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Raymond James Financial, Inc.'s (NYSE:RJF) Institutional Investors Lost 5.6% Over the Past Week but Have Profited From Longer-term Gains

Raymond James Financial, Inc.'s (NYSE:RJF) Institutional Investors Lost 5.6% Over the Past Week but Have Profited From Longer-term Gains

瑞傑金融公司(紐交所:RJF)的機構投資者在過去一週損失了5.6%,但在長期收益中獲利。
Simply Wall St ·  12/19 22:46

Key Insights

關鍵見解

  • Institutions' substantial holdings in Raymond James Financial implies that they have significant influence over the company's share price
  • 50% of the business is held by the top 9 shareholders
  • Insiders have sold recently
  • 各機構持有雷蒙德·詹姆斯金融的大量股權意味着它們對公司的股價具有重大影響
  • 50% 的業務由前 9 名股東持有
  • 內部人士最近已出售

A look at the shareholders of Raymond James Financial, Inc. (NYSE:RJF) can tell us which group is most powerful. We can see that institutions own the lion's share in the company with 78% ownership. Put another way, the group faces the maximum upside potential (or downside risk).

看看雷蒙德·詹姆斯金融公司(紐約證券交易所代碼:RJF)的股東可以告訴我們哪個集團最強大。我們可以看到,機構擁有該公司的大部分股份,所有權爲78%。換句話說,該集團面臨最大的上行潛力(或下行風險)。

No shareholder likes losing money on their investments, especially institutional investors who saw their holdings drop 5.6% in value last week. However, the 38% one-year return to shareholders may have helped lessen their pain. But they would probably be wary of future losses.

沒有股東喜歡在投資中蒙受損失,尤其是上週持股價值下降5.6%的機構投資者。但是,38%的股東一年回報率可能有助於減輕他們的痛苦。但是他們可能會對未來的損失保持警惕。

Let's take a closer look to see what the different types of shareholders can tell us about Raymond James Financial.

讓我們仔細看看不同類型的股東能告訴我們關於雷蒙德·詹姆斯金融的哪些信息。

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NYSE:RJF Ownership Breakdown December 19th 2024
紐約證券交易所:RJF 所有權明細 2024 年 12 月 19 日

What Does The Institutional Ownership Tell Us About Raymond James Financial?

關於雷蒙德·詹姆斯金融,機構所有權告訴我們什麼?

Many institutions measure their performance against an index that approximates the local market. So they usually pay more attention to companies that are included in major indices.

許多機構根據接近當地市場的指數來衡量其表現。因此,他們通常會更多地關注主要指數中包含的公司。

We can see that Raymond James Financial does have institutional investors; and they hold a good portion of the company's stock. This can indicate that the company has a certain degree of credibility in the investment community. However, it is best to be wary of relying on the supposed validation that comes with institutional investors. They too, get it wrong sometimes. It is not uncommon to see a big share price drop if two large institutional investors try to sell out of a stock at the same time. So it is worth checking the past earnings trajectory of Raymond James Financial, (below). Of course, keep in mind that there are other factors to consider, too.

我們可以看到,雷蒙德·詹姆斯金融確實有機構投資者;他們持有公司很大一部分股票。這可能表明該公司在投資界具有一定程度的信譽。但是,最好謹慎行事,不要依賴機構投資者所謂的驗證。他們也是,有時候會弄錯。如果兩個大型機構投資者試圖同時拋售股票,股價大幅下跌的情況並不少見。因此,值得查看雷蒙德·詹姆斯金融過去的收益軌跡(見下文)。當然,請記住,還有其他因素需要考慮。

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NYSE:RJF Earnings and Revenue Growth December 19th 2024
紐約證券交易所:RJF 收益和收入增長 2024 年 12 月 19 日

Institutional investors own over 50% of the company, so together than can probably strongly influence board decisions. We note that hedge funds don't have a meaningful investment in Raymond James Financial. The company's largest shareholder is The Vanguard Group, Inc., with ownership of 11%. Thomas James is the second largest shareholder owning 9.5% of common stock, and BlackRock, Inc. holds about 6.7% of the company stock.

機構投資者擁有公司50%以上的股份,因此加在一起可能會對董事會的決策產生重大影響。我們注意到,對沖基金沒有對雷蒙德·詹姆斯金融進行有意義的投資。該公司的最大股東是Vanguard Group, Inc.,其所有權爲11%。托馬斯·詹姆斯是第二大股東,擁有9.5%的普通股,貝萊德公司持有該公司約6.7%的股份。

We did some more digging and found that 9 of the top shareholders account for roughly 50% of the register, implying that along with larger shareholders, there are a few smaller shareholders, thereby balancing out each others interests somewhat.

