{"filings":[{"id":1249956,"accession_number":"0000720005-26-000063","cik":720005,"company_name":"RAYMOND JAMES FINANCIAL INC","ticker":"RJF","form_type":"8-K","filed_at":"2026-06-24T20:20:53+00:00","items":["7.01","9.01"],"status":"ready","headline":"Raymond James reports May 2026 record client assets of $1.92T, up 21% YoY","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Client assets under administration hit $1.92T, up 21% YoY and 3% from April 2026.","Private Client Group assets under administration $1.85T (+22% YoY); fee-based accounts $1.16T (+27% YoY).","Financial assets under management $342.7B (+35% YoY, +15% MoM) including $37B from April 2026 Clark Capital acquisition.","Bank loans $55.3B (+13% YoY, flat MoM); domestic cash sweep and Enhanced Savings $55.8B (+3% YoY, flat MoM).","CEO notes robust advisor recruiting pipeline; investment banking timing remains uncertain."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":28335992908.081245,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":677837,"accession_number":"0000720005-26-000060","cik":720005,"company_name":"RAYMOND JAMES FINANCIAL INC","ticker":"RJF","form_type":"8-K","filed_at":"2026-05-27T12:09:55+00:00","items":["7.01","9.01"],"status":"ready","headline":"Raymond James holds 2026 Analyst & Investor Day; no specific financial figures in filing","summary_kind":"llm","event_type":"other_material","confidence":"low","bullets":["Annual Analyst & Investor Day held on May 27, 2026, with executive management presentations.","Presentation slides furnished but exhibit contains only a title slide; no financial data provided.","No updated guidance, earnings, or material business metrics disclosed in this filing."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.2,"calibrated_materiality_score":0.2,"market_cap_usd":28335992908.081245,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":554957,"accession_number":"0000720005-26-000058","cik":720005,"company_name":"RAYMOND JAMES FINANCIAL INC","ticker":"RJF","form_type":"8-K","filed_at":"2026-05-20T20:21:58+00:00","items":["7.01","9.01"],"status":"ready","headline":"Raymond James reports record client assets of $1.87T in Apr, up 22% YoY","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Client assets under admin reached record $1.87T, up 22% YoY and 6% sequentially.","PCG fee-based assets rose 28% YoY to $1.12T; up 7% vs March 2026.","Domestic cash sweep & Enhanced Savings balances flat YoY at $55.6B, down 4% sequentially.","Acquisition of Clark Capital Management closed Apr 30; FUM metric excludes its impact.","CEO cites strong equity markets and net inflows; IB pipeline active but closing timing uncertain."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":28335992908.081245,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":526719,"accession_number":"0000720005-26-000056","cik":720005,"company_name":"RAYMOND JAMES FINANCIAL INC","ticker":"RJF","form_type":"8-K","filed_at":"2026-05-19T20:05:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"Raymond James declares $0.54 quarterly dividend, payable July 15, 2026","summary_kind":"llm","event_type":"dividend","confidence":"high","bullets":["Quarterly cash dividend of $0.54 per common share declared on May 13, 2026.","Payable July 15, 2026 to shareholders of record on July 1, 2026.","Dividend amount unchanged from prior quarter; regular quarterly cycle maintained."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.3,"calibrated_materiality_score":0.3,"market_cap_usd":28335992908.081245,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":98485,"accession_number":"0000720005-26-000046","cik":720005,"company_name":"RAYMOND JAMES FINANCIAL INC","ticker":"RJF","form_type":"8-K","filed_at":"2026-04-22T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"RJF Q2 record net rev $3.86B (+13% YoY), EPS $2.72, adj EPS $2.83; PCG fee-based assets $1.04T","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Record quarterly net revenues of $3.86B (+13% YoY); net income $542M, diluted EPS $2.72; adjusted EPS $2.83.","Private Client Group net new assets $23.0B (5.8% annualized growth); record fee-based assets $1.04T (+20% YoY).","Bank segment net loans record $54.8B (+14% YoY); NIM 2.81% (+14 bps YoY); securities-based loans +31% YoY.","Capital Markets rev $464M (+17% YoY) on stronger underwriting; completed GreensLedge acquisition in Q2.","Repurchased $400M of stock in Q2 at avg $155/share; $1.5B remaining under authorization; capital ratios well above regulatory."],"consensus_eps_estimate":null,"consensus_eps_actual":5.51,"consensus_revenue_estimate":null,"consensus_revenue_actual":8438000000.0,"consensus_period":"2026-Q2","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":28335992908.081245,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":113989,"accession_number":"0000720005-26-000043","cik":720005,"company_name":"RAYMOND JAMES FINANCIAL INC","ticker":"RJF","form_type":"8-K","filed_at":"2026-03-25T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"Raymond James Feb 2026 operating data: record $1.83T client assets under administration, up 16% YoY","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Record client assets under administration of $1.83T, up 16% YoY, driven by higher equity markets and net inflows.","PCG fee-based account assets $1.08T, up 21% YoY and 2% sequentially, supported by robust advisor recruiting.","Clients' domestic cash sweep/Enhanced Savings balances $54.6B, down 4% YoY and 1% sequentially.","Bank loans net $54.0B, up 13% YoY; financial assets under management $292.5B, up 16% YoY.","Investment banking revenues for first two months of current quarter up ~5% vs prior-year period."