Systematic Financial Management LP Grows Stake in Raymond James Financial, Inc. $RJF

Posted by George Bondi on May 25th, 2026

Systematic Financial Management LP raised its holdings in shares of Raymond James Financial, Inc. (NYSE:RJF – Free Report) by 17.4% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 29,351 shares of the financial services provider’s stock after buying an additional 4,350 shares during the period. Systematic Financial Management LP’s holdings in Raymond James Financial were worth $4,713,000 at the end of the most recent reporting period.

Several other large investors have also modified their holdings of RJF. Munich Reinsurance Co Stock Corp in Munich purchased a new position in shares of Raymond James Financial during the third quarter valued at approximately $69,861,000. PFA Pension Forsikringsaktieselskab purchased a new position in shares of Raymond James Financial during the fourth quarter valued at approximately $64,640,000. Balyasny Asset Management L.P. boosted its position in shares of Raymond James Financial by 7,823.8% during the third quarter. Balyasny Asset Management L.P. now owns 288,583 shares of the financial services provider’s stock valued at $49,809,000 after buying an additional 284,941 shares during the period. AQR Capital Management LLC raised its stake in shares of Raymond James Financial by 44.9% during the third quarter. AQR Capital Management LLC now owns 783,144 shares of the financial services provider’s stock valued at $135,171,000 after acquiring an additional 242,552 shares in the last quarter. Finally, JPMorgan Chase & Co. raised its stake in shares of Raymond James Financial by 4.1% during the third quarter. JPMorgan Chase & Co. now owns 5,847,869 shares of the financial services provider’s stock valued at $1,009,342,000 after acquiring an additional 230,871 shares in the last quarter. Hedge funds and other institutional investors own 83.83% of the company’s stock.

Wall Street Analysts Forecast Growth

Several analysts have recently weighed in on RJF shares. UBS Group reaffirmed a “neutral” rating and set a $166.00 price target (up from $158.00) on shares of Raymond James Financial in a research note on Thursday, April 23rd. TD Cowen reaffirmed a “hold” rating and set a $159.00 price target (up from $156.00) on shares of Raymond James Financial in a research note on Thursday, April 23rd. Morgan Stanley lifted their price target on shares of Raymond James Financial from $171.00 to $172.00 and gave the company an “equal weight” rating in a research note on Tuesday, April 28th. Barclays reaffirmed an “overweight” rating and set a $182.00 price target (up from $174.00) on shares of Raymond James Financial in a research note on Thursday, April 23rd. Finally, Jefferies Financial Group decreased their price target on shares of Raymond James Financial from $165.00 to $145.00 and set a “hold” rating for the company in a research note on Monday, April 6th. Four investment analysts have rated the stock with a Buy rating and nine have issued a Hold rating to the stock. Based on data from MarketBeat.com, the stock presently has a consensus rating of “Hold” and a consensus target price of $173.25.

Check Out Our Latest Analysis on Raymond James Financial

Raymond James Financial Stock Performance

Shares of NYSE:RJF opened at $151.48 on Monday. The firm has a 50 day moving average of $149.56 and a 200 day moving average of $157.58. The company has a market capitalization of $29.52 billion, a price-to-earnings ratio of 14.32, a price-to-earnings-growth ratio of 1.16 and a beta of 0.99. The company has a quick ratio of 1.05, a current ratio of 1.07 and a debt-to-equity ratio of 0.44. Raymond James Financial, Inc. has a 52 week low of $138.82 and a 52 week high of $177.66.

Raymond James Financial (NYSE:RJF – Get Free Report) last issued its quarterly earnings results on Wednesday, April 22nd. The financial services provider reported $2.83 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $2.76 by $0.07. The business had revenue of $3.86 billion for the quarter, compared to the consensus estimate of $3.92 billion. Raymond James Financial had a return on equity of 17.93% and a net margin of 13.04%.The business’s quarterly revenue was up 13.4% on a year-over-year basis. During the same period in the prior year, the firm posted $2.42 earnings per share. On average, sell-side analysts predict that Raymond James Financial, Inc. will post 11.83 earnings per share for the current fiscal year.

Raymond James Financial Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Wednesday, July 15th. Stockholders of record on Wednesday, July 1st will be given a dividend of $0.54 per share. The ex-dividend date of this dividend is Wednesday, July 1st. This represents a $2.16 dividend on an annualized basis and a dividend yield of 1.4%. Raymond James Financial’s dividend payout ratio is presently 20.42%.

Insider Buying and Selling at Raymond James Financial

In other news, insider Bella Loykhter Allaire sold 29,551 shares of the business’s stock in a transaction on Thursday, March 19th. The shares were sold at an average price of $142.34, for a total transaction of $4,206,289.34. Following the sale, the insider directly owned 53,586 shares of the company’s stock, valued at $7,627,431.24. The trade was a 35.54% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. 0.58% of the stock is owned by company insiders.

Raymond James Financial Company Profile

(Free Report)

Raymond James Financial is a diversified financial services firm headquartered in St. Petersburg, Florida. Founded in 1962, the company provides a range of services to individual investors, businesses and institutions through a combination of wealth management, capital markets, investment banking, asset management, banking and trust services. Its business model centers on a network of financial advisors and broker-dealer operations that deliver personalized financial planning, investment advisory services and brokerage solutions.

The firm’s core offerings include private client wealth management delivered by independent and employee advisors, equity and fixed-income research, institutional sales and trading, and investment banking services such as mergers and acquisitions advisory and capital raising.