Is Raymond James Stock a Good Investment?
Raymond James Investment Advice | RJF |
- Examine Raymond James' financial health by looking at its balance sheet, income statement, and cash flow statement. Analyze key financial ratios, such as Price-to-Earnings (P/E), Price-to-Sales (P/S), and Price-to-Book (P/B), to determine whether the stock is fairly valued or over/undervalued.
- Research Raymond James' leadership team and their track record. Good management can help Raymond James navigate difficult times and make strategic decisions that benefit shareholders and increases its net worth.
- Consider the overall health of the Investment Banking & Brokerage space and any emerging trends that could impact Raymond James' business and its evolving consumer preferences.
- Compare Raymond James' performance and market position to its competitors. Analyze how Raymond James is positioned in terms of product offerings, innovation, and market share.
- Check if Raymond James pays a dividend and its dividend yield and payout ratio.
- Review what financial analysts are saying about Raymond James' stock and their price targets. However, remember that analysts' opinions can vary, and their predictions may not always be accurate.
It's important to note that investing in Raymond James Financial stock, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember that it's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments. Below is a detailed guide on how to decide if Raymond James Financial is a good investment.
Sell | Buy |
Strong Hold
Market Performance | Very Weak | Details | |
Volatility | Very steady | Details | |
Hype Condition | Low key | Details | |
Current Valuation | Undervalued | Details | |
Odds Of Distress | Low | Details | |
Economic Sensitivity | Responds to the market | Details | |
Investor Sentiment | Alarmed | Details | |
Analyst Consensus | Buy | Details | |
Financial Strenth (F Score) | Healthy | Details | |
Financial Leverage | Not Rated | Details | |
Reporting Quality (M-Score) | Unlikely Manipulator | Details |
Examine Raymond James Stock
Researching Raymond James' stock involves analyzing various aspects of the company and its industry to make an informed investment decision. The key areas to focus on are fundamentals, business model and competitive advantage. It is also important to analyze trends in revenue, net income, and cash flow, as well as key financial ratios, such as price-to-earnings (P/E), price-to-sales (P/S), and debt-to-equity (D/E). About 76.0% of the company shares are owned by institutional investors. The book value of Raymond James was at this time reported as 57.89. The company has Price/Earnings To Growth (PEG) ratio of 1.78. Raymond James Financial recorded earning per share (EPS) of 10.24. The entity last dividend was issued on the 1st of April 2025. The firm had 3:2 split on the 22nd of September 2021.
To determine if Raymond James is a good investment, evaluating the company's potential for future growth is also very important. This may include expanding into new markets, launching new products or services, or improving operational efficiency. Companies with strong growth prospects can be more attractive investments. This aspect of the research should be conducted in the context of the overall market and industry in which the company operates and should include an analysis of growth potential, competitive landscape, and any regulatory or economic factors that could impact the business. Some of the essential points regarding Raymond James' research are outlined below:
| Raymond James generated a negative expected return over the last 90 days | |
| Over 76.0% of the company shares are owned by institutional investors | |
| Latest headline from finance.yahoo.com: Raymond James upgrades Coherent, Lumentum on AI demand surge |
Raymond James Quarterly Long Term Debt |
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Raymond James uses earnings reports to provide investors with an update of all three financial statements, including the income statement, the balance sheet, and the cash flow statement. Therefore, it is also crucial when considering investing in Raymond James Financial. Every quarterly earnings report provides investors with an overview of sales, expenses, and net income for the most recent period. It also may provide a comparison to Raymond James' previous reporting period. The quarterly earnings reports are usually disseminated to the public via Form 10-Q, which is a legal document filed with the Securities and Exchange Commission every quarter.
