Form 8-K · Current report
Raymond James Financial 8-K, filed Jul 22, 2026
- Filed
- CIK
- 0000720005
- Accession no.
- 0000720005-26-000066
Summary
Raymond James Financial reported record fiscal third-quarter 2026 net revenues of $3.93 billion, up 16% from the prior-year quarter, and net income available to common shareholders of $595 million, or a record $3.01 per diluted share, up 42%, or $3.14 per diluted share on an adjusted basis excluding $25 million of acquisition-related expenses. CEO Paul Shoukry attributed the results to strength in the Private Client Group, advisor recruiting and investment banking pipelines, and said the firm enters the fiscal fourth quarter with significant momentum.
Key points
- Record client assets under administration reached $1.92 trillion, up 17% from June 2025, with Private Client Group fee-based assets at a record $1.15 trillion, up 22%.
- Net bank loans hit a record $56.2 billion, up 13% year over year, with securities-based loans of $24.8 billion up 34%.
- The firm repurchased $400 million of common stock at an average price of $152 per share during the quarter, leaving $1.1 billion available under its authorized repurchase program.
- Financial assets under management reached a record $345 billion, up 31% from June 2025, including $36 billion from the completed acquisition of Clark Capital.
Written by an AI model from the filing text. It can be incomplete or wrong; the filing on SEC.gov is the record.
Items reported
- 2.02Results of Operations and Financial Condition
- 9.01Financial Statements and Exhibits
From the filing
Item 2.02 Results of Operations and Financial Condition On July 22, 2026, Raymond James Financial, Inc. (the “Company”) issued a press release disclosing its results for the fiscal third quarter ended June 30, 2026. A copy of this press release is attached to this Current Report as Exhibit 99.1 and incorporated by reference herein. In addition, a copy of the Company’s Financial Supplement and Earnings Presentation for the fiscal third quarter ended June 30, 2026 are attached as Exhibits 99.2 and 99.3, respectively, to this Current Report and are incorporated by reference herein. …
An excerpt of the text as filed with the SEC, cut for length.
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