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Raymond James Financial (RJF) filed an 8-K current report with the SEC on September 23, 2026 reporting Item 7.01 (Regulation FD Disclosure), Item EX-99.1 (Exhibit EX-99.1). August 2026 operating data released through Exhibit 99.1.
Raymond James Financial 8-K event analysis
AI summary of each reported item and its exhibits
Item 7.01 · Regulation FD Disclosure
- August 2026 operating data released through Exhibit 99.1
- Monthly operating metrics provide an interim read on Raymond James’ performance before quarterly results
- Disclosure furnished under Regulation FD, limiting Section 18 filing liability 天天彩票中大奖
Item EX-99.1 · Exhibit EX-99.1
- August 2026 client assets under administration reached $1.97T, up 16% year-over-year and 2% sequentially
- Fee-based Private Client Group assets rose 21% year-over-year to $1.18T, supporting recurring revenue growth
- Financial assets under management increased 30% year-over-year to $350.5B, outpacing broader client-asset growth
- Cash sweep and Enhanced Savings balances reached $57.4B, up 6% year-over-year and 1% sequentially
- Investment banking pipelines and client activity remained strong, but closing timing creates earnings uncertainty
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