| 24th of April 2024 Upcoming Quarterly Report | View | |
| 24th of July 2024 Next Financial Report | View | |
| 31st of March 2024 Next Fiscal Quarter End | View | |
| 23rd of October 2024 Next Fiscal Year End | View | |
| 31st of December 2023 Last Quarter Report | View | |
| 30th of September 2023 Last Financial Announcement | View |
Earnings surprises can significantly impact Raymond James' stock price both in the short term and over time. Negative earnings surprises usually result in a price decline. However, it has been seen that positive earnings surprises lead to an immediate rise in a stock's price and a gradual increase over time. This is why we often hear news about some companies beating earning projections. Financial analysts spend a large amount of time predicting earnings per share (EPS) along with other important future indicators. Many analysts use forecasting models, management guidance, and additional fundamental information to derive an EPS estimate. Below are the table of largest EPS Surprises Raymond James' investors have experienced.
| Reported | Fiscal Date | Estimated EPS | Reported EPS | Surprise | |||
|---|---|---|---|---|---|---|---|
2003-04-15 | 2003-03-31 | 0.1 | 0.09 | -0.01 | 10 | ||
1997-07-15 | 1997-06-30 | 0.09 | 0.1 | 0.01 | 11 | ||
1995-01-24 | 1994-12-31 | 0.09 | 0.08 | -0.01 | 11 | ||
1994-10-25 | 1994-09-30 | 0.09 | 0.08 | -0.01 | 11 | ||
1993-07-20 | 1993-06-30 | 0.1 | 0.11 | 0.01 | 10 | ||
2002-07-16 | 2002-06-30 | 0.15 | 0.13 | -0.02 | 13 | ||
1997-01-14 | 1996-12-31 | 0.14 | 0.16 | 0.02 | 14 | ||
1995-04-25 | 1995-03-31 | 0.08 | 0.1 | 0.02 | 25 |
Raymond James Target Price Consensus
Raymond target price is determined by taking all analyst projections and averaging them out. There is no one specific way to measure analysts' performance other than comparing it to past results via a very sophisticated attribution analysis. Raymond James' target price projections below should be used in combination with other traditional price prediction techniques such as stock price forecasting, investor sentiment analysis, technical analysis, earnings estimate, and various momentum models.
| 16 | Buy |
Most Raymond analysts issue ratings four times a year, at intervals of three months. Ratings are usually accompanied by a target price to help potential investors understand Raymond stock's fair price compared to its market value. Analysts arrive at stock ratings after researching the public financial statements of Raymond James Financial, talking to its executives and customers, or listening to those companies' conference calls.
Macroaxis Advice Exposure ValuationRaymond James Target Price Projection
Raymond James' current and average target prices are 145.54 and 165.29, respectively. The current price of Raymond James is the price at which Raymond James Financial is currently trading. On the other hand, Raymond James' target price is what analysts think the stock is worth or could sell for in the future. The more significant the discrepancy between the two prices, the more it stimulates investors to act.Current Price
Raymond James Market Quote on 26th of March 2025
Target Price
Analyst Consensus On Raymond James Target Price
Raymond James Analyst Ratings
Raymond James' analyst stock recommendations are determined by taking an average estimate of all analysts we track and classifying them as Strong Buy, Buy, Hold, Strong Sell, or Sell. Ratings generally communicate what analysts sense about Raymond James stock, and they use a lot of effort and time to analyze it and arrive at a rating. That suggests that analyst recommendations are the outcome of an objective and thorough examination of Raymond James' financials, market performance, and future outlook by experienced professionals. Raymond James' historical ratings below, therefore, can serve as a valuable tool for investors.Know Raymond James' Top Institutional Investors
Have you ever been surprised when a price of an equity instrument such as Raymond James is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading Raymond James Financial backward and forwards among themselves. Raymond James' institutional investor refers to the entity that pools money to purchase Raymond James' securities or originate loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.
