Osmosis Investment Management UK Ltd Buys New Stake in Raymond James Financial, Inc. $RJF

Posted by George Bondi on Aug 26th, 2026

Osmosis Investment Management UK Ltd bought a new stake in Raymond James Financial, Inc. (NYSE:RJF – Free Report) in the 2nd quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm bought 4,542 shares of the financial services provider’s stock, valued at approximately $691,000.

Several other institutional investors and hedge funds have also bought and sold shares of the company. Kingsview Wealth Management LLC grew its stake in Raymond James Financial by 586.7% during the 4th quarter. Kingsview Wealth Management LLC now owns 20,374 shares of the financial services provider’s stock worth $3,272,000 after buying an additional 17,407 shares during the last quarter. Algebris UK Ltd. purchased a new stake in Raymond James Financial in the fourth quarter valued at about $10,179,000. Fisher Asset Management LLC raised its stake in Raymond James Financial by 6.9% in the fourth quarter. Fisher Asset Management LLC now owns 392,663 shares of the financial services provider’s stock valued at $63,058,000 after buying an additional 25,410 shares during the last quarter. Swedbank AB boosted its holdings in Raymond James Financial by 31.1% in the fourth quarter. Swedbank AB now owns 41,436 shares of the financial services provider’s stock worth $6,654,000 after acquiring an additional 9,838 shares in the last quarter. Finally, Wealthfront Advisers LLC boosted its holdings in Raymond James Financial by 40.8% in the fourth quarter. Wealthfront Advisers LLC now owns 24,725 shares of the financial services provider’s stock worth $3,971,000 after acquiring an additional 7,164 shares in the last quarter. 83.83% of the stock is owned by hedge funds and other institutional investors.

Analyst Upgrades and Downgrades

RJF has been the topic of several recent analyst reports. JPMorgan Chase & Co. upped their price objective on shares of Raymond James Financial from $175.00 to $179.00 and gave the company a “neutral” rating in a report on Thursday, July 23rd. Argus lifted their target price on shares of Raymond James Financial from $178.00 to $196.00 and gave the stock a “buy” rating in a research note on Thursday, July 30th. Morgan Stanley boosted their target price on shares of Raymond James Financial from $172.00 to $174.00 and gave the stock an “equal weight” rating in a research report on Friday, July 10th. BMO Capital Markets restated a “market perform” rating and set a $175.00 price target (up from $160.00) on shares of Raymond James Financial in a research note on Thursday, July 23rd. Finally, UBS Group set a $184.00 price target on shares of Raymond James Financial and gave the stock a “neutral” rating in a report on Monday, July 27th. Five investment analysts have rated the stock with a Buy rating and eight have issued a Hold rating to the stock. According to data from MarketBeat.com, the company presently has an average rating of “Hold” and a consensus target price of $181.00.

Get Our Latest Stock Analysis on RJF

Raymond James Financial Stock Down 1.0%

Shares of RJF stock opened at $174.92 on Wednesday. The stock’s 50-day simple moving average is $169.03 and its 200-day simple moving average is $157.87. The company has a debt-to-equity ratio of 0.43, a quick ratio of 1.03 and a current ratio of 1.06. The firm has a market capitalization of $33.65 billion, a PE ratio of 15.25, a P/E/G ratio of 1.08 and a beta of 0.92. Raymond James Financial, Inc. has a fifty-two week low of $138.82 and a fifty-two week high of $182.73.

Raymond James Financial (NYSE:RJF – Get Free Report) last released its earnings results on Wednesday, July 22nd. The financial services provider reported $3.14 EPS for the quarter, topping analysts’ consensus estimates of $2.91 by $0.23. The firm had revenue of $3.93 billion during the quarter, compared to the consensus estimate of $3.87 billion. Raymond James Financial had a return on equity of 19.07% and a net margin of 13.57%.The company’s revenue was up 15.6% compared to the same quarter last year. During the same quarter in the previous year, the company posted $2.18 earnings per share. Equities analysts expect that Raymond James Financial, Inc. will post 12.07 earnings per share for the current year.

Insider Buying and Selling

In other Raymond James Financial news, insider Tashtego S. Elwyn sold 10,000 shares of the firm’s stock in a transaction that occurred on Tuesday, July 28th. The shares were sold at an average price of $176.06, for a total transaction of $1,760,600.00. Following the completion of the transaction, the insider directly owned 45,114 shares of the company’s stock, valued at approximately $7,942,770.84. This trade represents a 18.14% decrease in their position. The transaction was disclosed in a filing with the SEC, which can be accessed through this link. Also, insider Steven M. Raney sold 5,770 shares of Raymond James Financial stock in a transaction that occurred on Monday, July 27th. The shares were sold at an average price of $172.97, for a total transaction of $998,036.90. Following the sale, the insider owned 43,046 shares of the company’s stock, valued at approximately $7,445,666.62. The trade was a 11.82% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Company insiders own 0.58% of the company’s stock.

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.