Raymond James Financial (RJF)
NYSEFinancialsAsset ManagementSnapshot 2026-11-04
$168.69+4.34%
Close 2026-11-04 · 1-day change
NYSEFinancialsAsset ManagementSnapshot 2026-11-04
QuarterlyIQ Insights · RJF
What must go right, what could break, what the price assumes, and what evidence comes next.
The current health of the standing investment case.
Recent financial performance sits below its industry cohort — worth keeping an eye on, though it has not freshly broken.
One-year growth currently built into the price, compared with our model's estimate.
| Measure | Marker shape | Value |
|---|---|---|
| Growth built into the price | circle | -2.5% |
| Our one-year growth estimate | diamond | 6.3% |
For each item: what to watch, what would become a concern, and what would make it less concerning.
A reporting-risk estimate, not a forecast of the stock-price response.
Historical relationships that met the evidence threshold. They do not prove cause or forecast a move.
Usually moved in the same direction.
Price observations: 365 days
Most sensitive to the broad stock market.
Based on historical daily prices through 2026-11-04.
Past price behavior in dollars on a $10,000 position. This does not measure permanent business risk.
How much price usually moves either way.
A larger daily loss that occurred about once in every 20 trading days.
Use the underlying financial and sector pages to investigate the cause.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
Growth built into the price is above our model estimate.
The price assumes 8.8 percentage points less one-year growth.
The one-year revenue growth assumption on Valuation.
Model as of 2026-11-04 · Compared with 23 industry peers · Company calendar date is not available
RJF — dividend update
Dated 2026-09-01
Regulation FD Disclosure On August 26, 2026, Raymond James Financial, Inc. (the “Company”) issued a press release (the “Press Release”) announcing that the Board of Directors had declared on August 26, 2026 a quarterly dividend of $0.54 per share for each outstanding share of common stock of the Company. The dividend is payable on October 15, 2026 to shareholders of record on October 1, 2026. A copy of the Press Release is attached to this Current Report as Exhibit 99.2 and is incorporated he…
Why it matters: Investment banking revenue rose 17% from a year ago in fiscal Q4. Another strong quarter would support the growth trend.
Supportive ifA later quarterly report shows investment banking revenue above $350 million. It is also above the same quarter a year earlier.
Worry ifQuarterly investment banking revenue falls below $300 million or falls from the same quarter a year earlier.
Why it matters: The Bank's net interest margin fell 11 basis points from a year ago and the prior quarter. A rise would ease that pressure.
Supportive ifA later quarterly report shows Bank net interest margin above 2.60%, up from fiscal Q4's 2.60%.
Worry ifBank net interest margin falls below 2.50% in a later quarterly report.
Why it matters: New client assets help grow fee-based accounts and recurring fees. Fiscal Q4 inflows were $22.8 billion.
Supportive ifIn the next reported quarter, domestic PCG net new assets exceed $20 billion. Fee-based assets rise from $1.16 trillion.
Worry ifDomestic PCG net new assets fall below $15 billion, or fee-based assets fall from $1.16 trillion.
Why it matters: The Bank's margin fell, while management cited macroeconomic uncertainty. Job and price reports are near-term checks on that backdrop.
Watch forThe November 6 jobs report and November 10 CPI report both show less pressure. They show fewer new jobs and lower inflation than prior reports.
Also watch forThe November 6 jobs report shows stronger job growth. The November 10 CPI report shows higher inflation than prior reports.
Deepest peak-to-trough drop in the last year.
| Measure | Value | Meaning |
|---|---|---|
| Typical day | ±$94 on $10,000 · ±0.9% | How much price usually moves either way. |
| Bad day | $261 loss on $10,000 · 2.6% | A larger daily loss that occurred about once in every 20 trading days. |
| Largest peak-to-trough drop in the past year | $1,887 loss on $10,000 · 18.9% | Deepest peak-to-trough drop in the last year. |
Past year. 1.00 means similar movement; 1.20 means about 20% more.
Past year. 1.00 means similar movement to the sector. This is secondary context.
Latest 30 trading days, shown as an annual percentage.
Latest 252 trading days, shown as an annual percentage.
20-trading-day average in US dollars.
Trading days used by the source risk snapshot.
Past results, not a forecast. Not investment advice.