other_material
confidence high
sentiment positive
materiality 0.60
Raymond James Feb 2026 operating data: record $1.83T client assets under administration, up 16% YoY
RAYMOND JAMES FINANCIAL INC
- 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.
item 7.01item 9.01