RJF Raymond James Financial Dashboard

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 has approximately 8,200 financial advisors. Total client assets are $923 billion. Public since 1983, the firm is headquartered in St. Petersburg, Florida.

Company profile

Ticker

RJF

Exchange

NYSE

Website

www.raymondjames.com/

CEO

Paul Reilly

Incorporated

Florida

Location

Florida

Fiscal year end

Sep 30

Sector

Finance and Insurance > Investment Banking and Securities Dealing

Industry (SIC)

Security Brokers, Dealers & Flotation Companies

Goldman Sachs • Morgan Stanley • Nomura • Navient • Blackrock • Charles Schwab • Jefferies • Interactive Brokers • TD Ameritrade Holding • XP ...

SEC CIK

0000720005

Corporate docs

Articles of Incorporation & Bylaws

IRS number

591517485

RJF stock data

S&P 500

1M 1Y 2Y 5Y

News

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Up and Coming Bank Acquires Prestigious Legacy Brand, EF Hutton

15 Jun 21

Photo by Anthony DELANOIX on Unsplash

JMP Securities Maintains Market Outperform on Raymond James Financial, Raises Price Target to $146

28 May 21

JMP Securities analyst Devin Ryan maintains Raymond James Financial (NYSE:RJF) with a Market Outperform and raises the price target from $140 to $146.

Credit Suisse Maintains Neutral on Raymond James Financial, Raises Price Target to $135

24 May 21

Credit Suisse analyst Craig Siegenthaler maintains Raymond James Financial (NYSE:RJF) with a Neutral and raises the price target from $133 to $135.

Stocks That Hit 52-Week Highs On Monday

10 May 21

Stocks That Hit 52-Week Highs On Thursday

6 May 21

Press releases

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Concurrent Welcomes Ten Advisor Partner Teams with over $1 Billion in Assets

3 Jun 21

SAN DIEGO, June 3, 2021 /PRNewswire/ -- Concurrent, a partnership of elite independent advisors affiliated with Raymond James Financial Services, Inc. (RJFS) (member FINRA/SIPC), has had a robust start to its 2021 growth

Raymond James Launches New Proposal Tool Within Its Robust Wealth Management Technology Suite

24 May 21

ST. PETERSBURG, Fla., May 24, 2021 (GLOBE NEWSWIRE) -- Demonstrating the firm's commitment to supporting financial advisors through innovative technology and its continued investment in the platform, Raymond James is

Raymond James Enhances Suite of Integrated Digital Marketing Capabilities, Introduces Additional Branding Resources for Advisors

20 May 21

St. Petersburg, Fla., May 20, 2021 (GLOBE NEWSWIRE) -- Raymond James has introduced enhancements to its marketing and agency solutions for advisors, according to Lisa Turley, senior vice president of Advisor Marketing

Voyager Digital Expands Management Team and Announces Changes to the Board of Directors

20 May 21

Voyager Digital Expands Management Team and Announces Changes to the Board of Directors

20 May 21

Calendar

7 May 21

17 Jun 21

30 Sep 21

Financial summary

Financial statements Chart RJF financial data

Quarter (USD)	Mar 21	Dec 20	Sep 20	Jun 20
Revenue
Cost of revenue
Operating income
Operating margin
Net income
Net profit margin
Cash on hand
Change in cash
Diluted EPS

Annual (USD)	Sep 20	Sep 19	Sep 18	Sep 17
Revenue
Cost of revenue
Operating income
Operating margin
Net income
Net profit margin
Cash on hand
Change in cash
Diluted EPS

Financial data from company earnings reports.

Cash burn rate (estimated)	Burn method: Change in cash		Burn method: Operating income/loss		Burn method: FCF (opex + capex)
	Last Q	Avg 4Q	Last Q	Avg 4Q	Last Q	Avg 4Q
Cash on hand (at last report)	10.28B	10.28B	10.28B	10.28B	10.28B	10.28B
Cash burn (monthly)	373.67M	368.17M	(positive/no burn)	(positive/no burn)	396M	(positive/no burn)
Cash used (since last report)	957.06M	942.98M	n/a	n/a	1.01B	n/a
Cash remaining	9.32B	9.33B	n/a	n/a	9.26B	n/a
Runway (months of cash)	24.9	25.3	n/a	n/a	23.4	n/a

