Raymond James Financial, Inc.

RJF: 8-K · earnings release

Raymond James Financial reported August 2026 operating data showing record client assets under administration of $1.97 trillion, up 16% year-over-year and 2% sequentially. CEO Paul Shoukry attributed the growth to higher equity markets and net asset inflows from strong advisor retention and recruiting. Private Client Group assets in fee-based accounts reached $1,181.2 billion, up 21% year-over-year. Bank loans of $56.4 billion were roughly flat sequentially, and cash sweep and Enhanced Savings balances of $57.4 billion grew 6% year-over-year. Investment banking pipelines remain strong, though closing timing remains uncertain.

SEC 8-K•1mo ago

Raymond James Financial Declares Quarterly Dividend on Common Stock

The Board of Directors declared a quarterly cash dividend of $0.54 per share on the company's common stock. The dividend is payable on October 15, 2026 to shareholders of record at the close of business on October 1, 2026. The firm also reported total client assets of $1.93 trillion in the release.

•1mo ago

TriState Capital Bank Named a Leading Equipment Finance Company by Monitor for 7th Consecutive Year

TriState Capital Bank, a subsidiary of Raymond James, was named a leading equipment finance company by Monitor for the seventh consecutive year. The division reported $288 million in new business, driving a 5.8% year-over-year increase in total loans and leases to $749.3 million. Management attributes the growth to a disciplined credit approach and strengthened strategic partnerships within the bank's $20 billion asset base.

•2mo ago

RJF: 8-K · earnings release

Raymond James Financial (NYSE: RJF) furnished an 8-K on August 19, 2026 with its July 2026 operating data under Item 7.01. Client assets under administration hit a record $1.93 trillion, up 17% year-over-year, driven by higher equity markets and net asset inflows. Other July metrics were also strong: Private Client Group assets rose 17% YoY to $1.86 trillion, fee-based assets grew 21% to $1.16 trillion, financial assets under management jumped 30% to $344.6 billion, and net bank loans climbed 13% to $56.3 billion. Clients' domestic cash sweep and Enhanced Savings Program balances of $56.7 billion rose 3% YoY but declined 4% versus June, which CEO Paul Shoukry attributed to quarterly client fee billings collected in July. He also flagged that advisor retention and the recruiting pipeline remain strong and investment banking pipelines are robust, though closing timing is uncertain. The data is furnished, not filed, and the company explicitly cautions that the limited monthly data should not be assumed to correlate with quarterly earnings; treat this as a KPI datapoint rather than an earnings event.

SEC 8-K•2mo ago

Raymond James Named PGA TOUR Championship Series Sponsor for Greensboro-Area Event

Raymond James signed a multi-year agreement to sponsor the PGA TOUR’s Greensboro-area tournament, which will be rebranded as 'GO by Raymond James' and contested as part of the PGA TOUR Championship Series starting in 2028. The company views the partnership as a strategic investment to expand its brand visibility and introduce its relationship-driven capabilities to a wider audience. The event, hosted at Sedgefield Country Club, is a historic stop on the tour dating back to 1938 and will continue to support local charitable initiatives.

•2mo ago

RJF: 10-Q · periodic report

Raymond James Financial closed its fiscal third quarter of 2026 with net revenues of $3.93 billion, up 16% year over year, and net income available to common shareholders of $595 million, up 37%. Diluted EPS rose 42% to $3.01 and annualized return on common equity improved to 18.8% from 14.3% a year earlier. For the nine months ended June 30, 2026, net revenues reached $11.52 billion (+11%) and diluted EPS was $8.52 (+16%), with adjusted diluted EPS of $8.83 up 17%. Growth was driven by higher asset management fees on fee-based client asset growth and a 37% jump in investment banking revenues to $291 million in the quarter. The firm deployed capital aggressively: it completed its acquisitions of Clark Capital Management and a majority stake in GreensLedge (with up to $275 million of contingent consideration), repurchased $400 million of stock in the quarter at an average of $152 per share, and redeemed its $81 million Series B preferred stock. $1.1 billion remains under the $2 billion buyback authorization. Balance sheet strength underpins the capital returns: total assets grew to $94.2 billion, bank loans rose to $56.2 billion funded by $63.3 billion of deposits, and the tier 1 leverage ratio of 11.7% and total capital ratio of 22.5% remained well above requirements, with $2.5 billion of corporate cash on hand.