| Shares | Bank Of America Corp | 2024-12-31 | 2.4 M | Amvescap Plc. | 2024-12-31 | 2.4 M | Agf Management Ltd | 2024-12-31 | 2.4 M | Massachusetts Financial Services Company | 2024-12-31 | 2.2 M | Northern Trust Corp | 2024-12-31 | 2.1 M | Dimensional Fund Advisors, Inc. | 2024-12-31 | 2.1 M | Norges Bank | 2024-12-31 | 1.9 M | Ubs Asset Mgmt Americas Inc | 2024-12-31 | 1.5 M | Legal & General Group Plc | 2024-12-31 | 1.3 M | Vanguard Group Inc | 2024-12-31 | 21.9 M | Blackrock Inc | 2024-12-31 | 14.3 M |
Raymond James' market capitalization trends
The company currently falls under 'Large-Cap' category with a total capitalization of 29.86 B.Market Cap |
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Raymond James' profitablity analysis
| Last Reported | Projected for Next Year | ||
| Return On Tangible Assets | 0.03 | 0.02 | |
| Return On Capital Employed | 0.07 | 0.09 | |
| Return On Assets | 0.03 | 0.02 | |
| Return On Equity | 0.20 | 0.17 |
Determining Raymond James' profitability involves analyzing its financial statements and using various financial metrics to determine if Raymond James is a good buy. For example, gross profit margin measures Raymond James' profitability after accounting for the cost of goods sold, while net profit margin measures profitability after accounting for all expenses. Other important metrics include return on assets, return on equity, and free cash flow. By reviewing multiple sources and metrics, you can gain a complete picture of Raymond James' profitability and make more informed investment decisions.
Raymond James' Earnings Breakdown by Geography
Evaluate Raymond James' management efficiency
Raymond James Financial has Return on Asset of 0.0267 % which means that on every $100 spent on assets, it made $0.0267 of profit. This is way below average. In the same way, it shows a return on shareholders' equity (ROE) of 0.1911 %, implying that it generated $0.1911 on every 100 dollars invested. Raymond James' management efficiency ratios could be used to measure how well Raymond James manages its routine affairs as well as how well it operates its assets and liabilities. The Raymond James' current Return On Capital Employed is estimated to increase to 0.09, while Return On Tangible Assets are projected to decrease to 0.02. At this time, Raymond James' Total Current Assets are most likely to increase significantly in the upcoming years. The Raymond James' current Intangible Assets is estimated to increase to about 525.3 M, while Non Currrent Assets Other are forecasted to increase to (10.8 B).| Last Reported | Projected for Next Year | ||
| Book Value Per Share | 50.70 | 53.24 | |
| Tangible Book Value Per Share | 42.51 | 44.63 | |
| Enterprise Value Over EBITDA | 3.31 | 4.90 | |
| Price Book Value Ratio | 1.96 | 1.43 | |
| Enterprise Value Multiple | 3.31 | 4.90 | |
| Price Fair Value | 1.96 | 1.43 | |
| Enterprise Value | 7.1 B | 7.5 B |
Leadership at Raymond James has been instrumental in navigating market challenges and seizing growth opportunities. Our analysis focuses on how these leadership qualities translate into financial performance.
Basic technical analysis of Raymond Stock
As of the 26th of March, Raymond James holds the Risk Adjusted Performance of (0.05), coefficient of variation of (1,620), and Variance of 2.78. Compared to fundamental indicators, the technical analysis model allows you to check existing technical drivers of Raymond James, as well as the relationship between them. Please check Raymond James Financial market risk adjusted performance, variance, as well as the relationship between the Variance and value at risk to decide if Raymond James Financial is priced some-what accurately, providing market reflects its current price of 145.54 per share. Given that Raymond James has information ratio of (0.07), we recommend you to check out Raymond James Financial's recent market performance to make sure the company can sustain itself at a future point.Raymond James' insider trading activities
Some recent studies suggest that insider trading raises the cost of capital for securities issuers and decreases overall economic growth. Trading by specific Raymond James insiders, such as employees or executives, is commonly permitted as long as it does not rely on Raymond James' material information that is not in the public domain. Local jurisdictions usually require such trading to be reported in order to monitor insider transactions. In many U.S. states, trading conducted by corporate officers, key employees, directors, or significant shareholders must be reported to the regulator or publicly disclosed, usually within a few business days of the trade. In these cases Raymond James insiders are required to file a Form 4 with the U.S. Securities and Exchange Commission (SEC) when buying or selling shares of their own companies.
