Raymond James Financial vs Daiwa Securities: why the prices moved differently

Weekly · monthly · quarterly news summaries, side by side in time

Raymond James Financial Inc. (RJF)

Q3 202611 Jul – 8 Oct 2026

▲4

Record results, asset growth and buyback keep Raymond James on a strong footing

Record Q3 earnings beat expectations Raymond James reported record quarterly revenue of $3.93 billion, up 16%, and record earnings of $3.01 per share, up 42% from a year earlier. The Private Client Group and bank segment both hit records, showing the core business is growing strongly and supporting a higher stock price.
This is the period's biggest company-specific event and directly shows why profits and the stock are rising.
Client assets hit fresh record, fee income grows Client assets under administration reached a record $1.93 trillion in July, up 17% from a year earlier, with fee-based assets up 21%. More assets mean more recurring fee revenue, which makes future earnings more stable and supports the stock.
It shows the demand side of the business is still expanding after earnings, a key driver of future revenue.
Buyback and dividend return cash to shareholders Raymond James completed a share repurchase program and declared a quarterly dividend of $0.54 per share. Buying back stock reduces the number of shares and can lift earnings per share, while the dividend gives investors direct cash, both supporting the stock price.
These capital returns are new, concrete actions that affect the share count and shareholder income.
Analyst calls on other stocks show active research Raymond James analysts initiated coverage on SpaceX and Rocket Lab and upgraded Unity Software, all with bullish ratings. While these are about other companies, they show the firm's research team is active and well-regarded, which can support its reputation and investment banking pipeline.
It is new this period and, though indirect, it reflects the firm's research strength and deal flow.

August 202611 Jul – 8 Oct 2026

▲4

Record results, asset growth and buyback keep Raymond James on a strong footing

Record Q3 earnings beat expectations Raymond James reported record quarterly revenue of $3.93 billion, up 16%, and record earnings of $3.01 per share, up 42% from a year earlier. The Private Client Group and bank segment both hit records, showing the core business is growing strongly and supporting a higher stock price.
This is the period's biggest company-specific event and directly shows why profits and the stock are rising.
Client assets hit fresh record, fee income grows Client assets under administration reached a record $1.93 trillion in July, up 17% from a year earlier, with fee-based assets up 21%. More assets mean more recurring fee revenue, which makes future earnings more stable and supports the stock.
It shows the demand side of the business is still expanding after earnings, a key driver of future revenue.
Buyback and dividend return cash to shareholders Raymond James completed a share repurchase program and declared a quarterly dividend of $0.54 per share. Buying back stock reduces the number of shares and can lift earnings per share, while the dividend gives investors direct cash, both supporting the stock price.
These capital returns are new, concrete actions that affect the share count and shareholder income.
Analyst calls on other stocks show active research Raymond James analysts initiated coverage on SpaceX and Rocket Lab and upgraded Unity Software, all with bullish ratings. While these are about other companies, they show the firm's research team is active and well-regarded, which can support its reputation and investment banking pipeline.
It is new this period and, though indirect, it reflects the firm's research strength and deal flow.

Latest11 Jul – 8 Oct 2026

▲4

Record results, asset growth and buyback keep Raymond James on a strong footing

Record Q3 earnings beat expectations Raymond James reported record quarterly revenue of $3.93 billion, up 16%, and record earnings of $3.01 per share, up 42% from a year earlier. The Private Client Group and bank segment both hit records, showing the core business is growing strongly and supporting a higher stock price.
This is the period's biggest company-specific event and directly shows why profits and the stock are rising.
Client assets hit fresh record, fee income grows Client assets under administration reached a record $1.93 trillion in July, up 17% from a year earlier, with fee-based assets up 21%. More assets mean more recurring fee revenue, which makes future earnings more stable and supports the stock.
It shows the demand side of the business is still expanding after earnings, a key driver of future revenue.
Buyback and dividend return cash to shareholders Raymond James completed a share repurchase program and declared a quarterly dividend of $0.54 per share. Buying back stock reduces the number of shares and can lift earnings per share, while the dividend gives investors direct cash, both supporting the stock price.
These capital returns are new, concrete actions that affect the share count and shareholder income.
Analyst calls on other stocks show active research Raymond James analysts initiated coverage on SpaceX and Rocket Lab and upgraded Unity Software, all with bullish ratings. While these are about other companies, they show the firm's research team is active and well-regarded, which can support its reputation and investment banking pipeline.
It is new this period and, though indirect, it reflects the firm's research strength and deal flow.

