Raymond James Financial INC

Market Movers (8-K)

NYSE
Raymond James Financial announced record net revenues of $3.93 billion and record net income of $595 million, or $3.01 per diluted share, for its fiscal third quarter ended June 30, 2026.
NYSE
Raymond James Financial announced record client assets under administration of $1.92 trillion for May 2026, reflecting a 21% year-over-year increase.
NYSE
Raymond James Financial holds its 2026 Analyst & Investor Day, highlighting strategic growth, financial strength, and technology investments.
NYSE
Raymond James Financial announced record client assets under administration of $1.87 trillion for April 2026, a 22% year-over-year increase, driven by market performance and net inflows.
NYSE
Raymond James Financial announced a quarterly cash dividend of $0.54 per share, payable in July 2026.
NYSE
Raymond James Financial announced record quarterly net revenues of $3.86 billion and net income of $542 million for its fiscal second quarter ended March 31, 2026.

Quarterly Earnings (10-Q)

NYSE
Raymond James Financial, Inc. announced its financial results for the second quarter of fiscal year 2026, showcasing a 13% increase in net revenues and a 10% rise in pre-tax income compared to the prior year.
NYSE
Raymond James Financial reported a 6% increase in net revenues to $3.74 billion for Q1 fiscal 2026, though pre-tax income declined 3% to $728 million, impacted by lower investment banking and higher expenses.
Worse than expected
NYSE
Raymond James Financial, Inc. reported a 13% decline in pre-tax income for the quarter ended June 30, 2025, primarily due to a $58 million legal settlement, despite a 5% increase in net revenues.
Delay expected
Worse than expected
Capital raise
NYSE
Raymond James Financial reports a revenue increase but faces higher expenses and a fluctuating tax rate in its second quarter of fiscal year 2025.
Worse than expected
NYSE
Raymond James Financial's Q1 2025 net revenues increased by 17% year-over-year, fueled by growth in asset management and investment banking.
Better than expected
NYSE
Raymond James Financial's Q3 2024 earnings surged, fueled by robust asset management and brokerage revenues, despite a decline in net interest income.
Better than expected

Annual Reports (10-K)

NYSE
Raymond James Financial, Inc. reported a 10% increase in net revenues and a 3% rise in net income for fiscal year 2025, driven by higher asset management fees and investment banking activity.
Delay expected
Capital raise
Better than expected
NYSE
Raymond James Financial's annual report reveals a robust fiscal year 2024 with increased revenues and earnings, alongside ongoing regulatory and legal challenges.
Better than expected

Insider Trading (Form 4)

NYSE
Tashtego S Elwyn, President, PCG of Raymond James Financial Inc, sold 10,000 shares of common stock on July 28, 2026 for $176.06 per share.
NYSE
Steven M Raney, Executive Chair RJBank of Raymond James Financial Inc, sold 5,770 shares of common stock on July 27, 2026 for $172.97 per share.
NYSE
Raymond James Financial Chief Admin Officer Bella Loykhter Allaire contributed 29,551 shares of common stock to an exchange fund.
NYSE
Raymond James Financial's Chief Human Resources Officer, Christopher S. Aisenbrey, reported the vesting of Restricted Stock Units and a subsequent sale of shares to cover tax obligations.
NYSE
Raymond James Financial Director Jeffrey N. Edwards gifted 1,503.5 shares of common stock to his spouse.
NYSE
Raymond James Financial Director Raj Seshadri was granted 1,303 Deferred Restricted Stock Units as part of his compensation for board service.

Proxy Statements (Def-14A)

NYSE
Raymond James Financial, Inc. announces its 2026 Annual Meeting of Shareholders, detailing key proposals including director elections and executive compensation.
NYSE
Raymond James Financial, Inc. has issued proxy materials and voting instructions for its 2026 Annual Shareholders Meeting, scheduled for February 19, 2026, for Employee Stock Ownership Plan participants.
NYSE
Raymond James Financial, Inc. has filed definitive additional materials related to its proxy statement with the SEC.
NYSE
Raymond James Financial, Inc. announced record fiscal 2025 results, including $14.1 billion in net revenues and $2.1 billion in net income, alongside proposals for director elections and amendments to its stock incentive and employee stock purchase plans.
Capital raise
Better than expected
NYSE
Raymond James Financial announces its 2025 Annual Meeting of Shareholders to be held on February 20, 2025, covering director elections, executive compensation, and auditor ratification.
NYSE
Raymond James Financial encourages Employee Stock Ownership Plan (ESOP) participants to vote on key proposals at the upcoming 2025 Annual Meeting of Shareholders.

Institutional Holdings (13F)

NYSE
Raymond James Financial Inc. filed its quarterly Form 13F, detailing its holdings of Section 13(f) securities as of March 31, 2026.
NYSE
Raymond James Financial Inc. has filed its Q3 2025 13F-HR, revealing significant equity holdings totaling over $311 billion across nearly 13,000 positions.
NYSE
Raymond James Financial Inc. has filed its Q2 2025 Form 13F-HR, detailing over $290 billion in discretionary assets and a significant shift in its reporting structure.
NYSE
Raymond James Financial Inc. reports its holdings for the quarter ended March 31, 2025, including over 12,000 positions with a total value exceeding $265 billion.
NYSE
Raymond James Financial Inc. files an amendment to its Q4 2024 13F report to disclose specific holdings of its subsidiaries.
NYSE
Raymond James Financial Inc's latest 13F filing reveals its holdings as of December 31, 2024, showcasing a diverse portfolio with a total value of over $269 billion.

Schedule 13G - Passive Investments

NYSE
Vanguard Capital Management reports beneficial ownership of 13,062,357 shares, representing 6.62% of Raymond James Financial's common stock as of March 31, 2026.
NYSE
The Vanguard Group filed an amended Schedule 13G for Raymond James Financial Inc., reporting 0% beneficial ownership following an internal realignment.
NYSE
Wellington Management Group and its affiliates have disclosed a 4.7% beneficial ownership stake in Raymond James Financial, Inc., holding 9,568,625 common shares as of June 30, 2025.
NYSE
PRIMECAP Management Co/CA/ has filed an amended Schedule 13G, disclosing a 4.74% beneficial ownership stake in Raymond James Financial, Inc. as of March 31, 2025.