Insider and congress filings
Raymond James Financial, Inc. (RJF)
About Raymond James Financial, Inc.
from the company's filings and listing- Exchange
- NYSE
- Sector
- Financial Services
- Industry
- Asset Management
- Chief executive
- Paul Marone Shoukry
- Employees
- 19,500
- Listed since
- Jul 1, 1983
- Market value
- $33.7B
- Price to earnings
- 15.0
- Earnings per share
- $11.89
- Dividend yield
- 1.21%
Earnings
6 reported quarters · next on Oct 28, 2026| Quarter | EPS | EPS expected | Revenue | Revenue expected | Result |
|---|---|---|---|---|---|
| Jul 22, 2026 | $3.14 | $2.93 | $3.9B | $3.9B | EPS beatRevenue in line |
| Apr 22, 2026 | $2.83 | $2.76 | $3.9B | $3.8B | EPS beatRevenue in line |
| Q1 FY2026reported Jan 28, 2026 | $2.86 | $2.83 | $3.7B | $3.8B | EPS in lineRevenue miss |
| Oct 22, 2025 | $3.11 | $2.83 | $4.1B | $3.6B | EPS beatRevenue beat |
| Jul 23, 2025 | $2.18 | $2.37 | $3.8B | $3.4B | EPS missRevenue beat |
| Apr 23, 2025 | $2.42 | $2.45 | $3.8B | $3.4B | EPS in lineRevenue beat |
Actual against the consensus estimate at the time. A flag marks a beat or a miss of more than 1.5% either way; inside that band the quarter is in line. A flag marked GAAP compares a GAAP figure the company reported with an adjusted consensus, two different measures, so a one-time gain or charge can move it either way; basis unverified means we could not classify the reported figure. A flag reads n/a only when a number is missing. An estimate is a forecast made by analysts, not a company target.
Institutional holders
13F positions as of Jun 30, 2026| Holder | Value | Shares | Change | Of company |
|---|---|---|---|---|
| Blackrock, Inc. | $2.2B | 14,343,870 | +1.6% | 7.39% |
| Vanguard Capital Management LLC | $1.7B | 11,237,644 | -1.1% | 5.79% |
| Wellington Management Group LLP | $1.4B | 9,446,121 | -2.6% | 4.87% |
| Primecap Management Co | $1.4B | 9,242,552 | -1.1% | 4.76% |
| Vanguard Portfolio Management LLC | $1.4B | 8,900,131 | -1.8% | 4.59% |
| State Street Corp | $1.2B | 7,889,824 | +0.4% | 4.07% |
| Geode Capital Management, LLC | $703.7M | 4,647,639 | +0.2% | 2.40% |
| FMR LLC | $669.7M | 4,404,819 | -24.7% | 2.27% |
| Harris Associates L P | $561.6M | 3,693,787 | +7.8% | 1.90% |
| T. Rowe Price Investment Management, Inc. | $426.6M | 2,805,776 | -18.1% | 1.45% |
| Jpmorgan Chase & Co | $404.3M | 2,711,675 | -39.3% | 1.40% |
| Dimensional Fund Advisors LP | $372.4M | 2,449,646 | +2.1% | 1.26% |
A 13F reports long US equity positions 45 days after the quarter ends, so these are positions as they stood on Jun 30, 2026. For a manager's whole book see the fund directory.
GetSignal watches Form 4 and STOCK Act filings and pushes each one to your phone as it is published, with the history behind it. Free on iOS and Android.
Open-market insider trades
5 filings of 291 on record| Insider | Action | Shares | Price | Value | Trade date | Delay |
|---|---|---|---|---|---|---|
| Bella Loykhter AllaireChief Admin Officer | Sold | 7,500 | $177.60 | $1.3M | Aug 28, 2026 | 3d |
| Tashtego S. ElwynPresident, PCG | Sold | 10,000 | $176.06 | $1.8M | Jul 28, 2026 | 1d |
| Steven M. RaneyExecutive Chair Rjbank | Sold | 5,770 | $172.97 | $998K | Jul 27, 2026 | 1d |
| Bella Loykhter AllaireChief Admin Officer | Sold | 29,551 | $142.34 | $4.2M | Mar 19, 2026 | 1d |
| Jonathan N. SantelliEVP, General Counsel | Sold | 4,500 | $170.46 | $767K | Feb 4, 2026 | 1d |
One row is one filing. A filing that reported its trade in several tranches is summed, priced at the weighted average, and marked with its line count.
