Inceptionr LLC Raises Stock Holdings in Raymond James Financial, Inc. $RJF

Inceptionr LLC boosted its position in Raymond James Financial, Inc. (NYSE:RJF) by 193.4% in the first quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 13,595 shares of the financial services provider’s stock after purchasing an additional 8,961 shares during the quarter. Raymond James Financial makes up 0.5% of Inceptionr LLC’s portfolio, making the stock its 18th biggest position. Inceptionr LLC’s holdings in Raymond James Financial were worth $1,961,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also added to or reduced their stakes in RJF. Great Valley Advisor Group Inc. boosted its stake in Raymond James Financial by 1.5% during the second quarter. Great Valley Advisor Group Inc. now owns 4,076 shares of the financial services provider’s stock worth $625,000 after acquiring an additional 61 shares in the last quarter. Salomon & Ludwin LLC increased its stake in shares of Raymond James Financial by 34.8% during the fourth quarter. Salomon & Ludwin LLC now owns 252 shares of the financial services provider’s stock valued at $42,000 after purchasing an additional 65 shares in the last quarter. Bridgewater Advisors Inc. lifted its holdings in shares of Raymond James Financial by 1.3% during the fourth quarter. Bridgewater Advisors Inc. now owns 5,261 shares of the financial services provider’s stock valued at $892,000 after purchasing an additional 68 shares during the last quarter. Parallel Advisors LLC lifted its holdings in shares of Raymond James Financial by 4.3% during the third quarter. Parallel Advisors LLC now owns 1,722 shares of the financial services provider’s stock valued at $297,000 after purchasing an additional 71 shares during the last quarter. Finally, Meeder Advisory Services Inc. boosted its position in shares of Raymond James Financial by 3.0% in the 1st quarter. Meeder Advisory Services Inc. now owns 2,469 shares of the financial services provider’s stock worth $358,000 after purchasing an additional 72 shares in the last quarter. Hedge funds and other institutional investors own 83.83% of the company’s stock.

Raymond James Financial Stock Performance

Shares of RJF opened at $166.14 on Friday. The business’s fifty day simple moving average is $156.70 and its two-hundred day simple moving average is $156.53. The company has a current ratio of 1.07, a quick ratio of 1.05 and a debt-to-equity ratio of 0.44. Raymond James Financial, Inc. has a 12 month low of $138.82 and a 12 month high of $177.66. The company has a market cap of $32.38 billion, a price-to-earnings ratio of 14.48, a P/E/G ratio of 1.07 and a beta of 0.93.

Raymond James Financial (NYSE:RJF) last posted its quarterly earnings results on Wednesday, July 22nd. The financial services provider reported $3.14 earnings per share for the quarter, topping the consensus estimate of $2.91 by $0.23. The firm had revenue of $3.93 billion during the quarter, compared to analysts’ expectations of $3.87 billion. Raymond James Financial had a return on equity of 19.17% and a net margin of 13.57%.The company’s revenue was up 15.6% on a year-over-year basis. During the same quarter in the previous year, the business earned $2.18 earnings per share. Research analysts anticipate that Raymond James Financial, Inc. will post 11.84 earnings per share for the current fiscal year.

Raymond James Financial Announces Dividend

The business also recently announced a quarterly dividend, which was paid on Wednesday, July 15th. Shareholders of record on Wednesday, July 1st were paid a dividend of $0.54 per share. The ex-dividend date was Wednesday, July 1st. This represents a $2.16 annualized dividend and a yield of 1.3%. Raymond James Financial’s dividend payout ratio is currently 20.42%.

Raymond James Financial News Summary

Here are the key news stories impacting Raymond James Financial this week:

• Positive Sentiment: Raymond James beat Q3 earnings and revenue estimates, with reported EPS of $3.14 versus $2.91 expected and revenue of $3.93 billion versus $3.87 billion expected.
• Positive Sentiment: Management reported record quarterly net revenues, record EPS, and strong year-over-year growth in profitability, which suggests operating momentum remains solid. Raymond James Financial Reports Fiscal Third Quarter of 2026 Results
• Positive Sentiment: Several analysts raised price targets after the earnings release, including Barclays to $196, Citizens JMP to $205, and JPMorgan to $179, reinforcing a constructive view on the stock.
• Positive Sentiment: Business fundamentals were strong, with record client assets under administration of $1.92 trillion and $21.7 billion of net new assets in the Private Client Group, highlighting healthy client inflows.

Analyst Ratings Changes

A number of research firms recently weighed in on RJF. BMO Capital Markets reaffirmed a “market perform” rating and set a $175.00 price objective (up from $160.00) on shares of Raymond James Financial in a research report on Thursday. TD Cowen dropped their target price on Raymond James Financial from $162.00 to $161.00 and set a “hold” rating on the stock in a report on Thursday. Citigroup reissued a “market outperform” rating on shares of Raymond James Financial in a research note on Thursday. UBS Group restated a “neutral” rating and set a $175.00 price target (up from $166.00) on shares of Raymond James Financial in a report on Wednesday, July 8th. Finally, Citizens Jmp lifted their price target on Raymond James Financial from $200.00 to $205.00 and gave the stock a “market outperform” rating in a research report on Thursday. Four research analysts have rated the stock with a Buy rating and eight have issued a Hold rating to the company. Based on data from MarketBeat, the company has an average rating of “Hold” and an average price target of $178.82.

Raymond James Financial Profile

Raymond James Financial is a diversified financial services firm headquartered in St. Petersburg, Florida. Founded in 1962, the company provides a range of services to individual investors, businesses and institutions through a combination of wealth management, capital markets, investment banking, asset management, banking and trust services. Its business model centers on a network of financial advisors and broker-dealer operations that deliver personalized financial planning, investment advisory services and brokerage solutions.

The firm’s core offerings include private client wealth management delivered by independent and employee advisors, equity and fixed-income research, institutional sales and trading, and investment banking services such as mergers and acquisitions advisory and capital raising.