Raymond James Financial, Inc. (RJF)

From the record

Raymond James Financial, Inc.'s filings since 2017 show no warning events in the scan: no bankruptcy or receivership notice, no debt default notice, no exchange listing notice, no restatement warning, no auditor change, no material cyber incident and no late-report notice (its current reports).

From the record

Raymond James Financial, Inc.'s 10 filed years say what it did: revenue went from $5.5 billion in fiscal 2016 to $16 billion in fiscal 2025, up 12.5% a year; it rose in 9 of 9 years; it never fell from a peak; net income was positive in 10 of 10 of those years (its annual reports).

From the record

Over the 3 fiscal years to 2025-09-30, Raymond James Financial, Inc.'s diluted share count shrank about 1.4% a year, and dividends and buybacks returned about 0% of its operating cash flow over 3 years (its filed statements). Its officers and directors filed 8 sales and 0 purchases of their own stock on the open market in the year to 2026-09-30 (their Form 4 filings).

From the record

Return on equity: in the fiscal year ended 2025-09-30, Raymond James Financial, Inc. earned about 17 cents of profit for every dollar of shareholders' money. Leverage: it owed about 86 cents per dollar of assets, and net share issuance: its share count shrank 2.7% over the year (the filed statements).

From the record

Raymond James Financial, Inc.'s standing among 29 graded names in its industry family: revenue of $16 billion in fiscal 2025 ranks in the top 21% by size; a net margin of 13.4% ranks in the top 47%; revenue growth of 12.1% a year over the last 3 filed years ranks in the bottom 38% (its annual reports).

From the record

Raymond James Financial, Inc.'s leadership, from its insiders' filings and its current reports: the chief executive on the record is Shoukry, Paul M (CEO, as filed), filing under that title since 2025-02-24, 1.7 years (bottom 25% of its family); the 26 officers and directors filing in the last fifteen months have been on the record a median of 7.1 years (bottom 42%); 9 officer or director changes were reported on Form 8-K since 2023-11-13, against the 26 people in charge now (top 50%; fewer changes for each person reads higher) (the Form 4 record, its Form 8-K reports). Years count from a person's first filing in the SEC's data sets, which begin in 2006, so each is a floor.

From the record

Raymond James Financial, Inc.'s room to grow, from the newest filed statements (fiscal 2025): cash of $11 billion against no long-term debt tagged leaves 12.9% of its assets as net cash, top 36% of its family; cash from operations less capital spending is 14.1% of revenue (top 50%) (its annual report).

From the record

Raymond James Financial, Inc.'s growth drivers, from the filed years to fiscal 2025: revenue grew 12.1% a year over the last three filed years against 12.5% over all 10, slowing (bottom 39% of its family); the newest year grew 6.6% (bottom 16%); capital spending grew 27.4% a year (top 33%) (its annual reports). Raymond James Financial, Inc. reported 15 product lines in fiscal 2025: Asset Management and Related Administrative Fee Revenue at $7.1 billion (45%), Brokerage Revenue Securities Commissions at $1.8 billion (11%), Account and Service Fee Revenue at $1.3 billion (8%), and 12 more; 12 of 15 grew against the year before (its annual report).

From the record

Raymond James Financial, Inc.'s newest year against its own record: revenue of $16 billion in fiscal 2025 came in 7.2% below the $17 billion its prior three years' pace pointed to (bottom 30% of its family); net income of $2.1 billion against a prior three-year average of $1.8 billion (bottom 37%); a net margin of 13.4% against 13.5% before (bottom 34%) (its annual reports).