Raymond James Financial, Inc.

NYSE:RJF Stock Report

Market Cap: US$31.6b

Raymond James Financial Ownership

Who are the major shareholders and have insiders been buying or selling?

Recent Insider Transactions

NYSE:RJF Recent Insider Transactions by Companies or Individuals
DateValueNameEntityRoleSharesMax Price
13 Dec 24SellUS$1,594,650Tashtego ElwynIndividual10,000US$159.47
05 Dec 24SellUS$513,318Jonathan SantelliIndividual3,100US$165.59
04 Dec 24SellUS$825,147Horace CarterIndividual5,000US$165.03
04 Dec 24SellUS$205,141Shannon ReidIndividual1,241US$165.30
03 Dec 24SellUS$66,571Katherine LarsonIndividual401US$166.01
02 Dec 24SellUS$7,087,720Paul ReillyIndividual42,365US$167.30
29 Nov 24SellUS$198,229Bella AllaireIndividual1,170US$169.43
29 Nov 24SellUS$1,719,289Steven RaneyIndividual10,136US$170.10
12 Aug 24SellUS$3,429,263Tashtego ElwynIndividual31,277US$109.64
31 Jul 24SellUS$1,996,684Bella AllaireIndividual17,363US$115.00
03 May 24SellUS$1,380,614James BunnIndividual11,095US$124.44
26 Apr 24SellUS$505,107Steven RaneyIndividual4,174US$121.01
09 Feb 24BuyUS$98,715Art GarciaIndividual879US$112.30
29 Jan 24SellUS$211,626Jonathan SantelliIndividual1,891US$111.98

Insider Trading Volume

Insider Buying: RJF insiders have only sold shares in the past 3 months.

Ownership Breakdown

What is the ownership structure of RJF?
Owner TypeNumber of SharesOwnership Percentage
State or Government190,9110.0936%
Private Companies302,5090.148%
Individual Insiders20,489,19410%
General Public24,175,28211.8%
Institutions158,886,94077.9%

Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.

Top Shareholders

Top 25 shareholders own 64.66% of the company
OwnershipNameSharesCurrent ValueChange %Portfolio %
10.8%
The Vanguard Group, Inc.
21,932,181US$3.4b-0.02%0.05%
9.47%
Thomas James
19,332,848US$3.0b0%no data
6.68%
BlackRock, Inc.
13,628,450US$2.1b-5.26%0.03%
5.94%
Wellington Management Group LLP
12,114,502US$1.9b31.5%0.29%
5.87%
PRIMECAP Management Company
11,976,412US$1.9b-0.9%1.31%
3.91%
State Street Global Advisors, Inc.
7,974,740US$1.2b0.69%0.04%
3.05%
FMR LLC
6,218,386US$964.2m-2.11%0.06%
2.2%
T. Rowe Price Group, Inc.
4,494,595US$696.9m5.89%0.06%
2.13%
Geode Capital Management, LLC
4,351,684US$674.7m0.3%0.05%
1.85%
JP Morgan Asset Management
3,776,593US$585.6m-1.1%0.06%
1.28%
AGF Management Limited
2,611,163US$404.9m1.19%1.83%
1.23%
EARNEST Partners, LLC
2,509,471US$389.1m0.16%1.66%
1.12%
Norges Bank Investment Management
2,279,080US$353.4m0%0.03%
1.06%
Massachusetts Financial Services Company
2,156,439US$334.4m-2.69%0.07%
1.03%
UBS Asset Management AG
2,100,714US$325.7m-2.82%0.03%
1.01%
Dimensional Fund Advisors LP
2,064,787US$320.1m1.98%0.05%
0.87%
Northern Trust Global Investments
1,779,479US$275.9m-5.01%0.04%
0.81%
First Trust Advisors LP
1,649,656US$255.8m13.2%0.21%
0.75%
Legal & General Investment Management Limited
1,534,177US$237.9m0.17%0.04%
0.75%
Managed Account Advisors LLC
1,526,166US$236.6m-6.56%0.05%
0.65%
Mercer Global Advisors Inc.
1,317,669US$204.3m-6.75%0.46%
0.6%
Invesco Capital Management LLC
1,229,026US$190.6m13.9%0.07%
0.55%
Harfst and Associates, Inc.
1,127,429US$174.8m0%35.71%
0.55%
BNY Asset Management
1,124,475US$174.3m-2.36%0.03%
0.55%
Envestnet Asset Management, Inc.
1,120,017US$173.7m5.02%0.06%

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2024/12/22 01:46
End of Day Share Price 2024/12/20 00:00
Earnings2024/09/30
Annual Earnings2024/09/30

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on .

Analyst Sources

Raymond James Financial, Inc. is covered by 27 analysts. 13 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Kevin HealArgus Research Company
Mark McLaughlinBofA Global Research
James MitchellBuckingham Research Group Inc.