Raymond James vs ORIX

This page compares Raymond James and ORIX, examining business models, financial performance, and market context to help readers understand how each company operates and positions itself in its respective markets. The content is neutral and accessible, presenting facts and framing questions for thoughtful analysis. Educational content, not financial advice.

This page compares Raymond James and ORIX, examining business models, financial performance, and market context to help readers understand how each company operates and positions itself in its respect...

Comparison Snapshot

Key Financial Metrics

RJF

Metric

IX

$30.18B

Market Cap

$40.60B

14.30%

Potential Profit

-16.45%

Hold

Analyst Rating

Hold

Why It's Moving

RJF Dips on AI Disruption Fears as Dividend Hike Signals Stability

Altruist's AI tool launch sparked an 8.8% drop in RJF shares, as markets fret over automation potentially upending human-led financial advising and brokerage models.
Board declared a quarterly dividend of $0.54 per share, payable April 15, underscoring confidence in cash flow amid sector volatility.
Stock remains in a short-term rising trend with buy signals from moving averages, though recent fluctuations reflect AI anxiety hitting peers like Schwab and Stifel.

Sentiment:

🌋Volatile

IX Stock Warning: Why Analysts See -18% Downside Risk

Stock dipped 1.86% last Friday to $35.34 amid falling volume, signaling potential exhaustion in the short-term rising trend despite a 2.03% gain over two weeks.
Q3 2026 earnings on Feb 9 highlighted ahead-of-schedule buybacks, but analysts highlight risks from high debt/equity ratio of 142.1% amid shifting interest rates.
Technical forecasts suggest 15.62% upside in three months clashing with bearish pivot signals and stop-loss at $22.09, fueling -18% downside warnings.

Sentiment:

🐻Bearish

RJF Dips on AI Disruption Fears as Dividend Hike Signals Stability

Altruist's AI tool launch sparked an 8.8% drop in RJF shares, as markets fret over automation potentially upending human-led financial advising and brokerage models.
Board declared a quarterly dividend of $0.54 per share, payable April 15, underscoring confidence in cash flow amid sector volatility.
Stock remains in a short-term rising trend with buy signals from moving averages, though recent fluctuations reflect AI anxiety hitting peers like Schwab and Stifel.

Sentiment:

🌋Volatile

IX Stock Warning: Why Analysts See -18% Downside Risk

Stock dipped 1.86% last Friday to $35.34 amid falling volume, signaling potential exhaustion in the short-term rising trend despite a 2.03% gain over two weeks.
Q3 2026 earnings on Feb 9 highlighted ahead-of-schedule buybacks, but analysts highlight risks from high debt/equity ratio of 142.1% amid shifting interest rates.
Technical forecasts suggest 15.62% upside in three months clashing with bearish pivot signals and stop-loss at $22.09, fueling -18% downside warnings.

Sentiment:

🐻Bearish

Investment Analysis

Raymond James

RJF

Pros

Raymond James reported record client assets of $1.73 trillion, reflecting strong market share and client confidence.
The company achieved robust year-on-year revenue growth of 8% and maintained a high gross profit margin above 93%.
Raymond James has consistently increased dividends for 41 consecutive years, demonstrating reliable shareholder returns.

Considerations

The stock trades at a premium valuation relative to peers, with a forward P/E above the sector average.
Revenue and earnings are highly sensitive to US capital markets activity, exposing the company to cyclical risks.
Recent analyst price targets suggest limited upside, with some forecasts indicating only modest growth over the next year.

ORIX

IX

Pros

ORIX maintains a diversified global business model spanning leasing, banking, insurance, and asset management.
The company has a strong balance sheet with low leverage and consistent cash flow generation from core operations.
ORIX benefits from exposure to high-growth sectors such as renewable energy and infrastructure in Asia and the Americas.

