| RJF |
Report |
Investment Banking Revenue |
BEAT |
pred ~$270M vs. cons $234M |
MEDIUM |
| RJF |
Report |
Net Interest Income |
IN-LINE |
pred ~$572M vs. cons $569M |
HIGH |
| RJF |
Report |
Net Revenues |
BEAT |
pred ~$3.92B vs. cons $3.875B |
MEDIUM |
| RJF |
Guide |
Non-Comp Expenses (FY2026) |
BETTER |
guide ~$2.3B vs. cons $2.388B |
HIGH |
| RJF |
Guide |
IB Pipeline / Capital Markets Tone (Q4 FY2026) |
BETTER |
upgraded tone; strong Q4 visibility vs. cautious consensus expectation |
MEDIUM |
| RJF |
Guide |
NII + RJBDP Fees (Q4 FY2026) |
BETTER |
guide flat to +1% QoQ (~$657-664M combined) vs. cautious consensus |
MEDIUM |
| RJF |
Return |
Day-1 residual (stock − beta × S&P 500) |
+4.5% |
— |
MEDIUM |
| RJF |
Return |
5-day cumulative residual |
+3.5% (FOLLOW-THROUGH) |
FOLLOW-THROUGH — IB beat supported by strongest peer read-through in 8 quarters (GS/MS record prints); partial discount for IB timing caveat |
MEDIUM |