Raymond James Financial, Inc.
Raymond James Financial, Inc. is classed by the SEC under Security Brokers, Dealers & Flotation Companies (industry code 6211), based in St Petersburg, FL. In its latest annual figures on file, for the fiscal year ended 2025-09-30, it reported revenue of $16 billion and a profit of $2.1 billion (its filed statements).
vs its business-model standard
Three tenses, nine metrics. Unseen metrics stay unseen; the grade never fakes a number. Proxy era: provisional values, marked. Weighed as a brokerage business: prior from its industry code (SEC 6211, Security Brokers, Dealers & Flotation Companies); the filing read can change it. All three tenses have at least two readings, so the archetype blend applies as printed.
The grade, in three tenses
Headline 5.4 out of ten, 9 of 9 metrics filed: past 6.3 out of ten, present 5.5 out of ten, future 4.4 out of ten. The past asks what it actually did, the present what it is doing right now, the future what it is set up to do next.
The nine metrics
- Surviving crises (past): 6.7 out of ten. No warning events in its filings since 2017. 67th percentile among 30 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
- Track record (past): 7.4 out of ten. +12.5% a year over 10 filed years; profitable in 10 of 10. 74th percentile among 29 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
- Shareholder treatment (past): 3.8 out of ten. Share count shrank 1.4% a year. 0% of cash flow returned. Insiders: 8 sales, 0 purchases. 38th percentile among 26 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
- Financial health (present): 6.4 out of ten. ROE 17%: 17¢ of profit per shareholder dollar. Leverage 86%: owes 86¢ per asset dollar. 64th percentile among 29 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
- Industry position (present): 5.7 out of ten. top 43% of 29 in its family; net margin 13.4%. 57th percentile among 29 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
- Leadership (present): 3.9 out of ten. bottom 39% of 18 in its family for leadership; chief executive since 2025. 39th percentile among 18 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-09).
- Room to expand (future): 5.7 out of ten. top 43% of 29 in its family for room to expand. 57th percentile among 29 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
- Growth drivers (future): 4.1 out of ten. bottom 41% of 29 in its family for growth drivers. 41st percentile among 29 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
- Expectations vs reality (future): 3.4 out of ten. bottom 34% of 25 in its family for expectations against reality. 34th percentile among 25 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
The filing record
Newest annual report: Form 10-K filed 2025-11-25 for the period ended 2025-09-30 (on EDGAR). Newest quarterly report: Form 10-Q filed 2026-08-05 for the period ended 2026-06-30 (on EDGAR). Newest results release: Form 8-K filed 2026-07-22 (on EDGAR). Newest filing: Form 8-K, 2026-09-23. Filings on record since 1995. Read from EDGAR 2026-10-12.
Where the revenue comes from
Product and service lines in fiscal 2025: Asset Management and Related Administrative Fee Revenue 45%, Brokerage Revenue Securities Commissions 11%, Account and Service Fee Revenue 8%, Investment Banking Revenue 7%, Equities ET Fs and Fixed Income Products 4%, Investment Banking Revenue Mergers and Acquisition and Advisory 4%. As tagged in its annual report (Form 10-K, filed 2025-11-25).
Who runs it
Shoukry, Paul M (CEO); Raney, Steven M (Executive Chair RJBank); James, Thomas A (Chairman Emeritus); Reilly, Paul C (Executive Chair); Elwyn, Tashtego S (President, PCG); Bunn, James E (President, Capital Markets); Oorlog, Jonathan W Jr (Chief Financial Officer); Curtis, Scott A (Chief Operating Officer); Allaire, Bella Loykhter (Chief Admin Officer); Helal, Tarek (Chief Strategy Officer); and 16 more. 26 officers and directors have filed their own trades in the last fifteen months, names and titles as filed with the SEC, through 2026-09-30.
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