Form 8-K · Current report
Raymond James Financial 8-K, filed Sep 23, 2026
- Filed
- CIK
- 0000720005
- Accession no.
- 0000720005-26-000077
Summary
Raymond James Financial reported selected operating data for August 2026, including record client assets under administration of $1.97 trillion, up 16% year-over-year and 2% from July, according to CEO Paul Shoukry. The firm said investment banking pipelines and client activity remain strong, though the timing of closings remains uncertain.
Key points
- Client assets under administration were $1.97 trillion as of August 31, 2026, up 16% year-over-year and 2% from July 31, 2026.
- Financial assets under management rose 30% year-over-year to $350.5 billion.
- Bank loans, net, were $56.4 billion, up 12% year-over-year and roughly flat sequentially.
- Clients' domestic cash sweep and Enhanced Savings Program balances were $57.4 billion, up 6% year-over-year and 1% from the prior month.
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 September 23, 2026, Raymond James Financial, Inc. (the “Company”) issued a press release to disclose its operating data for August 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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