founded in 1962 and a public company since 1983, raymond james is a florida-based diversified holding company providing financial services to individuals, corporations and municipalities through its subsidiary companies engaged primarily in investment and financial planning, in addition to capital markets and asset management. the firm's stock is traded on the new york stock exchange (rjf). through its three broker/dealer subsidiaries, raymond james financial has approximately 6,600 financial advisors serving in excess of 2.7 million client accounts in more than 2,700 locations throughout the united states, canada and overseas. total client assets are approximately $504 billion. raymond james has been recognized nationally for its community support and corporate philanthropy. the company has been ranked as one of the best in the country in customer service, as a great place to work and as a national leader in support of the arts.
Company profile
Ticker
RJF, RJF+B
Exchange
Website
CEO
Paul Reilly
Employees
Incorporated
Location
Fiscal year end
Industry (SIC)
SEC CIK
Corporate docs
Subsidiaries
740780 Carillon, LLC • 800 Carillon, LLC • Carillon Fund Distributors, Inc. • Carillon Tower Advisers, Inc. • CDM Retirement Consultants, Inc. • Cebile Advisors Limited • Raymond James Financial Holdings UK Limited • Cebile Capital LLC • Raymond James Financial Holdings • Cebile Corporation ...
IRS number
591517485
RJF stock data
Latest filings (excl ownership)
8-K
Raymond James Financial Board Appoints New Directors
24 May 24
8-K
Other Events
23 May 24
8-K
Regulation FD Disclosure
23 May 24
8-K
Raymond James Financial Reports April 2024 Operating Data
22 May 24
S-3ASR
Automatic shelf registration
8 May 24
10-Q
2024 Q2
Quarterly report
7 May 24
8-K
Raymond James Financial Reports Fiscal Second Quarter of
24 Apr 24
8-K
Raymond James Financial Reports February 2024 Operating Data
20 Mar 24
8-K
Announces Additional Key Leadership Changes
20 Mar 24
8-K
Raymond James Financial Declares
27 Feb 24
Transcripts
RJF
Earnings call transcript
2024 Q2
24 Apr 24
RJF
Earnings call transcript
2024 Q1
24 Jan 24
RJF
Earnings call transcript
2023 Q4
25 Oct 23
RJF
Earnings call transcript
2023 Q3
26 Jul 23
RJF
Earnings call transcript
2023 Q3
26 Jul 23
RJF
Earnings call transcript
2023 Q2
26 Apr 23
RJF
Earnings call transcript
2023 Q1
25 Jan 23
RJF
Earnings call transcript
2022 Q4
27 Oct 22
RJF
Earnings call transcript
2022 Q3
28 Jul 22
RJF
Earnings call transcript
2022 Q2
28 Apr 22
Latest ownership filings
4
James E Bunn
22 May 24
4
Cecily Mistarz
21 May 24
3
Cecily Mistarz
21 May 24
4
James E Bunn
6 May 24
144
Notice of proposed sale of securities
3 May 24
4
Bella Loykhter Allaire
30 Apr 24
4
Steven M Raney
29 Apr 24
144
Notice of proposed sale of securities
26 Apr 24
4
RAYMOND W MCDANIEL
12 Apr 24
4
ART A GARCIA
12 Apr 24
Financial summary
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Diluted EPS |
Annual (USD) | Sep 23 | Sep 22 | Sep 21 | Sep 20 | |
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Diluted EPS |
Cash burn rate (est.) | Burn method: Change in cash | Burn method: Operating income | Burn method: FCF (opex + capex) | Last Q | Avg 4Q | Last Q | Avg 4Q | Last Q | Avg 4Q |
---|---|---|---|---|---|---|
Cash on hand (at last report) | 13.71 bn | 13.71 bn | 13.71 bn | 13.71 bn | 13.71 bn | 13.71 bn |
Cash burn (monthly) | 77.00 mm | (no burn) | (no burn) | (no burn) | (no burn) | (no burn) |
Cash used (since last report) | 163.42 mm | n/a | n/a | n/a | n/a | n/a |
Cash remaining | 13.54 bn | n/a | n/a | n/a | n/a | n/a |
Runway (months of cash) | 175.9 | n/a | n/a | n/a | n/a | n/a |
Institutional ownership, Q1 2024
66.9% owned by funds/institutions
13F holders | Current |
---|---|
Total holders | 689 |
Opened positions | 199 |
Closed positions | 55 |
Increased positions | 219 |
Reduced positions | 163 |
13F shares | Current |
---|---|
Total value | 16.25 tn |
Total shares | 138.75 mm |
Total puts | 210.40 k |
Total calls | 501.30 k |
Total put/call ratio | 0.4 |
Largest owners | Shares | Value |
---|---|---|
Vanguard | 22.13 mm | $2.84 tn |
BLK Blackrock | 15.20 mm | $1.95 tn |
Wellington Management | 10.30 mm | $1.32 tn |
STT State Street | 7.84 mm | $1.01 tn |
FMR | 6.48 mm | $832.20 bn |
JPM JPMorgan Chase & Co. | 5.40 mm | $693.29 bn |
Geode Capital Management | 4.28 mm | $548.03 bn |
T. Rowe Price Investment Management | 3.86 mm | $496.22 mm |
Earnest Partners | 2.47 mm | $316.97 bn |
IVZ Invesco | 2.43 mm | $312.66 bn |
Recent insider trades
Date | Owner | Security | Transaction | Code | Indirect | 10b5-1 | $Price | #Shares | $Value | #Remaining |
---|---|---|---|---|---|---|---|---|---|---|
20 May 24 | Cecily Mistarz | RSU Common Stock | Grant | Acquire A | No | No | 0 | 1,186 | 0.00 | 1,186 |
20 May 24 | James E Bunn | RSU Common Stock | Grant | Acquire A | No | No | 0 | 19,775 | 0.00 | 19,775 |
3 May 24 | James E Bunn | Common Stock | Sell | Dispose S | No | No | 124.4357 | 11,095 | 1.38 mm | 46,977 |
29 Apr 24 | Bella Loykhter Allaire | Common Stock | Gift | Dispose G | No | No | 0 | 100 | 0.00 | 92,949 |
News
Here's How Much You Would Have Made Owning Raymond James Finl Stock In The Last 10 Years
17 May 24
Raymond James Forays Into the Private Credit Business
14 May 24
Walmart, PriceSmart And 2 Other Stocks Insiders Are Selling
30 Apr 24
TD Cowen Maintains Hold on Raymond James Finl, Lowers Price Target to $126
25 Apr 24
B of A Securities Maintains Buy on Raymond James Finl, Lowers Price Target to $141
25 Apr 24
Press releases
Raymond James Financial Declares Quarterly Dividends on Common and Preferred Stock
20 May 24
Lisa Detanna Named to Barron's 2024 List of Top 100 Financial Advisors
20 May 24
Raymond James Establishes New Private Credit Business
13 May 24
Raymond James Financial Reports Fiscal Second Quarter of 2024 Results
24 Apr 24
Crypto Exchange Coinbase Plans $1 Billion Bond Sale
13 Mar 24