Raymond James Financial, Inc.

RJF · NYSE · USD

PoliticiansInstitutionalInsiders

Current holders

Politician	Disclosed
Donald Trump R · EXECUTIVE	net −$249K – −$36K 4 disclosures · 2 bought / 2 sold · last Mar 26, 2026
Ro Khanna D · HOUSE · CA	−$206K – $270K −$407K – $510K today 34 filings · last Jun 30, 2026
Daniel S. Goldman D · HOUSE · NY	−$35K – $35K −$53K – $48K today 2 filings · last Mar 6, 2023

Recent transactions

Trades from Jul 17, 2017 – Jun 30, 2026

Politician	Type	Filed after	Amount
Ro Khanna D · HOUSE · CA-17	Buy	6 days Jun 30, 2026 → Jul 6, 2026	≥$1K
Ro Khanna D · HOUSE · CA-17	Sell	13 days May 27, 2026 → Jun 9, 2026	≥$1K
Donald Trump R · EXECUTIVE	Sell	48 days Mar 26, 2026 → May 13, 2026	≥$1K
Donald Trump R · EXECUTIVE	Buy	49 days Mar 25, 2026 → May 13, 2026	≥$15K
Donald Trump R · EXECUTIVE	Buy	51 days Mar 23, 2026 → May 13, 2026	≥$1K
Donald Trump R · EXECUTIVE	Sell	57 days Mar 17, 2026 → May 13, 2026	≥$100K
Ro Khanna D · HOUSE · CA-17	Buy	28 days Apr 13, 2026 → May 11, 2026	≥$1K
Ro Khanna D · HOUSE · CA-17	Sell	8 days Mar 30, 2026 → Apr 7, 2026	≥$1K
Ro Khanna D · HOUSE · CA-17	Sell	8 days Jan 29, 2026 → Feb 6, 2026	≥$1K
Julie Johnson D · HOUSE · TX-32	Sell	37 days Apr 7, 2025 → May 14, 2025	≥$1K

Congressional trading data provided by QuiverQuant

Institutional

Investors holding

930

13F shares

152.9M

Total invested

$23.2B

Ownership

78.8%

New positions

Closed positions

Increased positions

408

Reduced positions

346

Put/Call ratio

0.39

Holder	Reported	Shares	Value	Δ Qtr
BLACKROCK, INC.	8/7/2026	14.3M	$2.2B	+1.59%
VANGUARD CAPITAL MANAGEMENT LLC	8/13/2026	11.2M	$1.7B	−1.07%
WELLINGTON MANAGEMENT GROUP LLP	8/14/2026	9.4M	$1.4B	−2.62%
PRIMECAP MANAGEMENT CO/CA/	8/14/2026	9.2M	$1.4B	−1.12%
VANGUARD PORTFOLIO MANAGEMENT LLC	8/13/2026	8.9M	$1.4B	−1.79%
STATE STREET CORP	9/22/2026	7.9M	$1.2B	+0.45%
GEODE CAPITAL MANAGEMENT, LLC	8/12/2026	4.6M	$703.7M	+0.23%
FMR LLC	8/13/2026	4.4M	$669.7M	−24.66%
HARRIS ASSOCIATES L P	8/14/2026	3.7M	$561.6M	+7.84%
T. ROWE PRICE INVESTMENT MANAGEMENT, INC.	8/14/2026	2.8M	$426.6M	−18.14%
JPMORGAN CHASE & CO	8/12/2026	2.7M	$404.3M	−39.32%
DIMENSIONAL FUND ADVISORS LP	8/11/2026	2.4M	$372.4M	+2.08%
NORGES BANK	8/12/2026	2.4M	$369.8M	—
BANK OF AMERICA CORP /DE/	8/14/2026	2.4M	$360.6M	−3.18%
VICTORY CAPITAL MANAGEMENT INC	8/7/2026	2.3M	$354.0M	−6.47%
MORGAN STANLEY	8/13/2026	2.2M	$337.9M	+3.37%
EARNEST PARTNERS LLC	8/13/2026	2.2M	$335.0M	−0.87%
GOLDMAN SACHS GROUP INC	8/14/2026	2.1M	$322.5M	+39.01%
INVESCO LTD.	8/14/2026	2M	$311.6M	−4.67%
NORTHERN TRUST CORP	8/13/2026	1.9M	$293.3M	+0.05%
MASSACHUSETTS FINANCIAL SERVICES CO /MA/	8/3/2026	1.9M	$290.0M	+0.94%
FIRST TRUST ADVISORS LP	8/11/2026	1.9M	$286.9M	−23.26%
UBS ASSET MANAGEMENT AMERICAS INC	8/13/2026	1.5M	$228.5M	+5.85%
CITIGROUP INC	8/3/2026	1.3M	$199.4M	+34.55%
BANK OF NEW YORK MELLON CORP	8/6/2026	1.2M	$182.3M	−3.38%

Insider transactions

No recent insider transactions for this stock.

Analyst consensus

Hold27 analysts

Bearish · 0 · Hold · 15 · Bullish · 12

Earnings history

	EPS	Estimate
Q4 2024	$2.95	$2.41	Beat
Q1 2025	$2.93	$2.62	Beat
Q2 2025	$2.42	$2.45	Miss
Q3 2025	$2.18	$2.37	Miss
Q4 2025	$3.11	$2.83	Beat
Q1 2026	$2.86	$2.83	Beat
Q2 2026	$2.83	$2.76	Beat
Q3 2026	$3.14	$2.93	Beat

Peers

Company overview

IPO dateJul 1, 1983

CEOPaul Marone Shoukry

Employees19,500

SectorFinancial Services

IndustryAsset Management

CountryUS

ExchangeNew York Stock Exchange

Websitewww.raymondjames.com

Raymond James Financial, Inc. operates as a comprehensive financial services firm, extending a wide array of services to individuals, businesses, and governmental entities throughout the United States, Canada, and Europe. Its diverse operations are categorized into several key segments: Private Client Group, Capital Markets, Asset Management, Banking, and an "Other" category. The Private Client Group division equips clients with various investment solutions, personalized portfolio management, a selection of insurance and annuity products, and mutual funds. This segment also provides essential backing to third-party product partners, covering aspects like sales and marketing support, distribution, accounting, and general administrative assistance. Additionally, it facilitates margin loans and offers securities borrowing and lending services. Within the Capital Markets segment, the company engages in investment banking activities, which include orchestrating equity and debt offerings, along with offering expert advisory services for mergers and acquisitions. It further provides robust brokerage services for both fixed income and equity securities. The Asset Management segment specializes in delivering sophisticated asset and portfolio management services, complemented by administrative support functions such as detailed record-keeping, for both individual (retail) and institutional clients. Raymond James Bank maintains a portfolio of insured deposit accounts and a diverse range of lending products. These include commercial and industrial loans, financing for commercial real estate (CRE) and CRE construction, tax-exempt loans, residential mortgages, and securities-based loans. The bank also plays a role in loan syndication. Finally, the Other segment encompasses the firm's private equity activities, comprising direct investments and those made through third-party private equity funds, as well as the management of legacy private equity portfolios. Established in 1962, the company's corporate headquarters are situated in St. Petersburg, Florida.

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