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":28335992908.081245,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":113988,"accession_number":"0000720005-26-000041","cik":720005,"company_name":"RAYMOND JAMES FINANCIAL INC","ticker":"RJF","form_type":"8-K","filed_at":"2026-02-23T23:59:59+00:00","items":["5.07","7.01","9.01"],"status":"ready","headline":"Raymond James declares $0.54 quarterly dividend; annual meeting results also filed","summary_kind":"llm","event_type":"dividend","confidence":"high","bullets":["Quarterly dividend of $0.54 per common share declared, payable April 15, 2026 to holders of record April 1, 2026.","All 12 director nominees elected at Feb 19 annual meeting with 23.95M broker non-votes each.","Advisory say-on-pay approved with 94.74% of votes cast; stock plans and auditor ratification also passed."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.35,"calibrated_materiality_score":0.35,"market_cap_usd":28335992908.081245,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":113987,"accession_number":"0000720005-26-000038","cik":720005,"company_name":"RAYMOND JAMES FINANCIAL INC","ticker":"RJF","form_type":"8-K","filed_at":"2026-02-18T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"Raymond James Financial reports record client AUA of $1.80T in January, up 13% YoY","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Client assets under administration reached $1.80 trillion, up 13% year-over-year and 2% month-over-month.","Private Client Group assets under administration rose 14% YoY to $1.74 trillion.","Fee-based account assets hit $1.06 trillion, up 18% YoY.","Domestic cash sweep and Enhanced Savings Program balances fell 5% sequentially to $55.0 billion.","CEO Paul Shoukry cited higher equity markets and strong advisor recruiting pipeline."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":28335992908.081245,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":113986,"accession_number":"0000720005-26-000030","cik":720005,"company_name":"RAYMOND JAMES FINANCIAL INC","ticker":"RJF","form_type":"8-K","filed_at":"2026-01-28T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Raymond James reports record Q1 revenue $3.74B; dividend up 8%, $400M buyback, Clark Capital acquisition","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Record quarterly net revenues of $3.74B (+6% YoY); GAAP diluted EPS $2.79, adjusted $2.86.","Client assets under admin record $1.77T (+14% YoY); PCG net new assets $30.8B (8% annualized growth).","Quarterly dividend raised 8% to $0.54; repurchased $400M of stock at avg $162; new $2B buyback auth.","Acquired Clark Capital (asset manager, >$46B AUM) to join Raymond James Investment Management.","Bank segment NIM 2.81% (+10bps QoQ); securities-based loans $21.7B (+28% YoY)."],"consensus_eps_estimate":null,"consensus_eps_actual":2.79,"consensus_revenue_estimate":null,"consensus_revenue_actual":4176000000.0,"consensus_period":"2026-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":28335992908.081245,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":113985,"accession_number":"0000720005-26-000028","cik":720005,"company_name":"RAYMOND JAMES FINANCIAL INC","ticker":"RJF","form_type":"8-K","filed_at":"2026-01-15T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"Raymond James to acquire Clark Capital Management Group with $46B AUM","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Definitive agreement announced to acquire all outstanding shares of Clark Capital.","Clark Capital manages over $46 billion in discretionary and non-discretionary assets.","Closing expected by third calendar quarter of 2026, subject to regulatory approvals.","Clark Capital will maintain its brand and operate as an independent boutique within Raymond James Investment Management.","Existing Clark Capital leadership team, brand, investment capabilities, and service model will be retained."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.72,"calibrated_materiality_score":0.72,"market_cap_usd":28335992908.081245,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":130395,"accession_number":"0000720005-25-000097","cik":720005,"company_name":"RAYMOND JAMES FINANCIAL INC","ticker":"RJF","form_type":"8-K","filed_at":"2025-12-17T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"Raymond James Nov 2025: record $1.77T client assets (+10% YoY); IB revenues down ~20% in early Q1","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Client assets under administration hit record $1.765T, up 10% YoY and 1% sequentially.","Private Client Group fee-based accounts rose 15% YoY to $1.03T; financial AUM increased 11% to $279.8B.","Cash sweep and Enhanced Savings balances of $56.0B declined 3% YoY but rose 1% sequentially.","CEO notes strong advisor recruiting pipeline; IB revenues for first two months of quarter down ~20% vs prior quarter due to timing."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":28335992908.081245,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":130394,"accession_number":"0000720005-25-000095","cik":720005,"company_name":"RAYMOND JAMES FINANCIAL INC","ticker":"RJF","form_type":"8-K","filed_at":"2025-12-04T23:59:59+00:00","items":["7.01","8.01","9.01"],"status":"ready","headline":"Raymond James raises common dividend 8% to $0.54; authorizes $2B buyback","summary_kind":"llm","event_type":"dividend","confidence":"high","bullets":["Quarterly common dividend raised to $0.54 per share, payable Jan 16, 2026 to holders of record Jan 2, 2026.","New $2B share repurchase authorization replaces previous $1.5B program; $105M remained under prior auth.","Preferred dividend of $0.3984375 per depositary share declared on Series B (RJF PrB), payable Jan 1, 2026.","Buyback authorization has no fixed expiration and may be executed in open market or private transactions.","The 8% dividend increase reflects management confidence in capital returns to shareholders."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":28335992908.081245,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":130393,"accession_number":"0001193125-25-304558","cik":720005,"company_name":"RAYMOND JAMES FINANCIAL INC","ticker":"RJF","form_type":"8-K","filed_at":"2025-12-02T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"Raymond James to redeem all Series B Preferred Stock for $80.5M on Jan 2, 2026","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Full redemption of 80,500 shares of 6.375% Series B Preferred at $1,000/share, plus related depositary shares at $25 each.","Redemption date is January 2, 2026; all necessary approvals obtained.","After redemption, no Series B Preferred or depositary shares will remain outstanding.","Redemption prices do not include declared and unpaid dividends prior to the redemption date."