🇺🇸 US Stock Screener ← Switch market ★ Elite Club ⚡ HerAI

Raymond James Financial, Inc. RJF SPX

Financial Services · Asset Management · United States
https://www.raymondjames.com
Company Profile ↓
$167.43
+6.53% 1Y
Mkt Cap$32.63B
P/E15.81
P/B2.39
Div. Yield1.40%
52W High$174.05
52W Low$139.87
Book Value$64.56
EPS (TTM)$10.59

Company Overview

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 financial planning, investment advisory, securities transaction, investment services, portfolio management services, insurance and annuity products, and mutual funds; support to third-party mutual fund and annuity companies, including sales and marketing support, as well as distribution and accounting, and administrative services; margin loans; securities borrowing and lending services; and custodial, trade execution, research, and other support and services. The Capital Markets segment provides investment banking services, such as equity and debt underwriting, and merger and acquisition advisory; and fixed income and equity brokerage services. This segment also offers institutional sales, securities trading, equity research, and the syndication and management of investments in low-income housing funds and funds of a similar nature. The Asset Management segment provides asset management, portfolio management, and related administrative services to retail and institutional clients; and administrative support services, such as record-keeping. The Bank segment offers various types of loans, including securities-based, corporate, commercial and industrial, commercial real estate and construction, real estate investment trust, residential mortgage, and tax-exempt loans; Federal Deposit Insurance Corporation-insured deposit accounts; retail and corporate deposit; and liquidity management products and services. The Other segment engages in the private equity investments comprising investments in third-party funds. The company offers corporate, retail banking and trust services. Raymond James Financial, Inc. was founded in 1962 and is headquartered in Saint Petersburg, Florida.

Why Investors Should Care

Strong Return on Equity

Generates a return on equity of 17.3%, reflecting efficient use of shareholder capital.

Consistent Profit Growth

Net profit has compounded at 14.8% per year over the last five years.

Reasonable Valuation

Trades at an undemanding P/E of 15.8.

Healthy Margins

Operating margin of 19.3% supports profitability.

Positive Free Cash Flow

Generates positive free cash flow, funding growth and shareholder returns internally.

Recent Developments

  • Sep 2025 Revenue of $13.84B (+9.5% YoY); net profit $2.13B.
  • Trailing 12 Months Year-on-year growth — revenue +13.1%, earnings +15.3%.
  • 5-Year Trend Long-term compounding — revenue CAGR 9.6%, profit CAGR 14.8%.

Growth & Price Performance

Compounded Sales Growth

5 Years:9.57%
1 Year:13.10%

Compounded Profit Growth

5 Years:14.79%
1 Year:15.30%

Stock Price Performance

1 Year:+6.53%
6 Months:+0.56%
3 Months:+11.74%
1 Month:+11.71%

Highlights auto-generated from reported financials and price data; not investment advice. Verify with official filings before acting.

Technical Snapshot Bullish
52-Week Range 81% of range
$139.87 $174.05
Trend Signals
  • Price vs 50-DMAAbove
  • Price vs 200-DMAAbove
  • RSI (14)65.92 · Neutral
Price Performance
1M+11.71%
3M+11.74%
6M+0.56%
1Y+6.53%
Valuation vs Sector

P/E of 15.81 is above the sector median of 13.30 — pricier than peers.

Auto-generated from price history and fundamentals; not investment advice.

⚙Ad space

Price Chart

Robinhood TradingView

Fundamental Growth Charts

Interactive charts for Revenue, Net Income, EBITDA, Free Cash Flow, EPS, ROE, ROCE, Gross/Net/Operating Margin and more — switch metric and period using the dropdowns above. CAGR is computed across the displayed window (quarterly CAGR is annualised). Visual growth charts make it easy to spot multi-year compounding trends at a glance — far faster than reading raw numbers in a table.

PROS

  • Profit CAGR of 14.8% over 5 years.
  • Generates positive free cash flow.

CONS

  • In a downtrend (50-DMA below 200-DMA).

* The pros and cons are auto-generated from financial metrics.

