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.
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 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 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 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 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 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.
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 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 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 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.
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 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.
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