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 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
8-K
Raymond James Financial Reports January 2024 Operating Data
21 Feb 24
10-Q
2024 Q1
Quarterly report
7 Feb 24
8-K
Raymond James Financial Reports Fiscal First Quarter of
24 Jan 24
DEFA14A
Additional proxy soliciting materials
10 Jan 24
DEFA14A
Additional proxy soliciting materials
8 Jan 24
ARS
2023 FY
Annual report to shareholders
8 Jan 24
DEFA14A
Additional proxy soliciting materials
8 Jan 24
Transcripts
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 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
RJF
Earnings call transcript
2022 Q1
27 Jan 22
RJF
Earnings call transcript
2021 Q4
28 Oct 21
Financial summary
Quarter (USD) | Sep 23 | Jun 23 | Mar 23 | Dec 22 | |
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Diluted EPS |
Annual (USD) | Sep 23 | Sep 22 | Sep 21 | Sep 20 | |
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Revenue | |||||
Cost of revenue | |||||
Operating income | |||||
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Net income | |||||
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Change in cash | |||||
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) | 12.55 bn | 12.55 bn | 12.55 bn | 12.55 bn | 12.55 bn | 12.55 bn |
Cash burn (monthly) | (no burn) | 175.92 mm | (no burn) | (no burn) | (no burn) | 292.83 mm |
Cash used (since last report) | n/a | 1.17 bn | n/a | n/a | n/a | 1.95 bn |
Cash remaining | n/a | 11.38 bn | n/a | n/a | n/a | 10.60 bn |
Runway (months of cash) | n/a | 64.7 | n/a | n/a | n/a | 36.2 |
Institutional ownership, Q4 2023
54.3% owned by funds/institutions
13F holders | Current |
---|---|
Total holders | 545 |
Opened positions | 86 |
Closed positions | 188 |
Increased positions | 183 |
Reduced positions | 174 |
13F shares | Current |
---|---|
Total value | 11.97 tn |
Total shares | 113.44 mm |
Total puts | 16.10 k |
Total calls | 20.10 k |
Total put/call ratio | 0.8 |
Largest owners | Shares | Value |
---|---|---|
Vanguard | 22.30 mm | $2.49 tn |
Primecap Management | 12.32 mm | $1.37 tn |
Wellington Management | 11.29 mm | $1.26 tn |
STT State Street | 7.83 mm | $876.64 bn |
FMR | 6.44 mm | $717.59 bn |
JPM JPMorgan Chase & Co. | 5.06 mm | $563.85 bn |
IVZ Invesco | 2.50 mm | $278.64 bn |
Massachusetts Financial Services | 2.16 mm | $240.60 bn |
Agf Management | 2.15 mm | $239.48 bn |
NTRS Northern Trust | 1.99 mm | $221.74 bn |
Recent insider trades
Date | Owner | Security | Transaction | Code | Indirect | 10b5-1 | $Price | #Shares | $Value | #Remaining |
---|---|---|---|---|---|---|---|---|---|---|
10 Apr 24 | Garcia Art A | Common Stock | Option exercise | Acquire M | No | No | 0 | 1,846 | 0.00 | 2,725 |
10 Apr 24 | Garcia Art A | RSU Common Stock | Option exercise | Dispose M | No | No | 0 | 1,846 | 0.00 | 0 |
10 Apr 24 | Raymond W Mcdaniel | Common Stock | Option exercise | Acquire M | No | No | 0 | 1,846 | 0.00 | 1,846 |
10 Apr 24 | Raymond W Mcdaniel | RSU Common Stock | Option exercise | Dispose M | No | No | 0 | 1,846 | 0.00 | 0 |
5 Mar 24 | Shannon B Reid | Common Stock | Gift | Dispose G | No | No | 0 | 10 | 0.00 | 7,316 |
22 Feb 24 | Tashtego S Elwyn | Common Stock | Gift | Dispose G | No | No | 0 | 1,196 | 0.00 | 66,657 |
22 Feb 24 | Edwards Jeffrey N | Common Stock | Option exercise | Acquire M | No | No | 0 | 1,643 | 0.00 | 28,577 |
22 Feb 24 | Edwards Jeffrey N | RSU Common Stock | Option exercise | Dispose M | No | No | 0 | 1,643 | 0.00 | 1,711 |
22 Feb 24 | Edwards Jeffrey N | RSU Common Stock | Grant | Acquire A | No | No | 0 | 1,711 | 0.00 | 3,354 |
News
(RJF) - Analyzing Raymond James Finl's Short Interest
17 Apr 24
Citigroup Maintains Neutral on Raymond James Finl, Raises Price Target to $132
11 Apr 24
Deep Dive Into Raymond James Finl Stock: Analyst Perspectives (4 Ratings)
9 Apr 24
JMP Securities Reiterates Market Perform on Raymond James Finl
9 Apr 24
Morgan Stanley Maintains Equal-Weight on Raymond James Finl, Raises Price Target to $123
9 Apr 24
Press releases
Crypto Exchange Coinbase Plans $1 Billion Bond Sale
13 Mar 24
Crypto Exchange Coinbase Plans $1 Billion Bond Sale
13 Mar 24
Raymond James Financial Declares Quarterly Dividends on Common and Preferred Stock
23 Feb 24
Raymond James Bank to Use ICE Mortgage Technology's End-to-End Digital Lending Platform
30 Jan 24
Raymond James Financial Reports Fiscal First Quarter of 2024 Results
24 Jan 24