Raymond James Financial Inc Dossier
Outlook & Key Dates
Estimates, guidance, catalysts, and upcoming events
Analyst Estimates Learn more →
5-Yr Fwd EPS Growth
16.0%projected annual EPS growth
Analyst Coverage
12analysts covering
FY EPS (est.)
$12.12next fiscal year
Reporting Calendar
| Event | Expected Date |
|---|---|
| Fiscal Fourth Quarter and Full Year 2026 Earnings Release | 28 Oct 2026 |
Monitoring Framework
Key Performance Indicators
Client Assets Under Administration Quarterly1.9T
Financial Assets Under Management Quarterly345B
Net Bank Loans Quarterly56.2B
Total Capital Ratio Quarterly22.5%
Watch Items
- Cash Sweep Scrutiny and Deposit CostsTrigger: Regulatory enforcement or rapid compression of net interest margin below historical averagesAction: Re-evaluate banking segment profitability and adjust net interest income forecasts.
- Advisor Recruitment and RetentionTrigger: Advisor headcount decline or trailing 12-month production falling below $400 millionAction: Assess competitive pressure from private equity-backed firms and review advisor compensation structures.
Research as of 2 Sep 2026