Raymond James' Outstanding Corporate Bonds
Raymond James issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. Raymond James Financial uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most Raymond bonds can be classified according to their maturity, which is the date when Raymond James Financial has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.
| Dana 575 percent Corp BondUS235822AB96 | View | |
| RAYMOND JAMES FINL Corp BondUS754730AF69 | View | |
| US754730AG43 Corp BondUS754730AG43 | View | |
| RAYMOND JAMES FINANCIAL Corp BondUS754730AH26 | View | |
| Morgan Stanley 3971 Corp BondUS61744YAL20 | View | |
| AerCap Global Aviation Corp BondUS00773HAA59 | View |
Understand Raymond James' technical and predictive indicators
Using predictive indicators to make investment decisions involves analyzing Raymond James' various financial and market-based factors to help forecast future trends and identify investment opportunities. Select the indicators that are most relevant to your investment strategy. Each indicator has its own strengths and weaknesses, so it's essential to combine multiple indicators to get a more comprehensive view of the market and reduce the risk of making poor decisions based on limited data.
| Risk Adjusted Performance | (0.05) | |||
| Market Risk Adjusted Performance | (0.08) | |||
| Mean Deviation | 1.31 | |||
| Coefficient Of Variation | (1,620) | |||
| Standard Deviation | 1.67 | |||
| Variance | 2.78 | |||
| Information Ratio | (0.07) | |||
| Jensen Alpha | (0.12) | |||
| Total Risk Alpha | (0.12) | |||
| Treynor Ratio | (0.09) | |||
| Maximum Drawdown | 7.12 | |||
| Value At Risk | (3.24) | |||
| Potential Upside | 2.17 | |||
| Skewness | (0.53) | |||
| Kurtosis | (0.07) |
| Risk Adjusted Performance | (0.05) | |||
| Market Risk Adjusted Performance | (0.08) | |||
| Mean Deviation | 1.31 | |||
| Coefficient Of Variation | (1,620) | |||
| Standard Deviation | 1.67 | |||
| Variance | 2.78 | |||
| Information Ratio | (0.07) | |||
| Jensen Alpha | (0.12) | |||
| Total Risk Alpha | (0.12) | |||
| Treynor Ratio | (0.09) | |||
| Maximum Drawdown | 7.12 | |||
| Value At Risk | (3.24) | |||
| Potential Upside | 2.17 | |||
| Skewness | (0.53) | |||
| Kurtosis | (0.07) |
Consider Raymond James' intraday indicators
Raymond James intraday indicators are useful technical analysis tools used by many experienced traders. Just like the conventional technical analysis, daily indicators help intraday investors to analyze the price movement with the timing of Raymond James stock daily movement. By combining multiple daily indicators into a single trading strategy, you can limit your risk while still earning strong returns on your managed positions.
| Daily Balance Of Power | (9,223,372,036,855) | |||
| Rate Of Daily Change | 1.0 | |||
| Day Median Price | 145.54 | |||
| Day Typical Price | 145.54 | |||
| Price Action Indicator | (0.09) | |||
| Period Momentum Indicator | (0.17) | |||
| Relative Strength Index | 39.23 |
Raymond James Corporate Filings
8K | 19th of March 2025 Report filed with the SEC to announce major events that shareholders should know about | ViewVerify |
F4 | 28th of February 2025 The report filed by a party regarding the acquisition or disposition of a company's common stock, as well as derivative securities such as options, warrants, and convertible securities | ViewVerify |
F3 | 27th of February 2025 The report used by insiders such as officers, directors, and major shareholders (beneficial owners holding more than 10% of any class of the company's equity securities) to declare their ownership of a company's stock | ViewVerify |
| 13th of February 2025 Other Reports | ViewVerify |
Raymond Stock media impact
Far too much social signal, news, headlines, and media speculation about Raymond James that are available to investors today. That information is available publicly through Raymond media outlets and privately through word of mouth or via Raymond internal channels. However, regardless of the origin, that massive amount of Raymond data is challenging to quantify into actionable patterns, especially for investors that are not very sophisticated with ever-evolving tools and techniques used in the investment management field.
