Raymond James Financial Management

Management criteria checks 2/4

Raymond James Financial's CEO is Paul Reilly, appointed in May 2010, has a tenure of 18.33 years. total yearly compensation is $34.91M, comprised of 2.1% salary and 97.9% bonuses, including company stock and options. directly owns 0.12% of the company’s shares, worth $31.43M. The average tenure of the management team and the board of directors is 5.7 years and 5.9 years respectively.

Key information

Paul Reilly

Chief executive officer

US$34.9m

Total compensation

CEO salary percentage	2.1%
CEO tenure	14yrs
CEO ownership	0.1%
Management average tenure	5.7yrs
Board average tenure	5.9yrs

Recent management updates

Recent updates

CEO Compensation Analysis

How has Paul Reilly's remuneration changed compared to Raymond James Financial's earnings?
Date	Total Compensation	Salary	Company Earnings
Mar 31 2024	n/a	n/a	US$2b
Dec 31 2023	n/a	n/a	US$2b
Sep 30 2023	US$35m	US$750k	US$2b
Jun 30 2023	n/a	n/a	US$2b
Mar 31 2023	n/a	n/a	US$2b
Dec 31 2022	n/a	n/a	US$2b
Sep 30 2022	US$18m	US$688k	US$2b
Jun 30 2022	n/a	n/a	US$1b
Mar 31 2022	n/a	n/a	US$2b
Dec 31 2021	n/a	n/a	US$2b
Sep 30 2021	US$14m	US$500k	US$1b
Jun 30 2021	n/a	n/a	US$1b
Mar 31 2021	n/a	n/a	US$1b
Dec 31 2020	n/a	n/a	US$861m
Sep 30 2020	US$12m	US$500k	US$817m
Jun 30 2020	n/a	n/a	US$872m
Mar 31 2020	n/a	n/a	US$958m
Dec 31 2019	n/a	n/a	US$1b
Sep 30 2019	US$13m	US$500k	US$1b
Jun 30 2019	n/a	n/a	US$1b
Mar 31 2019	n/a	n/a	US$1b
Dec 31 2018	n/a	n/a	US$986m
Sep 30 2018	US$11m	US$500k	US$856m
Jun 30 2018	n/a	n/a	US$786m
Mar 31 2018	n/a	n/a	US$737m
Dec 31 2017	n/a	n/a	US$608m
Sep 30 2017	US$10m	US$486k	US$635m

Compensation vs Market: Paul's total compensation ($USD34.91M) is above average for companies of similar size in the UK market ($USD5.63M).

Compensation vs Earnings: Paul's compensation has increased by more than 20% in the past year.

CEO

Paul Reilly (68 yo)

14yrs

Tenure

US$34,912,956

Compensation

Mr. Paul Christopher Reilly serves as Independent Director at Willis Towers Watson Public Limited Company since October 01, 2022. Mr. Reilly serves as the Chief Executive Officer of Raymond James Financial...

Leadership Team

Name	Position	Tenure	Compensation	Ownership
Paul Reilly	Chairman & CEO	14yrs	US$34.91m	0.12% $ 31.4m
Paul Shoukry	President & CFO	4.3yrs	US$6.67m	0.012% $ 3.0m
James Bunn	President of Global Equities & Investment Banking	5.4yrs	US$6.30m	0.024% $ 6.2m
Scott Curtis	President of Private Client Group	5.9yrs	US$10.39m	0.088% $ 23.1m
Tashtego Elwyn	President & CEO of Raymond James & Associates Inc Broker/Dealer	12.3yrs	US$10.23m	0.036% $ 9.3m
Jeffrey Dowdle	Chief Operating Officer	4.6yrs	no data	0.032% $ 8.4m
Larry Adam	Chief Investment Officer	5.5yrs	no data	no data
Jonathan Oorlog	Chief Accounting Officer	3.7yrs	no data	0.0087% $ 2.3m
Bella Allaire	Executive Vice President of Technology & Operations	no data	US$4.42m	0.045% $ 11.8m
Vin Campagnoli	Chief Information Officer	11.2yrs	no data	no data
Kristina Waugh	Senior Vice President of Investor Relations and FP&A	no data	no data	no data
Jonathan Santelli	Executive VP	8yrs	no data	0.011% $ 2.8m

5.7yrs

Average Tenure

59yo

Average Age

Experienced Management: 0KU1's management team is seasoned and experienced (5.7 years average tenure).

