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
8 questions for RJF
Also covers: AMTD, COIN, CRCL +20 more
Michael Cyprys
Morgan Stanley
8 questions for RJF
Also covers: AAMI, AMP, AMTD +30 more
MC
Michael Cho
JPMorgan Chase & Co.
6 questions for RJF
Also covers: ENV, FHI, FRGE +4 more
Alexander Blostein
Goldman Sachs
5 questions for RJF
Also covers: AB, AMG, AMP +31 more
DF
Dan Fannon
Jefferies & Company Inc.
5 questions for RJF
Also covers: AB, AMG, AMTD +25 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
SC
Steven Chubak
Wolfe Research
5 questions for RJF
Also covers: AMP, AMTD, APO +20 more
WK
William Katz
TD Cowen
5 questions for RJF
Also covers: AB, AMG, AMTD +25 more
BH
Brennan Hawken
UBS Group AG
4 questions for RJF
Also covers: AMP, AMTD, APO +28 more
BK
Bill Katz
TD Securities
3 questions for RJF
Also covers: AB, AMTD, ARES +10 more
Craig Siegenthaler
Bank of America
3 questions for RJF
Also covers: AB, AMP, AMTD +26 more
DF
Daniel Fannon
Jefferies Financial Group Inc.
3 questions for RJF
Also covers: AB, AMG, AMTD +27 more
Ben Budish
Barclays PLC
2 questions for RJF
Also covers: AB, APO, ARES +22 more
JM
Jim Mitchell
Seaport Global
2 questions for RJF
Also covers: BAC, C, EVR +4 more
Michael
TD Cowen
2 questions for RJF
Also covers: APH, GLBE, LOGI +2 more
MB
Michael Blostein
Goldman Sachs
1 question for RJF
Recent press releases and 8-K filings for RJF.
Rio2 completes acquisition of Peru’s Condestable mine
RJF
M&A
Debt Issuance
New Projects/Investments
- Rio2 acquired a 99.1% interest in the Condestable mine in Peru from Southern Peaks under a December 8, 2025 SPA, subject to final TSX approval.
- The acquisition was funded by an 86.1 million subscription receipt financing at C$2.22 per unit, raising C$191.1 million, all of which converted into common shares on closing.
- As part of the closing, Rio2 issued US$55 million secured and US$10 million mezzanine promissory notes to Southern Peaks, both with six-year terms.
- Rio2 targets approximately 27,000 tonnes of copper equivalent annual production at Condestable and expects a six-month integration period.
6 days ago
Raymond James reports record Q1 revenue, acquires Clark Capital
RJF
Earnings
M&A
- Raymond James reported record fiscal first-quarter net revenues of $3.7 billion.
- The Private Client Group delivered $2.77 billion in revenue with ~$31 billion of net new assets.
- Acquired Clark Capital Management, adding $46 billion of discretionary and nondiscretionary assets, boosting asset-management scale.
- Reported net income was $562 million ($2.79 per share), down from $599 million ($2.86 per share) year over year; adjusted EPS was $2.80.
- Capital markets revenue declined 21% to $380 million, and management anticipates modest net interest income declines next quarter.
7 days ago
Raymond James reports Q1 2026 results
RJF
Earnings
Share Buyback
M&A
- Reported record net revenues of $3.7 billion, net income of $562 million, and diluted EPS of $2.79 (adjusted EPS of $2.86) in Q1 2026.
- Private Client Group net revenues were $2.77 billion with pre-tax income of $439 million; Capital Markets net revenues were $380 million (pre-tax income $9 million); Asset Management net revenues were $326 million (pre-tax income $143 million); Bank net revenues were $487 million (pre-tax income $173 million).
- Private Client Group fee-based assets reached $1.04 trillion, up 19% year-over-year, driven by market appreciation and net inflows.
- Bank loans ended the quarter at a record $53.4 billion (up 13% YoY), and the firm maintained a Tier 1 leverage ratio of 12.7%, with $2.4 billion of excess capital capacity.
- Returned $511 million of capital to shareholders in Q1, including $400 million of share repurchases, and plans to target $400–500 million of buybacks per quarter.
