# EDGAR Filing Document

**Accession Number:** 0000720005
**File Stem:** 0000720005-26-000063
**Filing Date:** 2026-6
**Character Count:** 8543
**Document Hash:** 3762fa7e78a1b1f9a1cc36fd2f13c21b
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0000720005-26-000063.hdr.sgml**: 20260624

**ACCESSION NUMBER**: 0000720005-26-000063

**CONFORMED SUBMISSION TYPE**: 8-K

**PUBLIC DOCUMENT COUNT**: 13

**CONFORMED PERIOD OF REPORT**: 20260624

**ITEM INFORMATION**: Regulation FD Disclosure

**ITEM INFORMATION**: Financial Statements and Exhibits

**FILED AS OF DATE**: 20260624

**DATE AS OF CHANGE**: 20260624

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** RAYMOND JAMES FINANCIAL INC
- **CENTRAL INDEX KEY:** 0000720005
- **STANDARD INDUSTRIAL CLASSIFICATION:** SECURITY BROKERS, DEALERS & FLOTATION COMPANIES [6211]
- **ORGANIZATION NAME:** 02 Finance
- **EIN:** 591517485
- **STATE OF INCORPORATION:** FL
- **FISCAL YEAR END:** 0930

**FILING VALUES:**
- **FORM TYPE:** 8-K
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 001-09109
- **FILM NUMBER:** 261116129

**BUSINESS ADDRESS:**
- **STREET 1:** 880 CARILLON PKWY
- **CITY:** ST PETERSBURG
- **STATE:** FL
- **ZIP:** 33716
- **BUSINESS PHONE:** 727-567-1000

**MAIL ADDRESS:**
- **STREET 1:** 880 CARILLON PKWY
- **CITY:** ST. PETERSBURG
- **STATE:** FL
- **ZIP:** 33716

**FORMER COMPANY:**
- **FORMER CONFORMED NAME:** RJ FINANCIAL CORP/FL
- **DATE OF NAME CHANGE:** 19870303

?xml version='1.0' encoding='ASCII'? rjf-20260624

**UNITED STATES**

**SECURITIES AND EXCHANGE COMMISSION**

**Washington, D.C. 20549**

**FORM 8-K** 

**CURRENT REPORT**

**Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934**

**June 24, 2026** 

Date of Report (date of earliest event reported)

**RAYMOND JAMES FINANCIAL, INC.** 

(Exact name of registrant as specified in its charter)

---

| | | | |
|:---|:---|:---|:---|
| **Florida** | **1-9109** | **1-9109** | **59-1517485** |
| (State or other jurisdiction of incorporation) | (Commission File Number) | (Commission File Number) | (I.R.S. Employer Identification No.) |
| **880 Carillon Parkway** | **St. Petersburg** | **Florida** | **33716** |
| (Address of principal executive offices) | | | (Zip Code) |

---

**(727) 567-1000** 

(Registrant's telephone number, including area code)

**None**

(Former name or former address, if changed since last report)

Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions:

☐ Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)

☐ Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)

☐ Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b))

☐ Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))

Securities registered pursuant to Section 12(b) of the Exchange Act:

---

| | | |
|:---|:---|:---|
| **Title of each class** | **Trading Symbol(s)** | **Name of each exchange on which registered** |
| Common Stock, $.01 par value | RJF | New York Stock Exchange |

---

Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act (17 CFR 230.405) or Rule 12b-2 of the Exchange Act (17 CFR 240.12b-2).

Emerging growth company ☐

If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act.

☐

------

**Item 7.01 Regulation FD Disclosure**

On June 24, 2026, Raymond James Financial, Inc. (the "Company") issued a press release to disclose its operating data for May 2026. A copy of this press release is attached to this Current Report as Exhibit 99.1 and is incorporated herein by reference.

The information in this Current Report, including any exhibits hereto, is being "furnished" and shall not be deemed to be "filed" for purposes of Section 18 of the Securities Exchange Act of 1934, as amended, or otherwise subject to the liabilities of that section, nor shall it be deemed incorporated by reference into any filing of the Company with the Securities and Exchange Commission, whether made before or after the date hereof, regardless of any general incorporation language in such filings (unless the Company specifically states that the information or exhibit in this particular report is incorporated by reference).