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":28335992908.081245,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":130392,"accession_number":"0000720005-25-000090","cik":720005,"company_name":"RAYMOND JAMES FINANCIAL INC","ticker":"RJF","form_type":"8-K","filed_at":"2025-11-19T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"Raymond James reports record client AUA of $1.75T in October, up 13% YoY","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Client assets under administration hit $1.75T, up 13% YoY and 1% sequentially.","Private Client Group fee-based accounts reached $1.02T, up 19% YoY.","Financial assets under management rose 15% YoY to $276.7B.","Domestic cash sweep & Enhanced Savings balances fell 4% YoY to $55.5B.","Bank loans grew 12% YoY to $51.8B; advisor recruiting and IB pipelines remain strong."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":28335992908.081245,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":130391,"accession_number":"0000720005-25-000086","cik":720005,"company_name":"RAYMOND JAMES FINANCIAL INC","ticker":"RJF","form_type":"8-K","filed_at":"2025-10-22T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Raymond James posts record FY2025 revenue $14.07B, diluted EPS $10.30; Q4 EPS $2.95","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Record FY2025: net revenues $14.07B (+10% YoY), diluted EPS $10.30, adj. EPS $10.66.","Q4: net revenues $3.73B (+8% YoY, +10% QoQ); diluted EPS $2.95 ($3.11 adj.); ROE 19.6%, adj. ROTCE 23.9%.","PCG: record quarterly net revenues $2.66B; AUA $1.67T (+11% YoY); fee-based accts $1.01T (+15%); Q4 net new assets $17.9B.","Capital Mkts Q4 net rev $513M (+6% YoY); inv banking rev $309M (+1%); Asset Mgmt record quarterly net rev $314M (+14%).","Bank Q4 pre-tax income $133M (+36% YoY); net loans $51.6B (+12%). Returned $1.5B capital in FY2025; Q4 repurchases $350M."],"consensus_eps_estimate":null,"consensus_eps_actual":10.3,"consensus_revenue_estimate":null,"consensus_revenue_actual":15912000000.0,"consensus_period":"2025-FY","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":28335992908.081245,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":146939,"accession_number":"0000720005-25-000080","cik":720005,"company_name":"RAYMOND JAMES FINANCIAL INC","ticker":"RJF","form_type":"8-K","filed_at":"2025-09-24T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"Raymond James reports record client assets under administration of $1.69T for August 2025","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Client AUM hit $1.69T (record), up 10% YoY and 2% from July 2025, driven by equity markets and net inflows.","Private Client Group AUM $1.626T (+10% YoY); fee-based accounts $978.9B (+14% YoY).","Financial assets under management $270.0B (+12% YoY); bank loans net $50.2B (+10% YoY).","Clients' domestic cash sweep and Enhanced Savings balances $54.2B, down 4% YoY and 1% sequentially.","CEO cites strong advisor recruiting and robust investment banking pipeline."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":28335992908.081245,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":146938,"accession_number":"0001193125-25-213526","cik":720005,"company_name":"RAYMOND JAMES FINANCIAL INC","ticker":"RJF","form_type":"8-K","filed_at":"2025-09-23T23:59:59+00:00","items":["1.01","2.03","9.01"],"status":"ready","headline":"Raymond James upsizes credit facility to $1B and extends maturity to 2030","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Revolving credit facility increased to $1,000,000,000 and matures September 23, 2030.","Interest rate spread reduced to 0.000%-1.300% from 0.000%-1.425% over benchmark rates.","Borrowers are Raymond James Financial (RJF) and Raymond James & Associates (RJA).","Agreement amends and restates the April 2023 credit facility with same bank syndicate.","Facility remains unsecured; pricing tied to RJF's senior unsecured debt ratings."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":28335992908.081245,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":146937,"accession_number":"0001193125-25-201329","cik":720005,"company_name":"RAYMOND JAMES FINANCIAL INC","ticker":"RJF","form_type":"8-K","filed_at":"2025-09-11T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"Raymond James prices $1.5B senior notes offering in two tranches","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["$650M of 4.900% senior notes due 2035 and $850M of 5.650% senior notes due 2055; offering closed Sept. 11, 2025.","Net proceeds will be used for general corporate purposes.","Lead underwriters include BofA Securities, Citigroup, J.P. Morgan, and Raymond James & Associates.","Notes priced at 4.900% (2035) and 5.650% (2055), each per annum, maturing September 11, 2035 and 2055 respectively."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":28335992908.081245,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":146936,"accession_number":"0000720005-25-000078","cik":720005,"company_name":"RAYMOND JAMES FINANCIAL INC","ticker":"RJF","form_type":"8-K","filed_at":"2025-08-21T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"Raymond James declares $0.50 quarterly common dividend, payable Oct 15","summary_kind":"llm","event_type":"dividend","confidence":"high","bullets":["Quarterly common dividend of $0.50 per share declared, payable Oct 15, 2025 to holders of record Oct 1, 2025.","Preferred Series B dividend of $0.3984375 per depositary share declared, payable Oct 1, 2025 to record holders Sep 15, 2025.","No change in dividend rate from prior quarter; routine quarterly declaration."