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Raymond James Financial

RJF Financial Services Unknown Updated July 31, 2026
$176.01
52W $138.82 – $178.28
56/100
$33.81B
15.1
0.94
AI Committee Verdict
Watch
Conviction: Contested · 57% agreement · 7 analysts
+0.9%
-14.4%
0.06:1
Contested

Is RJF Bullish or Bearish?

Mixed. Innellis AI committee rates Raymond James Financial (RJF) Watch with a composite score of 56/100 , based on 7 analysts with 57% agreement. Last updated July 31, 2026.

What Would Change This View

Upgrade to Buy
Requires a committee score of 60.0 — +4.38 from today. Applies on the first day at or above the line; upgrades are never dampened.
Downgrade to Reduce
Requires the score to fall below 40.0 — -15.62 from today. The band boundary is 45.0, but a one-step downgrade must clear a further margin first. A score oscillating around the line should not change the rating every night.

Executive Summary

The committee is genuinely divided. Technical Analyst sees a compelling case — price structure making higher highs and higher lows. Risk Analyst remains cautious — high leverage (debt-to-equity 5.14) amplifies downside in a stress scenario. This disagreement is itself the signal — the setup is not clean in either direction.

Bull & Bear Case

Bull Case
  • P/E of 14.7 is inexpensive for the broad market — Value
  • ROE of 17.2% shows genuine earnings power backing the valuation — Value
  • Quarter-over-quarter growth rate is ACCELERATING, not just positive — Growth
  • Price structure making higher highs and higher lows — Technical
  • MACD histogram positive -- bullish momentum — Technical
  • Weekly trend (uptrend) confirms the daily trend -- multi-timeframe agreement — Technical
Bear Case
  • Debt-to-equity of 5.14 adds balance-sheet risk to the value case — Value
  • Weekly RSI at 75 -- overbought on the larger timeframe too — Technical
  • High leverage (debt-to-equity 5.14) amplifies downside in a stress scenario — Risk
  • Current ratio of 0.28 is tight -- limited short-term liquidity cushion — Risk
Both cases are generated from quantitative data signals, not qualitative or forward-looking judgement. They summarise what the numbers say today.
Price History (6M)

AI Investment Committee

Committee Consensus As of July 31, 2026
Overall Committee Score
56/100
Agreement
57%
Analysts
7
Conviction
Contested
Sector Rank
Top 64%
of 141 Financial Services peers
Value Analyst bullish
61 / 100 · High confidence
Classic value case: cheap on multiples with earnings power to back it up
+ P/E of 14.7 is inexpensive for the broad market
− Debt-to-equity of 5.14 adds balance-sheet risk to the value case
Growth Analyst bullish
62 / 100 · Moderate confidence
Strong, accelerating growth with consistent execution
+ Quarter-over-quarter growth rate is ACCELERATING, not just positive
Technical Analyst bullish
69 / 100 · High confidence
Price action is constructive -- trend and momentum agree
+ Price structure making higher highs and higher lows
− Weekly RSI at 75 -- overbought on the larger timeframe too
Risk Analyst bearish
32 / 100 · Moderate confidence
Elevated risk from leverage, volatility, event exposure, or portfolio concentration -- size accordingly
− High leverage (debt-to-equity 5.14) amplifies downside in a stress scenario
Macro Analyst neutral
58 / 100 · Moderate confidence
Macro backdrop is mixed or neutral -- not a strong tailwind or headwind either way
+ Market regime is bullish (Bull market -- normal position sizing)
News Analyst bullish
62 / 100 · Low confidence
News flow and recent filings/analyst actions are net positive
Portfolio Manager neutral
45 / 100 · High confidence
Portfolio-level factors are mixed -- worth a deliberate sizing decision, not a default-size position
+ Portfolio position concentration is currently healthy
− Sector concentration is already high (HHI 2744.14)
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Investment Thesis Evolution

Committee score moved marginally from 56.7 to 55.6.

Analyst-level changes:
  • Macro Analyst: stance bullish->neutral; score 65->58 (-8); +1 bullish signal(s).
  • Portfolio Manager: +2 bearish signal(s).
  • Technical Analyst: +1 bearish signal(s).
  • Value Analyst: +1 bullish signal(s).

Comparing 2026-07-30 to 2026-07-31 (1 day apart).

Technical Analysis

RSI (14)
69.6
Neutral
MACD Histogram
0.324
Bullish Momentum
Trend Direction
Uptrend
Weekly: Uptrend
Market Structure
Mixed
Support
$150.74
Resistance
$177.51
Bollinger %B
0.95
Inside Bands
Price vs Moving Averages
EMA 9
$172.85 Above
EMA 21
$168.71 Above
EMA 50
$162.55 Above
EMA 200
$157.69 Above

Fundamental Analysis

Valuation
90
Growth
75
Profitability
0
Financial Health
50
Cash Flow
37
Valuation
P/E Ratio 15.1×
P/B Ratio 2.69×
PEG Ratio 1.26
Dividend Yield 0.01%
52W High $178.28
52W Low $138.82
Quality & Growth
ROE 17.1%
ROA 2.4%
Gross Margin 83.5%
Operating Margin 17.4%
Revenue Growth YoY
Debt / Equity 0.42
AI Fundamental Assessment
P/E ratio of 15.1 (inexpensive relative to a 15-40x range); Price-to-book of 2.7x; PEG ratio of 1.3 (under 1.0 suggests growth is undervalued relative to price); Return on equity of 0.2%; Return on assets of 0.0%; Net margin of 0.1%; Gross margin of 0.8%; Current ratio of 0.36 (tight short-term liquidity); Debt-to-equity of 0.42; Free cash flow margin of 0.9% (thin cash generation); Free cash flow per share is positive (9.02); Most recent quarter beat estimates by 6.7%; 2 consecutive earnings beats; EPS growth accelerating (-1.0% -> +11.0% QoQ); Average YoY EPS growth of 44.0%; Analyst estimates flat over recent quarters
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📈 Rating History 💰 Earnings 📰 Recent Events 🔄 What Changed 📖 Thesis Evolution 🔍 Similar Stocks
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