8-K - Raymond James Financial, Inc. | StockGist

AI Analysis

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Raymond James Financial, Inc. reported monthly operating data for January 2026, disclosing record client assets under administration of $1.80 trillion. The filing highlights a 13% year-over-year increase in client assets and provides updates on private client group assets, financial assets under management, and bank loans.

Key Takeaways

1Client assets under administration reached a record $1.80 trillion as of January 31, 2026, increasing 13% year-over-year.

2Private Client Group assets under administration totaled $1,739.6 billion, up 14% from January 31, 2025.

3Financial assets under management were $286.4 billion, representing a 14% increase year-over-year.

4Clients' domestic cash sweep and Enhanced Savings Program balances decreased 5% sequentially to $55.0 billion.

5Bank loans, net, stood at $53.8 billion as of January 31, 2026, up 13% year-over-year.

Current Report Details

Event Type

Regulation Fd

Exhibits Only

Disclosure

Voluntary

Variant

8-K

Items Reported

7.01

Regulation FD Disclosure On February 18, 2026, Raymond James Financial, Inc. (the “Company”) issued a press release to disclose its operating data for January 2

Regulation Fd

9.01

Financial Statements and Exhibits (d) Exhibits. The following are filed as exhibits to this report: Exhibit No. 99.1 Press release, dated February 18, 2026, iss

Exhibits Only

Source Document

Exhibits (2)

8-K

99.1

EX-99.1 PRESS RELEASE DATED FEBRUARY 18, 2026