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RJF logo RJF
Upturn stock ratingUpturn stock rating
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Raymond James Financial Inc. (RJF)

Upturn stock ratingUpturn stock rating
$153.37
Last Close (24-hour delay)
Profit since last BUY1.65%
upturn advisory
Strong Buy
BUY since 5 days
  • BUY Advisory
  • SELL Advisory (Profit)​
  • SELL Advisory (Loss)​
  • Profit
  • Loss
  • Pass (Skip investing)
Upturn Stock infoUpturn Stock info Stock price based on last close
*as per simulation
(see disclosures)
Time period over
  • ALL
  • YEAR
  • MONTH
  • WEEK

Upturn Advisory Summary

06/30/2025: RJF (4-star) is a STRONG-BUY. BUY since 5 days. Profits (1.65%). Updated daily EoD!

Upturn Star Rating

rating

Above Average Performance

These Stocks/ETFs, based on Upturn Advisory, frequently surpass the market, reflecting reliable and trustworthy advice.

Number of Analysts

rating

14 Analysts rated it

Well-followed company, solid analyst reports, reliable data for confident investing.

1 Year Target Price $155.08

1 Year Target Price $155.08

Analysts Price Target For last 52 week
$155.08Target price
Low$103.14
Current$153.37
high$173.69

Analysis of Past Performance

Type Stock
Historic Profit 48.29%
Avg. Invested days 49
Today’s Advisory Strong Buy
Upturn Star Rating Upturn stock ratingUpturn stock rating
Upturn Advisory Performance Upturn Advisory Performance 4.0
Stock Returns Performance Upturn Returns Performance 3.0
Upturn Profits based on simulationUpturn Profits based on simulation Profits based on simulation
Upturn Profits based on simulationUpturn Profits based on simulation Last Close 06/30/2025

Key Highlights

Company Size Large-Cap Stock
Market Capitalization 30.94B USD
Price to earnings Ratio 14.79
1Y Target Price 155.08
Price to earnings Ratio 14.79
1Y Target Price 155.08
Volume (30-day avg) 14
Beta 1.04
52 Weeks Range 103.14 - 173.69
Updated Date 06/30/2025
52 Weeks Range 103.14 - 173.69
Updated Date 06/30/2025
Dividends yield (FY) 1.31%
Basic EPS (TTM) 10.37

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 14.79
Forward PE 13.33
Enterprise Value 20258093056
Price to Sales(TTM) 2.28
Enterprise Value 20258093056
Price to Sales(TTM) 2.28
Enterprise Value to Revenue 2.52
Enterprise Value to EBITDA -
Shares Outstanding 201755008
Shares Floating 177776011
Shares Outstanding 201755008
Shares Floating 177776011
Percent Insiders 10.2
Percent Institutions 78.62

Analyst Ratings

Rating 4
Target Price 155.08
Buy 2
Strong Buy 2
Buy 2
Strong Buy 2
Hold 10
Sell -
Strong Sell -
Strong Sell -

ai summary icon Upturn AI SWOT

Raymond James Financial Inc.

stock logo

Company Overview

overview logo 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.

business area logo 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 logo 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

overview logo 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 logo 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

competitor logo 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.

Upturn AI SummarizationUpturn AI Summarization AI Summarization is directionally correct and might not be accurate.

Upturn AI SummarizationUpturn AI Summarization Summarized information shown could be a few years old and not current.

Upturn AI SummarizationUpturn AI Summarization Fundamental Rating based on AI could be based on old data.

Upturn AI SummarizationUpturn AI Summarization 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
Full time employees 19000

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.