RJF$160.895
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Powered by LiveAIOverall Analysis
BuyRaymond James Financial demonstrates solid fundamental strength and a consistent dividend payout, supported by positive market trends in financial services. However, recent technical indicators suggest some caution is warranted due to potential overbought conditions. The company is well-positioned for steady growth.
Thematic
Raymond James Financial is positioned to benefit from continued growth in wealth management and capital markets activities, fueled by increasing investor confidence and corporate activity. The trend towards fee-based advisory services is a significant tailwind.
Fundamental
Raymond James Financial exhibits strong profitability, a healthy balance sheet, and a consistent dividend. Its P/E ratio is reasonable for its sector, and its revenue and net income have shown steady growth.
Technical
The stock has shown strong recent performance (e.g., 1Y performance of 44.97%) and is trading above key moving averages, indicating a generally bullish trend. However, some oscillators suggest it may be approaching overbought territory, implying potential for short-term consolidation.
| Factor | Score |
|---|---|
| Wealth Management Growth | 85 |
| Capital Markets Activity | 70 |
| Interest Rate Environment | 65 |
| Regulatory Landscape | 75 |
| Digital Transformation in Finance | 80 |
| Factor | Score |
|---|---|
| Valuation | 70 |
| Profitability | 85 |
| Growth | 70 |
| Balance Sheet Health | 80 |
| Cash Flow | 85 |
| Dividends | 75 |
| Factor | Score |
|---|---|
| Trend Analysis | 80 |
| Momentum | 55 |
| Volume | 70 |
| Support & Resistance | 75 |
| Short-term Oscillators | 50 |
AI Investing Checklist
Powered by LiveAIBullish Points (7)
Consistent Earnings Surprises
The company has exceeded EPS estimates in 8 of the last 10 quarters, indicating robust operational performance and effective earnings management.
Attractive P/E Ratio Relative to Growth
The Price/Earnings (P/E) ratio of 16.37 is below the industry average of 20.1, and the P/E to Growth (PEG) ratio of 1.3 suggests reasonable valuation for its projected growth.
Bearish Points (7)
Rising Quarterly P/E Ratio
The quarterly P/E ratio has increased from 51.7 in Q4 2024 to 56.2 in Q1 2025, suggesting that the stock may be becoming increasingly expensive relative to its short-term earnings.
Slowing Revenue Growth in Recent Quarters
While annual revenue is growing, the quarterly revenue figures show a slight decrease from $3.484 billion in Q4 2024 to $3.349 billion in Q1 2025, which could signal a slowdown.
Calendar
July 2025
1
Ex-Dividend Date
July 2025
15
Next Dividend Date
July 2025
24
Next Earnings Date
H: $3.08
A: $2.72
L: $2.29
H: 3.64B
A: 3.61B
L: 3.58B
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 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; diversification strategies and alternative investment products; 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 services; 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, commercial and industrial, commercial real estate and construction, real estate investment trust, residential mortgage, and tax-exempt loans; insured deposit accounts; retail and corporate deposit; and liquidity management products and services. The Other segment engages in the private equity investments comprising invests in third-party funds. Raymond James Financial, Inc. was founded in 1962 and is headquartered in Saint Petersburg, Florida.
Seasonals
Price Target
173.27 USD
The 39 analysts offering 1 year price forecasts for RJF have a max estimate of 190.00 and a min estimate of 156.00.
Debt Level and Coverage
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