Form 8-K · Current report
Raymond James Financial 8-K, filed Aug 19, 2026
- Filed
- CIK
- 0000720005
- Accession no.
- 0000720005-26-000073
Summary
Raymond James Financial reported selected operating data for July 2026, with client assets under administration reaching a record $1.93 trillion, up 17% year-over-year and roughly flat from June. CEO Paul Shoukry said advisor retention and the recruiting pipeline remain strong and investment banking pipelines are robust, but the timing of closings is uncertain.
Key points
- Client assets under administration were $1,927.7 billion as of July 31, 2026, up 17% year-over-year and essentially unchanged from June 30, 2026.
- Financial assets under management rose 30% year-over-year to $344.6 billion.
- Clients' domestic cash sweep and Enhanced Savings Program balances were $56.7 billion, up 3% year-over-year and down 4% from the prior month, which Shoukry attributed to quarterly fee billings collected in July.
- Bank loans, net, were $56.3 billion, up 13% year-over-year.
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
- 7.01Regulation FD Disclosure
- 9.01Financial Statements and Exhibits
From the filing
Item 7.01 Regulation FD Disclosure On August 19, 2026, Raymond James Financial, Inc. (the “Company”) issued a press release to disclose its operating data for July 2026. A copy of this press release is attached to this Current Report as Exhibit 99.1 and is incorporated herein by reference. The information in this Current Report, including any exhibits hereto, is being “furnished” and shall not be deemed to be “filed” for purposes of Section 18 of the Securities Exchange Act of 1934, as amended, or otherwise subject to the liabilities of that section, nor shall it be deemed incorporated by reference into any filing of the Company with the Securities and Exchange Commission, whether made…
An excerpt of the text as filed with the SEC, cut for length.
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