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Upturn AI SWOT - About
RJF 
Raymond James Financial Inc. (RJF)
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Stock price based on last close (see disclosures)
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Upturn Advisory Summary
07/08/2025: RJF (5-star) is a STRONG-BUY. BUY since 10 days. Profits (4.78%). Updated daily EoD!
Upturn Star Rating
Outstanding Performance
These Stocks/ETFs, based on Upturn Advisory, have historically outperformed the market, making them a top-tier choice for investors.
Number of Analysts
14 Analysts rated it
Moderately tracked stock, growing coverage, gaining market and investor attention.
1 Year Target Price $155.08
1 Year Target Price $155.08
| 2 | Strong Buy |
| 2 | Buy |
| 10 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit 52.82% | Avg. Invested days 50 | Today’s Advisory Strong Buy |
Upturn Star Rating | Upturn Advisory Performance  4.0 | Stock Returns Performance  3.0 |
| Profits based on simulation | Last Close 07/08/2025 |
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 31.79B USD | Price to earnings Ratio 15.15 | 1Y Target Price 155.08 |
Price to earnings Ratio 15.15 | 1Y Target Price 155.08 | ||
Volume (30-day avg) 14 | Beta 1.04 | 52 Weeks Range 102.81 - 173.13 | Updated Date 07/8/2025 |
52 Weeks Range 102.81 - 173.13 | Updated Date 07/8/2025 | ||
Dividends yield (FY) 1.30% | Basic EPS (TTM) 10.4 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Revenue by Geography
Geography revenue - Year on Year
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 16.14% | Operating Margin (TTM) 20.38% |
Management Effectiveness
Return on Assets (TTM) 2.66% | Return on Equity (TTM) 18.87% |
Valuation
Trailing PE 15.15 | Forward PE 13.68 | Enterprise Value 20258093056 | Price to Sales(TTM) 2.34 |
Enterprise Value 20258093056 | Price to Sales(TTM) 2.34 | ||
Enterprise Value to Revenue 2.58 | Enterprise Value to EBITDA - | Shares Outstanding 201755008 | Shares Floating 177776011 |
Shares Outstanding 201755008 | Shares Floating 177776011 | ||
Percent Insiders 10.2 | Percent Institutions 78.6 |
Upturn AI SWOT
Raymond James Financial Inc.
Company Overview
History and Background
Raymond James Financial Inc. was founded in 1962 as Robert A. James Investments, Inc. It evolved through mergers and acquisitions, becoming Raymond James Financial, Inc. in 1969. Over the years, it expanded its services and geographic reach to become a diversified financial services firm.
Core Business Areas
- Private Client Group: Provides wealth management services to individuals and families through a network of financial advisors.
- Capital Markets: Offers investment banking, equity research, and institutional sales and trading services.
- Asset Management: Manages assets for individuals, institutions, and high-net-worth clients.
- Bank: Provides banking services, including lending and deposit products.
Leadership and Structure
Paul Reilly serves as the Chairman and CEO. The company is structured with various business segments led by senior executives. The Board of Directors provides oversight and governance.
Top Products and Market Share
Key Offerings
- Estimated Market Share: Market share varies depending on the specific product or service, and is difficult to provide an exact figure.
- Financial Advisory Services: Comprehensive financial planning, investment advice, and portfolio management. Raymond James has a large number of advisors, placing them among the top wealth management firms. Competitors include Morgan Stanley, Merrill Lynch, and UBS.
- Estimated Market Share: Market share varies depending on the specific product or service, and is difficult to provide an exact figure.
- Investment Banking: Underwriting, mergers and acquisitions advisory, and other capital markets services. Raymond James consistently ranks as a leading middle-market investment bank. Competitors include regional and boutique investment banks like Piper Sandler and William Blair, as well as larger firms like Goldman Sachs and JP Morgan.
- Asset Management: Mutual funds, separately managed accounts, and other investment products. Competitors include BlackRock, Vanguard, and Fidelity.
