Applied Optoelectronics Launches Up to $600 Million ATM Program With Raymond James and Needham
Applied Optoelectronics (AAOI) has initiated an at-the-market (ATM) offering program allowing it to sell up to $600 million of common stock through Raymond James and Needham & Company. This program, effective August 21, 2026, provides the company with flexible access to capital for corporate needs. The sales agents will receive a 2% commission, and the program can be adjusted or terminated at any time by Applied Optoelectronics.
Analysts’ Opinions Are Mixed on These Financial Stocks: Willis Towers Watson (WTW) and Raymond James Financial (RJF)
Analysts have provided mixed opinions on Willis Towers Watson (WTW) and Raymond James Financial (RJF). TD Cowen analyst Andrew Kligerman maintained a Buy rating for Willis Towers Watson with a $455.00 price target, while the overall consensus for WTW is a Moderate Buy. For Raymond James Financial, TD Cowen analyst William Katz maintained a Hold rating with a $161.00 price target, though the general Street consensus is a Moderate Buy for RJF.
NFJ Investment Group LLC Invests $10.72 Million in First Industrial Realty Trust, Inc. $FR
NFJ Investment Group LLC has acquired a new stake of 174,814 shares, valued at $10.72 million, in First Industrial Realty Trust, Inc. (FR), representing 0.13% of the company. Institutional investors collectively own 99.85% of the REIT. Analyst sentiment is generally "Moderate Buy" with an average price target of $67.07, despite the company missing quarterly earnings per share estimates.
Oxford Financial Group LTD. LLC Purchases Shares of 7,213 Raymond James Financial, Inc. $RJF
Oxford Financial Group LTD. LLC has acquired a new stake of 7,213 shares in Raymond James Financial, Inc. (NYSE:RJF), valued at approximately $1,097,000, during the second quarter. Other institutional investors like BlackRock Inc. and First Trust Advisors LP have also significantly modified their holdings in the company. Meanwhile, insider transactions show sales of Raymond James Financial stock by Steven M. Raney and Tashtego S. Elwyn in July.
Tejara Capital Ltd Invests $1.47 Million in Salesforce Inc. $CRM
Tejara Capital Ltd recently acquired a new stake in Salesforce Inc. (NYSE:CRM) during the second quarter, purchasing 9,400 shares valued at approximately $1.47 million. This investment comes as other institutional investors have also adjusted their holdings in Salesforce. The article also covers recent analyst ratings, Salesforce's financial performance, its dividend announcement, and key news headlines impacting the company, including positive sentiment around its AI offerings and upcoming Q2 2027 earnings report.
Advisor moves: LPL, Raymond James land advisors with $590M in combined assets
Two advisory teams, managing a combined $590 million in client assets, have transitioned to independent broker-dealer platforms with LPL Financial and Raymond James. Paul McCutchen and Jarod Wesson joined LPL Financial from Edward Jones, bringing $190 million in assets, while Adam E. Pearsall moved to Raymond James & Associates from UBS Financial Services with over $400 million in assets. These moves highlight the continued growth and recruitment momentum for both LPL and Raymond James, attracting advisors seeking more flexible platforms and robust technological support.
Raymond James Adjusts PT on Ameriprise Financial to $638 From $582, Maintains Strong Buy Rating
Raymond James has increased its price target for Ameriprise Financial (AMP) to $638 from $582, while reiterating a Strong Buy rating on the stock. This adjustment reflects a positive outlook on the company's financial performance and future prospects.
OVERSEA CHINESE BANKING Corp Ltd Makes New $6 Million Investment in First Industrial Realty Trust, Inc. $FR
OVERSEA CHINESE BANKING Corp Ltd has made a new $6 million investment in First Industrial Realty Trust, acquiring 97,814 shares. Institutional investors now own 99.85% of the REIT, which has a "Moderate Buy" consensus rating and an average price target of $67.07. Despite reporting an 8.2% year-over-year revenue increase, the company missed earnings estimates but declared a $0.50 quarterly dividend, yielding 3.2%.
Tocqueville Asset Management L.P. Buys New Holdings in Union Pacific Corporation $UNP
Tocqueville Asset Management L.P. has acquired a new stake in Union Pacific Corporation (NYSE:UNP) during the second quarter, purchasing 50,862 shares valued at approximately $13.83 million. Other institutional investors have also adjusted their holdings in the railroad operator. Union Pacific recently reported stronger-than-expected earnings and increased its quarterly dividend.
