| RJF |
Report |
Operating EPS |
BEAT |
pred ~$2.95 vs. cons $2.89 |
MEDIUM |
| RJF |
Report |
Net revenue |
BEAT |
pred ~$3.93B vs. cons $3.875B |
MEDIUM |
| RJF |
Report |
PCG net new assets |
BEAT |
pred ~$22.0B vs. cons $19.47B |
MEDIUM |
| RJF |
Guide |
Asset-management fees (3Q FY26) |
BETTER |
prior guide +~1% QoQ; expected achieve/exceed; report-period cons $2.060B |
MEDIUM |
| RJF |
Guide |
NII + RJBDP fees (3Q FY26) |
UNKNOWN |
prior guide +~1% QoQ; no like-for-like consensus |
LOW |
| RJF |
Guide |
FY26 non-compensation expense |
UNCHANGED |
prior guide ~$2.3B under company-adjusted definition; no like-for-like consensus |
MEDIUM |
| RJF |
Guide |
Capital-markets outlook (4Q FY26) |
UNCHANGED |
constructive pipeline; 4Q IB cons $297M |
LOW |
| RJF |
Return |
Day-1 residual (stock − beta × S&P 500) |
+1.0% |
— |
LOW |
| RJF |
Return |
5-day cumulative residual |
+0.0% (STABILIZE) |
STABILIZE — elevated pre-print bar caps follow-through |
LOW |