
Raymond James Financial, Inc.
Financial ServicesNYSE:RJF · New York Stock Exchange
+$3.98 today
Vol 0.97M · Avg 1.37M
Management
Put operating results in leadership context
Review returns on capital, executive background, insider transactions, and growth quality to judge whether management is compounding value well.
Return Metrics
ROE, ROIC & ROA over time
ROE
17.1%
avg 14.4%
ROIC
15.9%
avg 8.4%
ROA
2.4%
avg 2.1%
Analysis
ROE is currently the strongest return metric at 17.1% versus its period average of 14.4%. 2 of 3 return metrics are above their quality threshold, which helps indicate how efficiently the company turns capital and assets into profit.
Management
Key executives, compensation & ownership
| Name | Title | Compensation | Tenure | Age | Shares Owned | Ownership % |
|---|---|---|---|---|---|---|
Paul Christopher Reilly | Executive Chair | $9.42M | — | 71 | $17,490.00 | <0.01% |
Paul Marone Shoukry | Chief Executive Officer & Director | $8.73M | — | 43 | $57,420.00 | 0.03% |
Tashtego Spring Elwyn | President of Private Client Group | $4.72M | — | 54 | $70,889.00 | 0.04% |
Bella Loykhter Allaire | Chief Administrative Officer | $4.65M | — | 73 | $53,586.00 | 0.03% |
James E. Bunn | President of Capital Markets & Advisory | $4.63M | — | 53 | $114,582.00 | 0.06% |
Scott Alan Curtis | Chief Operating Officer | $4.01M | — | 63 | $208,371.00 | 0.11% |
Jonathan W. Oorlog Jr. | Senior Vice President, Chief Financial Officer & Controller | $2.99M | — | 62 | $26,853.00 | 0.01% |
Rich Konefal | Chief Compliance Officer | — | — | — | — | — |
Katherine H. Larson | Chief Accounting Officer | — | — | 45 | $323.00 | <0.01% |
Kristina Waugh | Senior Vice President of Investor Relations and FP&A | — | — | — | — | — |
Vincent Campagnoli | EVice President of Technology & Operations | — | — | 62 | $0.00 | <0.01% |
Michael White | Chief Marketing Officer | — | — | — | — | — |
Andy Zolper | Chief information officer | — | — | — | — | — |
Larry Adam | Chief Investment Officer | — | — | — | — | — |
Jonathan N. Santelli | Executive Vice President, General Counsel & Corporate Secretary | — | — | 55 | $26,853.00 | 0.01% |
Insider Trading
SEC Form 4 transactions — last 12 months
Buys
0
$0.00
Sells
5
$26.29M
Net Sentiment
$26.29M
Net selling
Most Active
REILLY PAUL C
3 transactions
Analysis
Insiders reported 0 buys worth $0.00 and 5 sells worth $26.29M over the last 12 months. That adds up to net selling of $26.29M. REILLY PAUL C was the most active insider with 3 transactions.
Growth Analysis
Historical CAGR & forward analyst estimates
| Metric | 10yr | 5yr | 3yr | Fwd Est. |
|---|---|---|---|---|
| EPS | N/A | N/A | +15.9% | +16.2% (14yr)1 analysts |
| Revenue | N/A | N/A | +10.8% | +9.9% (14yr)2 analysts |
| Net Income | N/A | N/A | +19.3% | +15.7% (14yr)2 analysts |
| EBIT | N/A | N/A | +20.3% | +17.0% (14yr)2 analysts |
Analysis
Recent growth has been strongest in EBIT at +20.3% over three years. Forward estimates point to EBIT at +17.0% (14yr), giving you a quick check on whether expectations are accelerating or cooling.
Competitors
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Who manages RJF?
Raymond James Financial, Inc. (RJF) lists 15 active executives. The top listed executive is Rich Konefal, Chief Compliance Officer.
Are RJF insiders buying or selling?
Recent insider activity shows net selling of $53.63M.
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