Price
$166.41+3.91%1Y
1M+2.20%1Y+3.91%
Prices are end-of-day closes. This is a research view, the focus is on the fundamentals, quality and valuation below, not intraday price.
Smart Score
Below average4/10
Value50
Quality54
Momentum33
Growth50
P/E (TTM)14.1
Market Cap$30.37B
1Y Return+3.91%
5Y Return+90.32%
Business Segments
Revenue split by product segment, from SEC XBRL filings.
Latest period: Q1 2026Total $4.14B (+3.63%)
●Other Revenue grew +32.50% YoY●Investment Banking Revenue Equity Underwriting -22.22% YoY
SegmentLatestQoQYoY
- Asset Management And Related Administrative Fee Revenue$2.02B+0.85%+16.87%
- Brokerage Revenue Securities Commissions$507.0M+4.32%+17.63%
- Account And Service Fee Revenue$311.0M+0.97%-3.12%
- Account And Service Fee Revenue RJBDPFees$280.0M-3.11%-10.54%
- Investment Banking Revenue$279.0M+34.13%+29.17%
- Brokerage Revenue Securities Commissions Mutual And Other Fund Products$176.0M+7.32%+15.79%
- Mutual Fund And Other$152.0M+7.04%+16.92%
- Equities ETFs And Fixed Income Products$151.0M+4.86%+22.76%
- Brokerage Revenue Securities Commissions Insurance And Annuity Products$132.0M0.00%+12.82%
- Account And Service Fee Revenue Client Account And Other Fees$74.0M+4.23%+12.12%
- Other Revenue$53.0M+26.19%+32.50%
- Investment Banking Revenue Equity Underwriting$7.0M-12.50%-22.22%
- Account And Service Fee Revenue Mutual Fund And Annuity Services Fees---
- Affordable Housing Investments Business$0.00--
- Investment Banking Revenue Debt Underwriting$0.00--
- Investment Banking Revenue Mergers And Acquisition And Advisory$0.00--
- Other Revenue Tax Credit Fund Revenues---