Raymond James Financial stock
RJFNYSERaymond James Financial, Inc., Financial ServicesISIN US7547301090
78Score 78 out of 100, Strong
Price and trend
79 / 100
Price history
+0.8% in one yearThe chart shows daily closes over 20 years, adjusted for stock splits and without dividends. Click into the chart to set a price alert at that price.
Above the 200-day line: the price is 4.6% above it.
Since July 2026 the 50-day line has been above the 200-day line; the trend has turned up.
Normal: the price is neither overheated nor sold off (RSI 64).
The price is 7.7% below its 52-week high. Largest decline in 20 years: 70% (September 2008 to March 2009).
Chart figures for advanced users
- SMA 50$162.70
- Average price of the last 50 trading days, shows the short-term trend.
- SMA 200$159.94
- Average price of the last 200 trading days, shows the long-term trend.
- RSI (14)64
- Relative strength over the last 14 days on a scale from 0 to 100. Above 70 the price counts as overheated, below 30 as sharply fallen.
- MACDabove the signal line
- Compares a fast and a slow price average. Above its signal line momentum is rising, below it momentum is fading.
- Support$140.89
- The lowest closing price of the last twelve months.
- Resistance$181.18
- The highest closing price of the last twelve months.
Snapshot
Computed from the data by fixed rules, no AI
- Raymond James Financial, Inc. belongs to the Asset Management industry (United States) and, with a market value of $32.14B, is number 13 of 131 companies in its industry on MEQIRI.
- In fiscal 2026 it reported revenue of $17.54B (up 10.2% year on year) and earnings of $2.37B (up 10.9%).
- For fiscal 2027, analysts expect on average revenue of $17.61B (up 0.4%) and adjusted earnings per share of $14.35 (up 15.5%).
Show more
- MEQIRI Score 78 out of 100 (Strong): rank 137 of 975 in Financial Services, median 68.
- The P/E is 13.8 (Asset Management median 14, own median of recent years 13.3).
- Our model puts fair value at $125.28, with the price 34% above it.
In plain words
The numbers on this page in plain words, written by an AI
Strengths
- Reliable dividendNo dividend cut for over 41 years.Capital allocation 89
- High return on equityReturn on equity 18.6% over the last 12 months.Profitability 77
- Consistently profitableProfit in all 10 fiscal years from 2017 to 2026.Fundamentals 93
Weaknesses
None of our weakness checks flags anything. Crash risk is measured separately.
Its standout strengths are fundamentals and capital allocation.
Daily figure as of 13 Nov 2026
How the score is calculatedScore overview
The fundamentals are strong overall.
Score history
The full history of up to 20 years comes with MEQIRI Pro.
See plansCrash risk low
How well MEQIRI warnsOne of the 30% with the lowest crash risk among stocks ranked 101 to 1,000.
From 2016 to 2025, 9 in 100 such stocks fell 30% or more within a year, against a group average of 15 in 100.
What lowers it
- solid fundamentals
Valuation
Valuation signal
Modestly overvaluedIn our model the price counts as cheap below $89.49 and expensive above $208.80 (uncertainty high, one part of the fair value is more than twice the other).
The two parts of the fair value come to $81.73 (cash-flow model) and $168.84 (industry comparison), and the gap between them shows how uncertain the estimate is.
Calculated with a cost of equity of 8.8%. At 9.8% the fair value would be $117.99, at 7.8% it would be $136.24.
Valuation metrics
Half from the cash-flow model, half from earnings times the industry P/E (14).
Calculate with your own assumptionsCompany performance
This shows several years of history with an automatic assessment.
Revenue
In fiscal 2026, revenue rose 10.2% on the prior year. Revenue has grown solidly since 2007, at about 10% per year.
Margins
- Operating margin
- Net margin
In fiscal 2026: operating 27%, net 14%. Banks and insurers have no gross margin, and their net margin is not comparable with other industries. The score leaves both out.
Debt & balance sheet
latest quarterFor banks and insurers, deposits and liabilities are the business. Debt to equity and the current ratio say little here, and the score does not rate them.
Earnings
- Next earnings
- 27 Jan 2027in 75 days
- Last reported
- 28 Oct 2026EPS reported $3.59 (expected $3.26)above expectations
Analyst estimates
Earnings estimates have barely changed since 15 Oct 2026.
