Every material Form 8-K Raymond James Financial filed with the SEC in 2026, 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.
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