Shares of RJF.N declined sharply today, hitting a 20-day low as the market reacted to the latest earnings report from Home Depot. The report revealed a significant downturn in home improvement demand during the third quarter, raising alarms about the overall health of the sector. This technical breakdown signals increased bearish momentum for RJF.N, as investors reassess their positions in light of the weakening market conditions.
The disappointing results from Home Depot have cast a shadow over the entire home improvement industry, leading to heightened concerns regarding Lowe's upcoming earnings report. Analysts suggest that the anticipated recovery in this sector may be further delayed, prompting investors to reevaluate their expectations for RJF.N and its competitors. As the market digests these developments, traders will be closely monitoring any further technical signals that could indicate a shift in sentiment.
Wall Street analysts forecast RJF stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for RJF is 184.00 USD with a low forecast of 176.00 USD and a high forecast of 196.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
9 Analyst Rating
Wall Street analysts forecast RJF stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for RJF is 184.00 USD with a low forecast of 176.00 USD and a high forecast of 196.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
2 Buy
7 Hold
0 Sell
Hold
Current: 168.310
Low
176.00
Averages
184.00
High
196.00
Current: 168.310
Low
176.00
Averages
184.00
High
196.00
Barclays
Overweight
initiated
$191
2026-01-28
New
Reason
Barclays
Price Target
$191
AI Analysis
2026-01-28
New
initiated
Overweight
Reason
Barclays initiated coverage of Raymond James with an Overweight rating and $191 price target. The firm is bullish on the company's long-term compounding growth potential and sees an attractive valuation given its near-term headwinds. Raymond James operates a "high-growth and relatively diversified business model" versus peers, built around its wealth business, the analyst tells investors in a research note.
Morgan Stanley
Michael Cyprys
Equal Weight
maintain
$185 -> $187
2025-12-22
Reason
Morgan Stanley
Michael Cyprys
Price Target
$185 -> $187
2025-12-22
maintain
Equal Weight
Reason
Morgan Stanley analyst Michael Cyprys raised the firm's price target on Raymond James to $187 from $185 and keeps an Equal Weight rating on the shares. Healthy transactional activity across brokers and exchanges in Q4 drives modest positive revision risk, notes the analyst in a preview. The analyst is raising Q4 EPS estimates by 5% on average, leaving the firm in-line with consensus, the analyst noted.
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UBS
Neutral
initiated
$176
2025-12-11
Reason
UBS
Price Target
$176
2025-12-11
initiated
Neutral
Reason
UBS assumed coverage of Raymond James with a Neutral rating and $176 price target, noting strong sector fundamentals across 20 U.S. asset managers and brokers despite more mixed views on valuations and consensus expectations.The outlook favors undervalued growth, disciplined capital allocation, and firms positioned for margin expansion, while secular tailwinds support wealth brokers and independent investment banks whose robust earnings growth appears partly priced in, the analyst tells investors in a research note.
BofA
Neutral
maintain
$194 -> $196
2025-12-10
Reason
BofA
Price Target
$194 -> $196
2025-12-10
maintain
Neutral
Reason
BofA raised the firm's price target on Raymond James to $196 from $194 and keeps a Neutral rating on the shares. Looking ahead to 2026, the firm now favors the alternative asset managers to online brokers due to what it sees as a better valuation and positioning setup combined with a stronger macro backdrop, the analyst tells investors in a note on the brokers, asset managers and exchanges group.
About RJF
Raymond James Financial, Inc. is a diversified financial services company that provides services to individuals, corporations and municipalities. The Company's segments include Private Client Group (PCG), Capital Markets, Asset Management, Bank and Other. PCG segment provides financial planning, investment advisory, and securities transaction services to clients through financial advisors. Capital Markets segment conducts investment banking, institutional sales, securities trading, equity research, and the syndication and management of investments in low-income housing funds and funds of a similar nature. Asset Management segment provides asset management, portfolio management and related administrative services to retail and institutional clients. Bank segment includes Raymond James Bank, a Florida-chartered state member bank, and TriState Capital Bank, a Pennsylvania-chartered state member bank. Other segment includes corporate cash balances and its private equity investments.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
