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Raymond James Financial, Inc.'s (NYSE:RJF) Institutional Investors Lost 5.6% Over the Past Week but Have Profited From Longer-term Gains

Raymond James Financial, Inc.'s (NYSE:RJF) Institutional Investors Lost 5.6% Over the Past Week but Have Profited From Longer-term Gains

瑞傑金融公司(紐交所:RJF)的機構投資者在過去一週損失了5.6%,但在長期收益中獲利。
Simply Wall St ·  12/19 22:46

Key Insights

關鍵洞察

  • Institutions' substantial holdings in Raymond James Financial implies that they have significant influence over the company's share price
  • 50% of the business is held by the top 9 shareholders
  • Insiders have sold recently
  • 機構在瑞傑金融的顯著持股意味着他們對公司股價有重要影響。
  • 前9大股東持有50%的股份
  • 內部人士最近出售了股票。

A look at the shareholders of Raymond James Financial, Inc. (NYSE:RJF) can tell us which group is most powerful. We can see that institutions own the lion's share in the company with 78% ownership. Put another way, the group faces the maximum upside potential (or downside risk).

看看瑞傑金融公司(紐交所:RJF)的股東,可以告訴我們哪個團體最有權力。我們可以看到,機構擁有公司78%的股份。換句話說,這個團體面臨着最大的上漲潛力(或下跌風險)。

No shareholder likes losing money on their investments, especially institutional investors who saw their holdings drop 5.6% in value last week. However, the 38% one-year return to shareholders may have helped lessen their pain. But they would probably be wary of future losses.

沒有股東喜歡在投資中虧損,特別是看到他們的持有價值在上週下降了5.6%的機構投資者。然而,給股東帶來38%的年回報可能幫助減輕了他們的痛苦。但他們可能會對未來的損失保持警惕。

Let's take a closer look to see what the different types of shareholders can tell us about Raymond James Financial.

讓我們更仔細地看看不同類型的股東能告訴我們關於瑞傑金融的信息。

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NYSE:RJF Ownership Breakdown December 19th 2024
紐交所:RJF 所有權結構 2024年12月19日

What Does The Institutional Ownership Tell Us About Raymond James Financial?

機構持股告訴我們有關瑞傑金融的什麼?

Many institutions measure their performance against an index that approximates the local market. So they usually pay more attention to companies that are included in major indices.

許多機構的表現與近似當地市場的指數進行比較。因此,他們通常更加關注那些被納入主要指數的公司。

We can see that Raymond James Financial does have institutional investors; and they hold a good portion of the company's stock. This can indicate that the company has a certain degree of credibility in the investment community. However, it is best to be wary of relying on the supposed validation that comes with institutional investors. They too, get it wrong sometimes. It is not uncommon to see a big share price drop if two large institutional investors try to sell out of a stock at the same time. So it is worth checking the past earnings trajectory of Raymond James Financial, (below). Of course, keep in mind that there are other factors to consider, too.

我們可以看到瑞傑金融確實有機構投資者;他們持有公司股票的很大一部分。這可能表明公司在投資界有一定的可信度。然而,依賴於機構投資者所帶來的所謂驗證是最好的保持警惕。他們有時也會出錯。如果兩個大型機構投資者同時試圖拋售一隻股票,股價大幅下跌並不罕見。因此,值得查看瑞傑金融以往的盈利軌跡(見下文)。當然,還要記住還有其他因素需要考慮。

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NYSE:RJF Earnings and Revenue Growth December 19th 2024
紐交所:RJF 2024年12月19日的收益和營業收入增長

Institutional investors own over 50% of the company, so together than can probably strongly influence board decisions. We note that hedge funds don't have a meaningful investment in Raymond James Financial. The company's largest shareholder is The Vanguard Group, Inc., with ownership of 11%. Thomas James is the second largest shareholder owning 9.5% of common stock, and BlackRock, Inc. holds about 6.7% of the company stock.

機構投資者擁有超過50%的公司股份,因此他們可以強有力地影響董事會決策。我們注意到對瑞傑金融來說,對沖基金並沒有進行有意義的投資。公司的最大股東是先鋒集團,持有11%的股份。湯姆·詹姆斯是第二大股東,擁有9.5%的普通股,貝萊德公司持有大約6.7%的公司股票。

We did some more digging and found that 9 of the top shareholders account for roughly 50% of the register, implying that along with larger shareholders, there are a few smaller shareholders, thereby balancing out each others interests somewhat.

