Raymond James Financial vs Stonex: 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.

Stonex Group Inc (SNEX)

Q3 202617 Jun – 6 Aug 2026

▲3

StoneX Earnings Surge, Shinhan Deal, RJO Synergies Drive Growth

Record Q2 earnings and revenue surge StoneX reported a 64% jump in operating revenues to $1.57 billion and net income up 143% to $174.3 million, beating estimates. This shows the company is growing fast and making more money, which pushes the stock price up.
This is a major new earnings report that directly shows strong financial performance, a key driver of stock price.
Shinhan Bank partnership expands payments Shinhan Bank chose StoneX Payments as its cross-border payments partner, giving access to over 385 correspondent banks and 140 currencies. This adds a large new client and expands StoneX's reach in Asia, boosting future revenue and the stock price.
This is a new strategic partnership that expands StoneX's customer base and global footprint, a positive growth signal.
Q3 earnings beat and RJO synergies on track StoneX beat Q3 earnings and revenue estimates, with net income up 102% year-over-year. The R.J. O'Brien acquisition is delivering cost savings, targeting $50 million in synergies by early 2027. This confirms strong growth and efficient integration, supporting a higher stock price.
This is the latest earnings report and an update on cost synergies, both key to the company's profitability and stock valuation.
Valuation concerns after big rally Despite strong results, StoneX stock has rallied 110% in six months and now trades at 21 times forward earnings, well above peers. This high valuation means the stock could fall if future results disappoint, acting as a counterweight to the positive news.
This provides a balanced view, highlighting a risk that could limit upside or cause a pullback, important for investors to know.

July 202617 Jun – 6 Aug 2026

▲3

StoneX Earnings Surge, Shinhan Deal, RJO Synergies Drive Growth

Record Q2 earnings and revenue surge StoneX reported a 64% jump in operating revenues to $1.57 billion and net income up 143% to $174.3 million, beating estimates. This shows the company is growing fast and making more money, which pushes the stock price up.
This is a major new earnings report that directly shows strong financial performance, a key driver of stock price.
Shinhan Bank partnership expands payments Shinhan Bank chose StoneX Payments as its cross-border payments partner, giving access to over 385 correspondent banks and 140 currencies. This adds a large new client and expands StoneX's reach in Asia, boosting future revenue and the stock price.
This is a new strategic partnership that expands StoneX's customer base and global footprint, a positive growth signal.
Q3 earnings beat and RJO synergies on track StoneX beat Q3 earnings and revenue estimates, with net income up 102% year-over-year. The R.J. O'Brien acquisition is delivering cost savings, targeting $50 million in synergies by early 2027. This confirms strong growth and efficient integration, supporting a higher stock price.
This is the latest earnings report and an update on cost synergies, both key to the company's profitability and stock valuation.
Valuation concerns after big rally Despite strong results, StoneX stock has rallied 110% in six months and now trades at 21 times forward earnings, well above peers. This high valuation means the stock could fall if future results disappoint, acting as a counterweight to the positive news.
This provides a balanced view, highlighting a risk that could limit upside or cause a pullback, important for investors to know.

Latest17 Jun – 6 Aug 2026

▲3

StoneX Earnings Surge, Shinhan Deal, RJO Synergies Drive Growth

Record Q2 earnings and revenue surge StoneX reported a 64% jump in operating revenues to $1.57 billion and net income up 143% to $174.3 million, beating estimates. This shows the company is growing fast and making more money, which pushes the stock price up.
This is a major new earnings report that directly shows strong financial performance, a key driver of stock price.
Shinhan Bank partnership expands payments Shinhan Bank chose StoneX Payments as its cross-border payments partner, giving access to over 385 correspondent banks and 140 currencies. This adds a large new client and expands StoneX's reach in Asia, boosting future revenue and the stock price.
This is a new strategic partnership that expands StoneX's customer base and global footprint, a positive growth signal.
Q3 earnings beat and RJO synergies on track StoneX beat Q3 earnings and revenue estimates, with net income up 102% year-over-year. The R.J. O'Brien acquisition is delivering cost savings, targeting $50 million in synergies by early 2027. This confirms strong growth and efficient integration, supporting a higher stock price.
This is the latest earnings report and an update on cost synergies, both key to the company's profitability and stock valuation.
Valuation concerns after big rally Despite strong results, StoneX stock has rallied 110% in six months and now trades at 21 times forward earnings, well above peers. This high valuation means the stock could fall if future results disappoint, acting as a counterweight to the positive news.
This provides a balanced view, highlighting a risk that could limit upside or cause a pullback, important for investors to know.