Beta Read what these cash burn values mean

Recent insider trades

RJF insider ownership history Insider history

Date	Owner	Security	Transaction	Code	Indirect	10b5-1	$Price	#Shares	$Value	#Remaining
26 May 21	Santelli Jonathan N	Common Stock	Sell	Dispose S	No	No	133.0266	2,272	302.24K	3,324
25 May 21	Santelli Jonathan N	Common Stock	Payment of exercise	Dispose F	No	No	131.79	728	95.94K	5,596
25 May 21	Santelli Jonathan N	Common Stock	Option exercise	Aquire M	No	No	0	3,000	0	6,324
25 May 21	Santelli Jonathan N	RSU Common Stock	Option exercise	Dispose M	No	No	0	3,000	0	0
20 May 21	Perry Jodi	Common Stock	Sell	Dispose S	No	No	132.9401	1,850	245.94K	1,355
10 May 21	Steven M Raney	Common Stock	Sell	Dispose S	No	No	135.7385	1,630	221.25K	32,900
10 May 21	Steven M Raney	Common Stock	Sell	Dispose S	No	No	136.0662	370	50.34K	34,530
3 May 21	Tashtego S Elwyn	Common Stock	Gift	Dispose G	No	No	0	380	0	30,187
9 Apr 21	James E Bunn	Common Stock	Gift	Dispose G	No	No	0	252	0	19,854

Data from 3, 4 and 5 filings. Stock values as filed, not updated for current price.

Institutional ownership Q1 2021

RJF institutional ownership history Ownership history

Data for the last complete 13F reporting period. To see the most recent changes to ownership, click the ownership history button above.

75.4% owned by funds/institutions

13F holders	Current	Prev Q	Change
Total holders	538	522	+3.1%
Opened positions	77	91	-15.4%
Closed positions	61	33	+84.8%
Increased positions	171	172	-0.6%
Reduced positions	196	174	+12.6%

13F shares	Current	Prev Q	Change
Total value	12.15B	9.42B	+29.0%
Total shares	103.56M	102.79M	+0.8%
Total puts	112.3K	94.7K	+18.6%
Total calls	668K	567.1K	+17.8%
Total put/call ratio	0.2	0.2	+0.7%

Largest owners	Shares	Value	Change
Vanguard	13.95M	$1.71B	+6.8%
BLK Blackrock	12.89M	$1.58B	-8.6%
STT State Street	5.52M	$678.49M	+6.3%
Primecap Management	5.47M	$670.35M	+35.6%
Tredje AP-fonden	5.02M	$71.57M	0.0%
TROW T. Rowe Price	4.4M	$538.78M	-12.5%
Wellington Management	3.61M	$442.55M	-0.7%
FMR	2.93M	$359.18M	-18.1%
JPM JPMorgan Chase & Co.	2.43M	$298.34M	-11.8%
Earnest Partners	2.16M	$264.36M	+5.1%

Largest transactions	Shares	Bought/sold	Change
Primecap Management	5.47M	+1.44M	+35.6%
APG Asset Management	1.61M	+1.29M	+400.3%
BLK Blackrock	12.89M	-1.22M	-8.6%
Norges Bank	0	-1.17M	EXIT
Vanguard	13.95M	+893.86K	+6.8%
FMR	2.93M	-648.02K	-18.1%
TROW T. Rowe Price	4.4M	-626.18K	-12.5%
Southpoint Capital Advisors	500K	+500K	NEW
Ceredex Value Advisors	461.4K	+461.4K	NEW
BAC Bank Of America	1.6M	-416.63K	-20.7%

Data from 13F filings. Stock values as filed, not updated for current price. Long positions only.

Content analysis

Positive
Negative
Uncertain
Constraining
Legalese
Litigous
Readability	H.S. freshman Avg

New words: artificial, backlog, certainty, commonly, Concurrently, delete, downtown, EAD, efficient, encouraging, extinguishment, faster, Fitch, gathering, instructed, intelligence, internationally, leaving, legislature, liable, LLC, mobile, notably, ownership, pace, privacy, publishing, put, reveal, rollout, scenario, space, speed, Stable, strongly, tailwind, tender, therefrom, trailing, unamortized, weakened

Removed: alleged, claim, computer, delay, endeavoring, error, heavily, human, modify, natural, plaintiff, power, protective, software, stability, unchanged

From filing 10-Q 2021 Q2