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.25,"calibrated_materiality_score":0.25,"market_cap_usd":28335992908.081245,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":146935,"accession_number":"0000720005-25-000075","cik":720005,"company_name":"RAYMOND JAMES FINANCIAL INC","ticker":"RJF","form_type":"8-K","filed_at":"2025-08-20T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"Raymond James July 2025: record client assets $1.65T, fee-based accounts up 14% YoY","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Client AUA $1,653.4B (+10% YoY, +1% seq); PCG AUA $1,591.8B.","Private Client Group fee-based AUM $956.5B, up 14% YoY and 1% sequentially.","Clients' domestic cash sweep & ESP balances $54.8B, down 2% YoY and 1% sequentially ($400M decline).","Advisor recruiting robust; investment banking pipeline strong, notes CEO Paul Shoukry."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":28335992908.081245,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":146934,"accession_number":"0000720005-25-000067","cik":720005,"company_name":"RAYMOND JAMES FINANCIAL INC","ticker":"RJF","form_type":"8-K","filed_at":"2025-07-23T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Raymond James Financial Reports Fiscal Q3 2025 Revenue Up 5% to $3.40B, Net Income $435M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Record net revenues of $10.34B for first 9 months of fiscal 2025, up 10% YoY; record pre-tax income of $1.98B","Quarterly net revenues $3.40B, up 5% YoY; net income available to common shareholders $435M ($2.12 diluted EPS)","Record client assets under administration of $1.64 trillion, up 11% vs June 2024; PCG fee-based assets $943.9B (up 15%)","Repurchased $451M of common stock during Q3; $749M remaining under buyback authorization","Recorded $58M reserve increase for legal settlement related to bond underwritings from 2013-2015"],"consensus_eps_estimate":null,"consensus_eps_actual":7.35,"consensus_revenue_estimate":null,"consensus_revenue_actual":11722000000.0,"consensus_period":"2025-Q3","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.95,"calibrated_materiality_score":0.95,"market_cap_usd":28335992908.081245,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":165434,"accession_number":"0000720005-25-000064","cik":720005,"company_name":"RAYMOND JAMES FINANCIAL INC","ticker":"RJF","form_type":"8-K","filed_at":"2025-06-25T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"Raymond James May 2025: Client assets up 9% YoY; cash sweep down 4%","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Client assets under administration of $1,583B, up 9% YoY and 3% MoM.","Private Client Group fee-based accounts rose 13% YoY to $909.1B.","Financial assets under management $254.2B, up 12% YoY.","Cash sweep & Enhanced Savings balances $54.2B, down 4% YoY and 3% MoM.","CEO Shoukry cites higher equity markets and net inflows; investment banking pipeline remains strong."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":28335992908.081245,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":165433,"accession_number":"0000720005-25-000060","cik":720005,"company_name":"RAYMOND JAMES FINANCIAL INC","ticker":"RJF","form_type":"8-K","filed_at":"2025-06-05T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"Raymond James holds 2025 Analyst & Investor Day; no specific financial details in filing excerpt","summary_kind":"llm","event_type":"other_material","confidence":"low","bullets":["Annual Analyst & Investor Day held June 5, 2025; presentation slides attached as Exhibit 99.1 but not fully reproduced.","No financial targets, guidance, or material updates are extractable from the filing excerpt.","Investors should refer to the full presentation for any material disclosures."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.25,"calibrated_materiality_score":0.25,"market_cap_usd":28335992908.081245,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":165432,"accession_number":"0000720005-25-000058","cik":720005,"company_name":"RAYMOND JAMES FINANCIAL INC","ticker":"RJF","form_type":"8-K","filed_at":"2025-05-23T23:59:59+00:00","items":["5.02","7.01","9.01"],"status":"ready","headline":"Raymond James appoints Equifax CEO Mark Begor to board; declares $0.50 quarterly dividend","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Mark W. Begor, CEO of Equifax, appointed as independent director; joins Audit and Risk Committees.","Board size increased to 13; Begor gets $150,000 prorated RSU award vesting at 2026 annual meeting.","Quarterly common dividend of $0.50 per share declared, payable July 15, 2025 to holders of record July 1, 2025.","Quarterly preferred dividend of $0.3984375 per depositary share (RJF PrB) declared, payable July 1, 2025."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.35,"calibrated_materiality_score":0.35,"market_cap_usd":28335992908.081245,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":165431,"accession_number":"0000720005-25-000056","cik":720005,"company_name":"RAYMOND JAMES FINANCIAL INC","ticker":"RJF","form_type":"8-K","filed_at":"2025-05-21T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"Raymond James April 2025: client assets up 9% YoY; cash sweep balances down 4% sequentially","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Client assets under administration $1,530.7B, +9% YoY, flat vs March 2025.","Private Client Group assets under administration $1,469.5B, +9% YoY.","Fee-based account assets $873.3B, +12% YoY; financial AUM $245.5B, +12% YoY.","Domestic cash sweep/ESP balances $55.6B, -1% YoY and -4% sequentially due to tax payments and fees.","CEO cites macroeconomic uncertainty impacting timing of investment banking closings, but pipeline strong."