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Raymond James Financial logoRaymond James Financial RJF

Raymond James said Client assets under administration as of April 30, 2025 were $1,530.7 billion, up 9% from the prior-year period and roughly unchanged from the prior month.

8-KRegulation FD DisclosureFiled Period of report Summary published (UTC)

Key points

AI summary
  1. Raymond James said Client assets under administration as of April 30, 2025 were $1,530.7 billion, up 9% from the prior-year period and roughly unchanged from the prior month.

  2. Raymond James said Private Client Group assets in fee-based accounts as of April 30, 2025 were $873.3 billion, up 12% from a year earlier, and Private Client Group assets under administration were $1,469.5 billion.

  3. The company said clients' domestic cash sweep and Enhanced Savings Program balances as of April 30, 2025 were $55.6 billion, down 1% from a year earlier and down 4% from the prior month. It said the decline in April reflects quarterly fee billings and seasonal tax payments.

  4. The company said macroeconomic uncertainty has affected the timing of investment banking closings, but its pipeline remains strong. Bank loans, net as of April 30, 2025 were $48.8 billion, up 10% from a year earlier.

Summary

AI-written

Analysis scope · Filing body and confirmed press-release exhibitWe analyzed the filing body and confirmed exhibits. This is not a review of other exhibits, investor presentations or the full earnings call.

Client assets under administration

Raymond James said Client assets under administration as of April 30, 2025 were $1,530.7 billion, up 9% from the prior-year period and roughly unchanged from the prior month.

Source · Based on the filing body and exhibits

Private Client Group assets

Raymond James said Private Client Group assets in fee-based accounts as of April 30, 2025 were $873.3 billion, up 12% from a year earlier, and Private Client Group assets under administration were $1,469.5 billion.

Source · Based on the filing body and exhibits

Cash sweep and ESP balances

The company said clients' domestic cash sweep and Enhanced Savings Program balances as of April 30, 2025 were $55.6 billion, down 1% from a year earlier and down 4% from the prior month. It said the decline in April reflects quarterly fee billings and seasonal tax payments.

Source · Based on the filing body and exhibits

Investment banking closings and bank loans

The company said macroeconomic uncertainty has affected the timing of investment banking closings, but its pipeline remains strong. Bank loans, net as of April 30, 2025 were $48.8 billion, up 10% from a year earlier.

Source · Based on the filing body and exhibits

AI summarized the filing and translated the summary into English; it may differ from the original. For reference only, not investment advice. AI translated the published Korean report into English. Figures are copied as filed, not recalculated.

Original filing

The filing as submitted to SEC EDGAR. You can check the figures and statements of this summary against it.

Source: SEC EDGAR (U.S. Securities and Exchange Commission). Item captions are the SEC's. The summary is for reference only and is not investment advice.