我們又進行了一些挖掘,發現9位最大股東約佔登記冊的50%,這意味着除了較大的股東外,還有一些較小的股東,從而在一定程度上平衡了彼此的利益。

While studying institutional ownership for a company can add value to your research, it is also a good practice to research analyst recommendations to get a deeper understand of a stock's expected performance. There are a reasonable number of analysts covering the stock, so it might be useful to find out their aggregate view on the future.

雖然研究公司的機構所有權可以爲你的研究增加價值,但研究分析師的建議以更深入地了解股票的預期表現也是一種很好的做法。有合理數量的分析師報道該股,因此了解他們對未來的總體看法可能會很有用。

Insider Ownership Of Raymond James Financial

雷蒙德·詹姆斯金融的內部所有權

The definition of company insiders can be subjective and does vary between jurisdictions. Our data reflects individual insiders, capturing board members at the very least. Company management run the business, but the CEO will answer to the board, even if he or she is a member of it.

公司內部人員的定義可能是主觀的,確實因司法管轄區而異。我們的數據反映了個別內部人士,至少涵蓋了董事會成員。公司管理層經營業務,但首席執行官將向董事會負責,即使他或她是董事會成員。

Insider ownership is positive when it signals leadership are thinking like the true owners of the company. However, high insider ownership can also give immense power to a small group within the company. This can be negative in some circumstances.

當內部所有權表明領導層像公司的真正所有者一樣思考時,內部所有權是積極的。但是,高內部所有權也可以賦予公司內部一小部分人巨大的權力。在某些情況下,這可能是負面的。

It seems insiders own a significant proportion of Raymond James Financial, Inc.. It has a market capitalization of just US$32b, and insiders have US$3.2b worth of shares in their own names. That's quite significant. It is good to see this level of investment. You can check here to see if those insiders have been buying recently.

看來內部人士擁有雷蒙德·詹姆斯金融公司的很大一部分股份。它的市值僅爲320億美元,內部人士以自己的名義持有價值32億美元的股票。這非常重要。很高興看到這樣的投資水平。你可以在這裏查看這些內部人士最近是否在買入。

General Public Ownership

普通公有制

The general public, who are usually individual investors, hold a 12% stake in Raymond James Financial. This size of ownership, while considerable, may not be enough to change company policy if the decision is not in sync with other large shareholders.

公衆通常是個人投資者,持有雷蒙德·詹姆斯金融12%的股份。這種所有權規模雖然可觀,但如果決策與其他大股東不同步,可能不足以改變公司政策。

Next Steps:

後續步驟:

It's always worth thinking about the different groups who own shares in a company. But to understand Raymond James Financial better, we need to consider many other factors. For example, we've discovered 1 warning sign for Raymond James Financial that you should be aware of before investing here.

擁有公司股份的不同群體總是值得考慮的。但是,要更好地了解雷蒙德·詹姆斯金融,我們需要考慮許多其他因素。例如,我們發現了雷蒙德·詹姆斯金融的1個警告信號,在這裏投資之前,你應該注意這個信號。

But ultimately it is the future, not the past, that will determine how well the owners of this business will do. Therefore we think it advisable to take a look at this free report showing whether analysts are predicting a brighter future.

但歸根結底,決定該業務所有者的表現的是未來,而不是過去。因此,我們認爲最好看一下這份免費報告,該報告顯示分析師是否在預測更光明的未來。

NB: Figures in this article are calculated using data from the last twelve months, which refer to the 12-month period ending on the last date of the month the financial statement is dated. This may not be consistent with full year annual report figures.

注意:本文中的數字是使用過去十二個月的數據計算得出的,這些數據是指截至財務報表日期當月最後日期的12個月期間。這可能與全年年度報告數據不一致。

Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team (at) simplywallst.com.
This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

對這篇文章有反饋嗎?擔心內容嗎?直接聯繫我們。或者,發送電子郵件給編輯組(網址爲)simplywallst.com。
Simply Wall St 的這篇文章本質上是籠統的。我們僅使用公正的方法提供基於歷史數據和分析師預測的評論,我們的文章並非旨在提供財務建議。它不構成買入或賣出任何股票的建議,也沒有考慮到您的目標或財務狀況。我們的目標是爲您提供由基本數據驅動的長期重點分析。請注意,我們的分析可能不會考慮最新的價格敏感型公司公告或定性材料。華爾街只是沒有持有上述任何股票的頭寸。

声明:本內容僅用作提供資訊及教育之目的,不構成對任何特定投資或投資策略的推薦或認可。 更多信息
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