07-22.eps_actual,earn.history.depth.2026-07-22.eps_estimated,earn.history.depth.2026-04-22.revenue_actual,earn.history.depth.2026-04-22.revenue_estimated,earn.history.depth.2026-04-22.eps_actual,earn.history.depth.2026-04-22.eps_estimated,earn.history.depth.2026-01-28.revenue_actual,earn.history.depth.2026-01-28.revenue_estimated,earn.history.depth.2026-01-28.eps_actual,earn.history.depth.2026-01-28.eps_estimated,earn.history.depth.2025-10-22.revenue_actual,earn.history.depth.2025-10-22.revenue_estimated,earn.history.depth.2025-10-22.eps_actual,earn.history.depth.2025-10-22.eps_estimated. - Cash-flow note. Source series as of 2026-06-30. USD. Negative operating cash flow means cash used. Capital expenditure keeps the provider’s reported sign; it is not added here to estimate free cash flow or runway. Applies to Fact IDs:
fin.opcf.depth.2026-06-30.operating_cash_flow_m,fin.opcf.depth.2026-03-31.operating_cash_flow_m,fin.opcf.depth.2026-06-30.capex_m,fin.opcf.depth.2026-03-31.capex_m,fin.opcf.depth.2025-12-31.operating_cash_flow_m,fin.opcf.depth.2025-12-31.capex_m,fin.opcf.depth.2025-09-30.operating_cash_flow_m,fin.opcf.depth.2025-09-30.capex_m.
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Sources used for research written 2026-09-12
Historical evidence preserved with this analysis. Current figures are listed separately above.
| Evidence | Captured value | Source date | Source type | Source |
|---|---|---|---|---|
| Business description | Raymond James Financial, Inc. operates as a comprehensive financial services firm, extending a wide array of services to individuals, businesses, and governmental entities throughout the United States, Canada, and Europe. Its diverse operations are categorized into several key segments: Private Client Group, Capital Markets, Asset Management, Banking, and an "Other" category. The Private Client Group division equips clients with various investment solutions, personalized portfolio management, a selection of insurance and annuity products, and mutual funds. This segment also provides essential backing to third-party product partners, covering aspects like sales and marketing support, distribution, accounting, and general administrative assistance. Additionally, it facilitates margin loans and offers securities borrowing and lending services. Within the Capital Markets segment, the company engages in investment banking activities, which include orchestrating equity and debt offerings, along with offering expert advisory services for mergers and acquisitions. It further provides robust brokerage services for both fixed income and equity securities. The Asset Management segment specializes in delivering sophisticated asset and portfolio management services, complemented by administrative support functions such as detailed record-keeping, for both individual (retail) and institutional clients. Raymond James Bank maintains a portfolio of insured deposit accounts and a diverse range of lending products. These include commercial and industrial loans, financing for commercial real estate (CRE) and CRE construction, tax-exempt loans, residential mortgages, and securities-based loans. The bank also plays a role in loan syndication. Finally, the Other segment encompasses the firm's private equity activities, comprising direct investments and those made through third-party private equity funds, as well as the management of legacy private equity portfolios. Established in 1962, the company's corporate headquarters are situated in St. Petersburg, Florida. | 2026-09-12 | FMP | Financial Modeling Prep (FMP) company profile |
| Revenue by segment | RJ Bank: $3.38B; Capital Markets: $1.87B; Private Client Group: $10.28B; Asset Management Segment: $1.19B | 2025-09-30 | FMP | Financial Modeling Prep (FMP) revenue segmentation, from the company's 10-K |
| Annual revenue and net result (USD millions) | Captured record · 5 entries
| 2025-09-30 | FMP | Financial Modeling Prep (FMP), from the company's 10-K income statements |
| Quarterly income statement (USD thousands) | Captured record · 8 entries
| 2026-06-30 | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements |
| Operating cash flow by quarter (USD millions) | Captured record · 8 entries
| 2026-06-30 | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements |
| Sector / industry (provider taxonomy) | Financial Services / Asset Management The company's SEC filings classify it under SIC 6211 — Security Brokers, Dealers & Flotation Companies. | 2026-09-12 | FMP | Financial Modeling Prep (FMP) company profile |
| Reported versus estimated, last 8 quarters | Captured record · 8 entries
| 2026-07-22 | FMP | Financial Modeling Prep (FMP) earnings |
| Cash, investments and debt | Total debt: $5.30B; Liquidity basis: cash and short-term investments; Total liabilities: $81.50B; Cash and short-term investments: $19.70B; Cash and investments: $76.70B; Long-term investments: $57.00B; Long-term investments classification: unclassified Long-term investments are shown separately; their marketability is not established by the provider field. The cash and short-term investment balance does not establish unrestricted availability. | 2026-06-30 | FMP | Financial Modeling Prep (FMP), from the company's balance sheet |
| Cash and investment components | Total basis: cash short and long-term investments; Total: $76.70B; Cash and short-term investments: $19.70B; Long-term investments: $57.00B; Long-term investments classification: unclassified Sums the balance sheet's cash and short-term investments with its long-term investments.; The long-term investment field does not establish marketability; the sum is not a measure of available liquidity.; These provider fields do not establish investment access restrictions or explain differences from third-party cash figures. | 2026-06-30 | COMPUTED | Computed from the balance sheet |
| Cash and short-term investments over time (USD millions) | Captured record · 8 entries
| 2026-06-30 | FMP | Financial Modeling Prep (FMP), from the company's quarterly balance sheets |
| Trailing twelve-month ratio set | Quick ratio: 0.36; Current ratio: 0.36; Debt to equity: 0.42; Net margin: 13.6%; Gross margin: 83.5%; Operating margin: 17.4%; Return on assets: 2.4%; Return on equity: 18.3% Price-based multiples captured at research time are not repeated here; the page shows each once, from current figures with their own dates. A ratio our provider could not compute is absent rather than shown as zero. | 2026-09-12 | FMP | Financial Modeling Prep (FMP) key-metrics-ttm + ratios-ttm |
| Next earnings report | Date: 2026-10-28; EPS estimate: $3.39 per share; Revenue estimate: $4.23B The date is our provider's estimate until the company confirms it. | 2026-09-12 | FMP | Financial Modeling Prep (FMP) earnings calendar |
| Analyst revenue and earnings estimates (average) | Captured record · 4 entries
| 2026-09-12 | FMP | Financial Modeling Prep (FMP) analyst estimates |
| Most recent periodic reports | 2026-08-05 | OFFICIAL | SEC EDGAR filer submissions |
Data provided for informational purposes only.