Wealthfront Advisers LLC Purchases New Position in Raymond James Financial, Inc. $RJF
Wealthfront Advisers LLC has acquired a new stake of 25,439 shares in Raymond James Financial, Inc. (NYSE:RJF) during the second quarter, valued at approximately $3.87 million. Several other institutional investors also adjusted their positions, and 83.83% of the company's stock is now owned by institutional investors and hedge funds. Analysts currently have an average "Hold" rating on RJF with an average price target of $181.00, while insider transactions show recent sales by Tashtego S. Elwyn and Steven M. Raney.
Great Lakes Advisors LLC Purchases Shares of 145,325 Slide Insurance Holdings, Inc. $SLDE
Great Lakes Advisors LLC has acquired 145,325 shares of Slide Insurance Holdings, Inc. (NASDAQ:SLDE) worth approximately $2.8 million in the second quarter. Other institutional investors like BlackRock and Raymond James also increased their stakes. Slide Insurance reported strong quarterly earnings, beating consensus estimates, and authorized a $100 million share buyback alongside a quarterly dividend of $0.07.
Kimball Electronics, Inc. (NASDAQ:KE) Receives Consensus Recommendation of "Moderate Buy" from Analysts
Kimball Electronics, Inc. (NASDAQ:KE) has received a consensus "Moderate Buy" rating from analysts, with an average 12-month target price of $32.00. The company's stock opened at $23.57 on Friday and has a market capitalization of $566.86 million. Institutional investors hold 75.99% of the company's stock, and several analysts have recently updated their ratings on KE.
Deutsche Bank AG Makes New Investment in Raymond James Financial, Inc. $RJF
Deutsche Bank AG has acquired a new significant position in Raymond James Financial, Inc., purchasing 577,026 shares valued at approximately $87.7 million. This investment makes Deutsche Bank AG own about 0.30% of Raymond James Financial. The article also highlights other institutional investors' activities, recent analyst ratings, and insider stock sales for Raymond James Financial.
141,545 Shares in Raymond James Financial, Inc. $RJF Bought by Danske Bank A S
Danske Bank A/S recently acquired 141,545 shares of Raymond James Financial (NYSE:RJF) during the second quarter, valuing their new position at approximately $21.5 million. The financial services provider reported strong quarterly earnings of $3.14 per share, surpassing analyst estimates, with revenue increasing by 15.6% year over year. Despite mixed analyst ratings, the company maintains a consensus "Hold" rating with an average target price of $181.00.
4,355,914 Shares in Talen Energy Corporation $TLN Acquired by BlackRock Inc.
BlackRock Inc. has acquired 4,355,914 shares of Talen Energy Corporation (NASDAQ:TLN), valued at approximately $1.67 billion, giving it a 9.09% stake in the company. Despite a recent earnings miss, analysts maintain a "Moderate Buy" rating with an average price target of $477.58 for Talen Energy. Other institutional investors have also adjusted their holdings in the utilities provider.
BlackRock Inc. Takes $1.51 Billion Position in First Horizon Corporation $FHN
BlackRock Inc. has acquired a significant new stake in First Horizon Corporation (NYSE:FHN) during the second quarter, purchasing 58.7 million shares valued at approximately $1.51 billion, which represents about 12.37% of the company. Other institutional investors have also adjusted their holdings, with institutional ownership now standing at 80.28%. Despite mixed analyst sentiment, First Horizon exceeded Q2 earnings expectations, reporting adjusted EPS of $0.54 against an estimate of $0.52, and declared a quarterly dividend of $0.17 per share.
Raymond James stock holds firm after $1.93 trillion asset update
Raymond James Financial announced that client assets under administration reached a record $1.93 trillion in July 2026, marking a 17% year-over-year increase. The firm also reported fiscal second-quarter 2026 net revenues of $3.86 billion and net income of $542 million. Despite these positive updates, Raymond James stock is trading steadily at $177.93, aligning closely with its GF Value.
Raymond James (NYSE: RJF) COO gifts 1,000 company shares
Raymond James Financial Inc. (RJF) Chief Operating Officer Scott A. Curtis gifted 1,000 shares of common stock on August 18, 2026. Following this transaction, Curtis directly holds 191,418 shares and indirectly holds 4,268 shares through his Employee Stock Ownership Plan (ESOP) account. The transaction was classified as a bona fide gift with a reported per-share value of $0.00.
