Sentiment-Signal
42,2
Bearisch
Composite Score (0–100)
Insider (25%)
0
Keine Insider-Käufe
Institutionell (22,5%)
89
41 neu, 104 erhöht, -4749969K $ netto
Aktivist (12,5%)
0
Kein 13D/13G
Risikofreier Zins (T-Bills): 3,70% (Stand: 31.03.2026)
Score-Verlauf (90 Tage)
Kritische 8-K Meldungen
| Datum | Meldung | Schwere | Filing | Auszug |
|---|---|---|---|---|
| 24.02.2025 | Item 5.02 — Abgang Schlüsselpersonen | HOCH | SEC | information required to be disclosed pursuant to Item 5.02 that had not been determined at the time of the filing of the |
| 04.09.2024 | Item 5.02 — Abgang Schlüsselpersonen | HOCH | SEC | Section 13(a) of the Exchange Act. ☐ Item 5.02 Departure of Directors or Certain Officers; Election of Directors; Appoin |
Stammdaten
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 product partners, including sales and marketing support, as well as distribution and accounting, and administrative services; margin loans; and securities borrowing and lending services. The Capital Markets segment provides investment banking services, including equity underwriting, debt underwriting, and merger and acquisition advisory services; and fixed income and equity brokerage services. The Asset Management segment offers asset management, portfolio management, and related administrative services to retail and institutional clients; and administrative support services, such as record-keeping. The Raymond James Bank segment provides insured deposit accounts; commercial and industrial, commercial real estate (CRE) and CRE construction, tax-exempt, residential, securities-based, and other loans; and loan syndication services. The Other segment engages in the private equity investments, including various direct and third-party private equity investments; and legacy private equity funds. The company was founded in 1962 and is headquartered in St. Petersburg, Florida.
Unternehmen & Branche
| Name | RAYMOND JAMES FINANCIAL INC |
|---|---|
| Ticker | RJF |
| CIK | 0000720005 |
| Boerse | US |
| Sektor | Financial Services |
| Industrie | Financial - Capital Markets |
| SIC | 6211 · Security Brokers, Dealers & Flotation Companies |
Wertpapier & Kennzahlen
| CUSIP | 00039J848 |
|---|---|
| ISIN | US00039J8484 |
| Typ | Common Stock |
| Marktkapitalisierung | 30,29 Mrd. USD |
| Beta | 1,01 |
| Dividendenrendite | 2,08 % |
Externe Quellen: SEC EDGAR » · FMP-Profil » · Yahoo Finance »
Finanzkennzahlen (SEC XBRL)
| Periode | Filing | Umsatz | Nettoergebnis | EPS | Aktiva | Eigenkapital |
|---|---|---|---|---|---|---|
| 2025-12-31 | 10-Q | 4,176,000,000 | 563,000,000 | 2.79 | 88,760,000,000 | 12,570,000,000 |
| 2025-09-30 | 10-K | 15,912,000,000 | 2,135,000,000 | 10.30 | 88,230,000,000 | 12,503,000,000 |
| 2025-06-30 | 10-Q | 3,842,000,000 | 436,000,000 | 2.12 | 84,815,000,000 | 12,259,000,000 |
| 2025-03-31 | 10-Q | 3,845,000,000 | 495,000,000 | 2.36 | 83,132,000,000 | 12,212,000,000 |
| 2024-12-31 | 10-Q | 4,035,000,000 | 600,000,000 | 2.86 | 82,282,000,000 | 11,923,000,000 |
| 2024-09-30 | 10-K | 14,923,000,000 | 2,068,000,000 | 9.70 | 82,992,000,000 | 11,673,000,000 |
