Raymond James Financial, Inc. · NYSE (us_market)
Financial Services · Asset Management · United States
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.
| Event Period | Drawdown | Buy Point (Bottom) | Sell Point (Peak) | ticker.setupCols.buyScore | ticker.setupCols.sellScore | Max Return | Algo Return |
|---|---|---|---|---|---|---|---|
DROP2025-01-24$172.64 RISE2025-04-04$123.65 PEAK2025-07-02$158.18 159d | -28.4% 70d | Missed | Missed | — | — | +27.9% 89d | Missed |
DROP2024-04-08$129.99 RISE2024-08-05$106.39 PEAK2024-10-29$149.02 204d | -18.2% 119d | Missed | Missed | — | — | +40.1% 85d | Missed |
DROP2023-07-20$110.94 RISE2023-10-25$91.83 PEAK2023-12-19$113.67 152d | -17.2% 97d | Missed | Missed | — | — | +23.8% 55d | Missed |
DROP2023-01-25$118.11 RISE2023-05-04$83.46 PEAK2023-07-20$110.94 176d | -29.3% 99d | Missed | Missed | — | — | +32.9% 77d | Missed |
DROP2022-02-09$115.44 RISE2022-06-13$85.45 PEAK2022-08-18$110.98 190d | -26.0% 124d | Missed | Missed | — | — | +29.9% 66d | Missed |
DROP2022-02-09$115.44 RISE2022-03-08$92.96 PEAK2022-04-20$113.79 70d | -19.5% 27d | Missed | Missed | — | — | +22.4% 43d | Missed |
DROP2020-06-09$54.44 RISE2020-09-23$46.06 PEAK2020-12-04$63.89 178d | -15.4% 106d | Missed | Missed | — | — | +38.7% 72d | Missed |
DROP2020-03-02$58.09 RISE2020-07-09$43.73 PEAK2020-08-25$51.30 176d | -24.7% 129d | Missed | Missed | — | — | +17.3% 47d | Missed |
DROP2020-02-20$67.51 RISE2020-05-13$39.58 PEAK2020-06-09$54.44 110d | -41.4% 83d | Missed | Missed | — | — | +37.5% 27d | Missed |
DROP2020-02-20$67.51 RISE2020-03-23$36.73 PEAK2020-06-09$54.44 110d | -45.6% 32d | Missed | Missed | — | — | +48.2% 78d | Missed |
It’s the latest team to jump from Commonwealth after the independent broker-dealer was acquired by LPL Financial.
Shares climb as quarterly results beat forecastsOkta (NASDAQ:OKTA) moved sharply higher in pre-market trading on Friday, gaining more than 7% and building on a 4. 7% rise in after-hours dealings after the identity and access management specialist delivered stronger-than-expected fiscal first-quarter 2027 results.
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The New Hampshire-based group of 12 advisors and 24 employees moves to Raymond James ahead of an end-of-year client transition deadline for LPL’s Commonwealth advisors.
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The latest analyst update on Triumph Financial centers on a modest shift in fair value, with the price target moving from US$67.80 to US$68.80. Bulls view this as support for a refreshed range that leans on execution and current assumptions, while bears see limited upside without a stronger catalyst behind the change. Read on to see how this evolving narrative could matter for your own view on the stock. Analyst Price Targets don't always capture the full story. Head over to our Company...
The latest analyst update on Triumph Financial centers on a modest shift in fair value, with the price target moving from US$67.80 to US$68.80. Bulls view this as support for a refreshed range that leans on execution and current assumptions, while bears see limited upside without a stronger catalyst behind the change. Read on to see how this evolving narrative could matter for your own view on the stock. Analyst Price Targets don't always capture the full story. Head over to our Company...
Although Raymond James has lagged the broader market over the past year, Wall Street analysts remain moderately optimistic about the company’s long-term outlook.
Although Raymond James has lagged the broader market over the past year, Wall Street analysts remain moderately optimistic about the company’s long-term outlook.
The Walt Disney Company (NYSE:DIS) is one of the best communication stocks to invest in. Raymond James lifted the price target on The Walt Disney Company (NYSE:DIS) to $119 from $115 on May 7, reaffirming an Outperform rating on the shares and stating that the company delivered better-than-expected Q2 results and slightly raised FY26 EPS guidance […]
The Walt Disney Company (NYSE:DIS) is one of the best communication stocks to invest in. Raymond James lifted the price target on The Walt Disney Company (NYSE:DIS) to $119 from $115 on May 7, reaffirming an Outperform rating on the shares and stating that the company delivered better-than-expected Q2 results and slightly raised FY26 EPS guidance […]
The fair value estimate for Oil States International has been adjusted slightly, moving from US$13.50 to US$13.00, as updated modeling refines the long term outlook. This shift aligns with mixed analyst views, where enthusiasm around offshore execution and 2026 guidance is being balanced against a more cautious stance on near term upside. Read on to see how these differing opinions shape the evolving story and what to watch as the narrative develops. Stay updated as the Fair Value for Oil...
The fair value estimate for Oil States International has been adjusted slightly, moving from US$13.50 to US$13.00, as updated modeling refines the long term outlook. This shift aligns with mixed analyst views, where enthusiasm around offshore execution and 2026 guidance is being balanced against a more cautious stance on near term upside. Read on to see how these differing opinions shape the evolving story and what to watch as the narrative develops. Stay updated as the Fair Value for Oil...