⚙Ad space

Valuation

Stock P/E
15.81
Industry PE
13.30
Forward P/E
12.52
PEG Ratio
0.86
Book Value
$64.56
Price to Book
2.39
P/S
2.04
EV/EBITDA
-
Dividend Yield
1.40%

Growth (CAGR)

Revenue 5Y
9.57%
Profit 5Y
14.79%
Revenue (YoY)
13.10%
Earnings (YoY)
15.30%

Profitability & Returns

ROCE
-
ROE
17.29%
ROA
2.45%
Profit Margin
14.58%
Op Margin
19.32%
Gross Margin
93.03%
EPS (Latest Qtr)
$2.72
EPS (TTM)
$10.59

Balance Sheet & Liquidity

Debt/Equity
0.48
Quick Ratio
2.28
Current Ratio
2.29
Debt
$6.11B
Total Assets
$91.94B
Current Assets
-
Working Capital
-

Ownership

Promoter Holding
10.42%
Chg in Prom Hold
-
FII / Inst Holding
81.30%
Chg in FII Hold
-0.09%

Financial Snapshot

Enterprise Value
$32.63B
Total Revenue (TTM)
$14.72B
EBITDA
-
Free Cash Flow
$2.25B
Operating Cash Flow
$2.58B
Shares Outstanding
194.88M
Gross Margin
93.03%
Payout Ratio
19.64%

Peer comparison

Peer companies in the same sector (Financial Services).

#NameCMP $P/E Mkt CapDiv Yld % ROCE %ROE % Rev CAGR 5Y %Profit CAGR 5Y %
1 RJF Raymond James Financial, Inc. SPX 167.43 15.81 $32.63B 1.40% - 17.29% 9.57% 14.79%
2 JPM JPMorgan Chase & Co. SPX 342.89 16.42 $918.78B 1.87% - 16.47% 5.35% 7.56%
3 BRK-B Berkshire Hathaway Inc. SPX 491.09 14.61 $686.70B 0.00% - 10.50% 4.18% 9.44%
4 V Visa Inc. SPX 356.02 31.01 $590.89B 0.83% 37.15% 60.35% 14.33% 13.04%
5 MA Mastercard Incorporated SPX 538.02 31.10 $471.86B 0.71% 60.19% - 12.29% 19.21%
6 BAC Bank of America Corporation SPX 60.62 15.04 $430.20B 2.00% - 10.64% 6.00% 3.49%
7 MS Morgan Stanley SPX 227.67 20.62 $359.10B 1.87% - 16.39% 3.76% 9.66%
8 GS The Goldman Sachs Group, Inc. SPX 1,140.00 20.83 $336.31B 1.69% - 14.55% - 2.21%
9 WFC Wells Fargo & Company SPX 85.29 13.18 $261.00B 2.11% - 12.03% 4.02% 15.98%
Financial Statements Quarterly Results · Profit & Loss · Balance Sheet · Cash Flows · Ratios

Quarterly Results

Figures in USD.

Metric Dec 2013Mar 2014Jun 2014Dec 2014Mar 2015Jun 2015Dec 2015Mar 2016Jun 2016Dec 2016Mar 2017Jun 2017Dec 2017Mar 2018Jun 2018Dec 2018Mar 2019Jun 2019Dec 2019Mar 2020Jun 2020Dec 2020Mar 2021Jun 2021Dec 2021Mar 2022Jun 2022Dec 2022Mar 2023Jun 2023Dec 2023Mar 2024Jun 2024Sep 2024Dec 2024Mar 2025Jun 2025Sep 2025Dec 2025Mar 2026
Revenue 1.21B1.20B1.24B1.28B1.31B1.35B1.30B1.34B1.39B1.53B1.60B1.66B1.77B1.86B1.89B2.00B1.93B2.00B2.06B2.11B1.88B2.26B2.41B2.51B2.82B2.71B2.78B3.03B3.16B3.29B3.52B3.64B3.76B--3.35B3.34B3.67B3.67B3.80B
Cost of Revenue ----------------------------------------
Gross Profit ----------------------------------------
Operating Expenses ----------------------------------------
Operating Income ----------------------------------------
EBITDA ----------------------------------------
Interest Expense -----------------------------------442.00M444.00M463.00M441.00M403.00M
Pretax Income -----------------------------------671.00M563.00M731.00M728.00M735.00M
Tax Provision -----------------------------------176.00M127.00M127.00M165.00M191.00M
Net Income 116.63M104.56M122.69M126.30M113.46M133.19M106.33M125.85M125.50M146.57M112.75M183.42M119.00M243.00M232.00M249.00M261.00M259.00M268.00M169.00M172.00M312.00M355.00M307.00M446.00M323.00M301.00M509.00M427.00M369.00M498.00M476.00M492.00M--495.00M436.00M604.00M563.00M544.00M
Diluted EPS 0.810.720.850.870.770.910.730.870.871.000.771.240.801.631.551.691.811.801.891.201.231.481.681.452.101.521.382.301.931.712.322.222.31--2.362.122.952.792.72

