earnings
confidence high
sentiment positive
materiality 0.80
RJF Q2 record net rev $3.86B (+13% YoY), EPS $2.72, adj EPS $2.83; PCG fee-based assets $1.04T
RAYMOND JAMES FINANCIAL INC
2026-Q2 EPS reported
$5.51
revenue$8,438,000,000
- 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.
item 2.02item 9.01