NYSE$RJF

Raymond James Financial Inc · Q2 2024 earnings

Q2 2024 earnings · · Investor relations

Briefing

Raymond James reported record quarterly net revenues and increased client assets under administration.

Raymond James Financial reported record quarterly net revenues of $3.12 billion for the fiscal second quarter ended March 31, 2024, a 9% increase over the prior year. Net income available to common shareholders was $474 million, or $2.22 per diluted share. The firm's client assets under administration reached a record $1.45 trillion.

  • Record quarterly net revenues of $3.12 billion, up 9% year-over-year.
  • Net income available to common shareholders was $474 million, or $2.22 per diluted share.
  • Record client assets under administration of $1.45 trillion, up 18% over March 2023.
  • Private Client Group assets in fee-based accounts reached a record $798.8 billion, up 20% over March 2023.

Headline financials

Total Revenue

$3.64B

Previous: $3.16B+15.2%
EPS

$2.22

Previous: $2.03+9.4%
Client AUA

$1.45T

Previous: $1.22T+18.8%
PCG Fee-Based AUA

$799B

Previous: $666B+19.9%
Domestic Net New Assets

$9.65B

No prior period
Cash Sweep & ESP

$58.2B

No prior period
Financial AUM

$227B

No prior period
Net Bank Loans

$44.1B

No prior period
Bank NIM

2.7%

No prior period
ROE

17.5%

No prior period
Adj. ROCE

21.8%

No prior period
Effective Tax Rate

21.8%

No prior period
Capital Expenditures

-$99M

Previous: -$69M-43.5%
Free Cash Flow

$377M

Previous: $358M+5.3%
Net Income

$476M

Previous: $427M+11.5%
Operating Income

$2.84B

Previous: $2.54B+11.9%
Gross Profit

$3.64B

Previous: $3.08B+18.2%
Stock-Based Comp

$57M

Previous: $57M+0.0%

Revenue & EPS history

Raymond James · Revenue · Quarterly

$3.64B

Q2 2024+15.2%vs Q2 2023
Beat estimate in 12 of 15 quarters(80%)
ActualEstimate

Revenue by segment

Raymond James · $3.29B total across 4 segments · Q4 2023

  • Private Client Group
    $2.27B+13.8%
  • Raymond James Bank
    $451M+5.4%
  • Capital Markets
    $341M-14.5%
  • Asset Management
    $236M+9.3%

Forward guidance

The company did not include a quantitative forward guidance. The CEO mentioned that entering the back half of the fiscal year, Raymond James is well positioned with record client assets and ample capital to support business growth.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q2 2024

Historical avgQ2 2024

+0.1%

Avg return

Earnings day

+0.0%

Avg return

5 days after

+3.1%

Avg return

30 days after

52%

36 / 69 earnings

Positive

+10.2%

Q2 2016

Best reaction

-8.9%

Q4 2018

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q2 2026-1.5%+0.8%-2.0%
Q1 2026+1.5%-1.3%-9.0%
Q4 2025-0.6%-3.8%-7.9%
Q3 2025-0.8%-1.3%+3.4%
Q2 2025+0.2%+2.7%+2.6%
Q1 2025-0.8%-4.3%-10.1%
Q4 2024+8.2%+8.8%+21.3%
Q3 2024+5.5%+3.3%+4.5%
Q2 2024-4.1%-3.1%-1.0%
Q1 2024+0.4%-1.0%+4.5%
Q4 2023+1.8%+0.9%+11.4%
Q3 2023-1.5%-0.0%-7.1%
Q2 2023-2.2%-1.8%+2.0%
Q1 2023-3.1%-4.5%-7.9%
Q4 2022+8.8%+12.8%+14.1%
Q3 2022+1.2%+4.7%+13.3%
Q2 2022+4.0%-1.6%-0.8%
Q1 2022+4.2%+9.4%+16.0%
Q4 2021-2.7%-2.7%-3.7%
Q3 2021+1.5%+1.1%+10.8%
Q2 2021+1.1%+1.0%+1.5%
Q1 2021+1.0%+3.8%+18.3%
Q4 2020-3.4%+0.3%+18.5%
Q3 2020-1.3%+2.0%+9.6%
Q2 2020-3.3%-8.3%+1.7%
Q1 2020-5.6%-7.3%+1.0%
Q4 2019+1.0%+2.0%+6.4%
Q3 2019-3.3%-4.7%-11.3%
Q2 2019+0.8%+2.3%-3.0%
Q1 2019+0.9%+2.0%+4.8%
Q4 2018-8.9%-12.1%-7.6%
Q3 2018-3.4%-5.7%-5.4%
Q2 2018+3.4%+3.3%+14.5%
Q1 2018-0.7%+0.4%-5.3%
Q4 2017-2.0%-1.6%-1.6%
Q3 2017-2.7%-2.1%-7.3%
Q2 2017-0.4%-0.3%-2.0%
Q1 2017+3.9%+1.8%+5.7%
Q4 2016+5.8%+2.7%+23.8%
Q3 2016+1.5%+2.2%+6.2%
Q2 2016+10.2%
Q1 2016-7.7%
Q4 2015+1.0%
Q3 2015-0.8%
Q2 2015+1.4%
Q1 2015+4.2%
Q4 2014+1.9%
Q3 2014+2.4%
Q2 2014-2.0%
Q1 2014-2.0%
Q4 2013+2.2%
Q3 2013-0.8%
Q2 2013-8.6%
Q1 2013+3.4%
Q4 2012+2.9%
Q3 2012-2.5%
Q2 2012+5.0%
Q1 2012+0.4%
Q4 2011-3.3%
Q3 2011-2.6%
Q2 2011-1.0%
Q1 2010+1.1%
Q1 2011+0.2%
Q2 2010+1.1%
Q4 2008+1.1%
Q4 2010+1.1%
Q4 2009-0.8%
Q3 2010-0.8%
Q3 2009-0.8%

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