Raymond James Financial(US:RJF) Yahoo Finance·2026-01-08 07:09Core Insights - Raymond James Financial, Inc. (RJF) is a diversified financial services platform with a market capitalization of approximately $32.2 billion, providing various financial services to individuals, corporations, and municipalities [1] Earnings Expectations - The company is set to report its fiscal 2026 first-quarter results on January 28, with analysts predicting diluted EPS of $2.85, reflecting a 2.7% decline from $2.93 in the same quarter last year [2] - For the full fiscal year 2026, Wall Street projects diluted EPS of $11.87, indicating an 11.4% year-over-year growth, while fiscal year 2027 EPS is forecasted to be $13.67, representing a 15.2% increase from the previous year [3] Stock Performance - RJF stock has increased by 3.9% over the past 52 weeks and 2.8% year-to-date, compared to the S&P 500 Index's gains of 17.1% and 1.1% respectively during the same periods [4] - The State Street Financial Select Sector SPDR ETF (XLF) has risen nearly 15.1% over the past 52 weeks and 1.5% year-to-date, highlighting a sector-level performance gap [4] Capital Return Actions - On December 3, 2025, the company announced an 8% increase in its quarterly cash dividend to $0.54 per share, payable on January 16, and authorized a new $2 billion share repurchase program, replacing a previous $1.5 billion plan [5] - Following the announcement, shares rose nearly 2% on December 3 and an additional 2.4% on December 4, indicating market confidence in the company's balance sheet strength and management's commitment to rewarding shareholders [6]