RJF
Raymond James Financial, Inc.161.96
-0.87-0.53%
Dec 16, 4:00:02 PM EST
Earnings Call Transcripts
This Quarter (Q1 '26)
No earnings call transcript available yet
Last Quarter (Q4 '25)
FY Q1 '26
Key Stats
Market Cap
32.29BP/E (TTM)
15.72Basic EPS (TTM)
10.30Dividend Yield
0.01%Recent Filings
8-K
Record $1.83T client assets
Raymond James Financial reported record client assets under administration of $1.83 trillion as of February 28, 2026, up 16% year-over-year from higher equity markets and net inflows. PCG fee-based accounts hit $1,083.4 billion, rising 2% sequentially on advisor recruiting. Cash sweep balances dipped 1% to $54.6 billion. Investment banking revenues rose 5% in the quarter's first two months.
8-K
Shareholders approve directors, plans
Raymond James shareholders at the February 19, 2026 annual meeting elected all 12 director nominees and approved executive compensation (94.74%), amended stock plans (95-99%), and KPMG ratification (95.37%). Board declared $0.54 quarterly dividend, payable April 15 to April 1 record holders. Strong support signals alignment.
8-K
Record $1.8T client assets
Raymond James Financial reported record client assets under administration of $1,803.8 billion as of January 31, 2026, up 13% year-over-year and 2% from December. Private Client Group assets hit $1,739.6 billion, with fee-based accounts at $1,062.4 billion, both surging 14-18% annually. Cash balances fell 5% sequentially to $55.0 billion amid fee collections and reinvestments. Recruiting and banking pipelines stay robust.
10-Q
Q1 FY2026 results
Raymond James posted Q1 FY2026 net revenues of $3.74B, up 6% y/y, driven by 15% higher asset management fees from market gains and net new assets, plus 9% brokerage growth in PCG, yet investment banking fell 36% on weaker M&A. Pre-tax income dipped 3% to $728M as expenses rose 8%, with comp up on recruiting and tech investments; diluted EPS landed at $2.79, down 2% y/y (reconciles to 201.4M shares). Bank deposits swelled to $60.2B, funding $53.4B loans (up q/q), cash at $9.9B, $700M FHLB debt; operating cash flow swung to $(10)M. Share buybacks hit $400M. Litigation risk lingers from cash sweep probes.
8-K
Record revenues, assets surge
Raymond James hit record $3.74B net revenues and $1.77T client assets for Q1 fiscal 2026, up 6% and 14% year-over-year, fueled by 15% growth in asset management fees to $2.0B. Private Client Group grabbed $30.8B net new assets at 8% annualized pace, while Capital Markets slumped 21% on weak M&A. Repurchased $400M shares; bank loans hit $53.4B.
IPO
Website
Employees
Sector
Industry
AMP
Ameriprise Financial, Inc.
486.60-4.89
BOTJ
Bank of the James Financial Gro
18.54+0.04
JEF
Jefferies Financial Group Inc.
61.26-0.29
JPM
JP Morgan Chase & Co.
315.55-4.47
MUFG
Mitsubishi UFJ Financial Group,
15.76-0.63
PFG
Principal Financial Group Inc
89.54-1.09
PNC
PNC Financial Services Group, I
209.98-0.91
RF
Regions Financial Corporation
27.51+0.12
RY
Royal Bank Of Canada
166.37-0.72
SF
Stifel Financial Corporation
127.58-0.66