Seaport Res Ptn Has Bullish Forecast for RJF Q4 Earnings

Raymond James Financial, Inc. (NYSE:RJF) – Seaport Res Ptn boosted their Q4 2025 earnings per share estimates for Raymond James Financial in a note issued to investors on Thursday, July 24th. Seaport Res Ptn analyst J. Mitchell now expects that the financial services provider will earn $2.78 per share for the quarter, up from their previous estimate of $2.74. The consensus estimate for Raymond James Financial’s current full-year earnings is $11.17 per share. Seaport Res Ptn also issued estimates for Raymond James Financial’s Q1 2026 earnings at $2.91 EPS, Q2 2026 earnings at $2.76 EPS, Q3 2026 earnings at $2.89 EPS and FY2026 earnings at $11.70 EPS.

Raymond James Financial (NYSE:RJF) last posted its earnings results on Wednesday, July 23rd. The financial services provider reported $2.18 EPS for the quarter, missing the consensus estimate of $2.36 by ($0.18). Raymond James Financial had a net margin of 13.56% and a return on equity of 18.50%. The firm had revenue of $3.40 billion during the quarter, compared to analyst estimates of $3.38 billion. During the same period in the previous year, the company posted $2.39 EPS. Raymond James Financial’s revenue for the quarter was up 5.3% compared to the same quarter last year.

A number of other equities research analysts also recently issued reports on the company. The Goldman Sachs Group reduced their price target on Raymond James Financial from $198.00 to $173.00 and set a “buy” rating on the stock in a research report on Thursday, April 3rd. Keefe, Bruyette & Woods increased their price target on Raymond James Financial from $167.00 to $170.00 and gave the stock a “market perform” rating in a research report on Thursday. JMP Securities increased their price target on Raymond James Financial from $175.00 to $180.00 and gave the stock a “market outperform” rating in a research report on Monday, July 14th. Cowen reissued a “hold” rating on shares of Raymond James Financial in a research report on Thursday, April 24th. Finally, Bank of America downgraded Raymond James Financial from a “buy” rating to a “neutral” rating and set a $159.00 price target on the stock. in a research report on Wednesday, April 30th. Nine analysts have rated the stock with a hold rating, three have assigned a buy rating and one has given a strong buy rating to the stock. According to MarketBeat.com, the stock currently has a consensus rating of “Hold” and a consensus price target of $163.80.

Raymond James Financial Price Performance

Raymond James Financial stock opened at $168.44 on Monday. Raymond James Financial has a 12 month low of $104.24 and a 12 month high of $174.32. The stock’s 50 day moving average is $152.63 and its 200-day moving average is $149.98. The company has a current ratio of 1.04, a quick ratio of 1.02 and a debt-to-equity ratio of 0.32. The company has a market capitalization of $33.99 billion, a price-to-earnings ratio of 16.51, a PEG ratio of 1.40 and a beta of 1.02.

Institutional Inflows and Outflows

Large investors have recently modified their holdings of the company. Thurston Springer Miller Herd & Titak Inc. bought a new position in shares of Raymond James Financial in the 1st quarter valued at $25,000. Alpine Bank Wealth Management bought a new position in shares of Raymond James Financial in the 1st quarter valued at $27,000. Golden State Wealth Management LLC lifted its stake in shares of Raymond James Financial by 164.0% in the 1st quarter. Golden State Wealth Management LLC now owns 198 shares of the financial services provider’s stock valued at $28,000 after acquiring an additional 123 shares during the last quarter. Olde Wealth Management LLC bought a new position in shares of Raymond James Financial in the 1st quarter valued at $33,000. Finally, TCTC Holdings LLC lifted its stake in shares of Raymond James Financial by 72.9% in the 1st quarter. TCTC Holdings LLC now owns 287 shares of the financial services provider’s stock valued at $40,000 after acquiring an additional 121 shares during the last quarter. 83.83% of the stock is currently owned by institutional investors.

Insider Buying and Selling at Raymond James Financial

In other Raymond James Financial news, insider Bella Loykhter Allaire sold 6,570 shares of the firm’s stock in a transaction on Thursday, May 29th. The stock was sold at an average price of $146.61, for a total value of $963,227.70. Following the sale, the insider owned 74,586 shares of the company’s stock, valued at approximately $10,935,053.46. This trade represents a 8.10% decrease in their position. The sale was disclosed in a document filed with the SEC, which can be accessed through the SEC website. Corporate insiders own 0.54% of the company’s stock.

Raymond James Financial Dividend Announcement

The firm also recently announced a quarterly dividend, which was paid on Tuesday, July 15th. Shareholders of record on Tuesday, July 1st were issued a $0.50 dividend. This represents a $2.00 dividend on an annualized basis and a dividend yield of 1.19%. The ex-dividend date was Tuesday, July 1st. Raymond James Financial’s dividend payout ratio is presently 19.61%.

Raymond James Financial Company Profile

Raymond James Financial, Inc, a financial holding company, through its subsidiaries, engages in the underwriting, distribution, trading, and brokerage of equity and debt securities, and the sale of mutual funds and other investment products in the United States, Canada, Europe, and internationally. The company operates through Private Client Group, Capital Markets, Asset Management, RJ Bank, and Other segments.