Board Members

Name	Position	Tenure	Compensation	Ownership
Paul Reilly	Chairman & CEO	18.3yrs	US$34.91m	0.12% $ 31.4m
Steven Raney	Chairman & CEO of Raymond James Bank	3.4yrs	no data	0.026% $ 6.8m
Robert Dutkowsky	Independent Non-Executive Director	5.6yrs	US$312.44k	0.0054% $ 1.4m
Raymond McDaniel	Independent Non-Executive Director	1.1yrs	US$209.44k	0.00089% $ 231.9k
Roderick McGeary	Independent Non-Executive Director	8.5yrs	US$307.44k	0.0097% $ 2.5m
Art Garcia	Independent Non-Executive Director	1.1yrs	US$209.44k	0.0013% $ 341.3k
Jeffrey Edwards	Lead Independent Director	10.3yrs	US$319.94k	0.014% $ 3.6m
P. Seshadri	Independent Non-Executive Director	4.9yrs	US$299.94k	0.0046% $ 1.2m
Benjamin Esty	Independent Non-Executive Director	10.3yrs	US$337.69k	0.013% $ 3.5m
Marlene Debel	Non-Executive Independent Director	3.4yrs	US$307.44k	0.0028% $ 737.3k
Anne Gates	Independent Non-Executive Director	6.3yrs	US$324.94k	0.0061% $ 1.6m
Gordon Johnson	Independent Non-Executive Director	13.8yrs	US$512.32k	0.020% $ 5.1m

5.9yrs

Average Tenure

62yo

Average Age

Experienced Board: 0KU1's board of directors are considered experienced (5.9 years average tenure).

Raymond James Financial Management

Management criteria checks 2/4

Key information

Recent management updates

Insider recently sold US$1.4m worth of stock

Raymond James Financial, Inc. Announces Appointment of Chris Shaw as Co-Head of Its Canadian Investment Banking Unit

Raymond James Financial Announces Executive Changes

Raymond James Financial, Inc. Announces Executive Appointments

Raymond James Financial, Inc. Announces Retirement of Thomas A. James as Director and Chairman Emeritus of the Board of Directors, Effective from February 22, 2024

Chairman & CEO recently sold US$5.0m worth of stock

Recent updates

Insider recently sold US$1.4m worth of stock

Second quarter 2024 earnings released: EPS: US$2.28 (vs US$1.97 in 2Q 2023)

Raymond James Financial, Inc. to Report Q2, 2024 Results on Apr 24, 2024

Now 21% undervalued

Raymond James Financial, Inc. Announces Appointment of Chris Shaw as Co-Head of Its Canadian Investment Banking Unit

Upcoming dividend of US$0.45 per share

Raymond James Financial Announces Executive Changes

Now 20% undervalued

First quarter dividend of US$0.45 announced

Raymond James Financial, Inc. Announces Executive Appointments

Raymond James Financial, Inc. Declares Quarterly Cash Dividend, Payable April 15, 2024

Now 21% undervalued

First quarter 2024 earnings released: EPS: US$2.38 (vs US$2.36 in 1Q 2023)

Raymond James Financial, Inc. to Report Q1, 2024 Results on Jan 24, 2024

Upcoming dividend of US$0.45 per share at 1.5% yield

Now 21% undervalued

Raymond James Financial, Inc. Announces Retirement of Thomas A. James as Director and Chairman Emeritus of the Board of Directors, Effective from February 22, 2024

Chairman & CEO recently sold US$5.0m worth of stock

Raymond James Financial, Inc. Raises Quarterly Dividend on Common Stock, Payable on January 16, 2024