Considerations

ORIX's earnings are exposed to fluctuations in foreign exchange rates due to its international operations.
The company faces competitive pressures in its core leasing and financial services markets, particularly in Japan.
Regulatory changes in key markets, including Japan and the US, could impact profitability and expansion plans.

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About The Companies

Raymond James (RJF)

Raymond James Financial, Inc. (RJF) is a diversified US financial services firm best known for its wealth management and investment banking operations. The company combines a large network of financial advisers with capital markets, institutional services and asset management offerings, creating a mix of fee-based and transactional revenue. Investors often watch RJF for its relatively stable recurring revenue from advisory and asset-based fees, which can help smooth volatility from trading and underwriting cycles. That said, results remain sensitive to market conditions, interest rates and investor sentiment, and earnings can fluctuate with market activity. The firm has a history of reinvesting in its advice network and technology to expand client relationships, but faces regulatory oversight and competitive pressures. This summary is educational only, not personalised advice; potential investors should consider risk tolerance, time horizon and seek independent advice when evaluating RJF.

ORIX (IX)

ORIX Corporation (ticker: IX) is a Japan-based diversified financial services group with activities spanning leasing, lending, real estate, infrastructure and asset management. The company generates income from equipment leasing, loans, property investment and management fees from its growing asset-management business, and it has increasingly expanded outside Japan. With a market capitalisation near $29.7 billion, ORIX offers exposure to a mix of fee-based and interest-rate sensitive businesses, which can provide some revenue diversification compared with single-line lenders. Investors should note the company’s scale and global footprint, but also consider cyclical sensitivity in leasing and real estate, credit risk in lending, and foreign-exchange effects from overseas operations. ORIX has historically prioritised steady cashflow and dividend distributions, yet past payments do not guarantee future returns. This summary is for general informational purposes only and not personal financial advice; investors should assess suitability relative to their own objectives and risk tolerance.

Raymond James (RJF) Next Earnings Date

Raymond James Financial's next earnings date is April 22, 2026, covering the fiscal second quarter of 2026. This release is scheduled at approximately 4:15 p.m. ET, followed by a conference call at 5:00 p.m. ET. Investors should note the company's fiscal year ends September 30, aligning subsequent reports with Q3 on July 22, 2026.

ORIX (IX) Next Earnings Date

ORIX Corp (IX) is scheduled to report its third quarter results for the period ending December 2025 on February 9, 2026. This follows their historical pattern of early February releases for Q3 fiscal results, as confirmed by the company's IR calendar. The report will cover operational performance across their diversified financial services segments. Investors should monitor for any pre-release announcements, as dates are occasionally adjusted.

Raymond James (RJF) Next Earnings Date

Raymond James Financial's next earnings date is April 22, 2026, covering the fiscal second quarter of 2026. This release is scheduled at approximately 4:15 p.m. ET, followed by a conference call at 5:00 p.m. ET. Investors should note the company's fiscal year ends September 30, aligning subsequent reports with Q3 on July 22, 2026.

ORIX (IX) Next Earnings Date

ORIX Corp (IX) is scheduled to report its third quarter results for the period ending December 2025 on February 9, 2026. This follows their historical pattern of early February releases for Q3 fiscal results, as confirmed by the company's IR calendar. The report will cover operational performance across their diversified financial services segments. Investors should monitor for any pre-release announcements, as dates are occasionally adjusted.

Which Baskets Do They Appear In?

Anti-Fragile Systems

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Which Baskets Do They Appear In?

Anti-Fragile Systems

Companies that don't just survive market chaos—they thrive on it. These carefully selected stocks are designed to become more profitable during volatility, offering you a unique way to potentially benefit from uncertain times.

Published: June 17, 2025

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Comparison Snapshot

Why It's Moving

RJF Dips on AI Disruption Fears as Dividend Hike Signals Stability

IX Stock Warning: Why Analysts See -18% Downside Risk

RJF Dips on AI Disruption Fears as Dividend Hike Signals Stability

IX Stock Warning: Why Analysts See -18% Downside Risk