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, RJF+A, 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
Analyst ratings and price targets
Latest filings (excl ownership)
8-K
Raymond James Financial Reports February 2023 Operating Data
22 Mar 23
S-8
Registration of securities for employees
9 Mar 23
8-K
Raymond James Announces Full Redemption of Its
3 Mar 23
8-K
Raymond James Financial Declares
1 Mar 23
8-K
Raymond James Financial Reports January 2023 Operating Data
22 Feb 23
10-Q
2023 Q1
Quarterly report
3 Feb 23
8-K
Raymond James Financial Reports First Quarter of
25 Jan 23
DEFA14A
Additional proxy soliciting materials
17 Jan 23
DEFA14A
Additional proxy soliciting materials
12 Jan 23
ARS
2022 FY
Annual report to shareholders
11 Jan 23
Transcripts
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
RJF
Earnings call transcript
2021 Q3
29 Jul 21
RJF
Earnings call transcript
2021 Q2
29 Apr 21
RJF
Earnings call transcript
2021 Q1
28 Jan 21
RJF
Earnings call transcript
2020 Q4
29 Oct 20
RJF
Earnings call transcript
2020 Q3
31 Jul 20
Latest ownership filings
Financial summary
| Quarter (USD) | Dec 22 | Sep 22 | Jun 22 | Mar 22 | |
|---|---|---|---|---|---|
| Revenue | |||||
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| Operating income | |||||
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| Net income | |||||
| Net profit margin | |||||
| Cash on hand | |||||
| Change in cash | |||||
| Diluted EPS |
| Annual (USD) | Sep 22 | Sep 21 | Sep 20 | Sep 19 | |
|---|---|---|---|---|---|
| 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) | 11.29 bn | 11.29 bn | 11.29 bn | 11.29 bn | 11.29 bn | 11.29 bn |
| Cash burn (monthly) | 1.12 bn | 234.50 mm | (no burn) | (no burn) | 1.05 bn | 64.75 mm |
| Cash used (since last report) | 3.33 bn | 696.94 mm | n/a | n/a | 3.11 bn | 192.44 mm |
| Cash remaining | 7.96 bn | 10.60 bn | n/a | n/a | 8.19 bn | 11.10 bn |
| Runway (months of cash) | 7.1 | 45.2 | n/a | n/a | 7.8 | 171.4 |
Institutional ownership, Q4 2022
75.7% owned by funds/institutions
| 13F holders | Current |
|---|---|
| Total holders | 685 |
| Opened positions | 105 |
| Closed positions | 72 |
| Increased positions | 205 |
| Reduced positions | 265 |
| 13F shares | Current |
|---|---|
| Total value | 17.42 tn |
| Total shares | 163.09 mm |
| Total puts | 329.80 k |
| Total calls | 443.20 k |
| Total put/call ratio | 0.7 |
| Largest owners | Shares | Value |
|---|---|---|
| Vanguard | 23.26 mm | $2.48 tn |
| BLK Blackrock | 16.90 mm | $1.81 tn |
| Primecap Management | 13.06 mm | $1.40 tn |
| Wellington Management | 9.56 mm | $1.02 tn |
| FMR | 8.37 mm | $894.10 bn |
| STT State Street | 8.33 mm | $893.24 bn |
| JPM JPMorgan Chase & Co. | 5.43 mm | $577.68 bn |
| Geode Capital Management | 3.94 mm | $419.50 bn |
| Massachusetts Financial Services | 2.74 mm | $292.45 bn |
| MS Morgan Stanley | 2.28 mm | $243.43 bn |
Recent insider trades
| Date | Owner | Security | Transaction | Code | Indirect | 10b5-1 | $Price | #Shares | $Value | #Remaining |
|---|---|---|---|---|---|---|---|---|---|---|
| 23 Feb 23 | Marlene Debel | Common Stock | Option exercise | Acquire M | No | No | 0 | 1,683 | 0.00 | 4,213 |
| 23 Feb 23 | Marlene Debel | RSU Common Stock | Option exercise | Dispose M | No | No | 0 | 1,683 | 0.00 | 1,643 |
| 23 Feb 23 | Marlene Debel | RSU Common Stock | Grant | Acquire A | No | No | 0 | 1,643 | 0.00 | 3,326 |
| 23 Feb 23 | Anne Gates | Common Stock | Option exercise | Acquire M | No | No | 0 | 1,683 | 0.00 | 10,938 |
| 23 Feb 23 | Anne Gates | RSU Common Stock | Option exercise | Dispose M | No | No | 0 | 1,683 | 0.00 | 1,643 |
| 23 Feb 23 | Anne Gates | RSU Common Stock | Grant | Acquire A | No | No | 0 | 1,643 | 0.00 | 3,326 |
| 23 Feb 23 | Story Susan N | Common Stock | Option exercise | Acquire M | No | No | 0 | 1,683 | 0.00 | 46,220.532 |
| 23 Feb 23 | Story Susan N | RSU Common Stock | Option exercise | Dispose M | No | No | 0 | 1,683 | 0.00 | 0 |
| 23 Feb 23 | Gordon L Johnson | Common Stock | Option exercise | Acquire M | No | No | 0 | 164 | 0.00 | 38,361 |
| 23 Feb 23 | Gordon L Johnson | Common Stock | Option exercise | Acquire M | No | No | 0 | 327 | 0.00 | 38,197 |
News
Schwab Impervious To A Bank Run? CEO Says Firm Is 100% Insulated If Depositors Flee
23 Mar 23
Credit Suisse Maintains Neutral on Raymond James Finl, Lowers Price Target to $116
26 Jan 23
Raymond James Financial Q1 EPS $2.29 Beats $2.28 Estimate, Sales $2.79B Miss $2.84B Estimate
25 Jan 23
Earnings Scheduled For January 25, 2023
25 Jan 23
Raymond James Financial's Earnings Outlook
24 Jan 23
Press releases
Lisa Detanna of Global Wealth Solutions Group of Raymond James Named to Forbes' List of America's Top Women Wealth Advisors
29 Mar 23
ReGen III Engages Raymond James
13 Mar 23
Raymond James Announces Full Redemption of its Series A Preferred Stock and Related Depositary Shares
3 Mar 23
Raymond James Financial Declares Quarterly Dividends on Common and Preferred Stock
24 Feb 23
Lisa Detanna Ranked on Barron's Top 1,200 Financial Advisors List
2 Feb 23