Raymond James Ownership

RJF Stock  USD 160.66  1.18  0.74%   
Raymond James owns a total of 201.76 Million outstanding shares. The majority of Raymond James Financial outstanding shares are owned by third-party entities. These institutional holders are usually referred to as non-private investors looking to secure positions in Raymond James Financial to benefit from reduced commissions. Consequently, institutional investors are subject to a different set of regulations than regular investors in Raymond James. Please pay attention to any change in the institutional holdings of Raymond James Financial as this could imply that something significant has changed or is about to change at the company. Please note that no matter how many assets the company maintains, if the real value of the company is less than the current market value, you may not be able to make money on it.
 
Shares in Circulation  
First Issued
1985-09-30
Previous Quarter
209.2 M
Current Value
208.7 M
Avarage Shares Outstanding
180.1 M
Quarterly Volatility
27.5 M
 
Black Monday
 
Oil Shock
 
Dot-com Bubble
 
Housing Crash
 
Credit Downgrade
 
Yuan Drop
 
Covid
Please note, institutional investors have a lot of resources and new technology at their disposal. They can put in a lot of research and financial analysis when reviewing investment options. There are many different types of institutional investors, including banks, hedge funds, insurance companies, and pension plans. One of the main advantages they have over retail investors is the fees paid for trades. As they are buying in large quantities, they can manage their cost more effectively.
Check out Your Equity Center to better understand how to build diversified portfolios, which includes a position in Raymond James Financial. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in inflation.

Raymond Stock Ownership Analysis

About 79.0% of the company shares are owned by institutional investors. The book value of Raymond James was at this time reported as 59.73. The company has Price/Earnings To Growth (PEG) ratio of 1.77. Raymond James Financial recorded earning per share (EPS) of 10.38. The entity last dividend was issued on the 1st of July 2025. The firm had 3:2 split on the 22nd of September 2021. 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 Other segment engages in the private equity investments, including various direct and third-party private equity investments and legacy private equity funds. Raymond James operates under Financial Services classification in the United States and is traded on New York Stock Exchange. To find out more about Raymond James Financial contact Steve Raney at 727 567 1000 or learn more at https://www.raymondjames.com.
Besides selling stocks to institutional investors, Raymond James also allocates a substantial amount of its earnings to a pull of share-based compensation to be paid out to its employees, managers, executives, and members of the board of directors. Share-Based compensation (also sometimes called Stock-Based Compensation) is a way of paying different Raymond James' stakeholders with equity in the business. It is typically used as a motivation factor for employees to contribute beyond their regular compensation (salary and bonus). It is also used as a tool to align Raymond James' strategic interests with those of the company's shareholders. Shares issued to employees are usually subject to a vesting period before they are earned and sold.

Raymond James Quarterly Liabilities And Stockholders Equity

83.13 Billion

Raymond James Insider Trades History

About 10.0% of Raymond James Financial are currently held by insiders. Unlike Raymond James' institutional investors, corporate insiders most likely have a limit on the maximum percentage of share ownership. This is done to align insiders' influence against Raymond James' private investors even though both sides will benefit from rising prices or experience loss when the share price declines. The good rule to have in mind is that the maximum share ownership percentage of the corporate insiders should not surpass 25%. View all of Raymond James' insider trades
 
Housing Crash
 
Credit Downgrade
 
Yuan Drop
 
Covid

Raymond Stock Institutional Investors

Have you ever been surprised when a price of an equity instrument such as Raymond James is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading Raymond James Financial backward and forwards among themselves. Raymond James' institutional investor refers to the entity that pools money to purchase Raymond James' securities or originate loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.
Shares
Earnest Partners Llc2025-03-31
2.5 M
Morgan Stanley - Brokerage Accounts2025-03-31
2.4 M
Massachusetts Financial Services Company2025-03-31
2.3 M
Northern Trust Corp2025-03-31
2.2 M
Dimensional Fund Advisors, Inc.2025-03-31
2.1 M
Norges Bank2024-12-31
1.9 M
Victory Capital Management Inc.2025-03-31
1.9 M
First Trust Advisors L.p.2025-03-31
1.8 M
Goldman Sachs Group Inc2025-03-31
1.7 M
Vanguard Group Inc2025-03-31
22.2 M
Blackrock Inc2025-03-31
14.9 M
Note, although Raymond James' institutional investors appear to be way more sophisticated than retail investors, it remains unclear if professional active investment managers can reliably enhance risk-adjusted returns by an amount that exceeds fees and expenses.

Raymond James Financial Insider Trading Activities

Some recent studies suggest that insider trading raises the cost of capital for securities issuers and decreases overall economic growth. Trading by specific Raymond James insiders, such as employees or executives, is commonly permitted as long as it does not rely on Raymond James' material information that is not in the public domain. Local jurisdictions usually require such trading to be reported in order to monitor insider transactions. In many U.S. states, trading conducted by corporate officers, key employees, directors, or significant shareholders must be reported to the regulator or publicly disclosed, usually within a few business days of the trade. In these cases Raymond James insiders are required to file a Form 4 with the U.S. Securities and Exchange Commission (SEC) when buying or selling shares of their own companies.

Raymond James Outstanding Bonds

Raymond James issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. Raymond James Financial uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most Raymond bonds can be classified according to their maturity, which is the date when Raymond James Financial has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.

Raymond James Corporate Filings

8K
25th of June 2025
Report filed with the SEC to announce major events that shareholders should know about
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F4
30th of May 2025
The report filed by a party regarding the acquisition or disposition of a company's common stock, as well as derivative securities such as options, warrants, and convertible securities
ViewVerify
13th of May 2025
Other Reports
ViewVerify
10Q
7th of May 2025
Quarterly performance report mandated by Securities and Exchange Commission (SEC), to be filed by publicly traded corporations
ViewVerify

Currently Active Assets on Macroaxis

When determining whether Raymond James Financial is a strong investment it is important to analyze Raymond James' competitive position within its industry, examining market share, product or service uniqueness, and competitive advantages. Beyond financials and market position, potential investors should also consider broader economic conditions, industry trends, and any regulatory or geopolitical factors that may impact Raymond James' future performance. For an informed investment choice regarding Raymond Stock, refer to the following important reports:
Check out Your Equity Center to better understand how to build diversified portfolios, which includes a position in Raymond James Financial. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in inflation.
You can also try the Sectors module to list of equity sectors categorizing publicly traded companies based on their primary business activities.
Is Investment Banking & Brokerage space expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of Raymond James. If investors know Raymond will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about Raymond James listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth
0.063
Dividend Share
1.9
Earnings Share
10.38
Revenue Per Share
66.213
Quarterly Revenue Growth
0.107
The market value of Raymond James Financial is measured differently than its book value, which is the value of Raymond that is recorded on the company's balance sheet. Investors also form their own opinion of Raymond James' value that differs from its market value or its book value, called intrinsic value, which is Raymond James' true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Raymond James' market value can be influenced by many factors that don't directly affect Raymond James' underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Raymond James' value and its price as these two are different measures arrived at by different means. Investors typically determine if Raymond James is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Raymond James' price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.