Jefferies analyst Gerald O'Hara maintains $Raymond James Financial (RJF.US)$ with a hold rating, and adjusts the target price from $117 to $163.
According to TipRanks data, the analyst has a success rate of 75.4% and a total average return of 28.1% over the past year.
Furthermore, according to the comprehensive report, the opinions of $Raymond James Financial (RJF.US)$'s main analysts recently are as follows:
Changes across the brokers, asset managers, and exchanges sectors have highlighted that alternative asset managers are poised to benefit from significant secular tailwinds. The retail and wealth segments are seen as particularly promising. In contrast, exchanges are perceived to have slower growth prospects in positive markets compared to more asset-sensitive financial sectors such as asset managers and certain brokers. There are anticipations that specific policies may benefit energy exchange businesses, although growth prospects appear less significant in other asset classes. The brokers sector, favored for strong performance in 2025, is believed to benefit from more resilient short-term rates that could boost margin lending and other higher-margin activities. Additionally, a financially successful retail customer base might sustain an extended period of active trading among retail investors.
The 'differentiated' advisor platform of the company has facilitated 'superior' recruitment and retention, which is expected to support consistent growth and long-term revenue stability. Additionally, the company is likely to benefit from accelerating loan growth in the current environment.
Raymond James is anticipated to achieve high-single-digit to low-double-digit growth in consensus earnings estimates through fiscal 2027, fueled by a turning point in cash revenue growth and normalization in capital markets activities. The company's significant leverage to U.S. and sponsor-based merger and acquisition revenues positions it well for a substantial recovery in these areas.
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Success rate is the number of the analyst's successful ratings, divided by his/her total number of ratings over the past year. A successful rating is one based on if TipRanks' virtual portfolio earned a positive return from the stock. Total average return is the average rate of return that the TipRanks' virtual portfolio has earned over the past year. These portfolios are established based on the analyst's preliminary rating and are adjusted according to the changes in the rating.
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富瑞集團分析師Gerald O'Hara維持$瑞傑金融 (RJF.US)$持有評級,並將目標價從117美元上調至163美元。
根據TipRanks數據顯示,該分析師近一年總勝率為75.4%,總平均回報率為28.1%。
此外,綜合報道,$瑞傑金融 (RJF.US)$近期主要分析師觀點如下:
經紀商、資產管理公司和交易所行業的變化突出表明,另類資產管理公司有望從重大的長期利好中受益。零售和財富板塊被認爲特別有前景。相比之下,與資產管理公司和某些經紀商等對資產更爲敏感的金融行業相比,交易所被認爲在積極的市場中的增長前景較慢。儘管其他資產類別的增長前景似乎不那麼顯著,但有人預計,具體政策可能會使能源交易業務受益。經紀行業因2025年的強勁表現而備受青睞,據信將受益於更具彈性的短期利率,這可能會提振利率貸款和其他利潤率更高的活動。此外,財務上成功的零售客戶群可能會維持散戶投資者的長期活躍交易。
該公司的 「差異化」 顧問平台促進了 「卓越」 的招聘和留住人才,預計這將支持持續增長和長期收入穩定。此外,在當前環境下,該公司可能會受益於貸款增長的加速。
在現金收入增長的轉折點和資本市場活動正常化的推動下,預計雷蒙德·詹姆斯將在2027財年之前實現共識收益預期的高個位數至低兩位數的增長。該公司對美國和贊助商的併購收入的巨大槓桿作用使其爲這些領域的實質性復甦做好了準備。
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