Every material Form 8-K Raymond James Financial has filed with the SEC since July 24, 2024, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
Raymond James reported record fiscal 2026 net revenues of $15.79 billion and record fiscal fourth-quarter net revenues of $4.27 billion, up 15% from a year earlier. Quarterly net income available to common shareholders was $666 million, or $3.40 per diluted share, and adjusted diluted EPS was $3.59 after $37 million of acquisition-related expenses. Results were reported without any guidance for fiscal 2027, and the company said it repurchased $1.25 billion of stock during the year.
Fiscal fourth-quarter net revenues of $4.27 billion, up 15% year over year; diluted EPS of $3.40, up from $2.95
Fiscal 2026 net revenues of $15.79 billion, up 12%; diluted EPS of $11.91, up 16% from $10.30
Domestic Private Client Group net new assets of $22.8 billion in the quarter and $98.3 billion for the year
$1.05 billion remained under the Board's common stock repurchase authorization as of September 30, 2026
Raymond James Financial appointed William Weatherford, managing partner of Weatherford Capital, as a director, effective December 15, 2026, and increased the board from 12 to 13 seats. The company also declared a $0.54 per share quarterly dividend, payable October 15, 2026, and the filing reports no change to financial results or guidance.
Weatherford joins the Audit Committee and Risk Committee and is determined by the board to be independent; his appointment takes effect December 15, 2026.
The board size increased from twelve to thirteen directors.
Quarterly dividend of $0.54 per share, payable October 15, 2026 to shareholders of record on October 1, 2026.
Raymond James reported record fiscal third-quarter 2026 net revenues of $3.93 billion, up 16% from a year earlier, and net income available to common shareholders of $595 million, or $3.01 per diluted share, up 42%. Excluding $25 million of acquisition-related expenses, net of tax, adjusted diluted EPS was $3.14, and the company repurchased $400 million of its common stock during the quarter.
Net revenues of $3.93 billion, up 16% from the prior year's fiscal third quarter and 2% from the preceding quarter
Diluted EPS of $3.01 versus $2.12 a year earlier; adjusted diluted EPS of $3.14 excluding $25 million of acquisition-related expenses, net of tax
Bank segment record quarterly pre-tax income of $206 million, up 67% year over year
Repurchased $400 million of common stock at an average price of $152 per share; $1.1 billion remained under the authorization as of June 30, 2026
Raymond James reported record quarterly net revenues of $3.86 billion and net income available to common shareholders of $542 million, or $2.72 per diluted share, for the quarter ended March 31, 2026. Both figures rose from the year-earlier quarter, though net income fell 4% from the preceding quarter due to a higher effective tax rate.
Net income available to common shareholders was $542 million, or $2.72 per diluted share, up from $2.36 a year earlier.
Adjusted diluted EPS was $2.83, excluding $22 million of acquisition-related expenses, net of tax.
The company repurchased $400 million of common stock at an average price of $155 per share and had $1.5 billion remaining under its buyback authorization as of March 31, 2026.
Domestic Private Client Group net new assets were $23.0 billion for the quarter, and client assets under administration reached $1.76 trillion.
Raymond James reported net revenues of $3.74 billion for the fiscal first quarter ended December 31, 2025, up 6% from a year earlier and a company record. Net income available to common shareholders fell 6% to $562 million, or $2.79 per diluted share, from $599 million, or $2.86 per diluted share, a year earlier, as the effective tax rate rose to 22.7% from 19.9%.
Net revenues of $3.74 billion, up 6% from $3.537 billion in the prior-year fiscal first quarter.
Net income available to common shareholders of $562 million, down from $599 million; adjusted net income of $577 million excludes $15 million of acquisition-related expenses, net of tax.
Quarterly cash dividend raised 8% to $0.54 per share; $400 million of common stock repurchased during the quarter.
In December the Board authorized up to $2 billion of common stock repurchases, replacing the prior authorization; $1.9 billion remained available as of December 31, 2025.
