Company Dossier · Financials
Raymond James Financial
- S&P 500
- Russell 1000
What Raymond James Financial is doing, read from its filings, its own words and the news, with every figure dated and sourced. Not investment advice: no ratings, no price targets.
Open the full company record in Palanor: guidance, KPIs, ownership, calls, prices →
The latest read
Computed from the data on Oct 22, 2026. Every figure links back to its source in the sections below.
- Revenue over the four quarters to June 30, 2026: $17.0 billion, up 8.0% from a year earlier.SEC EDGAR filings (XBRL)
- Free cash flow (operating cash flow minus capital expenditure) over the four quarters to June 30, 2026: $1.44 billion, down 26% from a year earlier.SEC EDGAR filings (XBRL)
- Capital expenditure over the four quarters to June 30, 2026: $0.20 billion, up 5.3% from a year earlier.SEC EDGAR filings (XBRL)
- Share buybacks in the fiscal year to September 30, 2021: $0.13 billion.SEC EDGAR filings (10-K)
- Long-term debt issued in the fiscal year to September 30, 2025: $1.48 billion.SEC EDGAR filings (10-K)
- Latest earnings call or results release (July 22, 2026): sentiment 0.60 on a −1 to +1 scale (mixed), confidence 0.70 of 1.Palanor Discourse
- Latest annual report (filed November 25, 2025): 0 risk factors added, 3 removed.Risk Factor Changes (10-K Item 1A)
- Insiders were net sellers in Q3 2026: $4.1 million on the open market.SEC Form 4
- 905 institutional managers reported a position at June 30, 2026 (−19 on the quarter before).SEC Form 13F
- H-1B filings certified in Q2 2026: 32 (43 a year earlier).U.S. Department of Labor (OFLC)
Company Posture
How Company Posture is measured →What Raymond James Financial is doing, on three axes, from its filings and its own words, as of 2026-10-22. A description, not a rating: Company Posture never says whether to buy.
Steady · Mixed
Expanding ↔ Retrenching
Steady
- Capital spending39th pct
- Debt raised—
- Buybacks vs capex—
- Hiring filings93rd pct
- Deals and private raises48th pct
- Patent publications83rd pct
Confident ↔ Hedging
Mixed
- Call sentiment64th pct
- Call confidence48th pct
- Guidance changes—
- Risk factors added64th pct
- Insider open-market trades41st pct
- + Call sentiment
- + Risk factors added
- − Insider open-market trades
Pressure
Components only: Not yet shown as a score: in the back-test it did not add to a naive reader's forecast of impairment, debt acceleration or bankruptcy filings (8-K 2.06, 2.04, 1.03) (not enough events (17 in half 1; needs 20)).
- Fails-to-deliver9th pct
- Stress filings49th pct
Credit
How these are built →Raymond James Financial's borrowing from its SEC filings: the bonds it priced and the debt on its latest balance sheet. A description, not a rating.
Bonds priced, last 12 months
None
U.S. dollar tranches with a term sheet on EDGAR. Deals sold under Rule 144A file none and are not counted.
| Priced | Amount | Coupon | Matures | Spread | Yield |
|---|---|---|---|---|---|
| Sep 9, 2025 | $650M | 4.900% | 2035 (10y) | +85bp | 4.934% |
| Sep 9, 2025 | $850M | 5.650% | 2055 (30y) | +95bp | 5.678% |
From the pricing term sheets Raymond James Financial filed with the SEC. Spread is to the benchmark Treasury (or Bund, Gilt) at pricing.
Charts
Live charts: each one redraws from today’s data and has an image link to paste into a document or slide.
Cash flow
Capital returned and raised
What the company says
Hiring and ownership
In the news
Headlines that name Raymond James Financial, with the publisher and a link. The tone is read from each headline’s own words, never from a summary of the article.
- NeutralWells Fargo Initiates Coverage on Raymond James (RJF) with Equal Weight and $172 Price Target
gurufocus.com · via Marketaux · Oct 1, 2026
Filings and records
The last two years of notable 8-Ks, offerings, annual reports, federal awards, lobbying reports, patents and other public records, newest first.
- Sep 1, 20268-KDirector or officer changeItem 5.02
- Jun 15, 2026Trademark
- May 11, 2026Trademark
- Apr 15, 2026Trademark
- Mar 26, 2026Trademark
- Feb 23, 20268-KShareholder vote resultsItem 5.07
- Jan 6, 2026Patent
- Nov 25, 202510-KAnnual report (10-K)0 risk factors added, 3 removed
- Sep 23, 20258-KMaterial agreement signedItem 1.01
- Aug 25, 2025Trademark
- Jul 9, 2025LobbyingLobbying report (GRANT CONSULTING GROUP)second_quarter 2025
- May 23, 20258-KDirector or officer changeItem 5.02
- Apr 9, 2025LobbyingLobbying report (GRANT CONSULTING GROUP)first_quarter 2025
- Feb 26, 20258-KDirector or officer changeItem 5.02
- Feb 26, 20258-KShareholder vote resultsItem 5.07
- Feb 24, 20258-KDirector or officer changeItem 5.02
- Jan 8, 2025LobbyingLobbying report (GRANT CONSULTING GROUP)fourth_quarter 2024
- Dec 9, 20248-KDirector or officer changeItem 5.02
- Nov 26, 202410-KAnnual report (10-K)0 risk factors added, 0 removed
- Nov 21, 202310-KAnnual report (10-K)0 risk factors added, 0 removed
- Oct 3, 2023Patent
Peers
Companies in the same industry in the S&P 500, Russell 1000 or MidCap 400, closest in revenue first. Trailing twelve months, from SEC filings.
| Company | Revenue | Free cash flow | Through |
|---|---|---|---|
| Charles Schwab Corporation SCHW | $26.0B | $10.8B | Jun 30, 2026 |
| Robinhood Markets HOOD | $4.9B | — | Jun 30, 2026 |
| Evercore EVR | $4.7B | $1.6B | Jun 30, 2026 |
| Stifel SF | $4.1B | $0.4B | Jun 30, 2026 |
| Interactive Brokers IBKR | $2.7B | — | Jun 30, 2026 |
| XP Inc. XP | — | — | — |
| Everest Group EG | $16.8B | — | Jun 30, 2026 |
| Aon plc AON | $17.6B | $3.3B | Jun 30, 2026 |