**Item 9.01 Financial Statements and Exhibits**

&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;(d) Exhibits. The following are filed as exhibits to this report:

**Exhibit No.**

&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;<u>[99.1 Press release, dated June 24, 2026, issued by Raymond James Financial, Inc.](exhibit991rjf2026mayopdata.htm)</u> 

104 Cover Page Interactive Data File (embedded within the Inline XBRL document).

**SIGNATURES**

Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.

---

| | | |
|:---|:---|:---|
| | RAYMOND JAMES FINANCIAL, INC. | RAYMOND JAMES FINANCIAL, INC. |
| Date: June 24, 2026 | By: | &nbsp;&nbsp;&nbsp;&nbsp;/s/ Jonathan W. Oorlog, Jr. |
|  |  | &nbsp;&nbsp;&nbsp;Jonathan W. Oorlog, Jr. |
|  |  | &nbsp;&nbsp;&nbsp;Chief Financial Officer |

---

## Exhibit 99.1

![raymondjameslogoa.jpg](raymondjameslogoa.jpg)

---

| | |
|:---|:---|
| June 24, 2026 | FOR IMMEDIATE RELEASE |
| | Media Contact: Steve Hollister, 727.567.2824 |
| | Investor Contact: Kristina Waugh, 727.567.7654 |
| | <u>raymondjames.com/news-and-media/press-releases</u> |

---

**RAYMOND JAMES FINANCIAL REPORTS MAY 2026 OPERATING DATA**

ST. PETERSBURG, Fla. - Raymond James Financial, Inc. (NYSE: RJF) today reported selected operating data for May 2026, in an effort to provide timely information to investors about monthly developments in certain key performance metrics. Due to the limited nature of this data, a consistent correlation to earnings should not be assumed.

"Client assets under administration grew to a record $1.92 trillion, increasing 21% year-over-year and 3% sequentially, driven primarily by higher equity markets and net asset inflows," said CEO Paul Shoukry. "The pipeline for advisor recruiting continues to be robust. Clients' domestic cash sweep and Enhanced Savings Program balances rose 3% year-over-year and increased modestly from the prior month, ending May at $42.2 billion and $13.6 billion, respectively. Bank loan balances of $55.3 billion were nearly flat to the preceding month largely driven by strong growth of securities-based loans and residential mortgages offset by lower corporate loans. Investment banking pipelines and client activity levels remain strong, but the timing of closings continues to be uncertain."

**Operating Data**<br>

---

| | | | | | |
|:---|:---|:---|:---|:---|:---|
| | **As of** | **As of** | **As of** | **% change from** | **% change from** |
| *$ in billions* | **May 31,<br>2026** | May 31,<br>2025 | April 30,<br>2026 | May 31,<br>2025 | April 30,<br>2026 |
| Client assets under administration | $**1921.3** | $1583.0 | $1869.9 | 21% | 3% |
| Private Client Group assets under administration | $**1851.0** | $1520.8 | $1798.6 | 22% | 3% |
| Private Client Group assets in fee-based accounts | $**1157.3** | $909.1 | $1121.4 | 27% | 3% |
| Financial assets under management <sup>(1)</sup> | $**342.7** | $254.2 | $298.6 | 35% | 15% |
| Bank loans, net | $**55.3** | $49.1 | $55.4 | 13% | —% |
| Clients' domestic cash sweep and Enhanced Savings Program balances | $**55.8** | $54.2 | $55.6 | 3% | —% |

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<sup>(1)</sup> As of May 31, 2026, financial assets under management included $37 billion of assets under management for Clark Capital Management Group, Inc. ("Clark Capital"), which was acquired on April 30, 2026. Total client assets for Clark Capital, including non-discretionary assets of approximately $12 billion, were $49 billion.

**About Raymond James Financial, Inc.**

Raymond James Financial, Inc. (NYSE: RJF) is a leading diversified financial services company providing private client group, capital markets, asset management, banking and other services to individuals, corporations and municipalities. Total client assets are $1.92 trillion. Public since 1983, the firm is listed on the New York Stock Exchange under the symbol RJF. Additional information is available at www.raymondjames.com.

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