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Raymond James Financial 8-K Report, Regulation FD Disclosure (Jun 24, 2026)

Reports
Regulation FD·Exhibits & Filings
Filing Date
Filed June 24, 2026
Period End
June 24, 2026
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. Leadership change8-K · Mar ’19Mar ’19
  3. Material agreement8-K · Apr ’21Apr ’21
  4. Leadership change8-K · May ’25May ’25

01—Abstract

Summary

Summary of the 8-K filed June 24, 2026. Cited figures are marked; the original filing is the authoritative source.

Raymond James Financial, Inc. (NYSE: RJF) furnished a Form 8-K on June 24, 2026, under Item 7.01 (Regulation FD Disclosure), attaching a press release that reports its selected operating data for May 2026.

The company states that this monthly data is provided for timely investor information and that a consistent correlation to earnings should not be assumed given its limited nature. The information is furnished rather than filed for purposes of Section 18 of the Exchange Act. The headline metric is client assets under administration, which grew to a record $1.92 trilliona as of May 31, 2026.

That represents a 21% increase year-over-year and a 3% increase from April 30, 2026. CEO Paul Shoukry attributed the growth primarily to higher equity markets and net asset inflows. Private Client Group assets under administration reached $1.85 trillionb, and Private Client Group assets in fee-based accounts were $1.16 trillion, up 27% year-over-year.

Financial assets under management rose to $342.7 billionc, up 35% year-over-year and 15% from April, with the increase including $37 billion of assets under management from Clark Capital Management Group, Inc., acquired on April 30, 2026. Balance sheet and banking metrics were steady. Bank loans, net were $55.3 billion, nearly flat from the prior month, with growth in securities-based loans and residential mortgages offset by lower corporate loans.

Clients' domestic cash sweep and Enhanced Savings Program balances were $55.8 billiond, up 3% year-over-year and flat sequentially. Management said the advisor recruiting pipeline remains robust and investment banking pipelines and client activity are strong, though the timing of deal closings remains uncertain.

02—Key points

Key Highlights

  1. Client assets under administration reached a record $1.92 trillion at May 31, 2026, up 21% year-over-year and 3% sequentially.
  2. Private Client Group assets in fee-based accounts totaled $1.16 trillion, up 27% year-over-year and 3% from April 30, 2026.
  3. Financial assets under management rose to $342.7 billion, up 35% year-over-year and 15% from April 30, 2026, including $37 billion from the Clark Capital acquisition completed April 30, 2026.
  4. Bank loans, net were $55.3 billion, nearly flat from April 30, 2026, with securities-based loan and residential mortgage growth offset by lower corporate loans.
  5. Clients' domestic cash sweep and Enhanced Savings Program balances were $55.8 billion, up 3% year-over-year and flat from April 30, 2026.
  6. Management described the advisor recruiting pipeline as robust and investment banking pipelines and client activity as strong, while noting closing timing remains uncertain.
  7. The data is furnished under Item 7.01 and is not deemed filed under Section 18 of the Exchange Act; the company cautions that the limited monthly data should not be assumed to correlate with earnings.

03—Questions

Frequently Asked Questions

  1. What did Raymond James report for client assets in May 2026?

    Client assets under administration were a record $1.92 trillion at May 31, 2026, up from $1.58 trillion a year earlier and $1.87 trillion at April 30, 2026. The filing attributes the growth primarily to higher equity markets and net asset inflows.

  2. How much did the Clark Capital acquisition add to assets under management?

    Financial assets under management included $37 billion of assets under management for Clark Capital Management Group, Inc., which was acquired on April 30, 2026. Total client assets for Clark Capital, including approximately $12 billion of non-discretionary assets, were $49 billion.

  3. Did bank loans grow in May 2026?

    Bank loans, net were $55.3 billion, nearly flat from $55.4 billion at April 30, 2026. Growth in securities-based loans and residential mortgages was offset by lower corporate loans.

  4. Should investors expect this monthly data to track quarterly earnings?

    The company states that this operating data is provided to give investors timely information on monthly developments and that, due to its limited nature, a consistent correlation to earnings should not be assumed.

  5. What does management say about the outlook for recruiting and investment banking?

    CEO Paul Shoukry said the advisor recruiting pipeline continues to be robust. He also said investment banking pipelines and client activity remain strong, but the timing of closings continues to be uncertain.

04—Continue

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