Raymond James Financial, Inc. (RJF) Q4 Earnings and Revenues Top Estimates

Core Insights - Raymond James Financial, Inc. (RJF) reported quarterly earnings of $3.11 per share, exceeding the Zacks Consensus Estimate of $2.7 per share, and up from $2.95 per share a year ago, representing an earnings surprise of +15.19% [1] - The company posted revenues of $3.73 billion for the quarter ended September 2025, surpassing the Zacks Consensus Estimate by 3.52%, and compared to year-ago revenues of $3.46 billion [2] - The stock has gained approximately 6.7% since the beginning of the year, while the S&P 500 has increased by 14.5% [3] Earnings Outlook - The current consensus EPS estimate for the upcoming quarter is $2.85 on revenues of $3.69 billion, and for the current fiscal year, it is $11.63 on revenues of $15.1 billion [7] - The estimate revisions trend for Raymond James Financial was mixed ahead of the earnings release, resulting in a Zacks Rank 3 (Hold) for the stock, indicating expected performance in line with the market [6] Industry Context - The Financial - Investment Bank industry, to which Raymond James Financial belongs, is currently in the top 10% of over 250 Zacks industries, suggesting a favorable outlook compared to lower-ranked industries [8] - Empirical research indicates a strong correlation between near-term stock movements and trends in earnings estimate revisions, which can be tracked by investors [5]