RJF (Raymond James Financial) 3-1 Month Momentum %: 4.63% (As of Jul. 20, 2026)

Author: Vera Yuan Vera Yuan
Vera Yuan
Vera Yuan
Director of Data and Quant Analytics at GuruFocus
Focused on building reliable datasets, financial models, and research tools for value-minded investors. Committed to turning complex data into practical guidance for value-investing and long-term wealth.
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Charlie Tian
Charlie Tian
Founder & CEO of GuruFocus
Dr. Charlie Tian is the founder and CEO of GuruFocus.com, a leading global investment research platform established in 2004. With a Ph.D. in physics, Dr. Tian transitioned from science to finance, applying a data-driven, disciplined approach to value investing.

RJF Raymond James Financial Inc RJF
83 GF Score
Price $169.18
GF Value $170.42
Valuation Fairly Valued
! 4 Warning Signs
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What is Raymond James Financial 3-1 Month Momentum %?

Raymond James Financial RJF +0.49% 83 3-1 Month Momentum % is 4.63% as of Jul. 20, 2026. GuruFocus rates RJF with a GF Score™ of 83/100 and a GF Value™ of $170.42 (Fairly Valued). The stock has 4 warning signs investors should review. Among 1,636 Asset Management companies, Raymond James Financial ranks better than 76.89% on this metric.

3-1 Month Momentum % is the total return of the stock from 3-month ago to 1-month ago. As of today (2026-07-20), Raymond James Financial's 3-1 Month Momentum % is 4.63%.

The industry rank for Raymond James Financial's 3-1 Month Momentum % or its related term are showing as below:

RJF's 3-1 Month Momentum % is ranked better than
76.89% of 1636 companies
in the Asset Management industry
Industry Median: -1.415 vs RJF: 4.63

Raymond James Financial  (NYSE:RJF) 3-1 Month Momentum % Explanation

Momentum investing is a trading strategy in which investors buy securities that are rising and sell before the prices start to go back down. The 3-1 Month Momentum % measures the total return to a stock over the past three months, but ignores the previous month.

The reason why the most recent month’s return dropped related to the short-term reversal effect associated with momentum. There is an academic finding that short-term momentum actually has a reversal effect, whereby the previous winners (measured over the past months) do poorly the next month, while the previous losers do well the next month. In order to eliminate the short-term reversal effect, the previous month return was not included in this calculation.


Raymond James Financial 3-1 Month Momentum % Related Terms


RJF vs NTRS, ARES, TROW: 3-1 Month Momentum % Comparison

For the Asset Management subindustry, Raymond James Financial's 3-1 Month Momentum %, along with its competitors' market caps and 3-1 Month Momentum % data, can be viewed below:

* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.


Raymond James Financial 3-1 Month Momentum % vs Asset Management Industry

For the Asset Management industry and Financial Services sector, Raymond James Financial's 3-1 Month Momentum % distribution charts can be found below:

* The bar in red indicates where Raymond James Financial's 3-1 Month Momentum % falls into.


RJF
83GF Score
Raymond James Financial Inc RJF
3-1 Month Momentum % is just one metric. See GF Score™, valuation, warning signs, and more.
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Raymond James Financial  (NYSE:RJF) 3-1 Month Momentum % Calculation

3-1 Month Momentum % is calculated as following:

3-1 Month Momentum %=( Price 1-month ago / Price 3-month ago - 1 ) * 100 %

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

Frequently Asked Questions Learn more about 3-1 Month Momentum % →
What does a 3-1 Month Momentum % of 4.63% mean?
Raymond James Financial (RJF) has a 3-1 Month Momentum % of 4.63% as of Jul. 20, 2026. 3-1 Month Momentum measures the total return of the stock from 3-month ago to 1-month ago. View historical data on Raymond James Financial and its competitors. According to the industry distribution chart, Raymond James Financial ranks #378 out of 1636 companies in the Asset Management industry, placing it in the top 23.1%.
Is Raymond James Financial's 3-1 Month Momentum % too high?
Raymond James Financial's current 3-1 Month Momentum % is 4.63%. Based on the distribution chart, Raymond James Financial ranks #378 out of 1636 companies in the Asset Management industry, which is in the top quartile — a strong position relative to peers. Overall, Raymond James Financial has a GF Score™ of 83/100 and is considered Fairly Valued, reflecting its overall financial health beyond just this single metric.
How does Raymond James Financial's 3-1 Month Momentum % compare to NTRS and ARES?
According to the Asset Management industry distribution chart, Raymond James Financial ranks #378 out of 1636 companies for 3-1 Month Momentum %. This places Raymond James Financial in the top 23% of its industry — outperforming the majority of peers. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good 3-1 Month Momentum % for an Asset Management company?
A good 3-1 Month Momentum % depends on the Asset Management industry context. However, 3-1 Month Momentum % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high 3-1 Month Momentum % mean?
A high 3-1 Month Momentum % can signal that a stock is expensive relative to its fundamentals. 3-1 Month Momentum measures the total return of the stock from 3-month ago to 1-month ago. View historical data on Raymond James Financial and its competitors. Raymond James Financial's current 3-1 Month Momentum % is 4.63%. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Raymond James Financial stock overvalued right now?
Based on GuruFocus' analysis, Raymond James Financial (RJF) is currently considered Fairly Valued. The stock's GF Value™ is $170.42, compared to a current price of $169.18 — trading 0.7% below its estimated fair value. The current 3-1 Month Momentum % is 4.63%. Raymond James Financial's overall GF Score™ is 83/100 with 4 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is 3-1 Month Momentum % calculated?
3-1 Month Momentum % is calculated from a company's financial statements. For Raymond James Financial (RJF), the current 3-1 Month Momentum % is 4.63% as of Jul. 20, 2026. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.

Is Raymond James Financial (RJF) Overvalued in 2026?

Based on GuruFocus' analysis, Raymond James Financial stock appears to be undervalued. The current stock price of $169.18 is trading 0.7% below its estimated GF Value™ of $170.42. GuruFocus considers Raymond James Financial to be Fairly Valued.

Key valuation signals for RJF:

  • 3-1 Month Momentum %: 4.63%
  • GF Value™: $170.42 vs. price of $169.18 (0.7% below fair value)
  • GF Score™: 83/100 with 4 warning signs

No single metric tells the full story. See the RJF stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.


Raymond James Financial Business Description

Address 880 Carillon Parkway, Saint Petersburg, FL, USA, 33716
Raymond James Financial is a diversified financial services firm that provides wealth management, investment banking, asset management, and capital markets services to individuals, corporations, and municipalities. The firm maintains an extensive catalogue of products and services across its business lines. However, the wealth management franchise generates the bulk of its revenues and earnings through a vast network of more than 8,900 independent and employee-affiliated advisors, who collectively managed over $1.7 trillion in client assets as of fiscal year-end 2025. While Raymond James maintains a global footprint, the company derives over 90% of its revenue and an even larger percentage of its operating income, from the United States.
83GF Score

Get the complete analysis for RJF

3-1 Month Momentum % is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

$169.18
Price
$170.42
GF Value