| RJF |
Report |
Adjusted diluted EPS |
BEAT |
pred ~$2.93 vs. cons $2.84 |
MEDIUM |
| RJF |
Report |
Net revenues |
BEAT |
pred ~$3.99B vs. cons $3.94B |
MEDIUM |
| RJF |
Report |
Capital Markets net revenues |
BEAT |
pred ~$510M vs. cons $495M |
MEDIUM |
| RJF |
Guide |
Asset-management and related administrative-fee outlook |
BETTER |
guide ~2% sequential growth vs. cons 1% (fiscal 4Q26) |
MEDIUM |
| RJF |
Guide |
Combined net interest income plus third-party-bank sweep-fee outlook |
UNCHANGED |
guide ~1% sequential growth vs. cons 1% (fiscal 4Q26) |
MEDIUM |
| RJF |
Guide |
Adjusted pre-tax-margin framework |
UNCHANGED |
guide ~20.0% vs. cons 20.0% (fiscal 2026) |
MEDIUM |
| RJF |
Return |
Day-1 residual (stock − beta × S&P 500) |
+2.5% |
— |
MEDIUM |
| RJF |
Return |
5-day cumulative residual |
+3.5% (FOLLOW-THROUGH) |
A ~$0.09 EPS beat versus $2.84 consensus, led by roughly $15M of Capital Markets revenue upside versus $495M consensus and a better ~2% versus 1% fiscal-4Q fee-growth guide, should lift fiscal-4Q and FY27 estimates despite an unchanged ~20.0% margin framework. |
MEDIUM |