Raymond James Financial Inc. stock underperforms Thursday when compared to competitors
Raymond James Financial Inc. (RJF) shares fell 3.14% on Thursday, closing at $172.35. This underperformance occurred during a generally rough trading session where both the S&P 500 Index and Dow Jones Industrial Average also declined. The stock marked its sixth consecutive day of losses.
one8zero8 LLC Takes $857,000 Position in Raymond James Financial, Inc. $RJF
one8zero8 LLC has acquired a new stake of 5,637 shares, valued at approximately $857,000, in Raymond James Financial, Inc. during the second quarter. Other institutional investors also increased their holdings in the company. Insiders, however, sold a significant number of shares, with two executives selling over $2.7 million worth of stock in July.
South Plains Financial, Inc. (NASDAQ:SPFI) Given Average Recommendation of "Moderate Buy" by Analysts
South Plains Financial (NASDAQ:SPFI) has received a "Moderate Buy" consensus rating from analysts, with an average 12-month price target of $49.60, exceeding its current share price of $44.21. The company recently surpassed quarterly earnings expectations, reporting $0.96 EPS on $64.49 million in revenue, and increased its quarterly dividend to $0.18 per share. Insider selling of approximately $11.6 million has occurred, while institutional ownership stands at 54.95%.
FINRA Fines Raymond James Over Fractional Share Reporting Failures
FINRA has fined Raymond James & Associates $125,000 for failing to report approximately 2.56 million fractional share liquidations over nearly seven years, from January 2018 to October 2024. The firm also failed to pay associated Section 31 regulatory transaction fees and lacked adequate supervisory systems for fractional share reporting. Raymond James neither admitted nor denied the findings but agreed to the censure, fine, and an undertaking to pay outstanding fees.
RJF Looks 0.6% Overvalued on GF Value™
Raymond James Financial (NYSE: RJF) announced record client assets of $1.93 trillion, a 17% year-over-year increase, driven by strong equity markets and net inflows. Despite this growth, RJF is considered fairly valued, trading only 0.6% above its GF Value™ of $176.87. The company's GF Score™ of 84/100 reflects strong growth and valuation, though insiders have been net sellers, offloading $29.1 million in shares.
49,625 Shares in Range Resources Corporation $RRC Acquired by Diversify Advisory Services LLC
Diversify Advisory Services LLC acquired 49,625 shares of Range Resources Corporation (NYSE:RRC) in the second quarter, valued at approximately $1.88 million. This move is part of broader institutional investor activity in Range Resources, with several other firms also adjusting their stakes. The article details analyst ratings, price targets, the company's financial performance, recent dividends, and insider trading activity, including a director's sale of 3,500 shares.
BlackRock Inc. Invests $2.18 Billion in Raymond James Financial, Inc. $RJF
BlackRock Inc. has acquired a significant new position in Raymond James Financial, Inc. (NYSE:RJF), purchasing 14,343,870 shares valued at approximately $2.18 billion during the second quarter. This investment makes BlackRock Inc. the owner of 7.36% of Raymond James Financial's stock. Other institutional investors have also adjusted their holdings, while company insiders have recently sold shares.
Raymond James Financial's Client Assets Under Administration Rise in July
Raymond James Financial reported a significant increase in client assets under administration in July, reaching $1.36 trillion, a 3% rise from the previous month and a 16% increase year-over-year. The firm also saw an uptick in financial advisors to 8,769. This growth highlights the company's strong performance in attracting and managing client wealth.
Raymond James stock steadies as record July assets hit $1.93 trillion
Raymond James Financial's stock is trading near its consensus value after the company reported record client assets under administration of $1.93 trillion as of July 31, 2026, marking a 17% year-over-year increase. This growth is attributed to higher equity markets and net inflows, alongside an expanding bank loan book. Despite a slight dip in client cash balances, managed assets have significantly increased, indicating a shift towards fee-based services and supporting a stable revenue stream for the firm.
FINRA imposes $125k fine on Raymond James & Associates
FINRA has fined Raymond James & Associates $125,000 for failing to report approximately 2.56 million fractional share liquidations between January 2018 and October 2024. The firm also failed to maintain a proper supervisory system for these reporting obligations. Raymond James agreed to the fine and a censure, in addition to an undertaking to pay regulatory transaction fees.
Raymond James Financial reports record $1.93T client assets; July flows lift fee-based AUM
Raymond James Financial (RJF) reported record client assets under administration of $1.93 trillion for July 2026, marking a 17% year-over-year increase due to higher equity markets and net inflows. Fee-based accounts within the Private Client Group grew 21% year-over-year, reaching $1.15 trillion, while financial assets under management saw a 30% gain. Clients' domestic cash balances decreased slightly from June due to quarterly fee billings.
Form 8K Raymond James Financial Inc For: 19 August By Investing.com
This article announces the filing of a Form 8K by Raymond James Financial Inc. for August 19. It provides a brief update on the company's SEC filing without detailing the content of the 8K. The article also includes various market data and news headlines.
