State StreetRaymond James

State Street vs Raymond James

This page compares State Street Corporation and Raymond James Financial, Inc., outlining their business models, financial performance, and market context in clear, neutral terms for readers. It provid...

Why It's Moving

State Street

State Street Hits 52-Week High as Momentum Builds in Asset Management Rally

  • Shares touched $128.93 on 2.63 million shares tradedโ€”far exceeding averageโ€”signaling robust buying interest and breakout momentum.
  • Recent partnership with Galaxy Digital to tokenize a private liquidity fund highlights State Street's push into digital assets, attracting seed investment from Ondo and positioning it for blockchain growth.
  • Dividend declarations on preferred stock series signal steady cash flow commitment, bolstering appeal for income-focused investors amid rising rate expectations.
Sentiment:
๐ŸƒBullish
Raymond James

Raymond James Surges 5.4% on Dividend Hike and Massive $2B Buyback Launch

  • Dividend increase of 8% to $0.54 per share underscores robust cash flow generation, directly rewarding common shareholders with higher payouts.[1]
  • New $2B open-ended buyback provides flexibility to reduce share count during choppy markets, amplifying per-share metrics even if overall earnings growth moderates.[1][5]
  • Plans to redeem all Series B preferred shares on January 2, 2026, simplify the balance sheet by eliminating fixed-cost obligations, freeing up resources for growth initiatives.[1]
Sentiment:
๐ŸƒBullish

Which Baskets Do They Appear In?

Monthly Investment Plan (Global Infrastructure Stocks)

Monthly Investment Plan (Global Infrastructure Stocks)

This basket focuses on the global financial infrastructure companies that enable regular investing for individuals. It includes firms providing the platforms, payment rails, and asset management products crucial for growing investor participation in Nigeria and across Africa.

Published: September 30, 2025

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S&P Stock Access: Could Infrastructure Stocks Hedge Risk?

S&P Stock Access: Could Infrastructure Stocks Hedge Risk?

As Nigerians increasingly seek to diversify their investments, gaining exposure to the world's largest economy offers a potential hedge against local market volatility. This basket focuses on the global companies that create, track, and provide access to benchmark indices like the S&P 500.

Published: September 26, 2025

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Lagos Stock Exchange: Beyond Local Trading Systems

Lagos Stock Exchange: Beyond Local Trading Systems

As Nigeria's financial markets continue to modernise and attract global interest, the underlying infrastructure powering this growth presents a unique opportunity. This basket offers exposure to leading US and EU-listed companies that provide the essential technology, data, and services for stock exchanges worldwide.

Published: September 18, 2025

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Defensive Banking Amid Inflation Concerns

Defensive Banking Amid Inflation Concerns

A sharp drop in U.S. consumer sentiment, fueled by rising inflation and trade policy concerns, signals a potential slowdown in consumer spending. This creates an investment opportunity in defensive sectors like banking, which may prove more resilient than consumer-focused industries during periods of economic uncertainty.

Published: August 16, 2025

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Banks Unleash Value

Banks Unleash Value

Major US banks are flexing their financial muscle by increasing dividends and launching buyback programs after acing the Fed's annual stress tests. These moves signal strength and confidence, creating opportunities for investors seeking both income and growth.

Published: July 2, 2025

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Rally in Financials

Rally in Financials

Goldman Sachs' recent outperformance signals a potential wave of growth in the financial sector. This collection features carefully selected financial institutions positioned to benefit from favorable market conditions, easing yields, and renewed investor confidence.

Published: July 1, 2025

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Tokenised-Asset Custodians

Tokenised-Asset Custodians

These carefully selected companies are the trusted guardians of the digital economy, providing secure infrastructure for blockchain-based assets. Rather than speculating on crypto prices, this collection focuses on the essential service providers that make digital finance possible.

Published: June 17, 2025

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Banking & Finance Powerhouses

Banking & Finance Powerhouses

Invest in the cornerstones of the global economy. These carefully selected financial titans form the backbone of worldwide commerce and capital flow, chosen by our analysts for their market dominance and potential to benefit from changing economic conditions.

Published: June 17, 2025

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Investment Analysis

Pros

  • State Street reported strong fee revenue growth of 11% in Q2 2025, supported by record assets under custody/administration and management.
  • The company achieved a pre-tax margin of 26% and a return on tangible common equity of 17%, indicating solid profitability.
  • State Street has strategic advantages through its acquisition of Charles River Development, enhancing its competitive frontline offerings.

Considerations

  • Despite revenue growth, the company faces expense pressures from investments in technology and business capabilities.
  • Shares trade at a high premium relative to Morningstar's fair value estimate, implying valuation risk.
  • Exposure to market volatility creates potential earnings fluctuations in trading and asset management revenues.

Pros

  • Raymond James Financial is a well-established independent investment bank and financial services firm with a $32.8 billion market capitalization.
  • The stock has shown relative stability and consistent trading volumes, suggesting solid investor interest.
  • Diversified financial services operations position the firm for growth across various market conditions.

Considerations

  • The company faces competitive pressures from larger global financial institutions and industry peers.
  • Its valuation metrics suggest limited upside potential compared to some competitors in the sector.
  • Exposure to economic cycles and interest rate fluctuations can increase earnings volatility.

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