Skip to content
AnalystLens

Raymond James Financial 8-K Report, Regulation FD Disclosure (Jun 25, 2025)

Reports
Regulation FD·Exhibits & Filings
Filing Date
Filed June 25, 2025
Period End
June 25, 2025
Security
RJF
In the record · 2016–202610-K1010-Q338-K266

RJF filed 10 annual reports (10-K), 33 quarterly reports (10-Q) and 266 current reports (8-K) between 2016 and 2026.

  1. Material agreement8-K · Jun ’16Jun ’16
  2. Material agreement8-K · Feb ’19Feb ’19
  3. Leadership change8-K · Dec ’22Dec ’22
  4. Leadership change8-K · Sep ’26Sep ’26

01—Abstract

Summary

Summary of the 8-K filed June 25, 2025. Cited figures are marked; the original filing is the authoritative source.

Raymond James Financial, Inc. (NYSE: RJF) furnished an 8-K on June 25, 2025, under Item 7.01 (Regulation FD Disclosure), attaching a press release that reports selected operating data for May 2025.

The company states the data is provided to give investors timely information on monthly developments in key metrics and that, due to its limited nature, a consistent correlation to earnings should not be assumed. Client assets under administration reached $1,583.0 billiona at May 31, 2025, up 9% from May 31, 2024 and 3% from April 30, 2025. CEO Paul Shoukry attributed the growth primarily to higher equity markets and net asset inflows.

Private Client Group assets under administration were $1,520.8 billionb, and financial assets under management were $254.2 billion, up 12% year-over-year. Private Client Group assets in fee-based accounts were $909.1 billion, up 13% year-over-year. Clients' domestic cash sweep and Enhanced Savings Program balances declined 4% year-over-year and 3% sequentially to $54.2 billion, while bank loans, net, rose 11% year-over-year to $49.1 billion.

Shoukry also said the investment banking pipeline remains strong, though the timing of closings is difficult to predict. The information is furnished rather than filed for purposes of Section 18 of the Exchange Act.

02—Key points

Key Highlights

  1. Client assets under administration of $1,583.0 billion at May 31, 2025, up 9% year-over-year and 3% from April 30, 2025.
  2. Private Client Group assets under administration of $1,520.8 billion, up 9% year-over-year and 3% sequentially.
  3. Private Client Group assets in fee-based accounts of $909.1 billion, up 13% year-over-year and 4% sequentially.
  4. Financial assets under management of $254.2 billion, up 12% year-over-year and 4% sequentially.
  5. Clients' domestic cash sweep and Enhanced Savings Program balances of $54.2 billion, down 4% year-over-year and 3% sequentially.
  6. Bank loans, net of $49.1 billion, up 11% year-over-year and 1% sequentially.
  7. Management attributed asset growth primarily to higher equity markets and net asset inflows, and described the investment banking pipeline as strong with closing timing hard to predict.

03—Questions

Frequently Asked Questions

  1. What did Raymond James disclose in this 8-K filing?

    The company furnished a press release dated June 25, 2025, under Item 7.01 reporting its selected operating data for May 2025, covering client assets, fee-based accounts, financial assets under management, bank loans and cash sweep balances.

  2. What drove the growth in client assets under administration?

    CEO Paul Shoukry said the increase to $1,583.0 billion was primarily due to higher equity markets and net asset inflows.

  3. Why did clients' cash sweep and Enhanced Savings Program balances decline?

    The filing reports the balances fell 4% year-over-year and 3% sequentially to $54.2 billion but does not state a cause.

  4. Should investors expect these monthly metrics to track quarterly earnings?

    The company states that, due to the limited nature of this data, a consistent correlation to earnings should not be assumed.

  5. What did management say about investment banking?

    Shoukry said the investment banking pipeline remains strong, although the timing of closings is difficult to predict.

04—Continue

← View all 8-K filings