Form 8K Raymond James Financial Inc For: 19 August By Investing.com
This article reports on the filing of a Form 8K by Raymond James Financial Inc. on August 19. It provides the title of the filing and indicates that it was published by Investing.com. The content also includes a broader financial market overview, trending news, and stock performance data.
Raymond James Financial reports record $1.93T client assets; July flows lift fee-based AUM
Raymond James Financial (RJF) reported record client assets under administration of $1.93 trillion for July 2026, marking a 17% year-over-year increase due to higher equity markets and net inflows. The Private Client Group's AUA also rose by 17% YoY, with fee-based accounts growing significantly. Financial assets under management saw a 30% YoY gain, and bank loans increased by 13% YoY.
Lyntris Stumbles Out of the Gate After Downsized IPO
Lyntris Inc. (NYSE: LYNX) experienced a difficult public debut, with shares falling 11.4% on its first trading day and its valuation settling at $1.78 billion, significantly below its initial $2.5 billion target. The defense technology company had already downsized its offering, selling fewer shares at a lower price than planned, reflecting broader market caution towards new listings despite elevated defense spending. This rocky start positions Lyntris as a smaller player competing against larger, established defense contractors.
Raymond James reiterates Market Perform on Whirlpool stock amid weak industry data
Raymond James reiterated a Market Perform rating on Whirlpool Corporation due to continued weakness in the North American appliance sector, as indicated by recent industrial production data. The stock has seen a significant decline over the past year, and analysts have revised earnings estimates downwards amid ongoing pricing pressures. Despite a wider-than-expected Q2 2026 loss, Whirlpool's shares rose in premarket trading, with investors focusing on liquidity and a reaffirmed full-year outlook.
Raymond James reiterates Market Perform on Whirlpool stock amid weak industry data
Raymond James has reiterated a Market Perform rating on Whirlpool stock due to continued weakness in the North American appliance sector, as indicated by July's industrial production data. The firm noted a 5.6% year-over-year decline in production, with July shipments estimated to be among the lowest in recent years. Despite Whirlpool's recent price increases, Raymond James maintains a conservative adjusted EPS estimate for Q3 2026, below consensus, reflecting ongoing pricing pressures and analyst revisions.
Goodbye Wyndham, hello GO by Raymond James
The annual golf tournament at Sedgefield Country Club, formerly known as the Wyndham Championship, has found a new sponsor in Raymond James and will be rebranded as GO by Raymond James starting in 2027. This change also signifies an upgrade for the tournament, as it will become part of the new PGA Tour Championship Series beginning in 2028, significantly increasing its prize purse and prestige. The tournament will remain in Greensboro, continuing its long-standing legacy and charitable impact in the Piedmont Triad region.
Raymond James reiterates Market Perform on Whirlpool stock amid weak industry data
Raymond James has reiterated a Market Perform rating on Whirlpool Corporation due to continued weakness in the North American appliance sector, as indicated by recent industrial production data. The firm noted a 5.6% year-over-year decline in July's production, and despite some price increases by Whirlpool, analysts have revised earnings estimates downwards. Whirlpool recently reported a wider-than-expected loss for Q2 2026, though its shares rose on reaffirming its full-year outlook and signs of improving margins.
M&T Bank EVP John Taylor sells $308,923 in common stock By Investing.com
M&T Bank Executive Vice President and Controller, John R. Taylor, sold 1,217 shares of the company's common stock for $308,923 on August 17, 2026. Following the sale, Taylor directly holds 3,062.392 shares, with additional indirect holdings through a 401(k) Plan and his spouse. This transaction comes as M&T Bank reported a record profit for Q2 2026, exceeding analyst expectations, and maintains a 48-year dividend payment streak.
Trv Gp Vi LLC Takes Position in Rapport Therapeutics, Inc. $RAPP
Trv Gp Vi LLC recently acquired a significant stake in Rapport Therapeutics (NASDAQ:RAPP), purchasing 969,218 shares valued at approximately $40.4 billion, making it the third largest holding in their portfolio. Despite this, the company reported a quarterly loss and experienced insider stock sales. Analysts maintain a "Buy" rating with an average price target of $62.86 for RAPP.
Advisor moves: LPL, Cetera, Raymond James, NewEdge Wealth
Several advisor teams have recently changed affiliations, impacting firms such as LPL Financial, Cetera Financial Group, Raymond James, and NewEdge Wealth. These moves involve advisors overseeing hundreds of millions in client assets, including specialists in wealth management, retirement planning, and services for ultra-high-net-worth individuals. NewEdge Wealth, for example, expanded its national presence by opening a new office in Houston.
