Raymond James Financial, Inc.'s Stock Analysis

Raymond James Financial Reports August 2025 Operating Data

Raymond James Financial, Inc. reported its operating data for August 2025, highlighting record client assets under administration of $1.69 trillion, which reflects a 10% increase year-over-year and a 2% increase from the previous month. This growth was attributed to higher equity markets and net asset inflows. The company noted that advisor recruiting remains strong despite a decline in clients' domestic cash sweep and Enhanced Savings Program balances, which fell 4% year-over-year and 1% sequentially.

Additionally, Raymond James Financial indicated that its investment banking pipeline remains robust. The firm provides a range of financial services including private client group, capital markets, and asset management, serving individuals, corporations, and municipalities. As a publicly traded company since 1983, it is listed on the New York Stock Exchange under the symbol RJF.

Sep 24, 2025 16:20:41

Raymond James Financial Secures $1 Billion Credit Agreement Extension

Raymond James Financial, Inc. has entered into a Second Amended and Restated Credit Agreement, which extends the maturity date for borrowings to September 23, 2030. This agreement increases the facility amount to $1 billion and reduces the applicable interest rate range from 0.000% - 1.425% to 0.000% - 1.300%, based on the company's credit ratings.

The new agreement is part of a syndicate led by Bank of America, N.A. and replaces the previous unsecured Amended and Restated Credit Agreement dated April 6, 2023. This restructuring may impact the company's financial flexibility and borrowing costs, which are relevant factors for investors monitoring the company's financial health.

Sep 23, 2025 16:52:41

Raymond James Financial Raises $1.5 Billion in Senior Notes

Raymond James Financial, Inc. has completed a public offering of $1.5 billion in senior notes, consisting of $650 million in 4.900% notes due in 2035 and $850 million in 5.650% notes due in 2055. The offering was finalized on September 11, 2025, and the net proceeds are intended for general corporate purposes. The issuance was made under an effective shelf registration statement with the SEC.

The 2035 notes will mature on September 11, 2035, while the 2055 notes will mature on September 11, 2055. The offering was conducted pursuant to an underwriting agreement and is supported by various indentures. Interested parties can access the prospectus and related documents through the SEC's website or by contacting the underwriters directly.

Sep 11, 2025 16:10:53

Raymond James Financial Declares Quarterly Dividends for Investors

On August 20, 2025, Raymond James Financial's Board of Directors declared a quarterly cash dividend of $0.50 per share on its common stock, which is set to be paid on October 15, 2025, to shareholders of record on October 1, 2025. Additionally, a quarterly cash dividend of $0.3984375 per depositary share of the 6.375% Fixed-to-Floating Rate Series B Non-Cumulative Perpetual Preferred Stock will be payable on October 1, 2025, to shareholders of record on September 15, 2025.

Raymond James Financial, Inc. operates as a diversified financial services company and holds total client assets of $1.65 trillion. The firm is publicly traded on the New York Stock Exchange under the ticker symbol RJF and has been listed since 1983. Further details about the company and its services can be found on their website.

Aug 21, 2025 14:43:03

Raymond James Financial Reports July 2025 Operating Data

Raymond James Financial, Inc. reported key operating data for July 2025, highlighting a 10% year-over-year increase in client assets under administration, totaling $1.65 trillion. The growth was attributed to higher equity markets and net asset inflows, despite a 2% decline in domestic cash sweep and Enhanced Savings Program balances, which stood at $54.8 billion.

The company noted robust advisor recruiting activity and a strong investment banking pipeline. However, it also mentioned a sequential decline in cash sweep balances due to quarterly fee billings of approximately $1.7 billion, partially offset by net inflows. This operating data is intended to provide timely insights to investors regarding the company's performance.

Aug 20, 2025 16:23:57

Raymond James Financial Reports Fiscal Q3 2025 Financial Results

Raymond James Financial, Inc. reported net revenues of $3.40 billion for the fiscal third quarter ended June 30, 2025, reflecting a 5% increase compared to the same period last year. The company recorded a net income of $435 million, or $2.12 per diluted share, while adjusted net income was $449 million, or $2.18 per diluted share. The firm noted a $58 million reserve increase related to a legal settlement, which impacted net income. Total client assets reached a record $1.64 trillion, with significant growth in fee-based accounts and asset management revenues.

