Raymond James Financial, Inc.'s Stock Analysis

Raymond James Financial Schedules Annual Analyst & Investor Day

Raymond James Financial, Inc. has announced its annual Analyst & Investor Day scheduled for May 27, 2026, starting at 1:00 p.m. ET. The event will feature presentations from executive management, followed by a Q&A session, and is expected to conclude around 4:45 p.m. ET. The company will provide a presentation slide deck that will be available for reference.

The company highlighted its strong business performance, reporting significant domestic net new assets of $54 billion in the first six months of FY 2026. Raymond James is focused on expanding its market share across various business units, including Private Client Group, Capital Markets, and Asset Management. The firm has achieved a 16% compound annual growth rate (CAGR) for assets in fee-based accounts over the past five years, reflecting its growth strategy and commitment to enhancing advisor capabilities through technology and support.

May 27, 2026 08:09:55

Raymond James Financial Reports Record Client Assets in April 2026

Raymond James Financial, Inc. reported that client assets under administration reached a record $1.87 trillion in April 2026, marking a 22% increase year-over-year and a 6% increase from the previous month. This growth was primarily attributed to higher equity markets and net asset inflows. Additionally, fee-based assets in the Private Client Group (PCG) rose by 28% compared to the same period last year and by 7% month-over-month.

Despite the positive growth in client assets, the company reported that domestic cash sweep and Enhanced Savings Program balances remained flat year-over-year and decreased by 4% sequentially, influenced by quarterly fee billings and seasonal tax payments. The investment banking pipelines and client activity levels are described as strong, although there is uncertainty regarding the timing of closings.

May 20, 2026 16:21:58

Raymond James Financial Declares Quarterly Dividend of $0.54

Raymond James Financial, Inc. announced on May 13, 2026, that its Board of Directors has declared a quarterly cash dividend of $0.54 per share for all outstanding shares of common stock. This dividend is set to be payable on July 15, 2026, to shareholders who are on record as of July 1, 2026.

Raymond James Financial, Inc. is a diversified financial services company listed on the New York Stock Exchange under the symbol RJF. The firm offers a range of services including private client group, capital markets, asset management, and banking, with total client assets amounting to $1.76 trillion.

May 19, 2026 16:05:59

Raymond James Financial Reports Record Revenue and Earnings Growth

Raymond James Financial, Inc. reported record net revenues of $3.86 billion for the fiscal second quarter ended March 31, 2026, representing a 13% increase compared to the same period last year. The company's net income available to common shareholders was $542 million, or $2.72 per diluted share, while adjusted net income was $564 million, or $2.83 per diluted share. The growth was largely driven by a 17% increase in asset management and related administrative fees, alongside strong investment banking and brokerage revenues. Client assets under administration reached $1.76 trillion, marking a 15% increase from the previous year, with net new assets of $23 billion for the quarter, indicating positive momentum in the Private Client Group segment.

The company also highlighted significant growth in its banking segment, with record net bank loans of $54.8 billion and a net interest margin of 2.81%. While pre-tax income showed a slight increase of 1% over the previous quarter, net income available to common shareholders decreased by 4% due to a higher effective tax rate. The firm repurchased $400 million of common stock during the quarter, and as of March 31, 2026, had $1.5 billion remaining under its stock repurchase authorization. The annualized return on common equity was reported at 17.3%, reflecting the company's strong financial performance.

Apr 22, 2026 16:17:24

Raymond James Reports February 2026 Operating Data Highlights

Raymond James Financial, Inc. reported selected operating data for February 2026, revealing record client assets under administration of $1.83 trillion, a 16% increase year-over-year, attributed to higher equity markets and net asset inflows. The company's assets in fee-based accounts rose 2% from the previous month, supported by strong advisor recruiting, while domestic cash sweep and Enhanced Savings Program balances decreased by 1% sequentially.

The investment banking sector showed positive trends, with revenues for the first two months of the current quarter up approximately 5% compared to the same period last year. However, the timing of deal closings continues to affect revenue generation. Raymond James Financial, Inc. operates in various financial services sectors, serving individuals, corporations, and municipalities, and has a total of $1.83 trillion in client assets.