A primary focus of Raymond James news analysis is to determine if its current price reflects all relevant headlines and social signals impacting the current market conditions. A news analyst typically looks at the history of Raymond James relative headlines and hype rather than examining external drivers such as technical or fundamental data. It is believed that price action tends to repeat itself due to investors' collective, patterned thinking related to Raymond James' headlines and news coverage data. This data is often completely overlooked or insufficiently analyzed for actionable insights to drive Raymond James alpha.
Raymond James Sentiment by Major News Outlets
Investor sentiment, mood or attitude towards Raymond James can have a significant impact on its stock price or the market as a whole. This sentiment can be positive or negative, and various factors, such as economic indicators, news events, or market trends, can influence it. When investor sentiment is positive, investors are more likely to buy stocks, increasing demand and increasing the stock price. Positive investor sentiment can be driven by good news about the company or the broader market, such as solid earnings reports or positive economic data.
Note that negative investor sentiment can cause investors to sell stocks, leading to a decrease in demand and a drop in the stock price. Negative sentiment can be driven by factors such as poor earnings reports, negative news about the company or industry, or broader economic concerns. It's important to note that investor sentiment is just one of many factors that can affect stock prices. Other factors, such as company performance, industry trends, and global economic conditions, can also play a significant role in determining the value of a stock.
Raymond James Financial Historical Investor Sentiment
Investor biases related to Raymond James' public news can be used to forecast risks associated with an investment in Raymond. The trend in average sentiment can be used to explain how an investor holding Raymond can time the market purely based on public headlines and social activities around Raymond James Financial. Please note that most equities that are difficult to arbitrage are affected by market sentiment the most.
Raymond James' market sentiment shows the aggregated news analyzed to detect positive and negative mentions from the text and comments. The data is normalized to provide daily scores for Raymond James and other traded tickers. The bigger the bubble, the more accurate the estimated score. Higher bars for a given day show more participation in the average Raymond James news discussions. The higher the estimate score, the more favorable the investor's outlook on Raymond James.
Raymond James Maximum Pain Price Across May 16th 2025 Option Contracts
Raymond James' options can also be used to analyze investors' bias and current market sentiment in the context of behavioral finance. For example, Max pain usually refers to a trading concept that asserts that market manipulation can cause the market price of Raymond James close to the expiration of its current option contract to expire worthlessly. According to most research, about 35% of options are not executed, with roughly 50% traded out before expiration. So, Max pain occurs when market makers reach a net favorable position across all options at a strike price where option holders stand to lose the most money. By contrast, option sellers may reap the most after selling more options than buying, causing them to expire worthlessly. Please continue to view the detailed analysis of Raymond James' options.
Raymond James Corporate Directors
| Susan Story | Non-Executive Lead Independent Director | Profile | |
| Jeffrey Edwards | Non-Executive Independent Director | Profile | |
| Gordon Johnson | Non-Executive Independent Director | Profile | |
| Roderick McGeary | Non-Executive Independent Director | Profile |
Check out Your Equity Center to better understand how to build diversified portfolios, which includes a position in Raymond James Financial. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in inflation. You can also try the Equity Valuation module to check real value of public entities based on technical and fundamental data.
Is Investment Banking & Brokerage space expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of Raymond James. If investors know Raymond will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about Raymond James listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth 0.233 | Dividend Share 1.85 | Earnings Share 10.24 | Revenue Per Share | Quarterly Revenue Growth 0.146 |
The market value of Raymond James Financial is measured differently than its book value, which is the value of Raymond that is recorded on the company's balance sheet. Investors also form their own opinion of Raymond James' value that differs from its market value or its book value, called intrinsic value, which is Raymond James' true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Raymond James' market value can be influenced by many factors that don't directly affect Raymond James' underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
In summary, please note that there is a difference between Raymond James' value and its price, as these two are different measures arrived at by various means. Investors typically determine if Raymond James is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Raymond James' price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.