FN2 Earnings Intelligence
RJF revenue earnings history
Raymond James Financial, Inc. (RJF) quarterly reported and estimated revenue history by fiscal quarter.
Earnings History
Raymond James Financial, Inc.
Raymond James delivered its second consecutive record quarter in FY2026, with Q3 revenue of $3.93 billion (up 16% year-over-year) and pretax income of $750 million. Three structural drivers are compounding: (1) adviser recruiting continues to generate organic asset growth at a high retention rate, (2) the proprietary 'Raymond' AI assistant reached full enterprise rollout with 6,500 users and 99.5% satisfaction, and (3) the Clark Capital acquisition closed, adding approximately $47 billion in combined AUM and non-discretionary assets. The loan portfolio hit a record $56.2 billion with securities-based balances up 34% YoY. The balance sheet remains well-capitalized at an 11.7% Tier 1 leverage ratio, and the firm has repurchased $1.6 billion of stock over the trailing year. Management maintained its guidance stance and expressed confidence in sustaining momentum into the fourth quarter.…
Raymond James Financial, Inc.
Raymond James' record Q2 FY2026 results — driven by adviser recruiting, fee-based asset inflows, securities-based lending growth and a rebounding capital-markets pipeline — support a constructively held view on the shares. Continued net-new-asset generation and steady capital return (buybacks plus acquisitions) underpin durable earnings, while declining pretax yields from rate cuts and a rising compensation ratio are the main near-term margin offsets. Consensus price target of $177.33 versus the $159.87 current price implies modest upside; the stock traded roughly in line with the benchmark around the report.
Raymond James Financial, Inc.
The quarter supports a constructive operating thesis: adviser recruiting, asset growth and technology investment are reinforcing the platform, but the case depends on execution and on capital-markets and rate-sensitive revenues holding up.
Raymond James Financial, Inc.
The supplied analysis supports a constructive operating picture for Raymond James: diversified businesses, adviser recruiting, client-asset growth and lending demand are supporting results, while AI investment and the GreensLedge acquisition add strategic initiatives. The main question is whether management can convert those initiatives into durable growth while controlling capital use, margins and execution risk.
Raymond James Financial, Inc.
The supplied analysis supports a constructive operating thesis: record revenue and pretax income, adviser recruitment, securities-based lending, AI initiatives and resumed buybacks provide evidence of resilient demand and growth capacity. The evidence is tempered by macro, tariff, credit and investment-banking risks.
Raymond James Financial, Inc.
The supplied analysis supports a constructive but qualified view: Raymond James showed resilient demand through record Private Client Group assets, fee-based growth, recruiting and strong M&A activity. The case depends on converting those drivers while managing leverage, expenses, loan sensitivity and acquisition execution.
Get the RJF recap when the next report posts
One email per quarter with the scorecard, the market reaction and what changed on the call. No account needed.