Raymond James Financial Inc

Raymond James Financial Inc

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Market Cap$453.22M
Close$

Compare to Similar Companies

P/E RatioDividendsReturn on EquityPrice-to-SalesDebt-to-Equity
Raymond James Financial IncRaymond James Financial Inc13.51.37%---

Earnings Call Q3 2026

July 22, 2026 - AI Summary

Record performance + strong profitability (good) - Q3 FY26 results: record quarterly revenues of $3.93B (+16% YoY), pretax income $750M (+33% YoY), and EPS $3.01 (diluted, record); adjusted EPS $3.14. - Margins/ROE: adjusted pretax margin 19.9% (in line with guidance ~20%); annualized ROE 18.8% and annualized adjusted ROTCE 23.5%. - Through first 9 months, the firm is on a pace to exceed prior-year records.
Client asset growth + adviser recruiting momentum (good/surprising in scale) - PCG client AUA/AUA record: $1.86T (+18% YoY; +9% QoQ). - Net new assets (domestic): $21.7B in the quarter (~5.5% annualized growth rate). - Recruiting remains exceptional: recruited advisers with $156M trailing-12 production and ~$23B client assets during the quarter; $393M production / $56B assets in the first 9 months. - Adviser satisfaction is very high: 97% satisfaction (management cites best-in-industry). - Impact: growth strategy appears to be working across multiple affiliation options (not reliant on one channel).
AI rollout is live—adoption strong, but productivity impact still unquantified (opportunity + uncertainty) - Completed enterprise rollout of “Raymond” AI assistant (full rollout June 15). - By call time: 6,500 unique users and 99.5% satisfaction; also launched an AI Academy with ~20,000 users completing training. - Management’s stance: AI will not replace advisers; advisers using AI will replace those who don’t. - Costs: firm is investing as part of > $1.1B annual technology spend (explicitly framed as disciplined). - Uncertainty (important): leadership says it’s too early to quantify productivity uplift or cost savings—investors should expect execution/ROI measurement to come later.

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$158.80

Current Fair Value

6697.3% upside

Undervalued by 6697.3% based on the discounted cash flow analysis.

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Share Statistics

Market cap$453.22 Million
Enterprise Value$-6,228,777,200.00
Annual dividend$1.59
Dividend yield1.37%
Earnings per Share$10.53
Beta0.28
Outstanding Shares194,000,000

Return

Return on EquityNaN%ROE
Return on Assets2.91%
Return on Invested Capital18.24%

Valuation & Multiples

P/E Ratio13.49P/E Ratio
PEG36.99PEG
Price to Sales0.03Price to Sales
Price to Book Ratio0.03Price to Book Ratio
Enterprise Value to Revenue1.4
Enterprise Value to EBIT7
Enterprise Value to Net Income-3
Total Debt to Enterprise0.15
Debt to Equity-Debt to Equity

Revenue Sources

No data

Last Earnings Call

Report Date
August 5, 2026
EPS Estimate
$2.97
Consensus analyst estimate
Revenue Estimate
$3.87 B
Consensus analyst estimate

Institutional Sentiment (Put/Call)

No data available for the latest quarter.

Institutional Ownership

No data available for the latest quarter.

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 ...

Raymond James Financial Insider Information FAQ

Stockcircle shows 3 open-market insider sales for Raymond James Financial in the last six months from SEC Form 4 reports by executives, directors, and other insiders.

Form 4 insider trades are added as new filings are imported. Top investor 13F holdings refresh after each quarterly filing cycle. Politician trade disclosures are added when new reports are published on Stockcircle.