Earnings summaries and quarterly performance for RAYMOND JAMES FINANCIAL.
Executive leadership at RAYMOND JAMES FINANCIAL.
Paul M. Shoukry
Detailed
Chief Executive Officer
CEO
BL
Bella Loykhter Allaire
Detailed
Chief Administrative Officer
JE
James E. Bunn
Detailed
President, Capital Markets
JN
Jonathan N. Santelli
Detailed
Executive Vice President, General Counsel and Secretary
JW
Jonathan W. Oorlog, Jr.
Detailed
Chief Financial Officer
PC
Paul C. Reilly
Detailed
Executive Chair
SA
Scott A. Curtis
Detailed
Chief Operating Officer
Board of directors at RAYMOND JAMES FINANCIAL.
AG
Anne Gates
Detailed
Director
AA
Art A. Garcia
Detailed
Director
BC
Benjamin C. Esty
Detailed
Director
CM
Cecily M. Mistarz
Detailed
Director
GL
Gordon L. Johnson
Detailed
Director
JN
Jeffrey N. Edwards
Detailed
Lead Independent Director
MW
Mark W. Begor
Detailed
Director
MD
Marlene Debel
Detailed
Director
RS
Raj Seshadri
Detailed
Director
RW
Raymond W. McDaniel, Jr.
Detailed
Director
RC
Roderick C. McGeary
Detailed
Director
Research analysts who have asked questions during RAYMOND JAMES FINANCIAL earnings calls.
Devin Ryan
Citizens JMP
6 questions for RJF
Also covers: AMTD, COIN, CRCL +19 more
Michael Cyprys
Morgan Stanley
6 questions for RJF
Also covers: AAMI, AMP, AMTD +30 more
Alexander Blostein
Goldman Sachs
5 questions for RJF
Also covers: AB, AMG, AMP +31 more
JM
James Mitchell
Seaport Global Holdings LLC
5 questions for RJF
Also covers: BAC, BK, C +9 more
Kyle Voigt
Keefe, Bruyette & Woods
5 questions for RJF
Also covers: AMTD, APO, ARES +17 more
WK
William Katz
TD Cowen
5 questions for RJF
Also covers: AB, AMG, AMTD +25 more
MC
Michael Cho
JPMorgan Chase & Co.
4 questions for RJF
Also covers: ENV, FHI, FRGE +3 more
DF
Dan Fannon
Jefferies & Company Inc.
3 questions for RJF
Also covers: AB, AMG, AMTD +22 more
DF
Daniel Fannon
Jefferies Financial Group Inc.
3 questions for RJF
Also covers: AB, AMG, AMTD +27 more
SC
Steven Chubak
Wolfe Research
3 questions for RJF
Also covers: AMP, AMTD, APO +17 more
BH
Brennan Hawken
UBS Group AG
2 questions for RJF
Also covers: AMP, AMTD, APO +26 more
BK
Bill Katz
TD Securities
1 question for RJF
Also covers: AB, AMTD, ARES +7 more
Craig Siegenthaler
Bank of America
1 question for RJF
Also covers: AB, AMP, AMTD +26 more
Michael
TD Cowen
1 question for RJF
Also covers: APH, GLBE, LOGI
Recent press releases and 8-K filings for RJF.
StarRez receives strategic investment from Five Arrows and Vista Equity Partners
RJF
New Projects/Investments
- Five Arrows, alternative assets arm of Rothschild & Co, will make a strategic investment in StarRez alongside existing investor Vista Equity Partners, which first invested in 2022, to support global expansion and product innovation.
- StarRez’s platform serves over 1,100 higher education institutions and 2,000+ property managers worldwide, supporting more than 4 million beds annually.
- Since Vista’s initial investment, StarRez has completed four acquisitions, expanded into off-campus housing, and opened an Innovation Hub in Hyderabad to accelerate product development.
- Houlihan Lokey advised StarRez and Vista, while Raymond James and Tyton Partners advised Five Arrows; the transaction remains subject to customary regulatory approvals.
3 hours ago
Raymond James to acquire Clark Capital Management Group
RJF
M&A
- Raymond James agreed to acquire Philadelphia-based Clark Capital Management Group, which manages $46 billion in discretionary and non-discretionary assets.
- The transaction is expected to close by Q3 2026, subject to customary conditions including regulatory approvals.
- Post-closing, Clark Capital will maintain its brand, leadership team, and service model as an independent boutique within Raymond James Investment Management.
- The deal enhances Raymond James’s global multi-boutique structure and broadens its wealth-focused investment solutions for financial advisors and their clients.
10 hours ago
Raymond James reveals business owners’ exit plans and wealth concentration
RJF
- A national survey of 540 privately held business owners finds 88% plan to partially or fully exit their financial stake within 10 years, with 56% targeting an exit within five years.
- 44% of respondents report their business represents over half of their personal wealth, and 85% expect to need additional capital for growth, chiefly from private equity (52%) and bank loans (50%).
- 35% intend to transition their business to a family member (rising to 44% for firms valued above $15 million).
- Expansion into new markets (22%) and the economic environment (17%) are seen as the top factors for future success, while people-centric priorities like talent retention and leadership readiness rank lower.
