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Companies / Financials / Raymond James Financial
RJF

Raymond James Financial

FinancialsBanks & BrokersS&P 500
Ticker RJFST PETERSBURG, FLFiscal year ends SeptemberBook value per share $63.78Diluted shares 199.1M

Raymond James Financial, Inc. (NYSE: RJF) is a diversified financial services company serving individuals, corporations, and municipalities, primarily in the United States and also in Canada, the United Kingdom, and Europe. Its services include financial planning and investment advice, securities brokerage, investment… From the company’s description.

In fiscal 2025, Raymond James Financial reported revenue of $15.91B, up 6.6% from fiscal 2024, and net income of $2.13B. Its pre-tax margin was 28.7%. Over the twelve months to Jun 30, 2026, revenue was $16.99B.

Fiscal year 2025 · ends 09-30Changes are against fiscal 2024The amber dot is the latest twelve months, to 2026-06-30
Sales & profitability
$15.91BFY2025
+6.6% year over year
Last 12 mo $16.99B
28.66%FY2025
−3.1 percentage points
Last 12 mo 27.58%
$2.13BFY2025
+3.2% year over year
Last 12 mo $2.31B
17.08%FY2025
−0.6 percentage points
Last 12 mo 18.16%
Cash & financing
$2.43BFY2025
+12.9% year over year
Last 12 mo $1.64B
$2.25BFY2025
+15.2% year over year
Last 12 mo $1.44B
5.05FY2025
Was 5.06× a year earlier
Last 12 mo 0.35
206.6MFY2025
−2.7% year over year
Last 12 mo 199.1M

Margins and return on equity change in ; everything else in percent. Fewer shares and less debt are shown plainly, not as bad news — it depends what you make of buybacks. Dotted labels explain each measure. is shown separately from the annual figures.

What Raymond James Financial does

In the company’s own words

Raymond James Financial, Inc. (NYSE: RJF) is a diversified financial services company serving individuals, corporations, and municipalities, primarily in the United States and also in Canada, the United Kingdom, and Europe. Its services include financial planning and investment advice, securities brokerage, investment banking and institutional trading, asset management, banking, and trust services. The company operates through five segments: Private Client Group, Capital Markets, Asset Management, Bank, and Other. Private Client Group provides financial planning and investment services through financial advisors and offers custody and support to third-party advisory firms; it generated $10.18 billion in net revenue in fiscal 2025. Capital Markets provides advisory, underwriting, brokerage, research, and affordable-housing investment services, while Asset Management serves retail and institutional clients. The Bank segment provides lending, insured deposits, and liquidity products through Raymond James Bank and TriState Capital Bank. Established in 1962 and public since 1983, Raymond James had approximately 19,500 associates and $1.67 trillion in Private Client Group assets under administration as of September 30, 2025. Its website is www.raymondjames.com.

Company details
Sector
Financials
Industry (SIC)
Banks & Brokers
Headquarters
ST PETERSBURG, FL
Fiscal year end
September
CIK
720005
SIC
6211

Financial performance, year by year

Fiscal 2013–2025 · USD
$-1.70B$3.40B$8.49B$13.59B$18.69B2013201420152016201720182019202020212022202320242025Last 12 moLast 12 monthsLast 12 months

The full income statement, balance sheet and cash flow for each of these years — every figure traceable to its filing — is on the Financials tab with a free account.

Ownership

Who owns Raymond James Financial — and what changed

Funds as of 2026Q2 · superinvestors as of 2026-06-30

707
funds hold it
1 of 35
superinvestors hold it
$12.10B
held by funds, at market
41.2%
of shares held by funds
5
bond issues held by funds

Superinvestors in Raymond James Financial · what they did last quarter

Bill NygrenINCREASED +7.8%
Harris Associates (Oakmark)
0.7%of 13F portfolio

Share of each manager’s reported 13F portfolio. Change is in shares held, since the previous quarter.

Largest fund holders · Raymond James Financial’s weight in each

VANGUARD TOTAL STOCK MARKET INDEX FUND
VTI · VANGUARD INDEX FUNDS
0.04%of fund net assets
VANGUARD 500 INDEX FUND
VOO · VANGUARD INDEX FUNDS
0.04%of fund net assets
VANGUARD PRIMECAP FUND
VPMCX · VANGUARD CHESTER FUNDS
0.63%of fund net assets
VANGUARD MID-CAP INDEX FUND
VO · VANGUARD INDEX FUNDS
0.25%of fund net assets
VANGUARD EQUITY INCOME FUND
VEIPX · VANGUARD FENWAY FUNDS
0.76%of fund net assets

Fund ownership is a floor, not a census — pensions, insurers and people holding shares directly are not visible here.

Raymond James Financial’s bonds, as funds hold them

Funds report holding 5 issues of Raymond James Financial’s debt, $335.52M at market value — what funds hold, not the company’s total debt. Weighted-average coupon 4.95%, maturing 2030 to 2055.

Fund ownership counts N-PORT filers only, so it is a floor rather than a census — pensions, insurers and direct holders are not visible here, and the remainder is not “held by individuals”.

Fund ownership is a subset of institutional 13F ownership — the two describe overlapping populations and must not be added together.

Every fund and institutional holder, quarter by quarter, is on the Ownership tab with a free account.

Connected research

Put this business in context.

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  • “How do Raymond James Financial and its peers compare on margins and cash generation over ten years?”
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