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Visu uses AI to transform SEC filings and press releases into accurate summaries of earnings and key company events.
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.
linkFeb 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.
linkFeb 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.
linkJan 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.
linkJan 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.
linkDec 17, 2025 16:20:10
Raymond James Financial Increases Dividends and Share Repurchase Authorization
On December 3, 2025, Raymond James Financial's Board of Directors declared a quarterly cash dividend of $0.54 per share for common stock, an 8% increase from the previous dividend of $0.50. This dividend is set to be paid on January 16, 2026, to shareholders on record by January 2, 2026. Additionally, a dividend of $0.3984375 per depositary share of the Series B Preferred Stock will be paid on January 1, 2026.
The Board also authorized a share repurchase program of up to $2 billion, replacing the prior authorization of $1.5 billion, with approximately $105 million remaining as of December 2, 2025. The company may repurchase shares at its discretion, subject to market conditions and other regulatory factors. There is no fixed expiration for this repurchase authorization, and it does not obligate the company to buy any specific amount of shares.
linkDec 04, 2025 14:35:45
Raymond James Financial to Redeem Series B Preferred Stock
Raymond James Financial, Inc. announced the redemption of all 80,500 shares of its 6.375% Fixed-to-Floating Rate Series B Non-Cumulative Perpetual Preferred Stock on January 2, 2026. The redemption price will be $1,000.00 per share of Series B Preferred Stock and $25.00 per Series B Depositary Share, excluding any declared and unpaid dividends prior to the redemption date. Following the redemption, no shares of the Series B Preferred Stock or related Depositary Shares will remain outstanding.
The redemption process will be managed by Computershare Inc. and Computershare Trust Company, N.A., which will act as the redemption agent. The shares are held through The Depository Trust Company and the payment will be made according to the procedures governing the Series B Depositary Shares. Raymond James has received all necessary approvals for this redemption, which is part of its ongoing financial management strategy.
linkDec 02, 2025 08:09:55
Raymond James Reports October 2025 Operating Data Highlights
Raymond James Financial, Inc. reported selected operating data for October 2025, revealing that client assets under administration reached a record $1.75 trillion, representing a 13% increase year-over-year and a 1% increase from the previous month. This growth was primarily attributed to higher equity markets and net asset inflows. The company noted a decline in clients' domestic cash sweep and Enhanced Savings Program balances to $55.5 billion, down 2% sequentially, as inflows were partially offset by quarterly fee billings.
The CEO, Paul Shoukry, emphasized the strength of the pipelines for advisor recruiting and investment banking. Raymond James Financial, a diversified financial services company, continues to provide a range of services to clients, including private client group, capital markets, and asset management. The firm is listed on the New York Stock Exchange under the symbol RJF.
linkNov 19, 2025 16:21:42
Raymond James Financial Reports Record Revenues and Income
Raymond James Financial, Inc. reported record annual net revenues of $14.07 billion and net income available to common shareholders of $2.13 billion for the fiscal year ended September 30, 2025. The company also achieved record earnings per diluted share of $10.30. For the fiscal fourth quarter, net revenues reached $3.73 billion, an 8% increase year-over-year, with net income available to common shareholders of $603 million, or $2.95 per diluted share. The firm returned over $1.5 billion to shareholders through share repurchases and dividends during the fiscal year.
The Private Client Group generated record quarterly net revenues of $2.66 billion, while the Capital Markets segment saw quarterly net revenues of $513 million, reflecting a 6% year-over-year increase. The Asset Management segment reported record quarterly net revenues of $314 million, driven by higher financial assets under management. The Bank segment also reported growth, with quarterly net revenues of $459 million. The company maintains a strong capital position with a total capital ratio of 24.1% and a tier 1 leverage ratio of 13.1% as of September 30, 2025.
linkOct 22, 2025 16:15:19
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.
linkSep 24, 2025 16:20:41