Short answer
Raymond James Financial (RJF) filed an 8-K current report with the SEC on June 24, 2026 reporting Item 7.01 (Regulation FD Disclosure), Item EX-99.1 (Exhibit EX-99.1). Raymond James disclosed operating data for May 2026 through a June 24, 2026 press release.
Raymond James Financial 8-K event analysis
AI summary of each reported item and its exhibits
Item 7.01 · Regulation FD Disclosure
- Raymond James disclosed operating data for May 2026 through a June 24, 2026 press release
- Exhibit 99.1 contains the underlying operating metrics, relevant for assessing recent business momentum
- Disclosure furnished under Regulation FD, limiting Section 18 liability and automatic incorporation into other SEC filings
Item EX-99.1 · Exhibit EX-99.1
- May client assets under administration reached a record $1.92 trillion, up 21% year over year and 3% sequentially
- Fee-based Private Client Group assets rose 27% year over year to $1.16 trillion, supporting recurring revenue growth
- Financial assets under management increased 35% year over year to $342.7 billion, including $37 billion from Clark Capital
- Bank loans remained nearly flat sequentially at $55.3 billion, with securities-based lending and mortgages offsetting lower corporate loans
- Investment banking pipelines and client activity remained strong, but uncertain closing timing could delay revenue realization
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