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":28335992908.081245,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":165430,"accession_number":"0000720005-25-000049","cik":720005,"company_name":"RAYMOND JAMES FINANCIAL INC","ticker":"RJF","form_type":"8-K","filed_at":"2025-04-23T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Raymond James reports fiscal Q2 net revenues $3.40B, EPS $2.36; record H1 results","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net revenues $3.40B (+9% YoY); diluted EPS $2.36 GAAP, $2.42 adjusted.","Private Client Group revenues $2.49B (+6% YoY); assets under admin $1.48T.","Capital Markets revenues $396M (+23% YoY) with investment banking $207M (+21% YoY).","Bank segment record net loans $48.3B (+9% YoY); NIM 2.67% (+7 bps sequentially).","Repurchased $250M stock in Q2 and $190M in April 2025; $1.01B remaining authorization."],"consensus_eps_estimate":2.3803,"consensus_eps_actual":5.22,"consensus_revenue_estimate":null,"consensus_revenue_actual":7880000000.0,"consensus_period":"2025-Q2","consensus_source":"xbrl+finnhub","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":28335992908.081245,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":183084,"accession_number":"0000720005-25-000042","cik":720005,"company_name":"RAYMOND JAMES FINANCIAL INC","ticker":"RJF","form_type":"8-K","filed_at":"2025-03-19T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"Raymond James Feb client assets up 12% YoY to $1.58T; cash sweep down 3%","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Client assets under administration of $1.58T, up 12% YoY but down 1% sequentially.","Private Client Group fee-based accounts rose 16% YoY to $896.7B.","Domestic cash sweep and ESP balances fell 3% YoY and 1% sequentially to $56.6B.","CEO cites strong investment banking pipeline but lower Q1 closings due to macro uncertainty."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.45,"calibrated_materiality_score":0.45,"market_cap_usd":28335992908.081245,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":183083,"accession_number":"0000720005-25-000039","cik":720005,"company_name":"RAYMOND JAMES FINANCIAL INC","ticker":"RJF","form_type":"8-K","filed_at":"2025-02-26T23:59:59+00:00","items":["5.02","5.07","7.01","9.01"],"status":"ready","headline":"Raymond James completes CEO succession: Shoukry in, Reilly becomes Executive Chair; declares $0.50 quarterly dividend","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Paul C. Reilly stepped down as CEO effective Feb. 20, 2025, appointed Executive Chair; Paul M. Shoukry succeeded as CEO.","Reilly's 2025 base salary reduced from $750,000 to $500,000 effective March 1, 2025.","Shareholders elected 12 directors; say-on-pay approved by 89.39% of votes cast; KPMG ratified as auditor (96.60%).","Quarterly common dividend of $0.50 per share declared, payable April 15, 2025 to holders of record April 1, 2025.","Preferred dividend of $0.3984375 per depositary share (RJF PrB) declared, payable April 15, 2025 to record March 14, 2025."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":28335992908.081245,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":183080,"accession_number":"0000720005-25-000036","cik":720005,"company_name":"RAYMOND JAMES FINANCIAL INC","ticker":"RJF","form_type":"8-K/A","filed_at":"2025-02-24T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"Raymond James sets CEO Shoukry's compensation: $750k base, $5M RSU award with performance metrics","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Base salary increased from $500,000 to $750,000 effective March 1, 2025.","RSU award of $5M: $2.5M time-vesting, $2.5M performance-vesting.","Time-vesting RSUs vest 60% on 3rd anniversary, 20% each on 4th and 5th.","Performance-vesting PRSUs tied to 3-yr avg adjusted ROE (≥10% threshold) and rTSR modifier.","PRSU vesting ranges from 0% to 150%, with rTSR adjustment of -20% to +20%."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":28335992908.081245,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":183082,"accession_number":"0000720005-25-000029","cik":720005,"company_name":"RAYMOND JAMES FINANCIAL INC","ticker":"RJF","form_type":"8-K","filed_at":"2025-02-19T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"Raymond James January 2025: client assets under administration up 15% YoY to $1.59T","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Private Client Group assets under administration $1.52T, up 16% YoY and 2% from Dec 2024.","Fee-based account assets $898.4B, up 20% YoY; financial assets under mgmt $250.9B up 17%.","Bank loans net $47.5B, up 8% YoY and 1% from prior month; cash sweep/ESP $57.3B flat YoY, down 4% MoM.","CEO cites higher equity markets and modest net inflows for asset growth; investment banking pipeline healthy."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.3,"calibrated_materiality_score":0.3,"market_cap_usd":28335992908.081245,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":183081,"accession_number":"0000720005-25-000018","cik":720005,"company_name":"RAYMOND JAMES FINANCIAL INC","ticker":"RJF","form_type":"8-K","filed_at":"2025-01-29T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Raymond James reports record Q1 revenue $3.54B (+17% YoY); EPS $2.86; dividend raised 11%","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net income available to common shareholders $599M ($2.86 diluted EPS); adjusted EPS $2.93 on $614M adjusted net income.","Private Client Group record revenue $2.55B (+14% YoY); fee-based accounts $876.6B (+17% YoY); net new assets $14.0B.","Capital Markets revenue $480M (+42% YoY) driven by investment banking $317M (+86% YoY).","Quarterly cash dividend increased 11% to $0.50/share; Board authorized $1.5B common stock repurchase plan.","Bank segment net loans $47.2B (record, +7% YoY); criticized loans improved to 1.26% of total loans."],"consensus_eps_estimate":null,"consensus_eps_actual":2.86,"consensus_revenue_estimate":null,"consensus_revenue_actual":4035000000.0,"consensus_period":"2025-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":28335992908.081245,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":199672,"accession_number":"0000720005-24-000076","cik":720005,"company_name":"RAYMOND JAMES FINANCIAL INC","ticker":"RJF","form_type":"8-K","filed_at":"2024-12-18T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"Raymond James Nov client assets record $1.60T, up 21% YoY; fee-based accounts +25%","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Client assets under administration $1,599.7B, +21% YoY and +4% MoM on higher equity markets and net inflows.","Private Client Group fee-based accounts $896.1B, +25% YoY; financial AUM $251.7B, +20% YoY.","Bank loans net $46.6B, +6% YoY; domestic cash sweep and ESP $57.9B, +2% YoY, flat MoM.","Net inflows Q1-to-date impacted by departure of one large independent branch; investment banking pipeline healthy."