Mar 25, 2026 16:17:40

Raymond James Financial Announces Dividend and Board Elections Results

Raymond James Financial held its Annual Meeting of Shareholders on February 19, 2026, where shareholders elected twelve board members and approved several key measures. The advisory vote on executive compensation received 94.74% approval, while the Amended and Restated 2012 Stock Incentive Plan and the Amended and Restated 2003 Employee Stock Purchase Plan were approved with 95.32% and 99.39% of votes, respectively. Additionally, shareholders ratified the appointment of KPMG LLP as the independent public accounting firm for the fiscal year ending September 30, 2026.

On the same day, the Board of Directors declared a quarterly cash dividend of $0.54 per share, which is payable on April 15, 2026, to shareholders of record as of April 1, 2026. The company reported total client assets of $1.80 trillion and is publicly traded on the New York Stock Exchange under the ticker symbol RJF.

Feb 23, 2026 09:31:37

Raymond James Financial Reports January 2026 Operating Data

Raymond James Financial, Inc. reported selected operating data for January 2026, highlighting a record $1.80 trillion in client assets under administration, reflecting a 13% year-over-year increase and a 2% rise from the previous month. This growth was primarily attributed to higher equity markets and net asset inflows. The company noted a robust advisor recruiting pipeline, indicating ongoing interest in its client-first culture and technology platform.

The report also mentioned a decrease in clients' domestic cash sweep and Enhanced Savings Program balances to $55.0 billion, down 5% sequentially, due to quarterly fee billings collected in January and active client reinvestment after a seasonal buildup. Additionally, the investment banking pipelines are described as strong, suggesting continued potential for future business activity.

Feb 18, 2026 16:20:07

Raymond James Financial Reports Record Client Assets and Revenues

Raymond James Financial, Inc. reported record client assets under administration of $1.77 trillion and quarterly net revenues of $3.74 billion for the fiscal first quarter ending December 31, 2025. This represents a 6% increase in revenues compared to the same quarter last year, driven by a 15% rise in asset management and related administrative fees. The company also achieved a net income of $562 million, or $2.79 per diluted share, with an adjusted net income of $577 million, or $2.86 per diluted share, after accounting for acquisition-related expenses.

The Private Client Group segment saw significant growth, with record net revenues of $2.77 billion and net new assets of $30.8 billion, reflecting an annualized growth rate of 8%. The Capital Markets segment, however, experienced a decline in revenues, down 21% year-over-year, primarily due to lower investment banking revenues. The company announced an 8% increase in its quarterly dividend and a share repurchase of $400 million during the quarter, further enhancing shareholder value.

Jan 28, 2026 16:11:42

Raymond James Acquires Clark Capital Management Group for Growth

Raymond James Financial has announced a definitive agreement to acquire Clark Capital Management Group, Inc., an asset management firm with over $46 billion in discretionary assets under management. The transaction is expected to close by the third quarter of 2026, pending regulatory approvals. Following the acquisition, Clark Capital will retain its brand and operate as an independent boutique investment manager within Raymond James Investment Management.

The acquisition aims to enhance Raymond James Investment Management's offerings and support Clark Capital's growth by leveraging Raymond James' resources and distribution capabilities. Both firms emphasize a commitment to delivering exceptional service to financial advisors and their clients, aligning their cultures and strategic visions. This partnership is expected to strengthen Raymond James' position in key advisor-focused channels and expand its range of innovative investment solutions.

Jan 15, 2026 09:05:19

Raymond James Financial Reports November 2025 Operating Data

Raymond James Financial, Inc. reported record client assets under administration of $1.77 trillion for November 2025, reflecting a 10% increase year-over-year and a 1% increase from the previous month. This growth is attributed to net asset inflows driven by strong recruiting and favorable equity market conditions. The company also noted an increase in clients’ domestic cash sweep and Enhanced Savings Program balances, which reached $56.0 billion, a 1% sequential rise.

Despite positive trends in client assets and advisor recruiting, the company indicated that investment banking revenues for the first two months of the current quarter have decreased by approximately 20% compared to the same period last year, primarily due to the timing of deal closings. The investment banking pipelines and client activity levels remain strong, suggesting ongoing engagement in this sector.

Dec 17, 2025 16:20:10