SEC 10-Q•2mo ago

Raymond James Financial Reports Fiscal Third Quarter of 2026 Results

Raymond James Financial reported fiscal third quarter net revenues of $3.93 billion, up 16% year-over-year, with net income of $595 million or $3.01 per diluted share. The firm set records for client assets under administration at $1.92 trillion and fee-based assets at $1.15 trillion, driven by $21.7 billion in domestic net new assets. The company repurchased $400 million of common stock during the quarter, leaving $1.1 billion remaining under its current authorization.

•3mo ago

RJF: 8-K · other

Raymond James Financial reported May 2026 operating data, revealing record client assets under administration of $1.92 trillion, a 21% increase year-over-year and 3% sequentially. This growth was driven by higher equity markets and net asset inflows, with fee-based account assets surging 27% year-over-year to $1.16 trillion. Bank loan balances held steady at $55.3 billion, while clients' domestic cash sweep and Enhanced Savings Program balances rose 3% year-over-year to $55.8 billion. The company noted that strong growth in securities-based loans and residential mortgages offset lower corporate loans. CEO Paul Shoukry described the advisor recruiting pipeline as robust, though he indicated that the timing of investment banking closings remains uncertain. The data reflects the impact of the recent Clark Capital acquisition, which contributed $37 billion to financial assets under management.

SEC 8-K•4mo ago

RJF: 8-K · other

Raymond James Financial (RJF) hosted its 2026 Analyst & Investor Day, presenting a strategic overview that highlights strong growth across its Private Client Group, Capital Markets, Asset Management, and Bank segments. The firm reported $14.1 billion in net revenues for FY2025, representing a 9% year-over-year increase, driven by a highly variable cost model where 62% of consolidated expenses are tied to advisor compensation and incentives. The Private Client Group continues to be the primary growth engine, with $1.7 trillion in client assets under administration and $54 billion in domestic net new assets during the first six months of FY2026. Advisor recruiting momentum remains robust, with $407 million in recruited trailing-twelve-month production in FY2025, a 21% year-over-year increase, supported by the firm’s unique AdvisorChoice affiliation model and high advisor retention rates. Management outlined financial targets including an adjusted pre-tax margin of approximately 20% and an adjusted return on common equity of 17% or higher. The firm emphasized its strong balance sheet, with $3.0 billion in corporate cash, a Tier 1 leverage ratio of 12.4%, and investment-grade credit ratings from all major agencies. Strategic initiatives include expanding securities-based lending, leveraging AI to enhance advisor productivity, and integrating recent acquisitions such as Clark Capital and GreensLedge to deepen capabilities in asset management and securitization advisory.

SEC 8-K•4mo ago

RJF: 8-K · other

Raymond James Financial reported record client assets under administration of $1.87 trillion as of April 30, 2026, representing a 22% increase year-over-year and a 6% sequential gain. The growth was driven primarily by higher equity markets and net asset inflows. Private Client Group fee-based assets rose 28% year-over-year to $1.12 trillion, while bank loans increased 14% year-over-year to $55.4 billion. CEO Paul Shoukry noted that investment banking pipelines remain strong, though the timing of deal closings continues to be uncertain.

SEC 8-K•5mo ago

Raymond James Financial Declares Quarterly Dividend on Common Stock

Raymond James Financial declared a quarterly cash dividend of $0.54 per share, payable on July 15, 2026 to shareholders of record on July 1, 2026. The company is a leading diversified financial services firm with total client assets of $1.76 trillion, providing a range of services including private client group, capital markets, asset management, and banking.

•5mo ago