Raymond James Financial, Inc., Annual General Meeting, Feb 22, 2024

Full year 2023 earnings released: EPS: US$8.18 (vs US$7.16 in FY 2022)

Upcoming dividend of US$0.42 per share at 1.6% yield

Raymond James Financial Declares Quarterly Cash Dividend, Payable October 16, 2023

New minor risk - Insider selling

Third quarter 2023 earnings released: EPS: US$1.76 (vs US$1.41 in 3Q 2022)

Raymond James Financial, Inc.(NYSE:RJF) dropped from Russell 1000 Growth Index

Upcoming dividend of US$0.42 per share at 1.7% yield

Second quarter 2023 earnings released: EPS: US$1.98 (vs US$1.56 in 2Q 2022)

Upcoming dividend of US$0.42 per share at 1.8% yield

Investor sentiment deteriorates as stock falls 17%

Insider recently sold US$712k worth of stock

Raymond James Financial, Inc. Announces Net Charge-Offs for the First Quarter Ended December 31, 2022

First quarter 2023 earnings released: EPS: US$2.36 (vs US$2.16 in 1Q 2022)

Upcoming dividend of US$0.42 per share

Chairman and CEO of Raymond James Bank recently sold US$600k worth of stock

Insider recently sold US$398k worth of stock

Raymond James Financial, Inc. Appoints Jonathan (“Butch”) Oorlog as Chief Accounting Officer, Effective January 1, 2023

Raymond James Financial, Inc. (NYSE:RJF) announces an Equity Buyback for $1,500 million worth of its shares.

Raymond James Financial, Inc. Declares Quarterly Dividend, Payable on January 17, 2023

Full year 2022 earnings released: EPS: US$7.16 (vs US$6.81 in FY 2021)

Chairman Emeritus recently sold US$167k worth of stock

Investor sentiment improved over the past week

Full year 2022 earnings released: EPS: US$7.17 (vs US$6.81 in FY 2021)

Raymond James Financial, Inc. to Report Q2, 2023 Results on Apr 26, 2023

Raymond James Financial, Inc., Annual General Meeting, Feb 23, 2023

Upcoming dividend of US$0.34 per share

Insider recently sold US$427k worth of stock

Raymond James Financial, Inc. Declares Quarterly Dividends on Common Stock, Payable on October 17, 2022

Third quarter 2022 earnings released: EPS: US$1.42 (vs US$1.49 in 3Q 2021)

Raymond James Financial, Inc. (NYSE:RJF) completed the acquisition of SumRidge Partners, LLC.

Raymond James Financial Announces Executive Changes

Upcoming dividend of US$0.34 per share

Raymond James Financial, Inc. (NYSE:RJF) completed the acquisition of TriState Capital Holdings, Inc. (NasdaqGS:TSC) from Stone Point Capital LLC and others.

Raymond James Financial, Inc. Declares Quarterly Dividend, Payable on July 15, 2022

Raymond James Financial, Inc. Announces Executive Changes

Insider recently sold US$601k worth of stock

Second quarter 2022 earnings released: EPS: US$1.56 (vs US$1.72 in 2Q 2021)

Raymond James Financial, Inc. (NYSE:RJF) agreed to acquire SumRidge Partners, LLC.

Raymond James Financial, Inc. Declares Quarterly Cash Dividend, Payable on April 18, 2022

COO & Head of Asset Management Group recently sold US$2.1m worth of stock

First quarter 2022 earnings: EPS in line with analyst expectations despite revenue beat

Upcoming dividend of US$0.34 per share

Insider recently sold US$85k worth of stock

Executive VP recently sold US$340k worth of stock

Raymond James Financial, Inc. (NYSE:RJF) announces an Equity Buyback for $1,000 million worth of its shares.

Full year 2021 earnings: EPS in line with analyst expectations despite revenue beat

Insider recently sold US$1.5m worth of stock

Upcoming dividend of US$0.26 per share

Third quarter 2021 earnings released: EPS US$2.24 (vs US$1.26 in 3Q 2020)