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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Stocks That Hit 52-Week Highs On Thursday

25 Feb 21

Before 10 a.m. ET Thursday, 371 stocks hit new 52-week highs.

Stocks That Hit 52-Week Highs On Wednesday

24 Feb 21

During Wednesday's morning trading, 472 companies set new 52-week highs.

Stocks That Hit 52-Week Highs On Tuesday

23 Feb 21

Before 10 a.m. ET on Tuesday, 267 companies hit new 52-week highs.

Stocks That Hit 52-Week Highs On Monday

22 Feb 21

Stocks Making New 52-Week Highs/Lows For Friday, Feb. 19, 2021 (Via Benzinga Pro's Signals Tool)

19 Feb 21

Press releases

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Lisa Detanna Named to Forbes List of Best-In-State Wealth Advisors

12 Feb 21

Lisa A. Detanna, AIF ®, MBA, WMS ® Managing Director & Senior Vice President, Investments, of Global Wealth Solutions Group of Raymond James located at 9595 Wilshire Blvd., Suite 801 Beverly Hills, CA

Steward Partners Global Advisory Welcomes Webster Grosso Wealth Management

9 Feb 21

WASHINGTON, Feb. 9, 2021 /PRNewswire/ -- Steward Partners Global Advisory, LLC, an employee-owned, full-service independent partnership associated with Raymond James Financial Services, Inc. (member FINRA/SIPC), welcomes

Raymond James Financial, Inc. to Host Earnings Call

28 Jan 21

NEW YORK, NY / ACCESSWIRE / January 28, 2021 / Raymond James Financial, Inc. (NYSE:RJF) will be discussing their earnings results in their 2021 First Quarter Earnings call to be held on January 28, 2021 at 8:15 AM

Raymond James Expands Relationship with Tegra118 to Build Additional UMA Functionality

11 Jan 21

Concurrent Adds Seven New Teams Worth Over $1.1 Billion in Assets Under Management

9 Dec 20

Calendar

8 Feb 21

2 Mar 21

30 Sep 21

Financial summary

Financial statements Chart RJF financial data

Quarter (USD)	Dec 20	Sep 20	Jun 20	Mar 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.

Recent insider trades

RJF insider ownership history Insider history

Date	Owner	Security	Transaction	Code	Indirect	10b5-1	$Price	#Shares	$Value	#Remaining
25 Feb 21	Reilly Paul C	Common Stock	Sell	Dispose S	No	No	120.2892	10,000	1.2M	63,354
24 Feb 21	Reilly Paul C	Common Stock	Sell	Dispose S	No	No	121.3874	3,967	481.54K	73,354
24 Feb 21	Godbold Francis S	Common Stock	Sell	Dispose S	Yes	No	121.5217	25,042	3.04M	134,500
23 Feb 21	Tashtego S Elwyn	Common Stock	Gift	Dispose G	No	No	0	1,000	0	30,567
22 Feb 21	Allison Paul D	Common Stock	Sell	Dispose S	Yes	No	117.9875	10,000	1.18M	13,950
19 Feb 21	Gordon L Johnson	Common Stock	Option exercise	Aquire M	No	No	0	60	0	22,566
19 Feb 21	Gordon L Johnson	RSU Common Stock	Option exercise	Dispose M	No	No	0	60	0	0
19 Feb 21	Gordon L Johnson	RSU Common Stock	Grant	Aquire A	No	No	0	215	0	1,498

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

Institutional ownership Q4 2020

RJF institutional ownership history Ownership history

73.7% owned by funds/institutions

13F holders	Current	Prev Q	Change
Total holders	507	464	+9.3%
Opened positions	82	47	+74.5%
Closed positions	39	60	-35.0%
Increased positions	170	142	+19.7%
Reduced positions	173	191	-9.4%

13F shares	Current	Prev Q	Change
Total value	9.29B	7.17B	+29.6%
Total shares	101.43M	102.84M	-1.4%
Total puts	94.7K	148.1K	-36.1%
Total calls	567.1K	357.6K	+58.6%
Total put/call ratio	0.2	0.4	-59.7%

Largest owners	Shares	Value	Change
BLK Blackrock	14.11M	$1.35B	-2.2%
Vanguard	13.06M	$1.25B	+2.1%
STT State Street	5.19M	$496.84M	+2.3%
Tredje AP-fonden	5.02M	$65.45M	0.0%
TROW T. Rowe Price	5.02M	$480.48M	-4.8%
Primecap Management	4.03M	$385.94M	-3.6%
Wellington Management	3.64M	$347.92M	-5.2%
FMR	3.58M	$342.37M	-6.6%
JPM JPMorgan Chase & Co.	2.76M	$264.02M	-1.9%
Brave Warrior Advisors	2.06M	$197.05M	-1.8%

Largest transactions	Shares	Bought/sold	Change
BAC Bank Of America	2.02M	-1.23M	-38.0%
Eminence Capital	0	-945.23K	EXIT
Arrowstreet Capital, Limited Partnership	176.05K	-466.49K	-72.6%
IVZ Invesco	1.22M	+425.28K	+53.3%
BLK Blackrock	14.11M	-310.64K	-2.2%
Holocene Advisors	289.77K	+289.77K	NEW
Gillson Capital	300.7K	+275.71K	+1103.1%
BK Bank Of New York Mellon	965.56K	-269.64K	-21.8%
Vanguard	13.06M	+266.62K	+2.1%
Schonfeld Strategic Advisors	254.72K	+254.72K	NEW

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: actuarial, adhere, adherence, analyzed, ARM, arose, assumption, Atlanta, bring, budget, builder, Bureau, call, cancellation, charged, conclusion, confirmed, count, Custody, deeply, demographic, difficulty, employ, environmental, exit, exited, expand, Financo, focused, France, fulfill, fundraising, grow, highlight, history, hospitality, infection, intent, Isaac, jointly, lack, left, LGD, lifetime, likelihood, likewise, linear, membership, merchant, nonprofit, Northwest, OFR, onset, opportunistic, outlook, outpaced, passive, PD, predominately, provisional, rapidly, RCS, redefined, reinforcing, REIT, relevant, remit, repaid, repay, replenish, revert, revised, RIA, safety, spending, strength, stringent, subprime, successor, teaser, trend, trillion, vacancy, vaccine, write

Removed: add, advice, amending, annum, August, bear, branch, building, challenged, cloud, commencement, compensate, computing, converting, created, cumulative, disaggregated, disclose, discontinued, divestiture, earning, entirety, European, exercised, expensed, flat, floating, FRB, immaterial, inception, incremental, index, inflation, interbank, invest, investing, IRA, lead, leasing, LIBOR, list, making, month, moving, noncancelable, occupy, optional, pertain, piece, prepaid, pretax, prime, profile, proportionate, record, recoverable, renewal, rent, replacing, research, reviewed, serve, setting, small, SOFR, staffing, sublease, swap, team, tenor, Topic, transition, undiscounted, unvested, wholly

From filing 10-Q 2021 Q1