For the first nine months of fiscal 2025, Raymond James reported record net revenues of $10.34 billion, a 10% increase year-over-year, and record earnings per diluted share of $7.35, up 7% from the previous year. The Private Client Group segment saw a 3% rise in quarterly net revenues, while the Asset Management segment achieved record pre-tax income. The company repurchased $451 million of common stock during the quarter, and as of June 30, 2025, it had $749 million remaining under its stock repurchase authorization.

Jul 23, 2025 16:16:16

Raymond James Financial Reports May 2025 Operating Data

Raymond James Financial, Inc. announced its operating data for May 2025, highlighting a 9% year-over-year increase in client assets under administration, reaching $1.58 trillion. The growth is attributed to higher equity markets and net asset inflows. However, the company's domestic cash sweep and Enhanced Savings Program balances experienced a 4% decline year-over-year and a 3% decline from the previous month.

The report also noted that the investment banking pipeline remains strong, although the timing for closings is uncertain. Other key metrics included a 12% year-over-year increase in financial assets under management and an 11% rise in net bank loans. The Private Client Group's assets in fee-based accounts also saw a 13% increase compared to last year.

Jun 25, 2025 16:21:17

Raymond James Financial Outlines Strategic Overview and Growth Plans

Raymond James Financial recently held its Analyst & Investor Day, presenting a strategic overview that highlighted the firm's financial strength and growth trajectory. The company reported $1.48 trillion in client assets under administration and a 16% compound annual growth rate (CAGR) for assets in fee-based accounts over the past five years. The firm aims to expand its market share across all business segments and enhance collaboration among its divisions while investing in technology and infrastructure to support advisors and clients.

The Bank Segment of Raymond James has shown significant growth, with total assets reaching $63 billion and a diversified loan portfolio of $48.3 billion. The firm emphasized its focus on conservative underwriting practices and maintaining a stable source of deposits. Additionally, the firm reported a favorable shift in its asset mix towards private client loans, which are expected to contribute to ongoing revenue growth. The presentation underscored the company's commitment to sustainable growth and its advisor-first approach.

Jun 05, 2025 08:11:59

Raymond James Financial Appoints New Director Mark W. Begor

Raymond James Financial, Inc. has elected Mark W. Begor, CEO of Equifax, to its Board of Directors as of May 21, 2025. Begor will serve on the Board's Audit Committee and Risk Committee, and the Board's size has increased from 12 to 13 members. His extensive experience in financial services, particularly in overseeing large-scale businesses and investments, is expected to contribute to the firm's long-term goals and technology platform development.

Begor has been with Equifax since 2018 and has led significant initiatives including 14 acquisitions and a major cloud transformation. Prior to Equifax, he worked at Warburg Pincus and spent 35 years at General Electric, primarily in leadership roles at GE Capital. His educational background includes a bachelor's degree in finance and marketing from Syracuse University and an MBA from Rensselaer Polytechnic Institute.

May 23, 2025 11:02:32

Raymond James Reports April 2025 Operating Data Results

Raymond James Financial, Inc. reported an increase of 9% in client assets under administration year-over-year, totaling $1.53 trillion as of April 30, 2025. However, the company's domestic cash sweep and Enhanced Savings Program balances declined by 1% compared to the previous year and 4% from the previous month, attributed to quarterly fee billings and seasonal tax payments. The CEO noted that while the investment banking pipeline remains strong, the timing of closings has been affected by macroeconomic uncertainty.

In terms of other financial metrics, the Private Client Group assets under administration also rose by 9% year-over-year, reaching $1.47 trillion. Additionally, the assets in fee-based accounts increased by 12%, amounting to $873.3 billion. Financial assets under management saw a similar 12% rise, totaling $245.5 billion. The net bank loans increased by 10% year-over-year, indicating growth in that segment as well.

May 21, 2025 16:36:31