| 2024-06-30 | 10-Q | 3,762,000,000 | 492,000,000 | 2.31 | 80,628,000,000 | 11,197,000,000 |
| 2024-03-31 | 10-Q | 3,638,000,000 | 476,000,000 | 2.22 | 81,232,000,000 | 10,984,000,000 |
| 2023-12-31 | 10-Q | 3,520,000,000 | 498,000,000 | 2.32 | 80,130,000,000 | 10,790,000,000 |
| 2023-09-30 | 10-K | 12,992,000,000 | 1,739,000,000 | 7.97 | 78,360,000,000 | 10,214,000,000 |
| 2023-06-30 | 10-Q | 3,293,000,000 | 369,000,000 | 1.71 | 77,633,000,000 | 9,949,000,000 |
| 2023-03-31 | 10-Q | 3,157,000,000 | 427,000,000 | 1.93 | 79,180,000,000 | 9,995,000,000 |
| 2022-12-31 | 10-Q | 3,027,000,000 | 509,000,000 | 2.30 | 77,047,000,000 | 9,856,000,000 |
| 2022-09-30 | 10-K | 11,308,000,000 | 1,509,000,000 | 6.98 | 80,951,000,000 | 9,458,000,000 |
| 2022-06-30 | 10-Q | 2,778,000,000 | 301,000,000 | 1.38 | 86,111,000,000 | 9,515,000,000 |
| 2022-03-31 | 10-Q | 2,711,000,000 | 323,000,000 | 1.52 | 73,101,000,000 | 8,602,000,000 |
| 2021-12-31 | 10-Q | 2,818,000,000 | 446,000,000 | 2.10 | 68,461,000,000 | 8,600,000,000 |
| 2021-09-30 | 10-K | 9,910,000,000 | 1,403,000,000 | 6.63 | 61,891,000,000 | 8,245,000,000 |
| 2021-06-30 | 10-Q | 2,511,000,000 | 307,000,000 | 1.45 | 57,161,000,000 | 7,863,000,000 |
| 2021-03-31 | 10-Q | 2,409,000,000 | 355,000,000 | 1.68 | 56,066,000,000 | 7,592,000,000 |
Fondsaktivität (Vorquartalsvergleich)
| Fonds | Aktuell (Stk) | Vorquartal (Stk) | Veränderung (Stk) | Wert (USD) | Status | Δ | Trend |
|---|---|---|---|---|---|---|---|
| COMMONWEALTH EQUITY SERVICES, LLC | 13,504,514 | 0 | 13,504,514 | 410,737,798 | Neu | +100,0% | |
| RAYMOND JAMES FINANCIAL INC | 11,484,294 | 0 | 11,484,294 | 322,607,783 | Neu | +100,0% | |
| LPL Financial LLC | 10,485,901 | 0 | 10,485,901 | 313,273,003 | Neu | +100,0% | |
| OneAscent Financial Services LLC | 7,392,100 | 6,840,438 | 551,662 | 189,539,289 | Aufgestockt | +8,1% | |
| FRANKLIN RESOURCES INC | 39,669,900 | 0 | 39,669,900 | 175,818,071 | Neu | +100,0% | |
| OSAIC HOLDINGS, INC. | 5,168,392 | 0 | 5,168,392 | 165,045,924 | Neu | +100,0% | |
| Mesirow Financial Investment Management, Inc. | 4,363,542 | 1,629,876 | 2,733,666 | 158,309,182 | Aufgestockt | +167,7% | |
| PRINCIPAL SECURITIES, INC. | 3,993,688 | 0 | 3,993,688 | 148,753,856 | Neu | +100,0% | |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 5,712,970 | 5,687,357 | 25,613 | 146,423,434 | Aufgestockt | +0,5% | |
| Cetera Investment Advisers | 5,528,310 | 0 | 5,528,310 | 138,984,746 | Neu | +100,0% | |
| ALLIANCEBERNSTEIN L.P. | 3,609,493 | 0 | 3,609,493 | 129,201,802 | Neu | +100,0% | |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 9,067,987 | 12,807,319 | -3,739,332 | 118,032,446 | Reduziert | -29,2% | |
| Kestra Advisory Services, LLC | 2,838,748 | 0 | 2,838,748 | 87,247,739 | Neu | +100,0% | |
| Berkshire Money Management, Inc. | 2,968,095 | 2,496,244 | 471,851 | 85,727,750 | Aufgestockt | +18,9% | |
| OneAscent Wealth Management LLC | 3,253,653 | 3,146,256 | 107,397 | 83,341,507 | Aufgestockt | +3,4% | |
| Tidal Investments LLC | 5,689,217 | 0 | 5,689,217 | 82,581,260 | Neu | +100,0% | |
| ROYAL BANK OF CANADA | 2,697,962 | 0 | 2,697,962 | 81,703,000 | Neu | +100,0% | |
