Raymond James Financial (RJF): financials, SEC filings and peers
Raymond James Financial (RJF) is an investment banking & brokerage company in the Financials sector of the S&P 500, headquartered in St. Petersburg, Florida.
It was founded in 1962 and joined the S&P 500 on March 20, 2017.
Its fiscal year ends in September, and its shares trade on the NYSE.
In its SEC filings it is classified as “Security Brokers, Dealers & Flotation Companies”.
Raymond James Financial at a glance
- Revenue (12 months)
- $17.0B
- Revenue growth
- +8.0%
- Operating margin
- —
- Net income (12 months)
- $2.3B
- Free cash flow (12 months)
- $1.4B
- Cash
- $10.0B
- Debt
- —
- Diluted EPS (12 months)
- $11.47
Twelve months to June 30, 2026, from the 10-Q filed August 5, 2026.
Latest twelve months
Over the twelve months to June 30, 2026, Raymond James Financial reported revenue of $17.0 billion, up 8.0% from a year earlier.
Net income was $2.3 billion (13.6% of revenue), 8.1% higher than a year earlier.
Operating cash flow was $1.6 billion and capital spending $197 million, leaving free cash flow of $1.4 billion (8.5% of revenue).
At the end of the period it held $10.0 billion in cash and not reported in debt, a net cash position of $10.0 billion.
The diluted share count fell 4.0% in a year, typically the result of buybacks.
Five-year trend
- Revenue went from $8.2 billion in fiscal 2020 to $15.9 billion in fiscal 2025, about 14.3% a year.
- Revenue has grown for 5 fiscal years in a row.
- Free cash flow was negative in 2 of the last 6 fiscal years.
| Fiscal year | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|
| Revenue | $9.9B | $11.3B | $13.0B | $14.9B | $15.9B |
| Revenue growth | 21.3% | 14.1% | 14.9% | 14.9% | 6.6% |
| Operating margin | — | — | — | — | — |
| Net income | $1.4B | $1.5B | $1.7B | $2.1B | $2.1B |
| Free cash flow | $6.6B | −$19M | −$3.7B | $1.9B | $2.2B |
| Diluted EPS | $6.63 | $6.98 | $7.97 | $9.70 | $10.30 |
Fiscal years as reported in Raymond James Financial’s 10-K filings. Free cash flow is operating cash flow minus capital spending.
Recent SEC filings
- 8-K filed September 23, 2026 — Regulation FD disclosure
- 8-K filed September 1, 2026 — Executive or director change; Regulation FD disclosure
- 8-K filed August 19, 2026 — Regulation FD disclosure
- 10-Q filed August 5, 2026 — quarterly report
- 8-K filed July 22, 2026 — Earnings results
- 8-K filed June 24, 2026 — Regulation FD disclosure
- 8-K filed May 27, 2026 — Regulation FD disclosure
- 8-K filed May 20, 2026 — Regulation FD disclosure
Companies like Raymond James Financial
Other S&P 500 companies in Investment Banking & Brokerage:
- GSGoldman SachsNew York City, New York
- HOODRobinhood MarketsMenlo Park, California
- IBKRInteractive BrokersGreenwich, Connecticut
- MSMorgan StanleyNew York City, New York
- SCHWCharles Schwab CorporationWestlake, Texas
More from Financials
Questions about Raymond James Financial
Is Raymond James Financial's revenue growing?
Yes. Revenue for the twelve months to June 30, 2026 was $17.0 billion, up 8.0% from a year earlier, according to its SEC filings.
Is Raymond James Financial profitable?
Yes. It earned $2.3 billion in net income over the twelve months to June 30, 2026, a net margin of 13.6%.
When did Raymond James Financial last file financial results?
Its latest quarterly report (10-Q) was filed with the SEC on August 5, 2026.
Which companies are similar to Raymond James Financial?
In the S&P 500, Raymond James Financial is grouped in Investment Banking & Brokerage within the Financials sector. Goldman Sachs (GS), Robinhood Markets (HOOD), Interactive Brokers (IBKR), Morgan Stanley (MS), Charles Schwab Corporation (SCHW) are in the same group.
Understand the numbers
Source: Raymond James Financial’s filings with the U.S. Securities and Exchange Commission (EDGAR), retrieved September 27, 2026. Figures are as reported by the company and may be restated. This page is for information only and is not financial advice.