Congress trades in RJF
20 disclosures of 39 on record · median 23d of the 45 allowed| Member | Type | Action | Amount disclosed | Since the trade | Trade date | Disclosed | Delay |
|---|---|---|---|---|---|---|---|
| Ro Khanna | Stock | Purchase | $1,001 - $15,000 | +15.4%S&P +2.1% · vs S&P 500 +13.4% | Jun 30, 2026 | Jul 6, 2026 | 6d |
| Ro Khanna | Stock | Sale | $1,001 - $15,000 | +20.7%S&P +1.6% · vs S&P 500 +19.1% | May 27, 2026 | Jun 9, 2026 | 13d |
| Ro Khanna | Stock | Purchase | $1,001 - $15,000 | +16.7%S&P +11.1% · vs S&P 500 +5.6% | Apr 13, 2026 | May 11, 2026 | 28d |
| Ro Khanna | Stock | Sale | $1,001 - $15,000 | +24.5%S&P +20.7% · vs S&P 500 +3.9% | Mar 30, 2026 | Apr 7, 2026 | 8d |
| Ro Khanna | Stock | Sale | $1,001 - $15,000 | +4.7%S&P +9.8% · vs S&P 500 -5.1% | Jan 29, 2026 | Feb 6, 2026 | 8d |
| Julie JohnsonJoint | Stock | Sale | $1,001 - $15,000 | +40.4%S&P +51.2% · vs S&P 500 -10.7% | Apr 7, 2025 | May 14, 2025 | 37d |
| Ro Khanna | Stock | Purchase | $1,001 - $15,000 | +29.7%S&P +42.4% · vs S&P 500 -12.8% | Apr 23, 2025 | May 12, 2025 | 19d |
| Ro Khanna | Stock | Purchase | $1,001 - $15,000 | +25.0%S&P +37.0% · vs S&P 500 -12.0% | Mar 12, 2025 | Apr 10, 2025 | 29d |
| Ro Khanna | Stock | Sale | $1,001 - $15,000 | +10.0%S&P +24.3% · vs S&P 500 -14.4% | Feb 19, 2025 | Mar 6, 2025 | 15d |
| Ro Khanna | Stock | Purchase | $1,001 - $15,000 | +5.7%S&P +28.1% · vs S&P 500 -22.4% | Jan 17, 2025 | Feb 6, 2025 | 20d |
| Ro Khanna | Stock | Sale | $1,001 - $15,000 | +8.1%S&P +27.7% · vs S&P 500 -19.6% | Nov 12, 2024 | Dec 5, 2024 | 23d |
| Ro Khanna | Stock | Purchase | $1,001 - $15,000 | +64.9%S&P +47.5% · vs S&P 500 +17.4% | Aug 5, 2024 | Sep 6, 2024 | 32d |
| Jared MoskowitzFiled late | Stock | Sale | $100,001 - $250,000 | +66.7%S&P +70.1% · vs S&P 500 -3.4% | Jul 14, 2023 | Aug 21, 2024 | 404d |
| Ro Khanna | Stock | Sale | $1,001 - $15,000 | +45.1%S&P +45.6% · vs S&P 500 -0.5% | May 29, 2024 | Jun 5, 2024 | 7d |
| Ro Khanna | Stock | Purchase | $1,001 - $15,000 | +83.9%S&P +82.4% · vs S&P 500 +1.4% | Oct 31, 2023 | Nov 8, 2023 | 8d |
| Daniel S. Goldman | Stock | Sale | $15,001 - $50,000 | +63.9%S&P +88.5% · vs S&P 500 -24.6% | Mar 6, 2023 | Apr 17, 2023 | 42d |
| Ro Khanna | Stock | Sale | $1,001 - $15,000 | +93.1%S&P +96.7% · vs S&P 500 -3.6% | Mar 14, 2023 | Apr 7, 2023 | 24d |
| Daniel S. Goldman | Stock | Purchase | $15,001 - $50,000 | +55.6%S&P +87.7% · vs S&P 500 -32.1% | Jan 31, 2023 | Feb 24, 2023 | 24d |
| Ro Khanna | Stock | Purchase | $1,001 - $15,000 | +79.0%S&P +86.4% · vs S&P 500 -7.5% | Aug 1, 2022 | Sep 8, 2022 | 38d |
| Ro Khanna | Stock | Sale | $1,001 - $15,000 | +101.8%S&P +108.3% · vs S&P 500 -6.6% | Jun 17, 2022 | Jul 7, 2022 | 20d |
Since the trade: the stock's move from the trade date to the latest close we hold, as of Sep 10, 2026, an estimate, with the S&P 500 over the same window and the difference against it. The figures describe the stock after the trade, not the member's result: the filing carries a band, not a fill, and a sale keeps the same sign, so a positive figure after a sale means the stock kept rising. An option row carries the underlying stock's move. A row marked n/a has no market price. Not investment advice.
