Raymond James Financial, Inc.
RJF - Insider Information
Get informed when a big investor buys or sells
+ FollowMarket Cap$30.2B
Close$
Earnings Call Q4 2026
October 28, 2026 - AI Summary
Record performance (good)
- Q4 FY2026: net revenues $4.27B (+15% YoY); record pretax income $862M (+18% YoY); net income $666M; EPS $3.40 (diluted) and adjusted EPS $3.59.
- Full-year FY2026: Paul and Butch highlighted record net revenues and record net income and six consecutive years of record annual results.
Wealth/Private Client strength + recruiting engine (good, with numbers)
- PCG Q4: record quarter-end client assets under administration (AUA) $1.87T (+12% YoY); PPG retention + recruiting momentum.
- Full-year domestic PCG net new assets: +$98B, up 88% YoY (equals 6.4% of beginning-of-year assets).
- Recruiting remained strong across channels: trailing 12-month production of $538M and >$82B of client assets from advisers joining Raymond James.
Technology/AI and adviser experience improving (opportunity / “surprising” positive)
- Technology spend: >$1.1B annually; automation + AI initiatives to reduce adviser administrative time.
- Adviser satisfaction survey: overall satisfaction reached an all-time high of 96%, and 87% reported improvement vs. prior year—management frames this as a key driver of retention and growth.
- “Raimond” AI assistant / CRM workflow tools cited as improving access to institutional knowledge and client insights.
Exclusive for Stockcircle Pro members
Sign up
$-4.64
102.8% downside
Current Fair Value
102.8% downsideOvervalued by 102.8% based on the discounted cash flow analysis.
Insider Trades
Loading insider trades…
Congress Trades
Loading congress trades…
Share Statistics
| Market cap | $30.20 Billion |
|---|---|
| Enterprise Value | $23.52 Billion |
| Annual dividend | $2.16 |
| Dividend yield | 1.37% |
| Earnings per Share | $12.13 |
| Beta | 0.95 |
| Outstanding Shares | 192,100,000 |
Return
| Return on Equity | NaN% |
|---|---|
| Return on Assets | 2.99% |
| Return on Invested Capital | 18.98% |
Valuation & Multiples
| P/E Ratio | 12.96 |
|---|---|
| PEG | 126.27 |
| Price to Sales | 1.85 |
| Price to Book Ratio | 2.16 |
| Enterprise Value to Revenue | 1.34 |
| Enterprise Value to EBIT | 6.63 |
| Enterprise Value to Net Income | 9 |
| Total Debt to Enterprise | 0.15 |
| Debt to Equity | - |
Revenue Sources
No data
Last Earnings Call
Report Date
October 28, 2026
EPS Estimate
$3.26
Consensus analyst estimateRevenue Estimate
$4.20 B
Consensus analyst estimateNext Earnings Call
Expected Date
January 27, 2027
EPS Estimate
$3.33
Consensus analyst estimateRevenue Estimate
$4.21 B
Consensus analyst estimateInstitutional Put/Call Ratio
Compares institutional put options with call options. At 0.00, the ratio is below 1, so institutions hold more calls than puts.
| Put/Call Ratio | 0.0000▼ 39.04% |
|---|---|
| Total Calls | 3,516▼ 99.30% |
| Total Puts | -▼ 100.00% |
Institutional Ownership
Holdings and activity of institutional investors.
| Ownership % | 3.16%▼ 75.67% |
|---|---|
| Total Invested | $968.36M▼ 95.83% |
| Investors Holding | 317▼ 613.00% |
About Raymond James Financial, Inc.
18,910 employees
CEO: Paul Reilly
Raymond James Financial, Inc. is a leading diversified financial services company providing private client group, capital markets, asset management, banking and other services to individuals, corporations and municipalities. The company ...