RAYMOND JAMES FINANCIAL INC (RJF)

Raymond James Financial, Inc. is an investment holding company, which engages in the provision of financial and investment services. Its services include investment management, merger and acquisition and advisory, the underwriting, distribution, trading and brokerage of equity and debt securities, sale of mutual funds, corporate and retail banking, and trust services. It operates through the following segments: Private Client Group, Capital Markets, Asset Management, Bank, and Other. The Private Client Group segment provides financial planning, investment advisory, and securities transaction services to clients through financial advisors. The Capital Markets segment focuses on investment banking, institutional sales, securities trading, equity research and the syndication, and management of investments in low-income housing funds and funds of a similar nature. The Asset Management segment is involved in asset management, portfolio management, and related administrative services to retail and institutional clients. The Bank segment refers to the results of banking operations. The Other segment includes private equity investments, which predominantly consist of investments in third-party funds. The company was founded by Robert A. James in 1962 and is headquartered in St. Petersburg, FL.

Address

880 CARILLON PKWY
ST PETERSBURG, FL 33716

Founded

1962

Number of Employees

23,019

Buyback

Buyback Data 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 Average
$ Amount Purchased
($ in 000s )
- - - $20,250 $480,280 $20,078 $38,787 $9,508 $147,442 $158,526 - $124,982
Average Price - - - $58.06 $50.51 $59.48 $48.98 $98.76 $107.26 $106.41 - $62.72
# Shares Purchased - - - 348,804 9,508,989 337,538 791,957 96,274 1,374,648 1,489,803 - 1,992,573
Buyback Performance 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 Average
Total Return to Date - - - 101.5% 131.6% 96.7% 138.9% 18.5% 9.1% 10.0% - 86.5%
S&P 500 Return to Date - - - 129.7% 104.9% 93.1% 74.8% 31.7% 37.3% 31.3% - 71.8%
Excess Total Return - - - -28.2% 26.8% 3.6% 64.1% -13.2% -28.2% -21.4% - 14.7%
Quartile Rank
Percentile Rank - - - 69% 80% 74% 82% 62% 55% 49% - 82%
Buyback returns calculated using weighted average buyback price over the last 10 years and comparing to current day stock price value. S&P 500 used as benchmark for excess return.

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