我們進一步挖掘發現,前9名股東大致佔註冊股份的50%,這意味着除了大股東之外,仍有一些小股東,從而在一定程度上平衡了彼此的利益。

While studying institutional ownership for a company can add value to your research, it is also a good practice to research analyst recommendations to get a deeper understand of a stock's expected performance. There are a reasonable number of analysts covering the stock, so it might be useful to find out their aggregate view on the future.

研究一家公司的機構持股可以爲你的研究增值,同時研究分析師的建議也是一個很好地做法,以更深入地了解股票的預期表現。 目前有相當數量的分析師覆蓋該股票,因此了解他們對未來的總體看法可能會很有用。

Insider Ownership Of Raymond James Financial

瑞傑金融的內部持股

The definition of company insiders can be subjective and does vary between jurisdictions. Our data reflects individual insiders, capturing board members at the very least. Company management run the business, but the CEO will answer to the board, even if he or she is a member of it.

公司內部人員的定義可能是主觀的,並且在不同的司法管轄區有所不同。我們的數據反映了個人內部人員,至少包括董事會成員。公司管理層負責業務的運行,但CEO需要對董事會負責,即使他或她是董事會成員。

Insider ownership is positive when it signals leadership are thinking like the true owners of the company. However, high insider ownership can also give immense power to a small group within the company. This can be negative in some circumstances.

當內部持股顯示領導層像真正的公司所有者一樣思考時,這是積極的。然而,高比例的內部持股也可能給予公司內部小團體巨大的權力。在某些情況下,這可能是負面的。

It seems insiders own a significant proportion of Raymond James Financial, Inc.. It has a market capitalization of just US$32b, and insiders have US$3.2b worth of shares in their own names. That's quite significant. It is good to see this level of investment. You can check here to see if those insiders have been buying recently.

看來內部人士持有瑞傑金融公司相當大比例的股份。其市值僅爲320億美元,而內部人士名下的股份價值達32億美元。這相當可觀。看到這種投資水平令人感到欣慰。您可以在這裏查看這些內部人士是否最近有購入股份。

General Public Ownership

公衆持股

The general public, who are usually individual investors, hold a 12% stake in Raymond James Financial. This size of ownership, while considerable, may not be enough to change company policy if the decision is not in sync with other large shareholders.

公衆,通常是個人投資者,持有瑞傑金融12%的股份。儘管這個 ownership 的規模相當可觀,但如果決策與其他大型股東不同,這可能不足以改變公司政策。

Next Steps:

下一步:

It's always worth thinking about the different groups who own shares in a company. But to understand Raymond James Financial better, we need to consider many other factors. For example, we've discovered 1 warning sign for Raymond James Financial that you should be aware of before investing here.

我們總是值得思考擁有公司股份的不同群體。但爲了更好地理解瑞傑金融,我們需要考慮許多其他因素。 例如,我們發現瑞傑金融有一個警示信號,您在這裏投資前應注意。

But ultimately it is the future, not the past, that will determine how well the owners of this business will do. Therefore we think it advisable to take a look at this free report showing whether analysts are predicting a brighter future.

但最終,決定這個業務的所有者表現如何的,是未來而不是過去。因此,我們認爲查看這份免費的報告是明智的,報告顯示分析師是否預測了一個更光明的未來。

NB: Figures in this article are calculated using data from the last twelve months, which refer to the 12-month period ending on the last date of the month the financial statement is dated. This may not be consistent with full year annual report figures.

注意:本文中的數字是根據過去十二個月的數據計算得出的,指的是截至財務報表日期的月份最後一天的12個月期間。這可能與完整年度的年報數字不一致。

Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team (at) simplywallst.com.
This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

對本文有反饋?對內容有疑慮?請直接與我們聯繫。或者,發送電子郵件至 editorial-team (at) simplywallst.com。
這篇來自Simply Wall St的文章是一般性的。我們根據歷史數據和分析師預測提供評論,採用無偏見的方法,我們的文章並不旨在提供財務建議。它不構成對任何股票的買入或賣出建議,也未考慮到您的目標或財務狀況。我們旨在爲您提供以基本數據驅動的長期分析。請注意,我們的分析可能未考慮最新的價格敏感公司公告或定性材料。Simply Wall St在提到的任何股票中均沒有持倉。

譯文內容由第三人軟體翻譯。


以上內容僅用作資訊或教育之目的,不構成與富途相關的任何投資建議。富途竭力但無法保證上述全部內容的真實性、準確性和原創性。
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