Daiwa Securities Group Inc. (8601.JP)

Q3 202613 Aug – 6 Oct 2026

▲2▼2

Record buybacks boost Daiwa, but data leak and rival gains weigh

Record buyback wave supports Daiwa's market position Japanese companies authorized a record 12.7 trillion yen in buybacks from April to August, according to Daiwa data. This shows Daiwa's market influence and a strong shareholder-return trend that supports brokerage activity and share prices.
It highlights a positive business trend and Daiwa's role as data source, which can lift sentiment.
Customer data leak at vendor hits Daiwa Daiwa Securities said about 110,000 customers' data may have leaked after unauthorized access at an outsourced vendor. This raises regulatory and reputational risk, which can pressure the stock until the issue is resolved.
It is a new negative event directly tied to Daiwa, affecting trust and compliance.
Mizuho-Rakuten alliance overtakes Daiwa in custody assets Mizuho Securities and Rakuten Securities now hold 121.7 trillion yen in combined custody assets, surpassing Daiwa's 116 trillion yen. This signals Daiwa losing ground to a rival, which could weigh on its competitive position and valuation.
It shows a competitive threat that may affect Daiwa's market share and pricing power.
Daiwa advances blockchain settlement with stablecoins Daiwa participated in Project Trinity's second phase, settling digital securities using stablecoins. This positions Daiwa at the forefront of blockchain-based settlement, a potential long-term efficiency and revenue driver.
It shows Daiwa embracing new technology that could improve its operations and competitiveness.

September 202613 Aug – 6 Oct 2026

▲2▼2

Record buybacks boost Daiwa, but data leak and rival gains weigh

Record buyback wave supports Daiwa's market position Japanese companies authorized a record 12.7 trillion yen in buybacks from April to August, according to Daiwa data. This shows Daiwa's market influence and a strong shareholder-return trend that supports brokerage activity and share prices.
It highlights a positive business trend and Daiwa's role as data source, which can lift sentiment.
Customer data leak at vendor hits Daiwa Daiwa Securities said about 110,000 customers' data may have leaked after unauthorized access at an outsourced vendor. This raises regulatory and reputational risk, which can pressure the stock until the issue is resolved.
It is a new negative event directly tied to Daiwa, affecting trust and compliance.
Mizuho-Rakuten alliance overtakes Daiwa in custody assets Mizuho Securities and Rakuten Securities now hold 121.7 trillion yen in combined custody assets, surpassing Daiwa's 116 trillion yen. This signals Daiwa losing ground to a rival, which could weigh on its competitive position and valuation.
It shows a competitive threat that may affect Daiwa's market share and pricing power.
Daiwa advances blockchain settlement with stablecoins Daiwa participated in Project Trinity's second phase, settling digital securities using stablecoins. This positions Daiwa at the forefront of blockchain-based settlement, a potential long-term efficiency and revenue driver.
It shows Daiwa embracing new technology that could improve its operations and competitiveness.

Latest13 Aug – 6 Oct 2026

▲2▼2

Record buybacks boost Daiwa, but data leak and rival gains weigh

Record buyback wave supports Daiwa's market position Japanese companies authorized a record 12.7 trillion yen in buybacks from April to August, according to Daiwa data. This shows Daiwa's market influence and a strong shareholder-return trend that supports brokerage activity and share prices.
It highlights a positive business trend and Daiwa's role as data source, which can lift sentiment.
Customer data leak at vendor hits Daiwa Daiwa Securities said about 110,000 customers' data may have leaked after unauthorized access at an outsourced vendor. This raises regulatory and reputational risk, which can pressure the stock until the issue is resolved.
It is a new negative event directly tied to Daiwa, affecting trust and compliance.
Mizuho-Rakuten alliance overtakes Daiwa in custody assets Mizuho Securities and Rakuten Securities now hold 121.7 trillion yen in combined custody assets, surpassing Daiwa's 116 trillion yen. This signals Daiwa losing ground to a rival, which could weigh on its competitive position and valuation.
It shows a competitive threat that may affect Daiwa's market share and pricing power.
Daiwa advances blockchain settlement with stablecoins Daiwa participated in Project Trinity's second phase, settling digital securities using stablecoins. This positions Daiwa at the forefront of blockchain-based settlement, a potential long-term efficiency and revenue driver.
It shows Daiwa embracing new technology that could improve its operations and competitiveness.