7 days ago
Raymond James Financial reports Q1 2026 results
RJF
Earnings
Share Buyback
M&A
- Record Q1 net revenues of $3.70 B and net income of $562 M, diluted EPS $2.79 (adjusted EPS $2.86), with a 19.5% pre-tax margin (20% adjusted) and annualized ROE 18% (adjusted ROTE 21.4%).
- 8% annualized net new asset growth, with $31 B recruited in Q1 and $69 B over the past 12 months across all platforms, driven by strong financial advisor recruiting and retention.
- Private Client Group delivered $2.77 B net revenues and $439 M pre-tax income; fee-based assets under administration reached $1.04 T, up 19% YoY.
- Bank segment loans hit a record $53.4 B (28% YoY growth), net interest margin of 2.81%, led by 10% QoQ growth in securities-based lending.
- Capital deployment included $400 M share repurchases at an average price of $162, announced acquisitions of GreensLedge and Clark Capital, and a 12.7% Tier 1 leverage ratio.
7 days ago
Raymond James reports Q1 2026 results
RJF
Earnings
Guidance Update
Share Buyback
- Record Q1 net revenues of $3.7 billion, net income $562 million, EPS $2.79 (adjusted EPS $2.86), with pre-tax margin 19.5% (20% adjusted).
- Private Client Group net revenues $2.77 billion (pre-tax income $439 million); Capital Markets net revenues $380 million (pre-tax income $9 million); Asset Management net revenues $326 million (pre-tax income $143 million); Bank net revenues $487 million (pre-tax income $173 million).
- Strong advisor recruiting: 8% annualized net new asset growth this quarter; $31 billion net new assets (second-best quarter); trailing-12-month recruited client assets over $63 billion.
- Capital deployment and expansion: repurchased $400 million of common stock; redeemed $81 million of Series B preferred; announced acquisitions of GreensLedge and Clark Capital (combined ~$46 billion AUM); Tier 1 leverage ratio 12.7%.
- Fiscal Q2 asset management and administrative fees expected to rise 1% quarter-over-quarter, despite two fewer billing days.
7 days ago
Raymond James reports Q1 2026 earnings
RJF
Earnings
Dividends
Share Buyback
- In Q1 2026, net revenues reached $3.7 billion and diluted EPS was $2.79.
- The company delivered a 19.5% pre-tax margin and 18.0% annualized return on common equity.
- Client assets under administration rose to $1.77 trillion, with $30.8 billion in domestic net new assets (8% growth).
- Capital actions included $400 million of share repurchases, $111 million in common dividends, and a 12.7% Tier 1 leverage ratio.
7 days ago
Raymond James Financial reports fiscal Q1 2026 results
RJF
Earnings
Dividends
Share Buyback
- Net revenues of $3.74 billion (up 6% year-over-year), net income of $562 million (EPS $2.79), and adjusted net income of $577 million (EPS $2.86) for the quarter ended December 31, 2025.
- Record client assets under administration of $1.77 trillion and fee-based Private Client Group assets of $1.04 trillion, with domestic PCG net new assets of $30.8 billion (annualized growth of 8.0%).
- Increased the quarterly dividend by 8% to $0.54 per share and repurchased $400 million of common stock, leaving $1.9 billion available under the repurchase authorization.
- Announced the acquisition of Clark Capital Management Group, adding over $46 billion in assets under management to its multi-boutique platform.
7 days ago
Raymond James reports Q1 2026 results
RJF
Earnings
Dividends
Share Buyback
- Net revenues of $3.74 billion (+6% YoY) and net income available to common shareholders of $562 million, or $2.79 per diluted share.
- Record client assets under administration of $1.77 trillion, including $1.04 trillion in fee-based PCG accounts, and $30.8 billion in domestic net new assets (8.0% annualized).
- Quarterly dividend increased 8% to $0.54 per share and $400 million of common stock repurchased during the quarter.
7 days ago
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.
Jan 15, 2026, 8:00 PM
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.
Jan 15, 2026, 2:05 PM
Quarterly earnings call transcripts for RAYMOND JAMES FINANCIAL.
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