| TECTONIC ADVISORS LLC | 2,909,279 | 2,827,015 | 82,264 | 78,288,696 | Aufgestockt | +2,9% | |
| Sanctuary Advisors, LLC | 3,722,808 | 3,676,182 | 46,626 | 69,709,215 | Aufgestockt | +1,3% | |
| UBS Group AG | 2,624,739 | 2,687,241 | -62,502 | 65,262,070 | Reduziert | -2,3% | |
| PRUDENTIAL FINANCIAL INC | 2,063,498 | 0 | 2,063,498 | 62,668,785 | Neu | +100,0% | |
| Counterpoint Mutual Funds LLC | 1,471,116 | 0 | 1,471,116 | 58,991,752 | Neu | +100,0% | |
| MML INVESTORS SERVICES, LLC | 1,970,756 | 0 | 1,970,756 | 58,203,676 | Neu | +100,0% | |
| Capital Group Private Client Services, Inc. | 1,642,755 | 0 | 1,642,755 | 53,389,555 | Neu | +100,0% | |
| BENJAMIN EDWARDS INC | 1,414,244 | 0 | 1,414,244 | 52,250,153 | Neu | +100,0% | |
| Centennial Wealth Advisory LLC | 1,739,337 | 1,691,828 | 47,509 | 43,814,419 | Aufgestockt | +2,8% | |
| Element Squared LLC | 1,446,513 | 348,965 | 1,097,548 | 42,293,673 | Aufgestockt | +314,5% | |
| Opal Wealth Advisors, LLC | 1,527,718 | 34,398 | 1,493,320 | 41,110,887 | Aufgestockt | +4341,3% | |
| LAZARD ASSET MANAGEMENT LLC | 1,523,733 | 0 | 1,523,733 | 40,531,298 | Neu | +100,0% | |
| Tanglewood Wealth Management, Inc. | 1,085,742 | 0 | 1,085,742 | 40,281,050 | Neu | +100,0% | |
| HOLLENCREST CAPITAL MANAGEMENT | 1,378,569 | 1,369,140 | 9,429 | 40,271,218 | Aufgestockt | +0,7% | |
| Merit Financial Group, LLC | 1,277,605 | 1,262,877 | 14,728 | 40,029,808 | Aufgestockt | +1,2% | |
| STIFEL FINANCIAL CORP | 1,285,772 | 0 | 1,285,772 | 39,048,437 | Neu | +100,0% | |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 1,401,202 | 0 | 1,401,202 | 38,294,378 | Neu | +100,0% | |
| Atria Investments, Inc | 1,554,985 | 0 | 1,554,985 | 38,116,069 | Neu | +100,0% | |
| Arkadios Wealth Advisors | 1,068,106 | 0 | 1,068,106 | 36,509,610 | Neu | +100,0% | |
| HARBOUR INVESTMENTS, INC. | 1,442,231 | 0 | 1,442,231 | 34,605,149 | Neu | +100,0% | |
| Rockefeller Capital Management L.P. | 1,325,931 | 0 | 1,325,931 | 33,385,820 | Neu | +100,0% | |
| JANE STREET GROUP, LLC | 1,042,785 | 0 | 1,042,785 | 33,091,943 | Neu | +100,0% | |
| First Heartland Consultants, Inc. | 1,090,814 | 716,890 | 373,924 | 32,945,514 | Aufgestockt | +52,2% | |
| Amplius Wealth Advisors, LLC | 992,381 | 1,032,666 | -40,285 | 32,857,719 | Reduziert | -3,9% | |
| Allworth Financial LP | 1,092,919 | 0 | 1,092,919 | 31,458,937 | Neu | +100,0% | |
| Swan Global Investments, LLC | 828,431 | 648,505 | 179,926 | 30,237,732 | Aufgestockt | +27,7% | |
| OLD MISSION CAPITAL LLC | 1,032,140 | 0 | 1,032,140 | 29,464,512 | Neu | +100,0% | |
| Johnson Bixby & Associates, LLC | 825,821 | 0 | 825,821 | 27,342,933 | Neu | +100,0% | |
| JOURNEY STRATEGIC WEALTH LLC | 901,723 | 829,914 | 71,809 | 26,131,941 | Aufgestockt | +8,7% | |
| Glen Eagle Advisors, LLC | 1,031,372 | 0 | 1,031,372 | 25,376,896 | Neu | +100,0% | |
| Verum Partners LLC | 698,058 | 953,714 | -255,656 | 25,325,544 | Reduziert | -26,8% | |
| SCOTIA CAPITAL INC. | 621,162 | 0 | 621,162 | 24,604,838 | Neu | +100,0% | |
| PERSONAL CFO SOLUTIONS, LLC | 842,319 | 0 | 842,319 | 24,589,732 | Neu | +100,0% |