Awards, option exercises and gifts (20)
| Insider | Event | Shares | Date |
|---|---|---|---|
| Tarek HelalChief Strategy Officer | Gift | 23,397 | Aug 20, 2026 |
| Scott A. CurtisChief Operating Officer | Gift | 1,000 | Aug 18, 2026 |
| Christopher S. AisenbreyChief Human Resources Officer | Tax withholding | 132 | Feb 28, 2026 |
| Christopher S. AisenbreyChief Human Resources Officer | Option exercise | 600 | Feb 28, 2026 |
| Jeffrey N. EdwardsDirector | Gift | 1,504 | Feb 24, 2026 |
| Cecily MistarzDirector | Stock award | 1,551 | Feb 19, 2026 |
| Jeffrey N. EdwardsDirector | Option exercise | 1,253 | Feb 19, 2026 |
| Cecily MistarzDirector | Option exercise | 1,503 | Feb 19, 2026 |
| Benjamin EstyDirector | Stock award | 1,303 | Feb 19, 2026 |
| Art A. GarciaDirector | Stock award | 1,303 | Feb 19, 2026 |
| Anne GatesDirector | Stock award | 1,303 | Feb 19, 2026 |
| Roderick C. McgearyDirector | Stock award | 1,303 | Feb 19, 2026 |
| Raymond W. McdanielDirector | Stock award | 1,303 | Feb 19, 2026 |
| Jeffrey N. EdwardsDirector | Stock award | 1,303 | Feb 19, 2026 |
| Marlene DebelDirector | Option exercise | 1,253 | Feb 19, 2026 |
| Marlene DebelDirector | Stock award | 1,303 | Feb 19, 2026 |
| Mark W. BegorDirector | Stock award | 1,303 | Feb 19, 2026 |
| Raj SeshadriDirector | Stock award | 1,303 | Feb 19, 2026 |
| Jeffrey N. EdwardsDirector | Gift | 20,505 | Jan 30, 2026 |
| Tarek HelalChief Strategy Officer | Gift | 161 | Dec 30, 2025 |
Awards, option exercises, shares withheld to cover tax and gifts all file on the same form as a purchase or a sale. None of them is a decision to trade, so they sit here rather than beside the ones that are.
Questions
Are insiders buying or selling RJF?
Across the 5 most recent open-market filings shown here, 0 were purchases and 5 were sales.
Which members of Congress have traded RJF?
Ro Khanna, Julie Johnson, Jared Moskowitz, Daniel S. Goldman disclosed RJF transactions in the filings shown here.
Is RJF in the S&P 500 or the Nasdaq 100?
Raymond James Financial, Inc. is a current member of the S&P 500, per the membership list we hold as of Sep 10, 2026. Current members of either index get a page here whatever their filing history.
How quickly are RJF trades disclosed?
Insider filings on this page reached the public a median of 1 days after the transaction, against the two business days Form 4 allows. Congressional disclosures took a median of 23 days, against the 45 the STOCK Act allows.
How to read a Form 4
A DECISION THE INSIDER MADE
COMPENSATION PLUMBING
Congress rows disclose a value range rather than an exact amount, and the STOCK Act allows up to 45 days to report. Full sourcing and the limits of this data are on the methodology page. A filing is a record of a transaction, not a signal, and nothing here is investment advice.
Data as of Sep 10, 2026.