Profit & Loss (Annual)

Figures in USD.

Metric Sep 2008Sep 2009Sep 2010Sep 2011Sep 2012Sep 2013Sep 2014Sep 2015Sep 2016Sep 2017Sep 2018Sep 2019Sep 2020Sep 2021Sep 2022Sep 2023Sep 2024Sep 2025
Revenue 3.20B2.60B2.98B3.40B3.90B4.60B4.97B5.31B5.52B6.53B7.48B8.02B8.17B-10.85B11.47B12.64B13.84B
Cost of Revenue ------------------
Gross Profit ------------------
Operating Expenses ------------------
Operating Income ------------------
EBITDA ------------------
Interest Expense --------------305.00M1.37B2.10B1.85B
Pretax Income --------------2.02B2.28B2.64B2.71B
Tax Provision --------------513.00M541.00M575.00M579.00M
Net Income 235.08M152.75M228.28M278.35M295.87M367.15M480.25M502.14M529.35M636.00M857.00M1.03B818.00M-1.51B1.74B2.07B2.13B
Diluted EPS 1.931.251.832.192.202.583.323.433.654.335.754.783.88-6.987.979.7010.30

Balance Sheet (Annual)

Figures in USD.

Metric Sep 2007Sep 2008Sep 2009Sep 2010Sep 2011Sep 2012Sep 2013Sep 2014Sep 2015Sep 2016Sep 2017Sep 2018Sep 2019Sep 2020Sep 2021Sep 2022Sep 2023Sep 2024Sep 2025
Total Assets --18.23B17.88B18.01B21.16B23.19B23.33B26.47B31.49B34.88B37.41B38.83B47.48B61.89B80.95B78.36B82.99B88.23B
Current Assets -------------------
Cash & Equivalents 644.94M3.21B2.31B2.94B2.44B1.98B2.60B2.20B2.60B1.65B3.67B3.50B3.96B5.39B7.20B6.18B9.31B11.00B11.39B
Inventory -------------------
Receivables ---------------2.93B2.52B2.71B2.82B
Total Liabilities --15.99B15.29B15.10B17.48B19.19B18.89B21.68B26.42B29.19B30.96B32.19B40.31B53.59B71.52B68.17B71.33B75.73B
Current Liabilities -------------------
Long Term Debt ------1.19B1.19B-------3.33B3.14B3.09B4.22B
Total Debt ---------------3.33B3.14B3.09B4.22B
Total Equity --2.03B2.30B2.59B3.27B3.66B4.14B4.52B4.92B5.58B6.37B6.58B7.11B8.24B9.46B10.21B11.67B12.50B
Shares Outstanding ---------------248.02M248.73M249.97M250.08M

Cash Flows (Annual)

Figures in USD.