Insider-Transaktionen (12 Monate)
| Datum | Insider | Rolle | Typ | Stückzahl | Kurs | Wert (USD) | Δ | Trend |
|---|---|---|---|---|---|---|---|---|
| 2026-03-19 | Allaire Bella Loykhter | Officer, Chief Admin Officer | Open Market Sale | -29,551 | 142.34 | -4,206,289.34 | -92,6% | |
| 2026-02-04 | Santelli Jonathan N | Officer, EVP, General Counsel | Open Market Sale | -4,500 | 170.46 | -767,079.00 | -16,9% | |
| 2025-12-15 | REILLY PAUL C | Director, Officer, Executive Chair | Open Market Sale | -20,270 | 164.22 | -3,328,674.54 | -73,3% | |
| 2025-12-15 | REILLY PAUL C | Director, Officer, Executive Chair | Open Market Sale | -53,660 | 163.24 | -8,759,254.49 | -192,8% | |
| 2025-12-15 | REILLY PAUL C | Director, Officer, Executive Chair | Open Market Sale | -56,757 | 162.69 | -9,233,512.55 | -203,2% | |
| 2025-05-29 | Allaire Bella Loykhter | Officer, Chief Admin Officer | Open Market Sale | -6,570 | 146.61 | -963,227.70 | -21,2% |
Fail-to-Deliver (6 Monate)
| Datum | FTD-Menge | Kurs | Wert (USD) |
|---|---|---|---|
| 2026-03-20 | 12 | 35,60 | 427 |
| 2026-03-19 | 199 | 35,61 | 7.086 |
| 2026-03-16 | 11.788 | 35,60 | 419.653 |
| 2026-03-13 | 38.802 | 35,59 | 1.380.963 |
| 2026-03-12 | 2 | 35,69 | 71 |
| 2026-03-10 | 21 | 35,76 | 751 |
| 2026-03-09 | 328 | 35,75 | 11.726 |
| 2026-03-06 | 63 | 35,75 | 2.252 |
| 2026-03-05 | 49 | 35,78 | 1.753 |
| 2026-03-04 | 793 | 35,81 | 28.397 |
| 2026-03-03 | 1.554 | 35,79 | 55.618 |
| 2026-03-02 | 1.681 | 35,99 | 60.499 |
| 2026-02-27 | 2.113 | 35,96 | 75.983 |
| 2026-02-25 | 115 | 35,93 | 4.132 |
| 2026-02-24 | 63.056 | 35,97 | 2.268.124 |
| 2026-02-23 | 135.102 | 35,90 | 4.850.162 |
| 2026-02-20 | 115 | 35,89 | 4.127 |
| 2026-02-18 | 1 | 35,89 | 36 |
Top-Fondshalter
Stand: 31.03.2026
| Fonds | Anteile | Wert (USD) | Anteil (%) |
|---|---|---|---|
| OneAscent Financial Services LLC | 7,392,100 | 189,539,289 | 7.38 |
| Mesirow Financial Investment Management, Inc. | 4,363,542 | 158,309,182 | 6.17 |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 5,712,970 | 146,423,434 | 5.70 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 9,067,987 | 118,032,446 | 4.60 |
| Berkshire Money Management, Inc. | 2,968,095 | 85,727,750 | 3.34 |
| OneAscent Wealth Management LLC | 3,253,653 | 83,341,507 | 3.25 |
| TECTONIC ADVISORS LLC | 2,909,279 | 78,288,696 | 3.05 |
| Sanctuary Advisors, LLC | 3,722,808 | 69,709,215 | 2.72 |
| UBS Group AG | 2,624,739 | 65,262,070 | 2.54 |
| Centennial Wealth Advisory LLC | 1,739,337 | 43,814,419 | 1.71 |
| Element Squared LLC | 1,446,513 | 42,293,673 | 1.65 |
| Opal Wealth Advisors, LLC | 1,527,718 | 41,110,887 | 1.60 |
| HOLLENCREST CAPITAL MANAGEMENT | 1,378,569 | 40,271,218 | 1.57 |
| Merit Financial Group, LLC | 1,277,605 | 40,029,808 | 1.56 |
| First Heartland Consultants, Inc. | 1,090,814 | 32,945,514 | 1.28 |
| Amplius Wealth Advisors, LLC | 992,381 | 32,857,719 | 1.28 |
| Swan Global Investments, LLC | 828,431 | 30,237,732 | 1.18 |
| Johnson Bixby & Associates, LLC | 825,821 | 27,342,933 | 1.07 |
| JOURNEY STRATEGIC WEALTH LLC | 901,723 | 26,131,941 | 1.02 |
| Verum Partners LLC | 698,058 | 25,325,544 | 0.99 |