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":28335992908.081245,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":199671,"accession_number":"0000720005-24-000074","cik":720005,"company_name":"RAYMOND JAMES FINANCIAL INC","ticker":"RJF","form_type":"8-K","filed_at":"2024-12-09T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"Raymond James CEO transition: Shoukry to become CEO on Feb 20, 2025, Reilly as Executive Chair","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Paul Shoukry, current President, appointed CEO effective February 20, 2025, succeeding Paul Reilly.","Paul Reilly will step down as CEO and become Executive Chair on that date, remaining full-time.","The transition completes the succession plan announced in March 2024.","Shoukry previously served as CFO until Sept 2024 and has been President since then.","Board unanimously approved appointment; Lead Independent Director Jeff Edwards praised Shoukry."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":28335992908.081245,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":199670,"accession_number":"0000720005-24-000072","cik":720005,"company_name":"RAYMOND JAMES FINANCIAL INC","ticker":"RJF","form_type":"8-K","filed_at":"2024-12-06T23:59:59+00:00","items":["7.01","8.01","9.01"],"status":"ready","headline":"Raymond James raises quarterly dividend 11.1% to $0.50; approves new $1.5B buyback","summary_kind":"llm","event_type":"dividend","confidence":"high","bullets":["Quarterly common dividend increased to $0.50/share ($0.45 prior), payable Jan 16, 2025 to holders of record Jan 2, 2025.","Preferred stock dividend of $0.3984375 per depositary share (Series B) declared, payable Jan 2, 2025.","Board authorized $1.5B common stock repurchase program, replacing prior authorization with ~$644M remaining.","New repurchase authorization has no fixed expiration and may be suspended at any time at company's discretion."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":28335992908.081245,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":199669,"accession_number":"0000720005-24-000065","cik":720005,"company_name":"RAYMOND JAMES FINANCIAL INC","ticker":"RJF","form_type":"8-K","filed_at":"2024-11-20T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"Raymond James Oct 2024 client assets up 25% YoY, down 2% MoM on market decline","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Client assets under administration $1,543.9B, +25% YoY; down 2% from Sep due to lower equity markets.","Fee-based account assets $862.8B, +29% YoY; down 1% MoM.","Cash sweep and ESP balances $57.9B, flat MoM; inflows offset quarterly fee billings.","CEO cites departure of one large independent branch as headwind; recruiting/retention strong.","Investment banking pipeline described as healthy with active deal flow."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":28335992908.081245,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":199668,"accession_number":"0000720005-24-000063","cik":720005,"company_name":"RAYMOND JAMES FINANCIAL INC","ticker":"RJF","form_type":"8-K","filed_at":"2024-10-23T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Raymond James reports record FY2024 net revenues $12.82B, diluted EPS $9.70; Q4 EPS $2.86","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Record FY2024 net revenues $12.82B (+10% YoY), net income $2.06B (+19%), diluted EPS $9.70, adjusted EPS $10.05.","Record Q4 net revenues $3.46B (+13% YoY, +7% QoQ), net income $601M (+39%), diluted EPS $2.86, adjusted EPS $2.95.","Record client AUA $1.57T (+25% YoY); PCG fee-based assets $875.2B (+28%); domestic net new assets $60.7B in FY2024.","Private Client Group record annual net revenues $9.46B, pre-tax income $1.79B; Capital Markets Q4 revs $483M (+42% YoY) on M&A strength.","Returned $1.3B to shareholders via buybacks/dividends in FY2024; Q4 repurchased 2.6M shares for $300M; capital ratio 24.1%."],"consensus_eps_estimate":null,"consensus_eps_actual":9.7,"consensus_revenue_estimate":null,"consensus_revenue_actual":14923000000.0,"consensus_period":"2024-FY","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":28335992908.081245,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":215689,"accession_number":"0000720005-24-000060","cik":720005,"company_name":"RAYMOND JAMES FINANCIAL INC","ticker":"RJF","form_type":"8-K","filed_at":"2024-09-25T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"Raymond James reports record client assets of $1.54T in August, up 19% YoY","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Client assets under administration grew to record $1.54T, up 19% YoY and 2% MoM.","Private Client Group fee-based accounts rose 22% YoY to $860.2B.","Cash sweep and ESP balances were $56.3B, down 2% YoY but up 1% MoM.","CEO cites strong advisor retention, recruiting, and equity market appreciation.","Investment banking pipeline healthy but timing of closings uncertain."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":28335992908.081245,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":215688,"accession_number":"0000720005-24-000058","cik":720005,"company_name":"RAYMOND JAMES FINANCIAL INC","ticker":"RJF","form_type":"8-K","filed_at":"2024-09-04T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"Raymond James appoints Katherine H. Larson as Chief Accounting Officer effective Oct 1, 2024","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Ms. Larson (44) joined the Company in 2016, became Controller in 2023, and previously was a VP at Goldman Sachs.","She holds bachelor's and master's degrees in accounting from University of Alabama and is a CPA.","Her spouse, Nathan Larson, is a VP in Compliance at Raymond James, earning ~$408,550 over Oct 2022–Aug 2024.","No arrangements or understandings exist under which she was selected as an officer; no family relationships with directors or executive officers."