Raymond James Hit With $125K Fine Over Fractional Shares
Raymond James has been fined $125,000 over issues related to fractional shares. The article, published by Melanie Waddell, highlights the regulatory action taken against the firm. This falls under the broader categories of regulation and compliance within the financial industry.
26,698 Shares in Thermo Fisher Scientific Inc. $TMO Purchased by Perigon Wealth Management LLC
Perigon Wealth Management LLC has acquired 26,698 shares of Thermo Fisher Scientific Inc. (NYSE:TMO) valued at approximately $13.4 million during the second quarter. This move is part of broader institutional investment, with other firms also adjusting their positions in the medical research company. Despite significant insider selling totaling $30.6 million, analysts maintain a "Moderate Buy" rating for TMO, with a consensus price target of $619.41.
Raymond James cuts Clean Energy Fuels stock price target on margin miss
Raymond James has lowered its price target for Clean Energy Fuels Corp. (NASDAQ: CLNE) from $4.00 to $2.50, while maintaining a Strong Buy rating. This adjustment follows the company's Q2 2026 adjusted EBITDA miss, which came in at $16 million against estimates of $19 million due to softer operations and maintenance margins. Analysts do not expect profitability for the current year, though InvestingPro suggests the stock is undervalued.
REG - Raymond James W.M. Bodycote PLC - Form 8 (Opening Position Disclosure) Bodycote PLC
Raymond James Wealth Management Ltd. has disclosed an opening position in Bodycote PLC, as required by the Takeover Code. The disclosure indicates an interest in 170,187,993 relevant securities, representing 1.42% of Advanced Medical Solutions Group PLC, with Bodycote PLC being the offeree. This filing also notes that the discloser is making disclosures in respect of CVC Advisers Limited & Veritas Capital Fund IX, L.P.
Great Lakes Advisors LLC Takes Position in Jabil, Inc. $JBL
Great Lakes Advisors LLC has acquired a new stake in Jabil, Inc. (NYSE:JBL) during the second quarter, purchasing 39,044 shares valued at approximately $15.1 million. Institutional investors and hedge funds collectively own 93.39% of Jabil's stock, and the company maintains a consensus "Buy" rating with an average price target of $453.67. Jabil recently exceeded earnings and revenue expectations, reporting $3.16 EPS and $8.75 billion in revenue, alongside declaring a quarterly dividend of $0.08 per share.
Raymond James Financial Inc (RJF) Technical Analysis: Support, Resistance, Indicators & Moving Averages
This article provides a technical analysis of Raymond James Financial Inc (RJF), highlighting its current price momentum score, support and resistance levels, and indicator and moving average signals. The stock is currently trading between resistance at $186.10 and support at $166.38, suggesting suitability for range-bound swing trading. While indicators show mixed signals (2 Sell, 2 Neutral, 0 Buy), moving averages lean towards buy signals with 3 buy and 3 sell.
Raymond James stock holds near a 52-week high
Raymond James stock is trading near its 52-week high at $179.35, with a market capitalization of $34.49 billion. The company recently beat earnings per share and revenue estimates, driven by its core businesses in wealth management, investment banking, and investment services. The stock's performance aligns with a broader positive market trend for earnings revisions across major S&P indices.
Raymond James Stock And Other Asset Managers Tied To Rising Cash Demand
Rising bond yields are drawing investor attention to cash, liquidity, and short-term fixed income, impacting asset managers. This article examines Raymond James Financial (RJF), Ashmore Group (ASHM), and TP ICAP Group (TCAP), highlighting how their business models are positioned to benefit from this shift. It also notes potential risks and considerations for investors evaluating these companies in the current market environment.
Raymond James resumes Safehold stock coverage with Market Perform
Raymond James has resumed coverage on Safehold Inc. (NYSE:SAFE) with a Market Perform rating, citing the potential for ground leases but noting a low current return profile and challenges in valuing the company's 92-year weighted average lease term. The firm considers Safehold's shares to be fairly valued at current levels, comparing its metrics to net lease REITs. InvestingPro analysis, however, suggests the shares are undervalued based on its Fair Value assessment.
Raymond James Stock And Other Asset Managers Tied To Rising Cash Demand
The article discusses how rising bond yields and inflation are increasing investor demand for cash, liquidity, and short-term fixed income. It examines three global asset managers—Raymond James Financial, Ashmore Group, and TP ICAP Group—and their exposure to this trend. The piece highlights how these companies are positioned to benefit from or facilitate this shift in investor behavior due to their services and operations.