- Estimated Market Share: Market share varies depending on the specific product or service, and is difficult to provide an exact figure.
Market Dynamics
Industry Overview
The financial services industry is characterized by increasing regulatory scrutiny, technological advancements, and evolving client needs. The industry is highly competitive, with both large and small players vying for market share.
Positioning
Raymond James is positioned as a client-focused firm with a strong emphasis on financial advisor relationships. Its diversified business model provides stability and growth opportunities.
Total Addressable Market (TAM)
The TAM for wealth management, investment banking, and asset management is in the trillions of dollars globally. Raymond James is positioned to capture a portion of this TAM through its various business segments.
Upturn SWOT Analysis
Strengths
- Strong advisor network
- Diversified business model
- Client-focused culture
- Solid capital base
- Established brand reputation
Weaknesses
- Sensitivity to market fluctuations
- Dependence on advisor productivity
- Cybersecurity risks
- Potential regulatory changes
- Reputation risk
Opportunities
- Acquisitions and strategic partnerships
- Expansion into new markets
- Technological innovation
- Increasing demand for financial advice
- Growing high-net-worth population
Threats
- Economic downturns
- Increased competition
- Regulatory changes
- Rising interest rates
- Geopolitical risks
Competitors and Market Share
Key Competitors
- MS
- UBS
- SCHW
- ML
Competitive Landscape
Raymond James competes with larger firms in certain segments but differentiates itself through its client-centric approach and strong advisor relationships. It faces challenges from both traditional brokerage firms and newer fintech companies.
Major Acquisitions
SumRidge Partners
- Year: 2023
- Acquisition Price (USD millions): 415
- Strategic Rationale: Enhances fixed income capabilities.
Growth Trajectory and Initiatives
Historical Growth: Data needed
Future Projections: Data needed
Recent Initiatives: Data needed
Summary
Raymond James is a well-established financial services firm with a diversified business model and a strong advisor network. Its client-focused culture is a key differentiator. However, it faces challenges related to market volatility, regulatory changes, and increasing competition. The recent acquisition will enhance fixed income capability.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company filings
- Analyst reports
- Industry publications
Disclaimers:
This analysis is for informational purposes only and should not be considered investment advice. Market share estimates are approximate and may vary. Financial data is subject to change.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Raymond James Financial Inc.
Exchange NYSE | Headquaters Saint Petersburg, FL, United States | ||
IPO Launch date 1987-12-30 | CEO & Director Mr. Paul Marone Shoukry | ||
Sector Financial Services | Industry Asset Management | Full time employees 19000 | Website https://www.raymondjames.com |
Full time employees 19000 | Website https://www.raymondjames.com | ||
Raymond James Financial, Inc., a diversified financial services company, provides private client group, capital markets, asset management, banking, and other services to individuals, corporations, and municipalities in the United States, Canada, and Europe. The Private Client Group segment offers investment services, portfolio management services, insurance and annuity products, and mutual funds; support to third-party mutual fund and annuity companies, including sales and marketing support, as well as distribution and accounting, and administrative services; margin loans; securities borrowing and lending services; diversification strategies and alternative investment products; and custodial, trade execution, research, and other support and services. The Capital Markets segment provides investment banking services, such as equity and debt underwriting, and merger and acquisition advisory services; and fixed income and equity brokerage services. This segment also offers institutional sales, securities trading, equity research, and the syndication and management of investments in low-income housing funds and funds of a similar nature. The Asset Management segment provides asset management, portfolio management, and related administrative services to retail and institutional clients; and administrative support services, such as record-keeping. The Bank segment offers various types of loans, including securities-based, commercial and industrial, commercial real estate and construction, real estate investment trust, residential mortgage, and tax-exempt loans; insured deposit accounts; retail and corporate deposit; and liquidity management products and services. The Other segment engages in the private equity investments comprising invests in third-party funds. Raymond James Financial, Inc. was founded in 1962 and is headquartered in Saint Petersburg, Florida.
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