- Earnings per share
- $14.35−0.3%
- Revenue
- $17.61B+0.2%
- Earnings per share
- $16.75+0.2%
- Revenue
- $19.09B+0.3%
MEQIRI has stored the estimates since 15 Oct 2026. Until 30 days are available, the card shows the change since that day. Mean estimate according to Financial Modeling Prep. No price target and no recommendation.
Company outlook confirmed
Share price after the results: +2.0%Raymond James confirms prior targets: asset management fees up about 1% in fiscal Q1 2027, net interest income plus RJBDP fees up about 1%, fiscal 2027 expenses up about 8%, no fundamental change to the outlook.
“Looking ahead, we expect fiscal first quarter 2027 asset management and related administrative fees to increase approximately 1% from the fourth quarter level driven by higher PCG assets and fee-based accounts at quarter end.”The outlook is not part of the score and not a recommendation to buy or sell.
From the earnings call on 28 Oct 2026 (fiscal Q4 2026), read by AI.
Insiders
Open-market purchases and sales by executives, board members and major holders
No open-market purchases in the last 6 months. 3 insiders sold, $4.09M in total.
Sales say less than purchases: many insiders sell on a fixed plan, for taxes or to diversify.
Source: Form 4 filings with the US Securities and Exchange Commission. Grants, option exercises, gifts and tax withholdings are hidden. Not a recommendation to buy.
What happened at Raymond James Financial
The key events of the last six months from our own data. A click takes you to the matching card.
Sector comparison
975 rated companies in Financial Services
- This company
- 78
- Sector median
- 68
Categories against the sector median
The median is the middle value: half of the companies in the sector lie above it, half below. Categories with too few comparable companies are left out.
Competitors in Asset Management
The next larger and next smaller companies by market value
- Ameriprise FinancialAMP $44.58B83
- Ares ManagementARES $43.77B65
- EQTEQT.ST $39.58B67
- Northern TrustNTRS $32.18B80
- Principal Financial GroupPFG $23.99B73
- AB Industrivärden (publ)INDU-A.ST $23.75B78
- T. Rowe Price GroupTROW $23.09B75
- AmundiAMUN.PA $21.81B74
ETFs that hold Raymond James Financial
Held by 122 ETFs on Xetra. Shown per index: the ETF with the largest weight.
| ETF | Weight | Cost | Fund size |
|---|---|---|---|
| iShares Ageing Population UCITS ETF2B77 | 0.53% | 0.40% | €813.42M |
| UBS Factor MSCI USA Prime Value Screened UCITS ETF USD disUBUS | 0.45% | 0.25% | €130.8M |
| UBS Factor MSCI USA Quality Screened UCITS ETF hEUR accUBUX | 0.43% | 0.28% | €1.16B |
Show 5 more
| Invesco S&P 500 QVM UCITS ETFQVMP | 0.37% | 0.35% | €52.25M |
| Xtrackers MSCI USA Financials UCITS ETF 1DXUFN | 0.36% | 0.12% | €1.08B |
| iShares MSCI USA Mid-Cap Equal Weight UCITS ETFQDVC | 0.36% | 0.20% | €272.21M |
| State Street SPDR S&P U.S. Financials Select Sector UCITS ETF (Acc)ZPDF | 0.36% | 0.15% | €672.01M |
| Deka MSCI USA MC UCITS ETFEL41 | 0.35% | 0.30% | €52.63M |
Holdings as reported by the funds via FMP, excluding swap ETFs (their holdings are only collateral).
Data status and sources
- Score
- Daily value of 13 Nov 2026, recalculated nightly
- Price
- Closing price of 12 Nov 2026
- Latest annual report
- Fiscal year 2026, period end 30 Sep 2026
- Source
- Financial statements, ratios and prices from Financial Modeling Prep (FMP), based on the company's reports. MEQIRI calculates the score and fair value from them.
Mandatory disclosures for this rating
- ; time horizon around 12 months
- Rated Strong, published since 7 Nov 2026 (in the score history since 28 Feb 2021)
- Valuation signal Fairly valued since 7 Nov 2026
- End-of-day prices, metrics cached for up to 24 hours
- Score and fair value are estimates from a disclosed model. They are not facts and not a price target.
- Produced by SSM Ventures UG (haftungsbeschränkt), responsible person Sven Brostmeyer, Managing Director, automatically according to the disclosed model.
- Not investment advice. Losses up to and including a total loss are possible. Personal circumstances are not considered.