| RJF |
Report |
Adjusted EPS |
BEAT |
pred ~$3.02 vs. cons $2.91 |
MEDIUM |
| RJF |
Report |
Investment-banking revenue |
BEAT |
pred ~$248M vs. cons $231M |
MEDIUM |
| RJF |
Report |
Asset-management and related administrative fees |
BEAT |
pred ~$2.08B vs. cons $2.05B |
MEDIUM |
| RJF |
Guide |
Asset-management and related administrative fee growth |
BETTER |
guide ~3.0% q/q vs. cons 2.0% q/q (fiscal 4Q26) |
MEDIUM |
| RJF |
Guide |
Combined net interest income and RJBDP third-party fee growth |
LOWER |
guide ~0.0% q/q vs. cons 1.0% q/q (fiscal 4Q26) |
MEDIUM |
| RJF |
Guide |
Adjusted pretax margin |
UNCHANGED |
guide ~20.0% vs. cons 20.1% (next 12 months) |
HIGH |
| RJF |
Guide |
Investment-banking revenue growth |
LOWER |
guide ~5% vs. cons 7% (next 12 months) |
MEDIUM |
| RJF |
Guide |
Quarterly share repurchases |
UNCHANGED |
guide ~$450M vs. cons $450M (fiscal 4Q26) |
HIGH |
| RJF |
Return |
Day-1 residual (stock − beta × S&P 500) |
+2.4% |
— |
MEDIUM |
| RJF |
Return |
5-day cumulative residual |
+1.1% (FADE) |
A projected adjusted-EPS beat of ~$0.11 versus consensus is partly offset by fiscal-4Q26 NII growth guidance of ~0% versus 1% consensus and next-12-month investment-banking growth of ~5% versus 7% consensus, limiting out-period estimate revisions after the initial positive reaction. |
MEDIUM |