Raymond James Financial, Inc. (RJF) Stock Analysis
Recovery setup
Financial Services · Asset Management
Hold if already holding. Not a fresh buy at $154.40, but acceptable to hold if already in. Reasons: Analyst target reached - limited upside remaining; Below 200-MA, MA slope -1.0%/30d (confirmed downtrend).
Raymond James Financial is a diversified financial services firm with five segments: Private Client Group ($1.67T AUA, 8,943 advisors), Capital Markets, Asset Management, Bank ($65.26B assets), and Other. Revenue is earned from asset-based fees, brokerage commissions, investment... Read more
Hold if already holding. Not a fresh buy at $154.40, but acceptable to hold if already in. Reasons: Analyst target reached - limited upside remaining; Below 200-MA, MA slope -1.0%/30d (confirmed downtrend). Chart setup: Death cross but MACD improving, RSI 55. Maintain position. Not compelling to add more. Score 6.0/10, moderate confidence.
Passes 7/9 gates (positive momentum, clean insider activity, no SEC red flags, news events none recent, earnings proximity 39d clear, semi cycle peak clear, materials cycle peak clear). Fails on favorable risk/reward ratio. Suitability: moderate.
Recent developments
updated 2026-06-14Recent Developments — Raymond James Financial, Inc.
Latest news
- NEWS Analysts’ Opinions Are Mixed on These Financial Stocks: Raymond James Financial (RJF), Citigroup (C) and Avidbank Holdin — The Globe and Mail neutral
- NEWS Raymond James Financial, Inc. (RJF) Earnings Expected to Grow: Should You Buy? - Yahoo Finance — Yahoo Finance positive
- NEWS Here’s What Contributed to Raymond James Financial’s (RJF) Robust Fundamental Performance - Yahoo Finance — Yahoo Finance positive
- NEWS Raymond James Financial, Inc. $RJF Stock Holdings Lessened by Sumitomo Mitsui Trust Group Inc. - MarketBeat — MarketBeat neutral
- NEWS Raymond James Financial (RJF) to Release Quarterly Earnings on Wednesday - MarketBeat — MarketBeat neutral
Generated 2026-06-15T18:11:47Z.
Upcoming dated catalysts
Thesis
Key Metrics
Quality Signals
Options Flow
Concentration Risks(10-K Item 1A)
- MEDIUMloan_portfolioSBL and residential mortgage loans46%10-K Item 1: 'SBL and residential mortgage loans held for investment represented 46% of the Bank segment’s total assets.'
- MEDIUMloan_portfoliocorporate and tax exempt loans33%10-K Item 1: 'Corporate and tax exempt loans held for investment represented 33% of the Bank segment’s total assets'
Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results.
Show full disclosure ▾Hide full disclosure ▴
About TrendMatrix. TrendMatrix is a publisher of general securities research and market commentary. We publish on a regular schedule. All content is the same for every subscriber in a tier — we do not provide personalized investment advice and we do not take into account any individual subscriber's financial situation, investment objectives, risk tolerance, tax situation, or holdings.
Not investment advice. TrendMatrix is not a registered investment adviser. Our content is for informational and educational purposes only. Consult your own licensed investment adviser, broker, or tax professional before making any investment decision.
Conflicts and positions. The TrendMatrix editorial team frequently holds personal long-term positions in securities discussed. We disclose positions held at the time of publication on each piece. We maintain a trading-window policy: we do not initiate or close positions in the same direction as a TrendMatrix publication within 24 hours before or 72 hours after publication.
No paid promotion. TrendMatrix does not accept payment from any issuer, broker, or third party in exchange for coverage of any security. Our sole compensation is subscription revenue.
No fiduciary duty. No fiduciary, advisory, or agency relationship is created between you and TrendMatrix by reading our content or subscribing to our service.
Performance. Past performance is not indicative of future results. Performance figures reflect the published model only and do not reflect any individual subscriber's actual results.
Rating Breakdown
1 floor-breaker
Technicals below the gate floor. Component breakdown shows what dragged the score down.static
Price Targets
Position Sizing
Risk Alerts
Earnings
Verdict History
Frequently Asked Questions
Hold if already holding. Not a fresh buy at $154.40, but acceptable to hold if already in. Reasons: Analyst target reached - limited upside remaining; Below 200-MA, MA slope -1.0%/30d (confirmed downtrend). Chart setup: Death cross but MACD improving, RSI 55. Maintain position. Not compelling to add more. Target $153.84 (-0.4%), stop $146.52 (−5.4%), A.R:R -0.2:1. Score 6.0/10, moderate confidence.
Take-profit target: $153.84 (-0.4% upside). Target $153.84 (-0.4%), stop $146.52 (−5.4%), A.R:R -0.2:1. Stop-loss: $146.52.
Analyst target reached - limited upside remaining; Below 200-MA, MA slope -1.0%/30d (confirmed downtrend).
Raymond James Financial, Inc. trades at a P/E of 14.6 (forward 11.5). TrendMatrix value score: 7.6/10. Verdict: Hold.
18 analysts cover RJF with a consensus score of 3.6/5. Average price target: $174.
What does Raymond James Financial, Inc. do?Raymond James Financial is a diversified financial services firm with five segments: Private Client Group ($1.67T AUA,...
Raymond James Financial is a diversified financial services firm with five segments: Private Client Group ($1.67T AUA, 8,943 advisors), Capital Markets, Asset Management, Bank ($65.26B assets), and Other. Revenue is earned from asset-based fees, brokerage commissions, investment banking, and net interest income; primarily U.S. with modest Canada/UK operations.