Every material Form 8-K Raymond James Financial filed with the SEC in 2025, 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 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
Briefs are written by AI from the filing text (each brief's own page names the model) and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the model's reading of the filing for shareholders, not a price forecast. Not investment advice.
Only material 8-Ks get a brief: results, deals, executive changes, restructuring, impairments, delisting notices, restatements, cybersecurity incidents and other disclosed events. Routine filings (vote results, exhibits only) are skipped. Every Raymond James Financial filing is on SEC EDGAR ↗. 8-K briefs of other companies →