Raymond James Financial (RJF)
Financials · Diversified financial services / integrated brokerage and wealth management
A diversified financial services powerhouse generating strong returns from asset management, brokerage commissions, and a high-yielding bank loan portfolio.
What Raymond James Financial does
Raymond James Financial is a diversified financial services firm offering asset management, brokerage, investment banking, and banking services. The company generates revenue through asset management fees, securities commissions, principal transactions, account service fees, investment banking advisory, and interest income on bank loans and deposits. It operates through a network of financial advisors serving clients with wealth management, trading, and lending solutions.
Themes: ["Wealth management","Investment banking","Brokerage services","Bank lending","Asset management","Financial advisory"]
Fundamentals
- Price$168.72 as of 2026-07-09 close
- Market cap$32.5B as of 2026-07-10
- 1-year return+6.3% as of 2026-07-09 close
- P/E15.14 as of 2026-07-10
- Net margin+13.0% as of 2026-07-10
- Gross margin+87.0% as of 2026-07-10
- ROE+17.2% as of 2026-07-10
- Debt / equity5.39 as of 2026-07-10
- Revenue growth (YoY)+5.3% as of 2026-07-10
- Revenue CAGR (3y)+12.1% SEC XBRL
- Beta0.94 as of 2026-07-10
Dividend: yield +1.3%; 5-year non-decreasing per-share dividend streak (SEC XBRL).
Key risks (from latest filing)
["Interest rate sensitivity: Net revenues dependent on interest income from bank loans and deposit spreads, exposed to changes in rate environment","Brokerage revenue volatility: Securities commissions and principal transaction income fluctuate with market activity and client trading volumes","Regulatory and compliance risk: Subject to extensive financial services regulation; changes in capital requirements, compensation rules, or conduct standards could impact profitability"]
Competitors & peers
Fundamentals: Finnhub, as of 2026-07-10. Filings: SEC EDGAR. Prices are delayed daily-close data.
Last updated 2026-07-09.
Informational only — NOT financial advice. All figures are delayed daily-close data from SEC EDGAR & Finnhub, shown with their as-of date.