
Insider and congress filings
Raymond James Financial, Inc. (RJF)
NYSE · Financial Services · 291 insider transactions · 39 congress trades · last filed 2 months agoS&P 500
About Raymond James Financial, Inc.
from the company's filings and listing, as of Oct 25, 2026- Exchange
- NYSE
- Sector
- Financial Services
- Industry
- Asset Management
- Chief executive
- Paul Marone Shoukry
- Employees
- 19,500
- Listed since
- Jul 1, 1983
- Market value
- $30.3B
- Price to earnings (12 mo)
- 13.5
- Net income per share, as reported (12 mo)
- $11.89
- Dividend yield
- 1.37%
Earnings
6 reported quarters · next on Oct 28, 2026| Quarter | EPS | EPS expected | Revenue | Revenue expected | Result |
|---|---|---|---|---|---|
| Q3 FY2026reported Jul 22, 2026 | $3.14 | $2.93 | $3.9B | $3.9B | EPS beatRevenue in line |
| Q2 FY2026reported 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 |
| Q4 FY2025reported Oct 22, 2025 | $3.11 | $2.83 | $4.1B | $3.6B | EPS beatRevenue beat |
| Q3 FY2025reported Jul 23, 2025 | $2.18 | $2.37 | $3.8B | $3.4B | EPS missRevenue beat |
| Q2 FY2025reported 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 reads n/a only when a number is missing. Quarterly EPS is the figure set against the consensus, usually adjusted, so the quarters need not add up to the 12-month net income per share above. An estimate is a forecast made by analysts, not a company target.
Institutional holders
13F positions as of Jun 30, 2026| Holder | Value | Shares | Shares vs prior qtr | % of shares out |
|---|---|---|---|---|
| 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 and is filed within 45 days of the quarter end, so these are positions as they stood on Jun 30, 2026. For a manager's whole book see the fund directory. What a 13F covers and leaves out is explained in our guide to Form 13F.
Open-market insider trades
5 filings shown · newest filing first| Insider | Action | Shares | Price | Value | Trade date | Delay (business days) |
|---|---|---|---|---|---|---|
| Bella Loykhter AllaireChief Admin Officer | Sold | 7,500 | $177.60 | $1.3M | Aug 28, 2026filed Aug 31, 2026 | 1d |
| Tashtego S. ElwynPresident, PCG | Sold | 10,000 | $176.06 | $1.8M | Jul 28, 2026filed Jul 29, 2026 | 1d |
| Steven M. RaneyExecutive Chair Rjbank | Sold | 5,770 | $172.97 | $998K | Jul 27, 2026filed Jul 28, 2026 | 1d |
| Bella Loykhter AllaireChief Admin Officer | Sold | 29,551 | $142.34 | $4.2M | Mar 19, 2026filed Mar 20, 2026 | 1d |
| Jonathan N. SantelliEVP, General Counsel | Sold | 4,500 | $170.46 | $767K | Feb 4, 2026filed Feb 5, 2026 | 1d |
One row is one filing, newest filing first. A filing that reported its trade in several tranches is summed, priced at the weighted average, and marked with its line count. The delay counts business days from the trade to the filing, the unit of Form 4's two business day deadline: weekends and federal holidays are skipped. How the filing itself works is explained in our guide to Form 4.
Other Form 4 activity (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 |
| Thomas A. James10% owner | Other Form 4 entry (see filing) | 1,352 | Sep 30, 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 |
| Mark W. BegorDirector | Stock award | 1,303 | Feb 19, 2026 |
| Marlene DebelDirector | Stock award | 1,303 | Feb 19, 2026 |
| Marlene DebelDirector | Option exercise | 1,253 | Feb 19, 2026 |
| Jeffrey N. EdwardsDirector | Stock award | 1,303 | Feb 19, 2026 |
| Jeffrey N. EdwardsDirector | Option exercise | 1,253 | Feb 19, 2026 |
| Cecily MistarzDirector | Stock award | 1,551 | 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 |
| Raj SeshadriDirector | Stock award | 1,303 | Feb 19, 2026 |
| Jeffrey N. EdwardsDirector | Gift | 20,505 | Jan 30, 2026 |
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.
Congress trades in RJF
20 disclosures of 39 on record · median 22d of the 45 allowedSince the trade: the stock's move from the trade date to the latest close we hold (figures as of Oct 25, 2026), not the member's result. Not investment advice.
