Raymond James Financial, Inc. · RJF · Next earnings

Raymond James Financial, Inc. reports Wednesday, Jan 27, 2027

RJF reports after market close with consensus EPS at $3.33 and revenue at $4.21B. Last quarter: Raymond James posts sixth straight year of record earnings

Reports After market close83 days awayDate estimated Financial Services

What the street expects

Consensus for the coming report
Consensus EPS $3.33 Calendar consensus
Consensus revenue $4.21B Calendar consensus
Report date Jan 27, 2027 Wednesday, date estimated
Session After market close 83 days away

Where RJF left off: FY2026 Q4

Full report

Raymond James posts sixth straight year of record earnings

EPS surprise +10.1% Reported $3.59 vs $3.26
Revenue surprise +1.6% Reported $4.27B vs $4.20B
Stock move -0.4% Event window
Subsequent drift 0.0% Up to 20 sessions

Guidance sentiment was maintained, with management optimistic about FY2027 while acknowledging macroeconomic and geopolitical uncertainty.

What to watch on the call

Carried forward from the last transcript

Risks management flagged

  • Interest rates may continue to pressure net interest margin and fixed-income brokerage revenue.
  • Adviser migration to independent RIA platforms and weaker municipal-securities activity remain analyst concerns.
  • Execution risk surrounds technology deployment, capital allocation and potential acquisitions.

Questions analysts left open

  • The pause in share buybacks and the path of capital allocation.
  • Net interest margin decline and sensitivity to rising deposit costs.
  • The future PCG compensation ratio and its effect on margins.
  • Potential adviser migration to independent RIA platforms.
  • Fixed-income brokerage weakness, especially in municipal securities.

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Recent RJF quarters

All RJF earnings
-0.4%FY2026 Q4-1.1%FY2026 Q3-0.7%FY2026 Q2-0.4%FY2026 Q1

Sources

  1. FN2 corporate events calendar, resolved from the earnings calendar feed
  2. FN2 earnings calendar analyst consensus
  3. Earnings call transcript analysis, FY2026 Q4

Methodology

The report date comes from FN2's resolved corporate-events calendar and is marked estimated until the company confirms it. Consensus figures are the calendar's latest analyst estimates for the fiscal period and are not an FN2 forecast.

Risks and open questions are carried forward verbatim from FN2's structured analysis of the previous earnings call. Missing values stay missing and are never estimated.

By FN2 Research · Updated . For educational purposes only; not investment advice.