Metric Sep 2008Sep 2009Sep 2010Sep 2011Sep 2012Sep 2013Sep 2014Sep 2015Sep 2016Sep 2017Sep 2018Sep 2019Sep 2020Sep 2021Sep 2022Sep 2023Sep 2024Sep 2025
Operating Cash Flow 227.17M374.16M-1.02B1.56B391.29M-507.59M898.69M-573.32M-125.00M884.00M577.00M4.07B6.65B72.00M-3.51B2.15B2.43B
Investing Cash Flow -2.88B-1.03B2.37B-400.14M-2.73B--2.10B-2.18B-2.92B-3.38B-3.48B-1.90B-4.99B-5.14B-7.15B-274.00M-968.00M-4.32B
Financing Cash Flow 5.21B-241.82M-712.18M-1.68B1.88B-1.22B1.73B2.54B4.07B1.42B1.37B4.57B5.23B5.88B1.44B438.00M2.36B
Capital Expenditure -51.04M-35.54M-22.29M-37.20M-77.52M-72.88M-60.15M-74.11M-121.73M-190.00M-134.00M-138.00M-124.00M-74.00M-91.00M-173.00M-205.00M-188.00M
Free Cash Flow 176.13M338.62M-1.04B1.52B313.77M-447.44M824.58M-695.05M-315.00M750.00M439.00M3.95B6.57B-19.00M-3.69B1.95B2.25B
Share Buybacks 67.24M4.34M3.54M23.11M20.86M11.72M8.43M88.54M162.50M34.00M62.00M778.00M272.00M128.00M----

Ratios (Annual)

Figures in %.

Metric Sep 2008Sep 2009Sep 2010Sep 2011Sep 2012Sep 2013Sep 2014Sep 2015Sep 2016Sep 2017Sep 2018Sep 2019Sep 2020Sep 2021Sep 2022Sep 2023Sep 2024Sep 2025
Gross Margin % ------------------
Operating Margin % ------------------
Net Margin % 7.3%5.9%7.7%8.2%7.6%8.0%9.7%9.5%9.6%9.7%11.5%12.9%10.0%-13.9%15.2%16.4%15.4%
ROE % -7.5%9.9%10.8%9.1%10.0%11.6%11.1%10.8%11.4%13.5%15.7%11.5%-16.0%17.0%17.7%17.1%
ROCE % ------------------

Shareholding Pattern

Insiders
10.42%
Institutions
81.30%
Public Float
90.75%

Top Institutional Holders

#Holder% HeldSharesValue
1 Blackrock Inc. 7.24% 14.12M $2.33B
2 Vanguard Capital Management LLC 5.83% 11.36M $1.88B
3 Wellington Management Group, LLP 4.98% 9.70M $1.60B
4 Primecap Management Company 4.80% 9.35M $1.55B
5 Vanguard Portfolio Management LLC 4.65% 9.06M $1.50B
6 State Street Corporation 4.03% 7.85M $1.30B
7 FMR, LLC 3.00% 5.85M $966.39M
8 Geode Capital Management, LLC 2.38% 4.64M $766.50M
9 JPMORGAN CHASE & CO 2.29% 4.47M $738.65M
10 T. Rowe Price Investment Management, Inc. 1.76% 3.43M $566.56M

Analyst View

Loading analyst coverage…

Latest News

Recent headlines for RJF

Google News Sat, 11 Jul 2026

Raymond James (RJF) Stock Could Be 32% Cheap On Strong Q1 Growth - Yahoo Finance

<a href="https://news.google.com/rss/articles/CBMimgFBVV95cUxNMzJmQ1JoVE9pdU1uTEtKd29zUzVlYU1pb2tNajd4RW9ZeW50MWlKTWhac0RtaUtzYUxKOEdJOFZWNFJHY1JHV2pnMXZ5cy04VGp5ZWVvdk1keXdFUkdlc21rTHhaTl9LMDVsMnZkMjRXeW1FT0dVR2xnVFVadEdkOFVjMG15WDJTLWd0WT…

Google News Fri, 10 Jul 2026

Morgan Stanley Issues Positive Forecast for Raymond James Financial (NYSE:RJF) Stock Price - MarketBeat

<a href="https://news.google.com/rss/articles/CBMi2AFBVV95cUxPcGgwVWVXYTRUVU81SDJsS2ZZdGR0OEIxTnVyZEV6WVdHUW9OWUFtSmxNQURSX3cwd0c3eW53WnpjOFhUdVpkeVpyOEl5X1hiWHFBVlI2WG92TEhHX3YwZWJuWXhmM1ZZdXR3cHo2Y0VicmNUd01OVzhiOFYxVHVnY3JxUUZhemY2STJrNm…