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.4,"calibrated_materiality_score":0.4,"market_cap_usd":28335992908.081245,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":215687,"accession_number":"0000720005-24-000055","cik":720005,"company_name":"RAYMOND JAMES FINANCIAL INC","ticker":"RJF","form_type":"8-K","filed_at":"2024-08-23T23:59:59+00:00","items":["5.03","7.01","9.01"],"status":"ready","headline":"Raymond James declares $0.45 common and $0.3984375 preferred dividend","summary_kind":"llm","event_type":"dividend","confidence":"high","bullets":["Common stock dividend of $0.45 per share payable Oct 15, 2024 to holders of record Oct 1, 2024.","Preferred stock (RJF PrB) dividend of $0.3984375 per depositary share payable Oct 1, 2024 to holders of record Sep 13, 2024.","Dividends declared by the Board on August 21, 2024 as part of regular quarterly cycle."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.25,"calibrated_materiality_score":0.25,"market_cap_usd":28335992908.081245,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":215686,"accession_number":"0000720005-24-000053","cik":720005,"company_name":"RAYMOND JAMES FINANCIAL INC","ticker":"RJF","form_type":"8-K","filed_at":"2024-08-21T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"Raymond James reports record client assets of $1.50T in July; monthly metrics show growth","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Client assets under administration reached $1.5046T, up 15% YoY and 2% from June 2024.","Private Client Group assets in fee-based accounts up 17% YoY to $839.4B.","Client domestic cash sweep and Enhanced Savings Program balances fell to $56.0B (-3% YoY, -1% MoM).","Investment banking results improved in July; pipeline healthy but closing timing uncertain."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":28335992908.081245,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":215685,"accession_number":"0000720005-24-000047","cik":720005,"company_name":"RAYMOND JAMES FINANCIAL INC","ticker":"RJF","form_type":"8-K","filed_at":"2024-07-24T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"RJF reports record Q3 net revenues $3.23B, EPS $2.31; adjusted EPS $2.39","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Record quarterly net revenues of $3.23B, up 11% YoY; net income $491M, diluted EPS $2.31.","Adjusted net income $508M, adjusted diluted EPS $2.39 (excl. $23M acquisition costs).","Record client assets under administration $1.48T (+15% YoY); PCG fee-based assets $820.6B (+18%).","Domestic PCG net new assets $16.5B in quarter (5.2% annualized growth); total capital ratio 23.6%.","Repurchased 2M shares for $243M in quarter; $945M remaining under buyback authorization."],"consensus_eps_estimate":null,"consensus_eps_actual":6.85,"consensus_revenue_estimate":null,"consensus_revenue_actual":10920000000.0,"consensus_period":"2024-Q3","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":28335992908.081245,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":235086,"accession_number":"0000720005-24-000044","cik":720005,"company_name":"RAYMOND JAMES FINANCIAL INC","ticker":"RJF","form_type":"8-K","filed_at":"2024-06-18T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"Raymond James reports May client AUA up 18% YoY to $1.45T; fee-based assets up 21%","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Client assets under administration $1,451.4B, up 18% YoY and 3% from April.","Private Client Group fee-based accounts $804.8B, up 21% YoY and 4% month-over-month.","Financial assets under management $226.0B, up 17% YoY, driven by market appreciation and advisor recruiting.","Domestic cash sweep and Enhanced Savings balances $56.2B, nearly flat vs. April, down 2% YoY.","CEO Paul Reilly highlights healthy investment banking pipeline but uncertain closing timing."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":28335992908.081245,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":235085,"accession_number":"0000720005-24-000042","cik":720005,"company_name":"RAYMOND JAMES FINANCIAL INC","ticker":"RJF","form_type":"8-K","filed_at":"2024-05-24T23:59:59+00:00","items":["5.02","7.01","9.01"],"status":"ready","headline":"Raymond James appoints new CFO, adds two directors, declares $0.45 quarterly dividend","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Butch Oorlog, current CAO, appointed CFO effective Oct 1, 2024; succeeds Paul Shoukry who becomes CEO in FY2025.","Board expands from 11 to 13; adds Cecily Mistarz (former BMO U.S. CRO) and Paul Shoukry as directors.","Quarterly common dividend of $0.45/share payable July 15, 2024 to holders of record July 1, 2024.","Preferred Series B dividend of $0.3984375/depositary share payable July 1, 2024; record June 14, 2024.","Mistarz appointed to Audit and Risk Committees; receives prorated RSU award of $150,000."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":28335992908.081245,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":235084,"accession_number":"0000720005-24-000040","cik":720005,"company_name":"RAYMOND JAMES FINANCIAL INC","ticker":"RJF","form_type":"8-K","filed_at":"2024-05-23T23:59:59+00:00","items":["8.01"],"status":"ready","headline":"Raymond James board member Bob Dutkowsky dies; served since 2018","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Bob Dutkowsky, a director since 2018, has passed away.","He was described as a thoughtful, people-oriented leader.","No successor or interim appointment has been announced.","The filing contains only this memorial disclosure under Item 8.01."