Sep 30, 2023

Raymond James Q4 2023 Earnings Report

Raymond James reported record quarterly net revenues and solid performance across its segments.

Key Takeaways

Raymond James Financial reported record net revenues of $3.05 billion for the fiscal fourth quarter ended September 30, 2023, up 8% year-over-year. Net income available to common shareholders was $432 million, or $2.02 per diluted share. The company's Private Client Group and Bank segments generated record net revenues for the fiscal year.

Record quarterly net revenues of $3.05 billion, up 8% year-over-year.

Quarterly net income available to common shareholders of $432 million, or $2.02 per diluted share.

Domestic Private Client Group net new assets of $14.2 billion for the fiscal fourth quarter, annualized growth from beginning of period assets of 5.0%.

Client assets under administration of $1.26 trillion and financial assets under management of $196.4 billion.

Total Revenue
$3.05B
Previous year: $2.83B
+7.8%
EPS
$2.13
Previous year: $2.08
+2.4%
PCG Assets Under Admin
$1.26T
Previous year: $1.09T
+14.9%
PCG Assets Fee Based
$683B
Previous year: $586B
+16.6%
Gross Profit
$2.94B
Previous year: $2.73B
+7.8%
Cash and Equivalents
$9.31B
Previous year: $5.52B
+68.8%
Free Cash Flow
$383M
Previous year: -$4.52B
-108.5%
Total Assets
$78.4B
Previous year: $81B
-3.2%

Raymond James

Raymond James

Raymond James Revenue by Segment

Forward Guidance

Raymond James enters fiscal 2024 with strong client asset levels and healthy pipelines for growth across the business. However, given uncertainty around interest rates and geopolitical conditions, the company remains relentlessly focused on maintaining strong capital ratios and a flexible balance sheet to support results in any market environment.

Positive Outlook

  • Strong client asset levels
  • Healthy pipelines for growth across the business
  • Robust technology capabilities
  • Client-first values
  • Strong financial advisor retention and recruiting

Challenges Ahead

  • Uncertainty around interest rates
  • Geopolitical conditions
  • Elevated provisions for legal and regulatory matters
  • Lower fixed income brokerage revenues
  • Lower affordable housing investments

Revenue & Expenses

Visualization of income flow from segment revenue to net income