secwatch.observer — SEC 8-K summary
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Issuer:     RAYMOND JAMES FINANCIAL INC (RJF)
CIK:        0000720005
Form:       8-K
Filed at:   2026-03-25T23:59:59+00:00
Accession:  0000720005-26-000043
Event type: other_material
Sentiment:  positive
Materiality: 0.60
Item codes: 7.01, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

Raymond James Feb 2026 operating data: record $1.83T client assets under administration, up 16% YoY
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- 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.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/720005/000072000526000043/0000720005-26-000043-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/720005/000072000526000043/rjf-20260325.htm
  HTML page:      https://secwatch.observer/filing/0000720005-26-000043

License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer