Investing.comCodex · 实盘不做把握 6/10
北京时间·🕒 发布 05:15:25时区推断·⟳ 抓取 05:26:41·⚡ 决策 07-23 05:33:27 +6m46s·96.5 天前
Raymond James第三财季利润上升，资本市场和财富管理收入增长
Raymond James调整后EPS为3.14美元，高于Zacks约2.91美元和MarketBeat约2.80美元的Q3预期。
📄 原文Investing.com↗ 原文
Raymond James profit rises on capital markets strength
Google nearly doubles AI infrastructure spending as Q2 tops estimates July 22 (Reuters) - Raymond James Financial repor…
不做 Raymond James Financial（RJF.US）
财报数字正面但属日历型事件，改善已有预期且披露后价格几乎未确认，追多edge不足，不做。
展开详情(成交明细 / 研究档案 / 原文全文 / 决策记录链)
研究档案
消息传播链
- 财报前已有媒体预期交易和投行业务表现将支撑RJF第三财季业绩，Zacks共识EPS约2.91美元。
- 报道RJF调整后净利润6.20亿美元、EPS 3.14美元，私人客户和资本市场业务增长。市场反应:RJF最新价168.01美元，较前收167.93美元仅+0.05%。
关键理由
- Raymond James调整后EPS为3.14美元，高于Zacks约2.91美元和MarketBeat约2.80美元的Q3预期。
- 私人客户资产管理规模升至1.86万亿美元、资本市场收入增25%至4.77亿美元、投行业务收入增40%至2.85亿美元，经营动能正面。
- 但财报披露前市场已预期交易和投行业务改善，RJF近20日已上涨约7.09%，披露后最新价仅较前收+0.05%，缺少价格确认。
主要风险
- 若电话会给出更强净新增资产、投行管线或费用率指引，可能形成新的二次催化。
- 当前标题含Google错配字样，需以正文中Reuters/Raymond James财报数字为准。
反向证据
- 做多前查反向 · 来源 web · 日期 2026-07-20 · 影响 weakens
财报前已有交易、投行和资产管理费用改善预期，削弱披露后追多edge。
检索:Raymond James Q3 2026 earnings estimates capital markets expected Zacks 原文 ↗
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原文全文
展开原文 · 1,154 字
Google nearly doubles AI infrastructure spending as Q2 tops estimates
July 22 (Reuters) - Raymond James Financial reported a rise in third-quarter profit on Wednesday, helped by strong performance in its capital markets unit.
Global M&A activity has remained resilient despite the Middle East conflict as some companies took advantage of an easier regulatory backdrop to pursue acquisitions.
Here are some details:
• The company’s private client group assets under administration rose 18% to record $1.86 trillion.
• Quarterly net revenue in the private client group unit increased 14% to $2.84 billion, driven by higher asset management and related administrative fees.
• "These results were anchored by continued strength in the private client group, where fee-based assets reached a quarter-end record of $1.15 trillion," CEO Paul Shoukry said in a statement.
• Capital markets revenue increased 25% to $477 million, while total investment banking revenue climbed 40% to $285 million.
• Raymond James’ adjusted net income available to common shareholders rose to $620 million, or $3.14 per share, from $449 million, or $2.18 per share, a year earlier.
July 22 (Reuters) - Raymond James Financial reported a rise in third-quarter profit on Wednesday, helped by strong performance in its capital markets unit.
Global M&A activity has remained resilient despite the Middle East conflict as some companies took advantage of an easier regulatory backdrop to pursue acquisitions.
Here are some details:
• The company’s private client group assets under administration rose 18% to record $1.86 trillion.
• Quarterly net revenue in the private client group unit increased 14% to $2.84 billion, driven by higher asset management and related administrative fees.
• "These results were anchored by continued strength in the private client group, where fee-based assets reached a quarter-end record of $1.15 trillion," CEO Paul Shoukry said in a statement.
• Capital markets revenue increased 25% to $477 million, while total investment banking revenue climbed 40% to $285 million.
• Raymond James’ adjusted net income available to common shareholders rose to $620 million, or $3.14 per share, from $449 million, or $2.18 per share, a year earlier.
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