RJF dividend analysis

RJF dividend deep dive

RJF pays a trailing-twelve-month yield of 3.90%, with a payout ratio of 49% of earnings. The yield band reads mid-yield, and the company has compounded the distribution at 6.9% per year over the past five.

On the safety line, RJF scores 54/100. The metric is built from the Quality pillar (54/100) with a payout-ratio adjustment; the band is watchlist and the practical implication is the distribution is data-dependent and worth a closer read on the next 10-Q.

On the simple DRIP framework, RJF's 3.90% yield growing at 6.9% per year compounds to roughly 22.7% (5y), 50.4% (10y), and 126.3% (20y) cumulative income return.

Three peers for RJF: KO (5.00%), PG (1.50%), PEP (2.90%). Average yield 3.13% versus 3.90% on the name. The active question on relative income is whether the gap is justified by the underlying Quality and Risk pillar reads.

RJF dividend schedule: most recent ex-date 2026-03-01, payment 2026-03-15. The forward path depends on whether management raises the next declaration; the 10-year growth streak makes the directional read straightforward.

Wrap-up on RJF for income allocators: 3.90% TTM yield is the entry, 6.9% the growth, 54/100 the safety. The next 10-Q's free-cash-flow line is the practical leading indicator on the next hike.