RJF Raymond James Financial, Inc.

$RJF Will Raymond James' record $3.40 EPS keep growing now that buybacks shrank to $50M from $400M a quarter? 🏆 Raymond James, a wealth manager and investment bank with $1.94 trillion of client assets, posted record fiscal Q4 net revenue of $4.27B, up 15% from a year earlier, and record diluted EPS of $3.40 ✂️ In the quarter ended September 30, 2026 it bought back only $50M of stock, about 0.3 million shares, after $400M in each of the three quarters before 📈 The case against worrying is that profit itself is growing, with pre-tax income up 18% to $862M, fiscal 2026 EPS of $11.91 up 16%, and a 24.2% total capital ratio well above regulatory requirements 📅 Next: The conference call is today, Wednesday, October 28, at 5:00 p.m. ET, where the pace of fiscal 2027 buybacks is the thing to listen for Source: SEC 8-K and earnings release, Oct 28

$RJF Fiscal Q4 revenue hit a record 4.27 billion dollars, up 15%, and adjusted EPS was a record 3.59 dollars. Domestic Private Client net new assets were 98.3 billion dollars for the full fiscal year, up 88% from fiscal 2025, and fee based assets ended at a record 1.16 trillion dollars, up 15%. Asset management and related fees grew 23% to 2.31 billion dollars in the quarter. That fee mix is doing most of the work in the record top line.

$RJF reported earnings after the close: EPS of $3.59 vs. $3.26 estimated, a beat of 10.1%. I used Stock Meadow to review the results. What do you think?

$RJF Q4 '26 Earnings Results & Recap • Reported GAAP EPS of $3.59 up 15.43% YoY • Reported revenue of $4.27B up 14.54% YoY

$RJF reports earnings today after the close. I’m bullish heading into the report: RJF has beaten EPS estimates in 6 of its last 8 reports, according to Stock Meadow. What are you watching for?

$RJF reports earnings tomorrow after the close. I’m bullish heading into the report: RJF has beaten EPS estimates in 6 of its last 8 reports, according to Stock Meadow. Analysts expect EPS of $3.26. What are you watching for?