Raymond James Financial (RJF) is a investment banking & brokerage company in the Financials sector. Listed on the NASDAQ, Raymond James Financial is a component of the S&P 500 index. As of 2026-06-10, the stock is trading at $150.59.
Key Metrics & Risk
Based on 5-year historical data from Yahoo Finance (daily returns, annualized using 252 trading days).
| Metric | Value |
|---|---|
| Latest Price | $150.59 |
| Latest Date | 2026-06-10 |
| Expected Return (Annualized) | 16.30% |
| Risk / Std Dev (Annualized) | 28.04% |
| Sharpe Ratio (rf=4.5%) | 0.42 |
S&P 500 Context
- Sector: Financials
- Sub-Industry: Investment Banking & Brokerage
- Exchange: NASDAQ
- Index: S&P 500 Component
Risk/Return Profile
The stock shows an annualized expected return of 16.30% with an annualized volatility of 28.04%. The Sharpe ratio of 0.42 (assuming 4.5% risk-free rate) indicates below-average risk-adjusted returns relative to the risk-free rate.
Modern Portfolio Theory Positioning
This stock is plotted on the S&P 500 Modern Portfolio Theory chart which visualizes the risk/return trade-off across all S&P 500 components. The chart uses Sharpe ratio as the color dimension, allowing quick identification of stocks with superior risk-adjusted performance.
Fundamentals
| Metric | Value |
|---|---|
| Market Cap | 29.35B |
| Enterprise Value | 18.52B |
| Trailing P/E | 14.21 |
| Forward P/E | 11.26 |
| Price to Book | 2.33 |
| Price to Sales | 1.99 |
| EV/Revenue | 1.26 |
| Profitability | | | Profit Margin | 14.58% | | Operating Margin | 19.32% | | ROE | 17.29% | | ROA | 2.45% |
| Growth | | | Revenue Growth | 13.1% | | Earnings Growth | 15.3% |
| Dividend | | | Dividend Yield | 143.0% | | Payout Ratio | 19.64% | | 5Y Avg Yield | 132.0% |
| Financial Health | | | Total Revenue | 14.72B | | Total Debt | 6.11B | | Total Cash | 17.06B | | Operating Cash Flow | 2.58B |
| Price & Technical | | | 52W High | $177.66$ | | 52W Low | $138.82$ | | 50-Day Avg | $150.88$ | | 200-Day Avg | $159.29$ | | Beta | 0.95 | | Shares Outstanding | 0.19B | | Float Shares | 0.17B | | Insider Holdings | 10.42% | | Institutional Holdings | 81.35% | | Short Ratio | 7.7 | | Short % of Float | 6.04% |
| Analyst Targets | | | Target High | $198.0$ | | Target Low | $147.0$ | | Target Mean | $174.0$ | | Target Median | $172.0$ | | # of Analysts | 12 | | Recommendation | buy |
Disclaimer
This analysis is for educational purposes only and does not constitute financial advice. Past performance is not indicative of future results. Always conduct your own research or consult a qualified financial advisor before making investment decisions.