RJF — Raymond James Financial Inc.

✨ Hidden Gem

Stock analysis, trade plans, and proprietary indicators by Trend Edge.

About Raymond James Financial Inc.

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… Read full Trend Edge analysis →

Trend Edge Proprietary Indicators

Key Metrics

Current Price$142.00
Market Cap$29.31B
Float174.2M
Shares Outstanding194.9M
P/E (Forward)13.00
P/E (TTM)14.20
Price/Sales (TTM)1.99
vs. Analyst Target+23.1% to analyst PT
Profit Margin14.58%
Operating Margin (TTM)19.32%
Revenue (TTM)$14.72B
Earnings Growth (YoY)15.30%
Dividend Rate2.2%
Analyst Target Price$174.77 (14 analysts)

Financial History

Annual Revenue & Earnings History

YearRevenueNet IncomeGross ProfitEBITDA
2020 $8.07B $818M $7.66B $1.17B
2021 $9.78B $1.40B $9.66B $1.93B
2022 $11.16B $1.51B $10.75B $2.17B
2023 $11.47B $1.74B $11.20B $7.38B
2024 $14.74B $2.07B $12.59B $2.82B
2025 $15.91B $2.13B $14.03B $4.76B

Recent Quarterly Revenue & Net Income

QuarterRevenueNet Income
Jun 2025 $3.79B $436M
Sep 2025 $4.13B $604M
Dec 2025 $4.18B $563M
Mar 2026 $4.26B $544M

Ownership & Float

Insider Ownership10.4%
Institutional Ownership80.7%
Short Float5.2%
% of All Funds Holding10.54%
Number of Funds Holding866

Current Moving Averages

Trend Edge tracks near-term, medium-term, cyclical, and secular moving averages across weekly and monthly timeframes to identify trend structure at every horizon.

TimeframeSMAValueTrend Context
Weekly10-Week SMA$149.30Near-term / short-term trend
Weekly40-Week SMA$159.16Medium-term trend
Weekly80-Week SMA$156.47Cyclical trend (business cycle)
Weekly200-Week SMA$129.41Secular trend (multi-year)
Monthly10-Month SMA$158.19Near-term monthly trend
Monthly20-Month SMA$156.06Medium-term monthly trend
Monthly40-Month SMA$133.00Secular monthly trend

Volume Shelves — Support & Resistance

Trend Edge identifies volume shelves: price zones where historically elevated trading volume creates structural support or resistance. A volume shelf forms when a disproportionate share of cumulative volume was transacted at a specific price level, making it a high-conviction anchor for future price reactions.

Price LevelTypeVolume RatioAge
$165.00 resistance 1.27x 2 months ago
$169.00 resistance 1.12x 6 months ago
$122.00 support 1.34x 18 months ago

Historical Earnings Reactions (122 events)

TimeframeAvg ReturnMedianWin RateBestWorst
Gap 0.41% 0.12% 53.28% 7.32% -5.82%
1 Day 0.49% 0.43% 56.56% 8.70% -8.47%
1 Week 1.06% 0.67% 57.38% 15.29% -12.27%
2 Weeks 1.77% 1.38% 55.74% 30.62% -13.22%
1 Month 1.68% 1.59% 57.02% 24.55% -24.91%

Next earnings: July 11, 2026 (42 days away)

Seasonality & Day-of-Week Patterns

Monthly Seasonality

MonthAvg ReturnWin RateSamples
Jan5.8%76.7%43
Feb1.0%55.8%43
Mar2.5%55.8%43
Apr0.3%51.2%43
May0.9%54.8%42
Jun-0.1%45.2%42
Jul0.8%50.0%42
Aug1.2%62.8%43
Sep0.8%51.2%43
Oct2.3%69.8%43
Nov2.9%58.1%43
Dec0.3%48.8%43

Day-of-Week Tendencies

DayAvg ReturnWin RateSamples
Monday 0.04% 45.6% 2040
Tuesday 0.08% 46.0% 2218
Wednesday 0.07% 46.7% 2214
Thursday 0.04% 45.9% 2173
Friday 0.16% 46.5% 2163

Top Institutional Holders

Institutional holder breakdown coming soon.

Total institutional ownership: 80.7%

Insider Transactions — Smart Summary

Total insider ownership: 10.4%

12-Month Insider Activity Summary

Total Filings4
Net Value-$43.1M
Net Shares Change-206,195
% of Float-0.1%
C-Suite Filings4
Clusters Detected0

Key Insiders

NameTitleNet ValueFilingsActivity
REILLY PAUL C Executive Chair -$37.2M 1 1 sell
Allaire Bella Loykhter Chief Admin Officer -$5.2M 2 2 sell
Santelli Jonathan N EVP, General Counsel -$767,079 1 1 sell

Significant Filings

DateInsiderTitleNet ValuePrice After
2026-03-20 Allaire Bella Loykhter Chief Admin Officer -$4.2M Transaction at $142.34, now -0.2%
2025-12-15 REILLY PAUL C Executive Chair -$37.2M Transaction at $163.50, now -13.1%
2026-02-05 Santelli Jonathan N EVP, General Counsel -$767,079 Transaction at $170.46, now -16.7%
2025-05-30 Allaire Bella Loykhter Chief Admin Officer -$963,227.7 Transaction at $146.61, now -3.1%

View full insider transaction history on Trend Edge →

AI Consult Analysis

Trend Edge's AI Consult feature delivers a comprehensive, multi-layer trade plan for Raymond James Financial Inc. (RJF) powered by Claude Opus — Anthropic's most capable AI model. The analysis covers five layers: technical analysis (near-term, medium-term, cyclical, and secular trend, momentum, volume shelf support and resistance, breakout and breakdown signals), qualitative analysis (business model, competitive moat, sector dynamics), insider sentiment (buy and sell signals from executive and director transactions), share stats analysis (institutional accumulation, fund positioning, short float squeeze potential), and fundamental analysis (valuation, revenue growth, profit margin, earnings quality).

AI Consult synthesizes all five layers into a single bullish or bearish thesis with explicit entry, exit, stop loss, and take profit levels — giving you a complete, AI-powered trade plan with defined risk/reward. Whether you are building a long position, initiating a short, or looking for a reversal setup, AI Consult identifies the highest-probability signal from the current trend.

Get the full AI Consult analysis for RJF on Trend Edge →