Key Stats for Raymond James Stock
- Price Change: +0.9%
- Current Price: $167
- Advanced Model Price Target: $221
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What Happened?
Shares of Raymond James Financial, Inc. (RJF) traded higher on Monday as the market reacted to record-breaking results for the fiscal first quarter.
The wealth management firm reported record quarterly net revenues of $3.74 billion, a 6.0% increase compared to the prior year.
Total client assets under administration reached a new milestone of $1.77 trillion, driven by market appreciation and strong net inflows.
The company also announced the acquisition of Clark Capital Management Group, adding approximately $46 billion in assets to its platform.
While competitors like The Charles Schwab Corporation (NYSE:SCHW) and Morgan Stanley (NYSE:MS) face pressure on net interest margins, Raymond James grew its Private Client Group fee-based assets by 19.0% year over year.
Management also raised the quarterly dividend by 8.0% and repurchased $400 million of common stock during the quarter.
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Is Raymond James Undervalued Today?
On the latest earnings call, CEO Paul Shoukry emphasized the firm’s focus on supporting financial professionals and their clients.
He stated: “Our focus on being the absolute best firm for financial professionals and their clients has contributed to record quarterly revenues of $3.74 billion, record client assets of $1.77 trillion and annualized net new asset growth of 8%.”
Furthermore, he also highlighted the robustness of the current advisor recruitment environment.
He noted: “As I’ve been messaging the last few quarters here, the recruiting activity is robust.”
The firm drew advisors with approximately $13 billion in client assets during the quarter, reflecting a successful quality over quantity approach.
Read the full RJF Transcript on TIKR to see the record $1.77T assets highlights >>>
According to TIKR’s Advanced Valuation Model, the recent price momentum still leaves significant room for appreciation.
- Advanced Model Price Target: $221
- Current Price: $167
- Potential Upside: +33.2%
The investment case for Raymond James (RJF) has transformed from a regional broker into a diversified global wealth management powerhouse.
The model suggests that the market is still catching up to the earnings power of the record fee-based asset base.
- The Fair Value Gap: At $167, the stock is trading at a significant discount to its $221 intrinsic value, offering a compelling entry point for long-term investors.
- The Growth Reality: The model assumes a 5.7% Revenue CAGR, which data suggests is conservative given the double-digit growth in asset management fees.
- The Profitability Check: The model targets a 15.3% Net Income Margin, supported by a shift toward recurring fee-based revenue streams.
If Raymond James (RJF) successfully integrates Clark Capital, it could further accelerate the intrinsic value gap toward the bull case.
Conclusion: The wealth management boom is hitting record territory. With client assets at $1.77 trillion and a valuation model pointing to **$221**, Raymond James stock offers a compelling mix of stable recurring revenue and aggressive recruitment growth.
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Disclaimer:
Please note that the articles on TIKR are not intended to serve as investment or financial advice from TIKR or our content team, nor are they recommendations to buy or sell any stocks. We create our content based on TIKR Terminal’s investment data and analysts’ estimates. Our analysis might not include recent company news or important updates. TIKR has no position in any stocks mentioned. Thank you for reading, and happy investing!
