Highest-materiality recent filing
Raymond James reports May 2026 record client assets of $1.92T, up 21% YoY
Client assets under administration hit $1.92T, up 21% YoY and 3% from April 2026.
Raymond James holds 2026 Analyst & Investor Day; no specific financial figures in filing
Annual Analyst & Investor Day held on May 27, 2026, with executive management presentations.
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.
Raymond James reports fiscal Q2 net revenues $3.40B, EPS $2.36; record H1 results
Net revenues $3.40B (+9% YoY); diluted EPS $2.36 GAAP, $2.42 adjusted.
Raymond James Feb client assets up 12% YoY to $1.58T; cash sweep down 3%
Client assets under administration of $1.58T, up 12% YoY but down 1% sequentially.
Paul C. Reilly stepped down as CEO effective Feb. 20, 2025, appointed Executive Chair; Paul M. Shoukry succeeded as CEO.
Raymond James sets CEO Shoukry's compensation: $750k base, $5M RSU award with performance metrics
Base salary increased from $500,000 to $750,000 effective March 1, 2025.
Raymond James January 2025: client assets under administration up 15% YoY to $1.59T
Private Client Group assets under administration $1.52T, up 16% YoY and 2% from Dec 2024.
Raymond James reports record Q1 revenue $3.54B (+17% YoY); EPS $2.86; dividend raised 11%
Net income available to common shareholders $599M ($2.86 diluted EPS); adjusted EPS $2.93 on $614M adjusted net income.
Raymond James Nov client assets record $1.60T, up 21% YoY; fee-based accounts +25%
Client assets under administration $1,599.7B, +21% YoY and +4% MoM on higher equity markets and net inflows.
Raymond James CEO transition: Shoukry to become CEO on Feb 20, 2025, Reilly as Executive Chair
Paul Shoukry, current President, appointed CEO effective February 20, 2025, succeeding Paul Reilly.
Raymond James raises quarterly dividend 11.1% to $0.50; approves new $1.5B buyback
Quarterly common dividend increased to $0.50/share ($0.45 prior), payable Jan 16, 2025 to holders of record Jan 2, 2025.
Raymond James Oct 2024 client assets up 25% YoY, down 2% MoM on market decline
Client assets under administration $1,543.9B, +25% YoY; down 2% from Sep due to lower equity markets.
Raymond James reports record FY2024 net revenues $12.82B, diluted EPS $9.70; Q4 EPS $2.86
Record FY2024 net revenues $12.82B (+10% YoY), net income $2.06B (+19%), diluted EPS $9.70, adjusted EPS $10.05.
Raymond James reports record client assets of $1.54T in August, up 19% YoY
Client assets under administration grew to record $1.54T, up 19% YoY and 2% MoM.
Raymond James appoints Katherine H. Larson as Chief Accounting Officer effective Oct 1, 2024
Ms. Larson (44) joined the Company in 2016, became Controller in 2023, and previously was a VP at Goldman Sachs.
Raymond James declares $0.45 common and $0.3984375 preferred dividend
Common stock dividend of $0.45 per share payable Oct 15, 2024 to holders of record Oct 1, 2024.
Raymond James reports record client assets of $1.50T in July; monthly metrics show growth
Client assets under administration reached $1.5046T, up 15% YoY and 2% from June 2024.
RJF reports record Q3 net revenues $3.23B, EPS $2.31; adjusted EPS $2.39
Record quarterly net revenues of $3.23B, up 11% YoY; net income $491M, diluted EPS $2.31.
Raymond James reports May client AUA up 18% YoY to $1.45T; fee-based assets up 21%
Client assets under administration $1,451.4B, up 18% YoY and 3% from April.
Raymond James appoints new CFO, adds two directors, declares $0.45 quarterly dividend
Butch Oorlog, current CAO, appointed CFO effective Oct 1, 2024; succeeds Paul Shoukry who becomes CEO in FY2025.
Raymond James holds Annual Analyst & Investor Day; no specific new targets in provided materials
Event held May 23, 2024, with executive management presentations and Q&A from 9 a.m. to 12 p.m. ET.
Raymond James board member Bob Dutkowsky dies; served since 2018
Bob Dutkowsky, a director since 2018, has passed away.
Raymond James April 2024 client assets under administration up 13% YoY to $1.41T
Client assets under administration $1,409.5B, +13% YoY, -3% MoM due to market declines.
Raymond James Financial reports record Q2 net revenues of $3.12B, EPS $2.22; adjusted EPS $2.31
Record quarterly net revenues of $3.12B, up 9% YoY; net income $474M ($2.22 diluted EPS), up 12% YoY.
Raymond James appoints Paul Shoukry President, names CEO successor; COO Dowdle to retire
CFO Paul Shoukry (40) named President effective March 19, 2024; expected to become CEO during fiscal 2025.
Raymond James Feb 2024: record client AUA $1.42T, cash sweep +13% YoY
Record client assets under administration of $1.416T, up 18% YoY and 3% MoM.
Raymond James declares $0.45 quarterly common dividend, payable April 15, 2024
Quarterly common dividend of $0.45 per share declared, payable April 15, 2024 to holders of record April 1, 2024.
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.
Paul C. Reilly stepped down from the chief executive officer ("CEO") role and was appointed Executive Chair of the Board of Directors.
Paul M. Shoukry simultaneously assumed the role of CEO
On August 30, 2024, Raymond James Financial, Inc. (the “Company”) appointed Ms. Katherine H. Larson (44) as the Company’s Chief Accounting Officer, effective October 1, 2024.
appointed Cecily Mistarz, age 62, as a director, effective immediately.
it is expected that Mr. Shoukry will be appointed chief executive officer of the Company.
appointed Senior Vice President and Chief Accounting Officer Jonathan W. (“Butch”) Oorlog, Jr., age 60, as Chief Financial Officer, effective October 1, 2024
Scott A. Curtis, President, Private Client Group, has been appointed as Chief Operating Officer to succeed Mr. Dowdle, effective October 1, 2024.
At such time, Mr. Dowdle will be appointed Vice Chair and will serve in an advisory role to facilitate a smooth transition.
On March 19, 2024, the Board of Directors of Raymond James Financial, Inc. (the “Company”) appointed Chief Financial Officer Paul M. Shoukry (40) as President of the Company, effective March 19, 2024.
the Company announced that Chief Operating Officer Jeffrey A. Dowdle will retire from such role effective September 30, 2024
he will not stand for re-election to the Board at the Company’s 2024 Annual Shareholders Meeting (the “Annual Meeting”) and that he will retire from service as a director at the conclusion of the Annual Meeting scheduled for February 22, 2024.
Max materiality 0.95 · Median 0.55 · Most common event other_material