Company Profile: Raymond James Financial, Inc. (RJF)
RJF insider trades (13 months) →$161.67 −0.39% vs. previous close · Market cap $31.06B
Today's multi-factor rank: 249 of 461 · see the ranking
Market and Valuation
Price & Market
52-Week Range
Volume
Valuation Multiples
12-month EPS and P/E from the market data provider (Yahoo Finance), not from the SEC: the latest quarter with EPS at the SEC ended Jun 30, 2026, more than 120 days ago.
Dividends
Valuation Context
P/E vs sector (indicative)
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Financial Statements TTM (Trailing 12 Months)
Income Statement
Margins
Per Share
12-month EPS and P/E from the market data provider (Yahoo Finance), not from the SEC: the latest quarter with EPS at the SEC ended Jun 30, 2026, more than 120 days ago.
Balance Sheet & Liquidity
Cash Flows
Profitability
Historical Evolution (Last 4 Years)
Income Statement
Balance Sheet
Cash Flow
EPS and Earnings Per Share
Key EPS Metrics
12-month EPS and P/E from the market data provider (Yahoo Finance), not from the SEC: the latest quarter with EPS at the SEC ended Jun 30, 2026, more than 120 days ago.
Growth and Margins
Per Share
Cash Flows (TTM)
EPS Surprise History - Last 4 Quarters
Actual vs. Analyst Estimates · Green = beat expectations · Red = missed
| Quarter | Period | Actual EPS | Estimated EPS | Difference | Surprise % | Currency |
|---|
Ownership Structure
Ownership Distribution
Shares & Short Interest
Governance Score (1=Best, 10=Worst)
Top Institutional Holders
Position Change: ▲ Increased · ▼ Reduced · = Unchanged
| Organization | Report Date | % Shares | No. Shares | Value (USD) | Change % |
|---|
Top Mutual Funds
Position Change: ▲ Increased ▼ Decreased = Unchanged
| Fund | Report Date | % Shares | No. Shares | Value (USD) | Change % |
|---|
Recent Insider Trades
| Executive / Insider | Title | Date | Action | Shares |
|---|
Options Chain
CALLS
| Strike | Last | Bid | Ask | Vol. | O.I. | IV |
|---|
PUTS
| Strike | Last | Bid | Ask | Vol. | O.I. | IV |
|---|
Raymond James Financial, Inc. (RJF) SEC filings: 10-K, 10-Q and 8-K
Direct links to financial reports filed with the SEC.
| Type | Date | Official link |
|---|---|---|
| 8-K | 2026-10-28 | View filing ↗ |
| 8-K | 2026-09-23 | View filing ↗ |
| 8-K | 2026-09-01 | View filing ↗ |
| 8-K | 2026-08-19 | View filing ↗ |
| 10-Q | 2026-08-05 | View filing ↗ |
| 8-K | 2026-07-22 | View filing ↗ |
| 8-K | 2026-06-24 | View filing ↗ |
| 8-K | 2026-05-27 | View filing ↗ |
| 8-K | 2026-05-20 | View filing ↗ |
| 8-K | 2026-05-19 | View filing ↗ |
Company and Executive Profile
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 financial planning, investment advisory, securities transaction, 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; 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; 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, corporate, commercial and industrial, commercial real estate and construction, real estate investment trust, residential mortgage, and tax-exempt loans; Federal Deposit Insurance Corporation-insured deposit accounts; retail and corporate deposit; and liquidity management products and services. The Other segment engages in the private equity investments comprising investments in third-party funds. The company offers corporate, retail banking and trust services. Raymond James Financial, Inc. was founded in 1962 and is headquartered in Saint Petersburg, Florida.
General Information
Key Executives
| Name | Title | Age | Total pay |
|---|---|---|---|
| Mr. Paul Christopher Reilly CPA | Executive Chair | 70 | 9.42M |
| Mr. Paul Marone Shoukry | CEO & Director | 42 | 8.73M |
| Mr. Jonathan W. Oorlog Jr. | Senior VP, CFO & Controller | 61 | 2.99M |
| Mr. Scott Alan Curtis | Chief Operating Officer | 62 | 4.01M |
| Mr. Tashtego Spring Elwyn | President of Private Client Group | 53 | 4.72M |
| Mr. James E. Bunn | President of Capital Markets & Advisory | 52 | 4.63M |
| Ms. Katherine H. Larson | Chief Accounting Officer | 44 | - |
| Mr. Andy Zolper | Chief information officer | - | - |
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