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"negative","materiality_score":0.35,"calibrated_materiality_score":0.35,"market_cap_usd":28335992908.081245,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":235083,"accession_number":"0000720005-24-000038","cik":720005,"company_name":"RAYMOND JAMES FINANCIAL INC","ticker":"RJF","form_type":"8-K","filed_at":"2024-05-23T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"Raymond James holds Annual Analyst & Investor Day; no specific new targets in provided materials","summary_kind":"llm","event_type":"other","confidence":"low","bullets":["Event held May 23, 2024, with executive management presentations and Q&A from 9 a.m. to 12 p.m. ET.","Exhibit 99.1 slides attached do not contain disclosed financial targets, guidance changes, or strategic initiatives.","Filing under Regulation FD; presentation materials furnished, not filed.","No material new facts beyond the event schedule can be extracted from the provided exhibit."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.2,"calibrated_materiality_score":0.2,"market_cap_usd":28335992908.081245,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":235082,"accession_number":"0000720005-24-000036","cik":720005,"company_name":"RAYMOND JAMES FINANCIAL INC","ticker":"RJF","form_type":"8-K","filed_at":"2024-05-22T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"Raymond James April 2024 client assets under administration up 13% YoY to $1.41T","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Client assets under administration $1,409.5B, +13% YoY, -3% MoM due to market declines.","Private Client Group assets under administration $1,350.2B (+13% YoY, -3% MoM).","Private Client Group fee-based accounts $776.6B (+16% YoY, -3% MoM).","Clients' domestic cash sweep & ESP balances $56.4B (+8% YoY, -3% MoM) due to fees/taxes.","CEO: investment banking pipeline healthy but closing timing unpredictable."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.35,"calibrated_materiality_score":0.35,"market_cap_usd":28335992908.081245,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":235081,"accession_number":"0000720005-24-000030","cik":720005,"company_name":"RAYMOND JAMES FINANCIAL INC","ticker":"RJF","form_type":"8-K","filed_at":"2024-04-24T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Raymond James Financial reports record Q2 net revenues of $3.12B, EPS $2.22; adjusted EPS $2.31","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Record quarterly net revenues of $3.12B, up 9% YoY; net income $474M ($2.22 diluted EPS), up 12% YoY.","Adjusted net income $494M ($2.31 diluted EPS), excluding $26M acquisition expenses.","Record client assets under administration $1.45T (+18% YoY); PCG fee-based assets $798.8B (+20% YoY).","Capital Markets pre-tax loss of $17M despite 6% revenue growth; Bank NIM fell 97bps to 2.66%.","Share repurchases totaled $400M fiscal year-to-date; $1.14B remaining under authorization."],"consensus_eps_estimate":null,"consensus_eps_actual":4.54,"consensus_revenue_estimate":null,"consensus_revenue_actual":7158000000.0,"consensus_period":"2024-Q2","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":28335992908.081245,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":252902,"accession_number":"0000720005-24-000027","cik":720005,"company_name":"RAYMOND JAMES FINANCIAL INC","ticker":"RJF","form_type":"8-K","filed_at":"2024-03-20T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"Raymond James Feb 2024: record client AUA $1.42T, cash sweep +13% YoY","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Record client assets under administration of $1.416T, up 18% YoY and 3% MoM.","Private Client Group fee-based accounts rose 19% YoY to $775.4B.","Domestic cash sweep + ESP balances reached $58.2B, up 13% YoY and 1% MoM.","Investment banking pipelines healthy; improvement in closings noted in February.","Strong advisor retention and recruiting results contributed to growth."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":28335992908.081245,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":252901,"accession_number":"0000720005-24-000025","cik":720005,"company_name":"RAYMOND JAMES FINANCIAL INC","ticker":"RJF","form_type":"8-K","filed_at":"2024-03-20T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"Raymond James appoints Paul Shoukry President, names CEO successor; COO Dowdle to retire","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["CFO Paul Shoukry (40) named President effective March 19, 2024; expected to become CEO during fiscal 2025.","Current Chair & CEO Paul Reilly to remain as executive chair after transition.","COO Jeff Dowdle to retire effective Sept 30, 2024; Scott Curtis (Private Client Group President) to succeed him as COO on Oct 1, 2024.","Tash Elwyn to become President of Private Client Group; Jim Bunn to become President of Capital Markets, both effective Oct 1, 2024.","Dowdle to serve as Vice Chair in advisory role post-retirement to ensure smooth transition."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":28335992908.081245,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":252900,"accession_number":"0000720005-24-000023","cik":720005,"company_name":"RAYMOND JAMES FINANCIAL INC","ticker":"RJF","form_type":"8-K","filed_at":"2024-02-27T23:59:59+00:00","items":["5.07","7.01","9.01"],"status":"ready","headline":"Raymond James declares $0.45 quarterly common dividend, payable April 15, 2024","summary_kind":"llm","event_type":"dividend","confidence":"high","bullets":["Quarterly common dividend of $0.45 per share declared, payable April 15, 2024 to holders of record April 1, 2024.","Quarterly preferred dividend of $0.3984375 per depositary share (RJF PrB) declared, payable April 1, 2024 to holders of record March 15, 2024.","Annual meeting results: all 11 director nominees elected; say-on-pay approved with 83.42% of votes cast; KPMG ratified as auditor with 97.46%."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.25,"calibrated_materiality_score":0.25,"market_cap_usd":28335992908.081245,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null}],"next_cursor":"2024-02-27T23:59:59+00:00|252900"}