Raymond James reported fiscal fourth-quarter net revenues of $3.73 billion, up 8% from a year earlier, and net income available to common shareholders of $603 million, or $2.95 per diluted share, roughly flat with $601 million a year earlier. For fiscal 2025, net revenues rose 10% to $14.07 billion and diluted earnings per share rose 6% to $10.30, and the company repurchased $350 million of its common stock in the quarter.
Fiscal Q4 net revenues of $3.73 billion, up 8% year over year; net income available to common shareholders of $603 million, or $2.95 per diluted share, versus $601 million a year earlier
Fiscal 2025 net revenues of $14.07 billion, up 10%; diluted earnings per share of $10.30, up 6% from $9.70
Repurchased $350 million of common stock in the fiscal fourth quarter; $399 million remained under the repurchase authorization as of September 30, 2025
Announced acquisition of GreensLedge Holdings LLC, expected to close later in fiscal 2026
Raymond James entered into a Second Amended and Restated Credit Agreement on September 23, 2025, with Bank of America as administrative agent. The facility is now $1,000,000,000, its maturity extends to September 23, 2030, and the interest margin range is lowered to 0.000% to 1.300% from 0.000% to 1.425%. The changes lower the cost of borrowing and extend the company's borrowing capacity, and the filing does not say that any amount has been drawn.
Facility amount increased to $1 billion under the Second Amended and Restated Credit Agreement
Maturity for borrowings extended to September 23, 2030
Applicable rate range decreased to 0.000% to 1.300% from 0.000% to 1.425%, based on senior unsecured long-term debt ratings
Agreement amends the credit agreement dated April 6, 2023, with Bank of America, N.A. as administrative agent
Raymond James reported fiscal third-quarter 2025 net revenues of $3.40 billion, up 5% from a year earlier, while net income available to common shareholders fell 11% to $435 million, or $2.12 per diluted share. The decline reflected a $58 million reserve tied to settling a legal matter over bond underwritings for a specific issuer, which the firm said it resolved without admitting wrongdoing. For shareholders, revenue growth was offset by lower profit and earnings per share.
Quarterly net revenues of $3.40 billion, up 5% year over year and flat compared with the prior quarter
Net income available to common shareholders of $435 million, down 11% year over year; diluted EPS of $2.12 versus $2.31 a year earlier
$58 million reserve increase tied to settling a legal matter over bonds sold to institutional investors between 2013 and 2015; the firm denied liability
Repurchased $451 million of common stock in the quarter; $749 million remained under the buyback authorization as of June 30, 2025
Raymond James appointed Mark W. Begor, CEO of Equifax, as a director on May 21, 2025, increasing the board from 12 to 13 members. The same day, the board declared a $0.50 per share quarterly common dividend and a quarterly preferred dividend, and the filing reports no financial results. Begor's standard director pay includes restricted stock units with a prorated value of $150,000 that vest at the 2026 annual meeting.
Mark W. Begor, age 66, appointed director effective immediately, with seats on the Audit Committee and Risk Committee
Board size increased from 12 to 13 directors
Common dividend of $0.50 per share payable July 15, 2025 to shareholders of record on July 1, 2025
Series B preferred dividend of $0.3984375 per depositary share payable July 1, 2025 to shareholders of record on June 13, 2025
Raymond James reported fiscal second-quarter 2025 net revenues of $3.40 billion, up 9% from a year earlier but down 4% from the prior quarter, and diluted EPS of $2.36 versus $2.22 a year earlier. Results were lower than the prior quarter, which the company attributed mainly to lower investment banking revenues, and the company repurchased $250 million of stock during the quarter and another $190 million in April 2025.
Net revenues of $3.40 billion, up 9% year over year and down 4% from the December 2024 quarter.
Net income available to common shareholders of $493 million, or $2.36 per diluted share, compared with $474 million, or $2.22, a year earlier.
Repurchased $250 million of common stock in the quarter and $190 million in April 2025; about $1.01 billion remained under the authorization as of April 21, 2025.
Record first-half fiscal 2025 net revenues of $6.94 billion, up 13% from the prior year period.
