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Raymond James Financial 8-K Report, Regulation FD Disclosure (Aug 19, 2026)

Reports
Regulation FD·Exhibits & Filings
Filing Date
Filed August 19, 2026
Period End
August 19, 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 · May ’17May ’17
  2. Leadership change8-K · Dec ’19Dec ’19
  3. Leadership change8-K · Dec ’21Dec ’21
  4. Material agreement8-K · Sep ’25Sep ’25

01—Abstract

Summary

Summary of the 8-K filed August 19, 2026. Cited figures are marked; the original filing is the authoritative source.

Raymond James Financial, Inc. furnished an 8-K on August 19, 2026, attaching a press release that discloses selected operating data for July 2026.

The company describes the data as limited in nature and states that a consistent correlation to earnings should not be assumed. Per the press release, client assets under administration reached a record $1.93 trilliona at July 31, 2026, up 17% year-over-year and flat versus June 30, 2026 (the release describes the month-over-month change as slight, attributed to net asset inflows). Private Client Group assets under administration were $1.86 trillion, and fee-based account assets were $1.16 trillion, up 21% year-over-year.

Financial assets under management were $344.6 billionb, up 30% year-over-year and essentially flat from June. Bank loans, net, were $56.3 billion, up 13% year-over-year.

Clients' domestic cash sweep and Enhanced Savings Program balances were $56.7 billionc, up 3% year-over-year but down 4% from the prior month, which the CEO attributes to quarterly fee billings collected in July. The CEO also noted strong advisor retention, a robust recruiting pipeline, and investment banking activity that remains robust although the timing of closings is uncertain.

02—Key points

Key Highlights

  1. Client assets under administration reached a record $1.93 trillion at July 31, 2026, up 17% year-over-year.
  2. Private Client Group assets in fee-based accounts were $1.16 trillion, up 21% year-over-year.
  3. Financial assets under management were $344.6 billion, up 30% year-over-year and flat versus June 30, 2026.
  4. Bank loans, net, were $56.3 billion, up 13% year-over-year.
  5. Clients' domestic cash sweep and Enhanced Savings Program balances were $56.7 billion, up 3% year-over-year but down 4% from June 30, 2026.
  6. Management cited strong advisor retention, a strong recruiting pipeline, and robust investment banking pipelines, with closing timing still uncertain.
  7. The data is furnished under Item 7.01 (Regulation FD) and is not deemed filed under Section 18 of the Exchange Act.

03—Questions

Frequently Asked Questions

  1. What did Raymond James report for client assets under administration in July 2026?

    Client assets under administration were $1,927.7 billion ($1.93 trillion) at July 31, 2026, up 17% from $1,653.4 billion a year earlier and essentially unchanged from $1,922.4 billion at June 30, 2026. The company describes this as a record.

  2. What drove the change in cash sweep balances?

    Clients' domestic cash sweep and Enhanced Savings Program balances were $56.7 billion, up 3% year-over-year but down 4% from the prior month. CEO Paul Shoukry attributed the monthly decline mainly to client quarterly fee billings collected in July.

  3. Does this operating data correspond directly to earnings?

    No. The press release states that, given the limited nature of this data, a consistent correlation to earnings should not be assumed.

  4. Is this information considered filed for securities liability purposes?

    No. The 8-K states the information is furnished under Item 7.01 and is not deemed filed for purposes of Section 18 of the Securities Exchange Act of 1934, nor incorporated by reference into other company filings unless specifically stated.

04—Continue

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