Dec 30, 2025, 6:07 PM
Raymond James reports November 2025 operating data
RJF
- Record client assets under administration of $1.765 trillion, up 10% y/y and 1% m/m as of November 30, 2025.
- Private Client Group assets reached $1.700 trillion (+11% y/y, +1% m/m); fee-based accounts at $1.033 trillion (+15% y/y, +1% m/m).
- Financial assets under management totaled $279.8 billion (+11% y/y, +1% m/m); net bank loans of $52.4 billion (+12% y/y, +1% m/m).
- Clients’ domestic cash sweep and Enhanced Savings Program balances were $56.0 billion, down 3% y/y but up 1% m/m.
- Investment banking revenues for the first two months of Q4 2025 declined by approximately 20% versus the prior quarter’s first two months, due to timing of deal closings.
Dec 17, 2025, 9:20 PM
Rio2 closes upsized C$191M bought deal financing
RJF
M&A
New Projects/Investments
- 86.1 million subscription receipts sold at C$2.22 each, generating C$191.13 million (≈US$138 million) in gross proceeds.
- Financing fully underwritten by Raymond James Ltd., Stifel Canada and BMO Capital Markets.
- Net proceeds earmarked for the cash consideration of the Condestable Mine acquisition and general corporate and working capital purposes, held in escrow pending release conditions.
- Release conditions include satisfaction or waiver of acquisition closing requirements by March 31, 2026; otherwise, receipt holders will be refunded the offer price plus accrued interest.
- Condestable Mine acquisition is expected to close in January 2026, subject to customary closing conditions.
Dec 15, 2025, 2:09 PM
Raymond James Financial raises quarterly dividend and buyback authorization
RJF
Dividends
Share Buyback
- The Board declared a $0.54 quarterly cash dividend on common stock, an 8% increase over the prior $0.50 dividend, payable January 16, 2026 to shareholders of record on January 2, 2026.
- A quarterly dividend of $0.3984375 per depositary share on the 6.375% Series B Non-Cumulative Perpetual Preferred Stock was declared, payable January 1, 2026 to holders of record on December 15, 2025.
- Authorized a new $2 billion common stock repurchase program—replacing the prior $1.5 billion plan under which about $105 million remained as of December 2, 2025.
Dec 4, 2025, 7:35 PM
Raymond James Financial raises common dividend and expands buyback authorization
RJF
Dividends
Share Buyback
- Declares a quarterly $0.54 common stock dividend, an 8% increase over the prior $0.50, payable January 16, 2026, to shareholders of record January 2, 2026.
- Authorizes up to $2 billion in share repurchases, replacing the previous $1.5 billion plan with $105 million remaining as of December 2, 2025.
- Declares a quarterly $0.3984375 dividend per Series B depositary share, payable January 1, 2026, and will redeem all Series B preferred shares on January 2, 2026.
Dec 3, 2025, 9:26 PM
Raymond James redeems all Series B preferred shares
RJF
- On January 2, 2026, Raymond James Financial will redeem all 80,500 outstanding shares of its 6.375% Fixed-to-Floating Rate Series B Non-Cumulative Perpetual Preferred Stock and related depositary shares.
- Redemption prices are $1,000 per preferred share and $25 per depositary share, excluding any declared and unpaid dividends.
- After the redemption, no Series B Preferred Stock or depositary shares will remain outstanding.
Dec 2, 2025, 1:09 PM
Raymond James Financial reports October 2025 operating data
RJF
- Client assets under administration reached $1.751 trillion, up 13% year-over-year and 1% month-over-month.
- Private Client Group assets under administration were $1.687 trillion, up 14% YoY and 1% sequentially; fee-based accounts totaled $1.023 trillion, up 19% YoY and 2% sequentially.
- Financial assets under management rose to $276.7 billion, up 15% YoY and 1% sequentially.
- Bank loans, net totaled $51.8 billion, a 12% increase from October 2024.
- Clients’ domestic cash sweep and Enhanced Savings Program balances were $55.5 billion, down 4% YoY and 2% sequentially.
Nov 19, 2025, 9:21 PM
Raymond James outlines AI investment, recruiting and M&A strategy at Wolfe Wealth Symposium 2026
RJF
New Projects/Investments
M&A
- Raymond James invests $1 billion annually in technology, emphasizing AI to boost efficiencies across back-, middle- and front-office operations, and has appointed a Chief AI Officer to lead its AI strategy.
- The firm is expanding its product lineup—particularly alternative investments—while avoiding firm-wide allocation targets to preserve client liquidity.
- In fiscal 2025, Raymond James recruited advisors with $421 million of prior-firm production (up 21% year-over-year) and achieved 98% advisor satisfaction, the highest level since 2014.
- Its advisor choice model allows teams to transition between employee and independent channels on a single platform, appealing to wirehouse teams seeking long-term independence.
- With $2.5 billion of excess capital above target levels, the firm is pursuing patient, culture-aligned M&A opportunities and retains leadership teams of acquired firms.
Nov 13, 2025, 1:45 PM
Quarterly earnings call transcripts for RAYMOND JAMES FINANCIAL.
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