Raymond James vs W. R. Berkley

Raymond James vs W. R. Berkley: this page compares their business models, financial performance, and market context in clear, accessible language. The aim is neutral, readable insight into how each company operates and fits within the industry landscape. Educational content, not financial advice.

Raymond James vs W. R. Berkley: this page compares their business models, financial performance, and market context in clear, accessible language. The aim is neutral, readable insight into how each co...

Comparison Snapshot

Key Financial Metrics

RJF

Metric

WRB

$33.46B

Market Cap

$25.51B

6.56%

Potential Profit

9.47%

Hold

Analyst Rating

Hold

Why It's Moving

Raymond James Strikes Strategic Deal to Acquire Clark Capital, Bolstering Wealth Management Reach

Acquisition of Clark Capital expected to enhance wealth-focused solutions and integrate new assets into Raymond James' platform.
Analysts slightly trimmed fair value to $182.82 but raised revenue growth outlook to 8.90%, citing stronger transactional revenues and investment banking fees.
Recent 8% dividend hike to $0.54 per share underscores disciplined capital returns alongside stable balance sheet metrics.

Sentiment:

🐃Bullish

WRB gears up for Q4 earnings tomorrow as board boosts buyback firepower, signaling strong capital confidence.

Board hiked share repurchase authorization to 25M shares on Jan 8, emphasizing value creation through book value growth and capital returns.
Q4 earnings set for Jan 26 after market close, building on Q3's EPS beat ($1.10 vs. $1.09 expected) and 10.8% YoY revenue growth.
Major shareholder Sumitomo Mitsui added 300K shares (~$20M) recently, boosting stake by 0.57% as a key insider endorsement.

Sentiment:

🐃Bullish

Raymond James Strikes Strategic Deal to Acquire Clark Capital, Bolstering Wealth Management Reach

Acquisition of Clark Capital expected to enhance wealth-focused solutions and integrate new assets into Raymond James' platform.
Analysts slightly trimmed fair value to $182.82 but raised revenue growth outlook to 8.90%, citing stronger transactional revenues and investment banking fees.
Recent 8% dividend hike to $0.54 per share underscores disciplined capital returns alongside stable balance sheet metrics.

Sentiment:

🐃Bullish

WRB gears up for Q4 earnings tomorrow as board boosts buyback firepower, signaling strong capital confidence.

Board hiked share repurchase authorization to 25M shares on Jan 8, emphasizing value creation through book value growth and capital returns.
Q4 earnings set for Jan 26 after market close, building on Q3's EPS beat ($1.10 vs. $1.09 expected) and 10.8% YoY revenue growth.
Major shareholder Sumitomo Mitsui added 300K shares (~$20M) recently, boosting stake by 0.57% as a key insider endorsement.

Sentiment:

🐃Bullish

Investment Analysis

Raymond James

RJF

Pros

Raymond James Financial demonstrated solid revenue growth of 9.62% in fiscal 2025, reaching $14.03 billion.
The company maintains a strong net income of $2.13 billion and an earnings per share (EPS) of 10.30.
Diverse business segments including private client services, capital markets, asset management, and banking provide multiple revenue streams.

Considerations

Recent analyst price targets suggest only modest upside with some forecasting a slight decline over the next year.
Higher expenses and some offsetting declines in asset management revenue pressured earnings despite growth in other areas.
The stock trades at a P/E ratio around 13.7–15.7, indicating limited valuation expansion potential relative to peers.

W. R. Berkley

WRB

Pros

W. R. Berkley Corporation has a strong presence in specialty insurance and reinsurance sectors, delivering stable underwriting results.
The company demonstrates disciplined underwriting with consistent combined ratios below industry averages.
Solid balance sheet with strong liquidity and conservative leverage supports financial flexibility.

Considerations

Exposure to the cyclical nature of insurance markets can lead to earnings volatility during adverse loss years.
Regulatory changes and increasing competition in the insurance sector pose potential growth and margin risks.
Investment income is subject to market fluctuations, which may impact overall profitability in volatile interest rate environments.

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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.

W. R. Berkley (WRB)

W.R. Berkley Corporation (WRB) is a US-based property & casualty insurer and reinsurer focused on specialty commercial lines, middle-market businesses and selective international operations. With a market capitalisation of about $28.49 billion, Berkley operates through a decentralised network of underwriting units that emphasise disciplined pricing, measured growth and conservative reserving. Investors typically watch its combined ratio, reserve development and investment income: underwriting profitability drives core earnings while the investment portfolio and interest-rate backdrop influence returns. The company has a track record of returning capital to shareholders, though past distributions are not a guarantee of future payments. Key risks include exposure to large natural catastrophes, claims inflation, competitive pricing cycles and market volatility affecting investment returns. This summary is educational only and not personalised investment advice; values can fall as well as rise and returns are not guaranteed.

Raymond James (RJF) Next Earnings Date

Raymond James (RJF) is scheduled to release its next earnings on January 28, 2026, after market close at approximately 4:15 p.m. ET, followed by a conference call at 5:00 p.m. ET. This report will cover Q1 fiscal 2026 (quarter ending December 2025). Investors should note this aligns with the company's announced fiscal 2026 schedule.

W. R. Berkley (WRB) Next Earnings Date

W.R. Berkley (WRB) reported its Q4 2025 earnings on January 26, 2026, after market close. This release covers the fiscal quarter ending December 2025. The next earnings date for Q1 2026 is typically expected in late April 2026, consistent with the company's historical quarterly pattern.

Raymond James (RJF) Next Earnings Date

Raymond James (RJF) is scheduled to release its next earnings on January 28, 2026, after market close at approximately 4:15 p.m. ET, followed by a conference call at 5:00 p.m. ET. This report will cover Q1 fiscal 2026 (quarter ending December 2025). Investors should note this aligns with the company's announced fiscal 2026 schedule.

W. R. Berkley (WRB) Next Earnings Date

W.R. Berkley (WRB) reported its Q4 2025 earnings on January 26, 2026, after market close. This release covers the fiscal quarter ending December 2025. The next earnings date for Q1 2026 is typically expected in late April 2026, consistent with the company's historical quarterly pattern.

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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

Raymond James Strikes Strategic Deal to Acquire Clark Capital, Bolstering Wealth Management Reach

WRB gears up for Q4 earnings tomorrow as board boosts buyback firepower, signaling strong capital confidence.

Raymond James Strikes Strategic Deal to Acquire Clark Capital, Bolstering Wealth Management Reach

WRB gears up for Q4 earnings tomorrow as board boosts buyback firepower, signaling strong capital confidence.