Google News Fri, 26 Jun 2026

Thomas A. James (RJF) discloses major trust and ESOP holdings - Stock Titan

<a href="https://news.google.com/rss/articles/CBMiygFBVV95cUxQMzYtMVZ2a1Q1SWgtR0JUYVFrM0pHM3FmWW9TSXZXU1BwZjFtR29uR3FWSG92QUJKMUpLZFExNUZPeHFMTFdkY0VLZkM1dE80RUM0LXJyWl9raVM1Q3YwM0VkNi1mLW5SeWRWUUJHZVdhSEdIOFRxd0JRYnI2RzNHaERaMERpRUQ5UERBb0…

Google News ue, 14 Jul 2026

1 Wall Street Analyst Sees Spacex's Stock Soaring by Over 450%. What Are the Chances of It Happening? - The Globe and Mail

<a href="https://news.google.com/rss/articles/CBMikgJBVV95cUxOamJzM0s5eENRRnNaWnd1UUhjY19mTi1WZmlKdnBiUW5NNmNWdDRSV0xzdkNkQmc0QXVTQ1VwdWRkNFJweDB1NnplSi00X3A0cDMtU0RzbTc4eHdrbHgzR0FDYkZSTkgxLUxyWGhzOWxHMGRLS29UWGh0bWo2MGdwYzZEc2pCb1ZTYVF0T0…

Google News ue, 30 Jun 2026

Raymond James Financial (RJF) Stock After Recent Pullback Is There Still Upside Potential - simplywall.st

<a href="https://news.google.com/rss/articles/CBMi6AFBVV95cUxOaU9rQ3Vaa3QwTUQ4LUZHU21POXBjV2RydC1YNE15R1o2bWJ1ZWhadVJnSDk5YXU4YTFDdnI1NjA2eTAtTkRIbXNzZzAwNUc2cVFlUjBBUkt6YzFoUm5rWnNmcDBXSmxnYml2Ql9Kb0JxWWN6TE83QlVLN2lZVVBoY0FtbDE5cW9EMHY1Vk…

Google News hu, 07 May 2026

3 Reasons Investors Watch Raymond James (RJF) - StockStory

<a href="https://news.google.com/rss/articles/CBMipAFBVV95cUxOZ0ljLThnZmRneFlwb29vMXdidDVFSXUxR3JWMWxHbzJDLW9lTzl3SkhpVlAxUkZueEtiMjNaQkhqZmhrU21RTFF4MS1JN1lfZk9IYXlzM2dkcmdqblJVdjFLV3lpamlhTHJmQU0xV2NxeDY2TGN5d0ZNTjlTSWNOZ0lMOVMteEoxMGtORF…

RJF — Frequently Asked Questions

What is the current share price of Raymond James Financial, Inc. (RJF)?

As of 2026-07-14 21:23 PDT, Raymond James Financial, Inc. (RJF) trades at $167.43 on NYSE. Its 52-week range is $139.87 to $174.05.

What is the market capitalisation of RJF?

Raymond James Financial, Inc. (RJF) has a market capitalisation of $32.63B on NYSE.

What is the P/E ratio of RJF?

RJF trades at a trailing price-to-earnings (P/E) ratio of 15.81. The industry average P/E is 13.30. Its price-to-book (P/B) ratio is 2.39.

Does RJF pay a dividend?

Raymond James Financial, Inc. (RJF) currently offers a dividend yield of 1.40%.

What is the return on equity (ROE) of RJF?

RJF has a return on equity (ROE) of 17.29%.

Is RJF a good stock to buy?

This page provides a data-driven analysis of Raymond James Financial, Inc. (RJF), including valuation ratios, profitability, growth trends, auto-generated pros and cons, peer comparison and AI exposure. Review these fundamentals alongside your own research and risk tolerance. This is informational content, not investment advice.

Explore More

📊 Financial Services Sector 🔍 All Stock Screens 📈 Technical Screens 💰 Fundamental Screens 🔄 Swing Trading Setups 📐 Chart Patterns 📅 Earnings Calendar 📋 All USA Stocks
⚙Ad space