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Sentiment · FY2026 Q2
| Analyst | Firm | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| Alex Blostein | Goldman Sachs | 14 | 7% |
| Mike Cyprys | Morgan Stanley | 14 | 0% |
| Will Katz | TD Cowen | 12 | 0% |
| Devin Ryan | Citizens JMP Securities | 12 | 0% |
| Mike Cho | JPMorgan | 12 | 0% |
| Dan Fannon | Jefferies | 11 | 9% |
| Steve Chubak | Wolfe Research | 10 | 20% |
| Jim Mitchell | Seaport Research Partners | 10 | 10% |
| Brennan Hawken | BMO Capital Markets | 9 | 11% |
| Kyle Voigt | KBW | 8 | 0% |
| Firm | Analysts | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| Morgan Stanley | 1 | 14 | 0% |
| Goldman Sachs | 1 | 14 | 7% |
| JPMorgan | 1 | 12 | 0% |
| TD Cowen | 1 |
| 12 |
| 0% |
| Citizens JMP Securities | 1 | 12 | 0% |
| Jefferies | 1 | 11 | 9% |
| Wolfe Research | 1 | 10 | 20% |
| Seaport Research Partners | 1 | 10 | 10% |
Raymond James achieved record quarterly revenues of $3.86 billion, growing 13% year-over-year, as capital markets rebounded with strong March performance. Bank loans reached $54.8 billion with SBL up 31%, and recruiting momentum delivered the second-highest quarterly result ever. PCG fee-based assets reached $1.04 trillion up 20% year-over-year, while the GreensLedge closing and expected Clark Capital completion strengthened the platform.
Subscriber Growth | Demand | Margin | Credit | Competitive Dynamics | Capital Allocation | Revenue Growth | Cost Pressure | |
|---|---|---|---|---|---|---|---|---|
| 2024Q4 | 5 | 6 | 4 | 3 | 3 | 4 | 3 | 1 |
| 2025Q1 | 3 | 2 | 7 | 3 | 1 | 2 | 2 | 3 |
| 2025Q2 | 4 | 3 | 3 | 4 | 2 | 3 | 2 | |
| 2025Q3 | 7 | 5 | 2 | 1 | 3 | 1 | 4 | |
| 2025Q4 | 3 | 2 | 1 | 3 | 2 | 3 | 1 | 3 |
| 2026Q1 | 6 | 5 | 4 | 3 | 5 | 2 | 3 | 3 |
| 2026Q2 | 3 | 2 | 4 | 2 | 2 | 1 | 1 | 2 |
| '24Q4 | '25Q1 | '25Q2 | '25Q3 | '25Q4 | '26Q1 | '26Q2 | |
|---|---|---|---|---|---|---|---|
| Subscriber Growth | 5 | 3 | 4 | 7 | 3 | 6 | 3 |
| Demand | 6 | 2 | 3 | 5 | 2 | 5 | 2 |
| Margin | 4 | 7 | 3 | 2 | 1 | 4 | 4 |
| Credit | 3 | 3 | 4 | 1 | 3 | 3 | 2 |
| Competitive Dynamics | 3 | 1 | 2 | 3 | 2 | 5 | 2 |
| Capital Allocation | 4 | 2 | 3 | 1 | 3 | 2 | 1 |
| Revenue Growth | 3 | 2 | 4 | 1 | 3 | 1 | |
| Cost Pressure | 1 | 3 | 2 | 3 | 3 | 2 |
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
RJF Raymond James Financial | 7 | +12.4% | |
| GS The Goldman Sachs Group, Inc. | 7 | +13.9% | |
| HOOD Robinhood Markets, Inc. | 8 | +15.1% | |
| MS Morgan Stanley | 9 | +18.8% | |
| RIOT Riot Platforms, Inc. | 6 | +3.6% | |
| SCHW Charles Schwab Corporation | 9 | +9.8% |