Highest-materiality recent filing
Raymond James reports record client assets of $1.87T in Apr, up 22% YoY
Client assets under admin reached record $1.87T, up 22% YoY and 6% sequentially.
Raymond James declares $0.54 quarterly dividend, payable July 15, 2026
Quarterly cash dividend of $0.54 per common share declared on May 13, 2026.
RJF Q2 record net rev $3.86B (+13% YoY), EPS $2.72, adj EPS $2.83; PCG fee-based assets $1.04T
Record quarterly net revenues of $3.86B (+13% YoY); net income $542M, diluted EPS $2.72; adjusted EPS $2.83.
Raymond James Feb 2026 operating data: record $1.83T client assets under administration, up 16% YoY
Record client assets under administration of $1.83T, up 16% YoY, driven by higher equity markets and net inflows.
Raymond James declares $0.54 quarterly dividend; annual meeting results also filed
Quarterly dividend of $0.54 per common share declared, payable April 15, 2026 to holders of record April 1, 2026.
Raymond James Financial reports record client AUA of $1.80T in January, up 13% YoY
Client assets under administration reached $1.80 trillion, up 13% year-over-year and 2% month-over-month.
Record quarterly net revenues of $3.74B (+6% YoY); GAAP diluted EPS $2.79, adjusted $2.86.
Raymond James to acquire Clark Capital Management Group with $46B AUM
Definitive agreement announced to acquire all outstanding shares of Clark Capital.
Raymond James Nov 2025: record $1.77T client assets (+10% YoY); IB revenues down ~20% in early Q1
Client assets under administration hit record $1.765T, up 10% YoY and 1% sequentially.
Raymond James raises common dividend 8% to $0.54; authorizes $2B buyback
Quarterly common dividend raised to $0.54 per share, payable Jan 16, 2026 to holders of record Jan 2, 2026.
Raymond James to redeem all Series B Preferred Stock for $80.5M on Jan 2, 2026
Full redemption of 80,500 shares of 6.375% Series B Preferred at $1,000/share, plus related depositary shares at $25 each.
Raymond James reports record client AUA of $1.75T in October, up 13% YoY
Client assets under administration hit $1.75T, up 13% YoY and 1% sequentially.
Raymond James posts record FY2025 revenue $14.07B, diluted EPS $10.30; Q4 EPS $2.95
Record FY2025: net revenues $14.07B (+10% YoY), diluted EPS $10.30, adj. EPS $10.66.
Raymond James reports record client assets under administration of $1.69T for August 2025
Client AUM hit $1.69T (record), up 10% YoY and 2% from July 2025, driven by equity markets and net inflows.
Raymond James upsizes credit facility to $1B and extends maturity to 2030
Revolving credit facility increased to $1,000,000,000 and matures September 23, 2030.
Raymond James prices $1.5B senior notes offering in two tranches
$650M of 4.900% senior notes due 2035 and $850M of 5.650% senior notes due 2055; offering closed Sept. 11, 2025.
Raymond James declares $0.50 quarterly common dividend, payable Oct 15
Quarterly common dividend of $0.50 per share declared, payable Oct 15, 2025 to holders of record Oct 1, 2025.
Raymond James July 2025: record client assets $1.65T, fee-based accounts up 14% YoY
Client AUA $1,653.4B (+10% YoY, +1% seq); PCG AUA $1,591.8B.
Raymond James Financial Reports Fiscal Q3 2025 Revenue Up 5% to $3.40B, Net Income $435M
Record net revenues of $10.34B for first 9 months of fiscal 2025, up 10% YoY; record pre-tax income of $1.98B
Raymond James May 2025: Client assets up 9% YoY; cash sweep down 4%
Client assets under administration of $1,583B, up 9% YoY and 3% MoM.
Raymond James holds 2025 Analyst & Investor Day; no specific financial details in filing excerpt
Annual Analyst & Investor Day held June 5, 2025; presentation slides attached as Exhibit 99.1 but not fully reproduced.
Raymond James appoints Equifax CEO Mark Begor to board; declares $0.50 quarterly dividend
Mark W. Begor, CEO of Equifax, appointed as independent director; joins Audit and Risk Committees.
Raymond James April 2025: client assets up 9% YoY; cash sweep balances down 4% sequentially
Client assets under administration $1,530.7B, +9% YoY, flat vs March 2025.
On May 21, 2025, the Board of Directors (“Board”) of Raymond James Financial, Inc. (“Company”) appointed Mark W. Begor, age 66, as a director, effective immediately.
Max materiality 0.95 · Median 0.55 · Most common event other_material