Raymond James Financial Inc.
- 거래소
- 미국
- 국가 / 지역
- USA
- 상장일
- 1987년 12월 30일
- 직원 수
- 19,500
종합 밸류에이션 구간 · 보수적 $110–$125 / 적정 $145–$165 / 낙관적 $190–$220. $173.6 기준, 적정 구간과 낙관적 구간 사이.
보고서 발행 시 $145.41（2026년 5월 28일）
데이터 제공: EODHD, 보고 통화 기준 표시. 참고용일 뿐 투자 자문이 아닙니다.
Raymond James Financial, Inc., a diversified financial services company, provides private client group, capital markets, asset management, banking, and other services to individuals, corporations, and municipalities in the United States, Canada, and Europe. The Private Client Group segment offers financial planning, investment advisory, securities transaction, investment services, portfolio management services, insurance and annuity products, and mutual funds; support to third-party mutual fund and annuity companies, including sales and marketing support, as well as distribution and accounting, and administrative services; margin loans; securities borrowing and lending services; and custodial, trade execution, research, and other support and services. The Capital Markets segment provides investment banking services, such as equity and debt underwriting, and merger and acquisition advisory; and fixed income and equity brokerage services. This segment also offers institutional sales, securities trading, equity research, and the syndication and management of investments in low-income housing funds and funds of a similar nature. The Asset Management segment provides asset management, portfolio management, and related administrative services to retail and institutional clients; and administrative support services, such as record-keeping. The Bank segment offers various types of loans, including securities-based, corporate, commercial and industrial, commercial real estate and construction, real estate investment trust, residential mortgage, and tax-exempt loans; Federal Deposit Insurance Corporation-insured deposit accounts; retail and corporate deposit; and liquidity management products and services. The Other segment engages in the private equity investments comprising investments in third-party funds. The company offers corporate, retail banking and trust services. Raymond James Financial, Inc. was founded in 1962 and is headquartered in Saint Petersburg, Florida.
연혁
Raymond James Financial, Inc. was founded in 1962 and is headquartered in Saint Petersburg, Florida, where it has grown into a diversified financial services company serving individuals, corporations, and municipalities in the United States, Canada, and Europe. The company completed its IPO on 1987-12-30 and today employs roughly 19,500 people. Its operations are organized into five reporting segments: Private Client Group, Capital Markets, Asset Management, Bank, and Other, with the Private Client Group contributing about 68% of net revenue in fiscal 2025, followed by Capital Markets and Bank at roughly 12% each and Asset Management at about 8%. The business has scaled substantially in recent years, with net revenue growing from about 7.99 billion in fiscal 2020 to about 14.065 billion in fiscal 2025, net income rising from about 818 million to about 2.13 billion, and book value per share increasing from 34.72 to 62.72 over the same period; Private Client Group assets under administration reached roughly 1.67 trillion as of 2025-09-30 and 1.699 trillion as of 2026-03-31. Leadership transitioned in February 2025 when Paul Shoukry, previously the chief financial officer, succeeded Paul Reilly as chief executive officer, and the company recently acquired GreensLedge, which strengthens structured credit and securitization, and Clark Capital, which expands wealth-focused asset management.
업계 내 위치
Raymond James Financial operates at the intersection of wealth management, brokerage, asset management, investment banking, and banking rather than within a single industry. Its core engine is the Private Client Group, an advisor-based platform that held about 1.67 trillion in assets under administration as of 2025-09-30, including roughly 1.01 trillion in fee-based accounts and about 8,943 affiliated advisors; by 2026-03-31 assets under administration rose to 1.699 trillion, fee-based accounts to about 1.043 trillion, and total client assets to about 1.763 trillion, climbing further to roughly 1.87 trillion by April 2026. The company competes for advisors and clients against firms including LPL Financial, Charles Schwab, Stifel, Edward Jones, Morgan Stanley, Ameriprise, and Commonwealth. In the J.D. Power 2025 advisor satisfaction study, Raymond James & Associates ranked third among employee advisors and Raymond James Financial Services ranked second among independent advisors, while Raymond James ranked first among investors with an advisor in the J.D. Power 2025 U.S. investor satisfaction study, a position it ceded to Edward Jones in 2026. Differentiation rests on its AdvisorChoice multi-affiliation model and dual employee and independent advisor platforms together with RIA custody services, where RIA and Custody Services related assets under administration reached about 217.3 billion at the end of 2025 and related Private Client Group assets under administration grew to about 228.2 billion by 2026-03-31. As a bank holding company and financial holding company regulated by the Federal Reserve, it carries long-term senior credit ratings of A-/A3/A- with stable outlooks, and it has reported 153 consecutive profitable quarters as of 2026-03-31.
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