IS RAYMOND JAMES A GOOD INVESTMENT COMPANY Strategic Portfolio Allocation: Risk Budgeting & Alpha Capture

Prepared by Dr. David Miller, FRM, Head of Quantitative Research | Reviewed by Anna Kowalski, Lead Editor | Report ID: IGEMINI-8D484E43-20260531 | Data as of 2026-05-31

Executive Summary: Our multi-factor model assigns is raymond james a good investment company a Cautiously Constructive outlook for the next quarter. Key drivers include a P/E of 77.85x, -9.4% revenue expansion, and an RSI of 68 suggesting a neutral-bullish phase. We define critical support at $5382 and resistance at $6578.

Rating: Overweight | Target Price: $8372 | Next Earnings: Jun 17

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Technical Assessment

Price action carved a Ascending Triangle, confirmed by a 1.45x volume spike on May 19, 2026. The support at $5382 was tested.

Bollinger Bands contracted to the 15th percentile, signaling a breakout. A close above $6877 would be bullish.

MACD printed a Bullish Crossover as the 50-day SMA turned positive 9 days ago.

Fundamental Assessment

Relative to Healthcare peers, is raymond james a good investment company sits at the 92th percentile in valuation, offering a potential value opportunity.

With a market cap of $19.94B, is raymond james a good investment company operates in Healthcare. P/E of 77.85x is backed by -9.4% growth.

Sentiment & Flow Assessment

Options skew is toward put at the 5860.4 strike, positioning for a directional move.

Short float at 9.6% is below the sector average, reducing squeeze risk. Institutional ownership is 84%.

Data Snapshot

MetricValueSector Avg
Last Price$5980$5681
Market Cap$19.94B$19.94B
P/E Ratio77.85x66.2x
EPS (TTM)$76.81$69.13
Dividend Yield2.88%2%
Revenue Growth-9.4%-5.6%
Target Price$8372-
Beta0.671.00

Conclusion & Rating

Based on converging technical and fundamental signals, we rate is raymond james a good investment company as **Overweight** with a 11-month target of $8372. A stop-loss at $5501.6 is advised. The next earnings report on Jun 17 could serve as a catalyst.

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