Seaport Res Ptn Lifts Earnings Estimates for Raymond James

Raymond James (NYSE:RJF) – Seaport Res Ptn raised their Q3 2025 earnings per share (EPS) estimates for shares of Raymond James in a research note issued on Thursday, January 30th. Seaport Res Ptn analyst J. Mitchell now anticipates that the financial services provider will post earnings of $2.54 per share for the quarter, up from their previous estimate of $2.46. The consensus estimate for Raymond James’ current full-year earnings is $11.16 per share. Seaport Res Ptn also issued estimates for Raymond James’ Q4 2025 earnings at $2.85 EPS, FY2025 earnings at $10.75 EPS, Q1 2026 earnings at $2.92 EPS, Q2 2026 earnings at $2.76 EPS, Q3 2026 earnings at $2.89 EPS, Q4 2026 earnings at $3.24 EPS and FY2026 earnings at $11.80 EPS.

RJF has been the subject of several other reports. JPMorgan Chase & Co. boosted their target price on Raymond James from $166.00 to $172.00 and gave the stock a “neutral” rating in a research report on Thursday, January 30th. Morgan Stanley boosted their price objective on Raymond James from $132.00 to $145.00 and gave the company an “equal weight” rating in a research report on Tuesday, October 29th. JMP Securities boosted their price objective on Raymond James from $175.00 to $190.00 and gave the company a “market outperform” rating in a research report on Thursday, January 30th. UBS Group upgraded Raymond James from a “hold” rating to a “strong-buy” rating in a research report on Monday, January 6th. Finally, Wells Fargo & Company boosted their price objective on Raymond James from $168.00 to $176.00 and gave the company an “equal weight” rating in a research report on Thursday, January 30th. Eight equities research analysts have rated the stock with a hold rating, four have given a buy rating and one has issued a strong buy rating to the stock. According to MarketBeat.com, the company presently has a consensus rating of “Hold” and a consensus price target of $166.09.

Raymond James Price Performance

Raymond James stock opened at $165.99 on Monday. The firm has a market capitalization of $33.92 billion, a P/E ratio of 16.19, a PEG ratio of 0.98 and a beta of 1.02. Raymond James has a 1 year low of $104.24 and a 1 year high of $174.32. The business has a 50-day moving average of $162.33 and a 200-day moving average of $140.70. The company has a current ratio of 1.02, a quick ratio of 1.00 and a debt-to-equity ratio of 0.37.

Raymond James (NYSE:RJF) last posted its earnings results on Wednesday, January 29th. The financial services provider reported $2.93 earnings per share (EPS) for the quarter, topping the consensus estimate of $2.62 by $0.31. Raymond James had a return on equity of 19.99% and a net margin of 14.06%.

Raymond James Increases Dividend

The company also recently declared a quarterly dividend, which was paid on Thursday, January 16th. Shareholders of record on Thursday, January 2nd were given a dividend of $0.50 per share. The ex-dividend date of this dividend was Thursday, January 2nd. This represents a $2.00 dividend on an annualized basis and a yield of 1.20%. This is an increase from Raymond James’s previous quarterly dividend of $0.45. Raymond James’s dividend payout ratio is 19.51%.

Insider Transactions at Raymond James

In related news, insider Tashtego S. Elwyn sold 10,000 shares of the stock in a transaction on Friday, December 13th. The stock was sold at an average price of $159.47, for a total value of $1,594,700.00. Following the sale, the insider now owns 32,688 shares in the company, valued at approximately $5,212,755.36. This represents a 23.43 % decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, insider Bella Loykhter Allaire sold 1,170 shares of the stock in a transaction on Friday, November 29th. The shares were sold at an average price of $169.43, for a total value of $198,233.10. Following the completion of the sale, the insider now owns 80,421 shares in the company, valued at approximately $13,625,730.03. This trade represents a 1.43 % decrease in their position. The disclosure for this sale can be found here. Insiders have sold a total of 64,621 shares of company stock worth $10,729,488 in the last 90 days. Corporate insiders own 0.54% of the company’s stock.

Institutional Investors Weigh In On Raymond James

A number of large investors have recently added to or reduced their stakes in RJF. Wellington Management Group LLP raised its stake in Raymond James by 31.4% in the 3rd quarter. Wellington Management Group LLP now owns 12,114,502 shares of the financial services provider’s stock valued at $1,483,542,000 after acquiring an additional 2,898,242 shares during the period. JPMorgan Chase & Co. grew its holdings in shares of Raymond James by 12.0% during the 3rd quarter. JPMorgan Chase & Co. now owns 4,544,610 shares of the financial services provider’s stock worth $556,533,000 after purchasing an additional 488,245 shares in the last quarter. Ceredex Value Advisors LLC grew its holdings in shares of Raymond James by 191.3% during the 3rd quarter. Ceredex Value Advisors LLC now owns 722,393 shares of the financial services provider’s stock worth $88,464,000 after purchasing an additional 474,443 shares in the last quarter. Two Sigma Advisers LP acquired a new stake in shares of Raymond James during the 3rd quarter worth $34,105,000. Finally, Worldquant Millennium Advisors LLC acquired a new stake in shares of Raymond James during the 3rd quarter worth $28,985,000. Institutional investors own 83.83% of the company’s stock.

Raymond James Company Profile

Raymond James Financial, Inc, a financial holding company, through its subsidiaries, engages in the underwriting, distribution, trading, and brokerage of equity and debt securities, and the sale of mutual funds and other investment products in the United States, Canada, Europe, and internationally. The company operates through Private Client Group, Capital Markets, Asset Management, RJ Bank, and Other segments.