| Member | Type | Action | Amount disclosed | Stock since the trade | Trade date | Disclosed | Delay |
|---|---|---|---|---|---|---|---|
| Ro Khanna | Stock | Purchase | $1,001 - $15,000 | +3.7%S&P 500 +1.7% · +2.0 pts vs S&P 500 | Jun 30, 2026 | Jul 6, 2026 | 6d |
| Ro Khanna | Stock | Sale | $1,001 - $15,000 | +8.5%After the saleS&P 500 +1.3% · +7.2 pts vs S&P 500 | May 27, 2026 | Jun 9, 2026 | 13d |
| Ro Khanna | Stock | Purchase | $1,001 - $15,000 | +4.9%S&P 500 +10.8% · -5.9 pts vs S&P 500 | Apr 13, 2026 | May 11, 2026 | 28d |
| Ro Khanna | Stock | Sale | $1,001 - $15,000 | +11.9%After the saleS&P 500 +20.3% · -8.3 pts vs S&P 500 | Mar 30, 2026 | Apr 7, 2026 | 8d |
| Ro Khanna | Stock | Sale | $1,001 - $15,000 | -5.9%After the saleS&P 500 +9.5% · -15.4 pts vs S&P 500 | Jan 29, 2026 | Feb 6, 2026 | 8d |
| Julie JohnsonJoint | Stock | Sale | $1,001 - $15,000 | +26.2%After the saleS&P 500 +50.7% · -24.5 pts vs S&P 500 | Apr 7, 2025 | May 14, 2025 | 37d |
| Ro Khanna | Stock | Purchase | $1,001 - $15,000 | +16.5%S&P 500 +42.0% · -25.4 pts vs S&P 500 | Apr 23, 2025 | May 12, 2025 | 19d |
| Ro Khanna | Stock | Purchase | $1,001 - $15,000 | +12.7%S&P 500 +36.7% · -24.0 pts vs S&P 500 | Mar 12, 2025 | Apr 10, 2025 | 29d |
| Ro Khanna | Stock | Sale | $1,001 - $15,000 | -1.2%After the saleS&P 500 +23.9% · -25.1 pts vs S&P 500 | Feb 19, 2025 | Mar 6, 2025 | 15d |
| Ro Khanna | Stock | Purchase | $1,001 - $15,000 | -5.6%S&P 500 +27.1% · -32.7 pts vs S&P 500 | Jan 17, 2025 | Feb 6, 2025 | 20d |
| Ro Khanna | Stock | Sale | $1,001 - $15,000 | -2.8%After the saleS&P 500 +27.3% · -30.1 pts vs S&P 500 | Nov 12, 2024 | Dec 5, 2024 | 23d |
| Ro Khanna | Stock | Purchase | $1,001 - $15,000 | +48.2%S&P 500 +47.0% · +1.2 pts vs S&P 500 | Aug 5, 2024 | Sep 6, 2024 | 32d |
| Jared Moskowitz | Stock | Sale | $100,001 - $250,000 | +50.0%After the saleS&P 500 +69.2% · -19.2 pts vs S&P 500 | Jul 14, 2023 | Aug 21, 2024 | 404d |
| Ro Khanna | Stock | Sale | $1,001 - $15,000 | +29.6%After the saleS&P 500 +44.4% · -14.9 pts vs S&P 500 | May 29, 2024 | Jun 5, 2024 | 7d |
| Ro Khanna | Stock | Purchase | $1,001 - $15,000 | +65.2%S&P 500 +81.8% · -16.6 pts vs S&P 500 | Oct 31, 2023 | Nov 8, 2023 | 8d |
| Daniel S. Goldman | Stock | Sale | $15,001 - $50,000 | +47.3%After the saleS&P 500 +87.9% · -40.6 pts vs S&P 500 | Mar 6, 2023 | Apr 17, 2023 | 42d |
| Ro Khanna | Stock | Sale | $1,001 - $15,000 | +70.8%After the saleS&P 500 +94.1% · -23.2 pts vs S&P 500 | Mar 14, 2023 | Apr 7, 2023 | 24d |
| Daniel S. Goldman | Stock | Purchase | $15,001 - $50,000 | +39.8%S&P 500 +87.1% · -47.2 pts vs S&P 500 | Jan 31, 2023 | Feb 24, 2023 | 24d |
| Ro Khanna | Stock | Purchase | $1,001 - $15,000 | +59.8%S&P 500 +85.0% · -25.1 pts vs S&P 500 | Aug 1, 2022 | Sep 8, 2022 | 38d |
| Ro Khanna | Stock | Sale | $1,001 - $15,000 | +82.3%After the saleS&P 500 +107.3% · -24.9 pts vs S&P 500 | Jun 16, 2022 | Jul 7, 2022 | 21d |
Since the trade is an estimate, set beside the S&P 500 over the same window, with the gap between the two in percentage points. The filing carries a band, not a fill, and a sale keeps the stock's sign, so a positive figure after a sale means the stock kept rising after it. An option row carries the underlying stock's move. A row marked n/a is one we hold no figure for.
A delay above 45 days is the gap between the dates on the report; we mark a filing late only after checking it.
"Not captured" means the band or the transaction type on the original report is missing from our data.
"Dates conflict" marks a row whose disclosure is dated before its trade on the record we hold. Both dates are printed as filed, and no since-the-trade figure is computed from them.
Every Congress trade in RJF, filterable by party, chamber, type and account.
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 and 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 Oct 26, 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 business day after the transaction (weekends and federal holidays skipped), against the two business days Form 4 allows. Congressional disclosures took a median of 22 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 Oct 26, 2026.