Effective at the close of the February 20, 2025 annual shareholders meeting, Paul C. Reilly stepped down as chief executive and became Executive Chair of the Board, while Paul M. Shoukry assumed the CEO role, as previously disclosed under the company's succession plan. Shareholders also elected all twelve director nominees, approved executive compensation on an advisory basis, and ratified KPMG LLP as auditor, and the Board declared a $0.50 quarterly common dividend.
Paul M. Shoukry became CEO and Paul C. Reilly became Executive Chair at the close of the February 20, 2025 annual meeting
Reilly's 2025 annual base salary was reduced from $750,000 to $500,000, effective March 1, 2025
Shareholders approved executive compensation with 89.39% of votes cast and ratified KPMG LLP with 96.60%
Quarterly common dividend of $0.50 per share is payable April 15, 2025 to holders of record on April 1, 2025
Raymond James reported record fiscal first-quarter net revenues of $3.54 billion for the quarter ended December 31, 2024, up 17% from a year earlier, and net income available to common shareholders of $599 million, or $2.86 per diluted share, up from $2.32 a year earlier. The Board also raised the quarterly cash dividend 11% to $0.50 per share and authorized common stock repurchases of up to $1.5 billion, which affects the capital returned to shareholders.
Net income available to common shareholders of $599 million, or $2.86 per diluted share, versus $497 million, or $2.32 per diluted share, a year earlier
Net revenues of $3.54 billion, up 17% year over year and 2% sequentially
Capital Markets net revenues rose 42% to $480 million, with investment banking revenues of $317 million
Quarterly cash dividend raised 11% to $0.50 per share; repurchase authorization of up to $1.5 billion, with about $1.45 billion available as of January 24, 2025
Chair and CEO Paul Reilly will step down as CEO at the close of the February 20, 2025 Annual Shareholders Meeting and become Executive Chair, under a leadership succession plan the company previously disclosed. The Board unanimously appointed President Paul M. Shoukry, 41, to succeed him as CEO, and the Board will set compensation for both executives at a later date.
Paul C. Reilly steps down as CEO at the close of the Annual Shareholders Meeting on February 20, 2025 and becomes Executive Chair for a period the Board will determine.
Paul M. Shoukry, 41, President and director, was appointed CEO effective upon Reilly's transition; he was Chief Financial Officer until September 30, 2024.
Jeffrey N. Edwards will continue as Lead Independent Director.
Christopher Shoukry, the CEO nominee's brother, was paid $767,310 in cash compensation and $23,016 in LTIP contributions from October 1, 2023 to the present as a director at Alex. Brown.
Raymond James reported record net revenues of $3.46 billion and net income available to common shareholders of $601 million, or $2.86 per diluted share, for the fiscal fourth quarter ended September 30, 2024. For fiscal 2024, net income available to common shareholders rose 19% to $2.06 billion, and the firm repurchased 7.7 million shares for $900 million.
Fiscal Q4 2024 net revenues of $3.46 billion, up 13% from the prior year's fourth quarter
Fiscal Q4 diluted EPS of $2.86, compared with $2.02 a year earlier
Fiscal 2024 net revenues of $12.82 billion, up 10%; diluted EPS of $9.70, up 22%
Fiscal 2024 share repurchases of 7.7 million shares for $900 million, leaving about $645 million under the authorization
Raymond James reported fiscal third-quarter 2024 results for the period ended June 30, 2024, with record net revenues of $3.23 billion, up 11% from a year earlier, and net income available to common shareholders of $491 million, or $2.31 per diluted share, compared with $1.71 a year earlier. The company also repurchased about 2 million shares for $243 million during the quarter, leaving approximately $945 million available under its Board-approved repurchase authorization.
Net revenues of $3.23 billion, up 11% from the prior year's fiscal third quarter and 4% from the preceding quarter
Net income available to common shareholders of $491 million, or $2.31 per diluted share, versus $1.71 a year earlier
Bank segment net interest margin of 2.64%, down 62 basis points from the prior year's fiscal third quarter
Repurchased about 2 million shares for $243 million, with approximately $945 million remaining under the authorization
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