Zoom Communications (ZM) continues to expand beyond video conferencing into a "broader enterprise co
Zoom Communications (ZM) continues to expand beyond video conferencing into a "broader enterprise co
Raymond James Financial (RJF) reported earnings 30 days ago. What's next for the stock? We take a look at earnings estimates for some clues.
Raymond James Financial (RJF) reported earnings 30 days ago. What's next for the stock? We take a look at earnings estimates for some clues.
| 30d | 90d | YTD | 1y | |
|---|---|---|---|---|
| RJF | -8.19% | -7.13% | -10.70% | -2.43% |
| XLF | -0.65% | +0.55% | -5.82% | +1.22% |
| Alpha (stock − sector) | -7.53% | -7.68% | -4.87% | -3.65% |
| Filed | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| 2026-03-20 | Allaire Bella Loykhter | Chief Admin Officer | S Open-market sale | 29,551 | $142.34 | −$4.21M |
| 2026-03-03 | Aisenbrey Christopher S | Chief Human Resources Officer | M Option exercise(deriv) | 600 | — | +$0 |
| 2026-03-03 | Aisenbrey Christopher S | Chief Human Resources Officer | F Tax withholding | 132 | $153.08 | −$20.2K |
| 2026-03-03 | Aisenbrey Christopher S | Chief Human Resources Officer | M Option exercise | 600 | — | +$0 |
| 2026-02-23 | Begor Mark W | Director | A Grant / award | 1,303 | — | +$0 |
| 2026-02-23 | DEBEL MARLENE | Director | M Option exercise(deriv) | 1,253 | — | +$0 |
| 2026-02-23 | DEBEL MARLENE | Director | A Grant / award(deriv) | 1,303 | — | +$0 |
| 2026-02-23 | DEBEL MARLENE | Director | M Option exercise | 1,253 | — | +$0 |
| 2026-02-23 | Edwards Jeffrey N | Director | M Option exercise(deriv) | 1,253 | — | +$0 |
| 2026-02-23 | Edwards Jeffrey N | Director | A Grant / award(deriv) | 1,303 | — | +$0 |
| 2026-02-23 | Edwards Jeffrey N | Director | M Option exercise | 1,253 | — | +$0 |
| 2026-02-23 | Esty Benjamin | Director | A Grant / award | 1,303 | — | +$0 |
| 2026-02-23 | GARCIA ART A | Director | A Grant / award | 1,303 | — | +$0 |
| 2026-02-23 | Gates Anne | Director | A Grant / award | 1,303 | — | +$0 |
| 2026-02-23 | MCGEARY RODERICK C | Director | A Grant / award | 1,303 | — | +$0 |
| 2026-02-23 | MCDANIEL RAYMOND W | Director | A Grant / award | 1,303 | — | +$0 |
| 2026-02-23 | Seshadri Raj | Director | A Grant / award | 1,303 | — | +$0 |
| 2026-02-05 | Santelli Jonathan N | EVP, General Counsel | S Open-market sale | 4,500 | $170.46 | −$767.1K |
| 2025-12-17 | Shoukry Paul M | CEO | A Grant / award(deriv) | 19,530 | — | +$0 |
| 2025-12-17 | Shoukry Paul M | CEO | M Option exercise(deriv) | 5,441 | — | +$0 |
| 2025-12-17 | Shoukry Paul M | CEO | M Option exercise(deriv) | 5,440 | — | +$0 |
| 2025-12-17 | Shoukry Paul M | CEO | M Option exercise(deriv) | 3,264 | — | +$0 |
| 2025-12-17 | Shoukry Paul M | CEO | G Gift | 8,704 | — | +$0 |
| 2025-12-17 | Shoukry Paul M | CEO | F Tax withholding | 2,771 | $163.85 | −$454.0K |
| 2025-12-17 | Shoukry Paul M | CEO | F Tax withholding | 2,142 | $163.85 | −$351.0K |
| Report Date | EPS Estimate | EPS Actual | Surprise |
|---|---|---|---|
| 2026-07-22upcoming | 2.91 | — | — |
| 2026-04-22 | 2.76 | 2.83 | +2.45% |
| 2026-01-28 | 2.83 | 2.86 | +0.90% |
| 2025-10-22 | 2.83 | 3.11 | +9.97% |
| 2025-07-23 | 2.36 | 2.18 | -7.54% |
| 2025-04-23 | 2.44 | 2.42 | -0.71% |
| 2025-01-29 | 2.69 | 2.93 | +8.80% |
| 2024-10-23 | 2.41 | 2.95 | +22.19% |
| 2024-07-24 | 2.33 | 2.39 | +2.49% |
| 2024-04-24 | 2.31 | 2.31 | -0.02% |
| 2024-01-24 | 2.26 | 2.40 | +6.34% |
| 2023-10-25 | 2.28 | 2.13 | -6.51% |
| 2023-07-26 | 2.16 | 1.85 | -14.21% |
| 2023-04-26 | 2.24 | 2.03 | -9.31% |
| 2023-01-25 | 2.28 | 2.29 | +0.43% |
| 2022-10-26 | 2.00 | 2.08 | +3.97% |