Raymond James Financial (RJF)

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 • Cebile Corporation • Sterling US Acquisition Co., LLC ...

IRS number

591517485

RJF stock data

1M 3M 6M 1Y

Analyst ratings and price targets

Last 3 months

Average target

$181.57

Low target

$170.00

High target

$201.00

Keefe, Bruyette & Woods

Latest filings (excl ownership)

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8-K

Raymond James Financial Declares

26 Feb 25

8-K/A

Departure of Directors or Certain Officers

24 Feb 25

8-K

Raymond James Financial Reports January 2025 Operating Data

7 Feb 25

Raymond James Financial Reports Fiscal First Quarter of

29 Jan 25

DEFA14A

Additional proxy soliciting materials

8 Jan 25

DEFA14A

Additional proxy soliciting materials

8 Jan 25

ARS

2024 FY

Annual report to shareholders

8 Jan 25

DEFA14A

Additional proxy soliciting materials

Transcripts

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RJF

Earnings call transcript

2025 Q1

29 Jan 25

RJF

Earnings call transcript

2024 Q4

23 Oct 24

RJF

Earnings call transcript

2024 Q3

24 Jul 24

RJF

Earnings call transcript

2024 Q2

24 Apr 24

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 Q3

26 Jul 23

RJF

Earnings call transcript

2023 Q2

26 Apr 23

RJF

Earnings call transcript

2023 Q1

25 Jan 23

Latest ownership filings

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Christopher S Aisenbrey

28 Feb 25

Morgan Tarazeta J Haynes

Financial summary

Financial statements Chart RJF financial data

Quarter (USD)	Dec 24	Sep 24	Jun 24	Mar 24
Revenue
Cost of revenue
Operating income
Operating margin
Net income
Net profit margin
Cash on hand
Change in cash
Diluted EPS

Annual (USD)	Sep 24	Sep 23	Sep 22	Sep 21
Revenue
Cost of revenue
Operating income
Operating margin
Net income
Net profit margin
Cash on hand
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)	13.58 bn	13.58 bn	13.58 bn	13.58 bn	13.58 bn	13.58 bn
Cash burn (monthly)	256.00 mm	29.75 mm	(no burn)	(no burn)	(no burn)	(no burn)
Cash used (since last report)	532.60 mm	61.89 mm	n/a	n/a	n/a	n/a
Cash remaining	13.05 bn	13.52 bn	n/a	n/a	n/a	n/a
Runway (months of cash)	51.0	454.4	n/a	n/a	n/a	n/a

Beta Read what these cash burn values mean

Financial data from company earnings reports.

Institutional ownership, Q4 2024

RJF institutional ownership history Ownership history

74.7% owned by funds/institutions

13F holders	Current	Prev Q	Change
Total holders	821	756	+8.6%
Opened positions	135	78	+73.1%
Closed positions	70	62	+12.9%
Increased positions	267	276	-3.3%
Reduced positions	290	261	+11.1%

13F shares	Current	Prev Q	Change
Total value	22.41 tn	17.76 tn	+26.2%
Total shares	153.09 mm	153.57 mm	-0.3%
Total puts	316.20 k	241.20 k	+31.1%
Total calls	1.04 mm	587.70 k	+76.2%
Total put/call ratio	0.3	0.4	-25.6%

Largest owners	Shares	Value	Change
Vanguard	21.90 mm	$3.40 tn	-0.2%
BlackRock	14.34 mm	$2.23 tn	+5.2%
Primecap Management	11.47 mm	$1.78 tn	-4.2%
Wellington Management	10.33 mm	$1.60 tn	-14.7%
STT State Street	8.18 mm	$1.27 tn	+2.6%
FMR	6.52 mm	$1.01 tn	+2.2%
JPM JPMorgan Chase & Co.	4.42 mm	$686.45 bn	-2.8%
Geode Capital Management	4.39 mm	$680.38 bn	+0.9%
T. Rowe Price Investment Management	4.11 mm	$637.99 mm	-0.6%
MS Morgan Stanley	2.82 mm	$438.74 bn	+53.4%

Largest transactions	Shares	Bought/sold	Change
Norges Bank	1.90 mm	+1.90 mm	NEW
Wellington Management	10.33 mm	-1.79 mm	-14.7%
First Trust Advisors	141.65 k	-1.51 mm	-91.4%
MS Morgan Stanley	2.82 mm	+982.76 k	+53.4%
BlackRock	14.34 mm	+714.14 k	+5.2%
RJF Raymond James Financial	680.49 k	+680.49 k	NEW
Select Equity	525.40 k	+525.40 k	NEW
Primecap Management	11.47 mm	-507.26 k	-4.2%
PNC The PNC Financial Services Group, Inc.	567.46 k	+461.07 k	+433.4%
Millennium Management	115.90 k	-429.82 k	-78.8%

Data from 13F filings, for the last complete 13F reporting period. For most recent data, click the ownership history button. Values as filed, not updated for current price. Long positions only.

Recent insider trades

RJF insider ownership history Insider history

Date	Owner	Security	Transaction	Code	Indirect	10b5-1	$Price	#Shares	$Value	#Remaining
28 Feb 25	Christopher S Aisenbrey	Common Stock	Payment of exercise	Dispose F	No	No	151.73	470	71.31 k	14,129
28 Feb 25	Christopher S Aisenbrey	Common Stock	Option exercise	Acquire M	No	No	0	1,800	0.00	14,599
28 Feb 25	Christopher S Aisenbrey	RSU Common Stock	Option exercise	Dispose M	No	No	0	1,800	0.00	1,200
20 Feb 25	Roderick C Mcgeary	Common Stock	Grant	Acquire A	No	No	0	1,253	0.00	23,051
20 Feb 25	Roderick C Mcgeary	Common Stock	Option exercise	Acquire M	No	No	0	1,711	0.00	21,798
20 Feb 25	Roderick C Mcgeary	RSU Common Stock	Option exercise	Dispose M	No	No	0	1,711	0.00	0
20 Feb 25	Raymond W Mcdaniel	Common Stock	Grant	Acquire A	No	No	0	1,253	0.00	4,810
20 Feb 25	Raymond W Mcdaniel	Common Stock	Option exercise	Acquire M	No	No	0	1,711	0.00	3,557
20 Feb 25	Raymond W Mcdaniel	RSU Common Stock	Option exercise	Dispose M	No	No	0	1,711	0.00	0
20 Feb 25	Gordon L Johnson	Common Stock	Option exercise	Acquire M	No	No	0	342	0.00	44,290