Raymond James Financial said client assets under administration as of February 28, 2026 reached $1,828.4 billion (record $1.83 trillion as stated in the press release), up 16% from February 28, 2025 and up 1% from January 31, 2026.

1. 01

   Raymond James Financial said client assets under administration as of February 28, 2026 reached $1,828.4 billion (record $1.83 trillion as stated in the press release), up 16% from February 28, 2025 and up 1% from January 31, 2026.

2. 02

   The company said Private Client Group assets in fee-based accounts as of February 28, 2026 were $1,083.4 billion, up 21% from February 28, 2025 and up 2% from January 31, 2026.

3. 03

   Raymond James Financial said clients' domestic cash sweep and Enhanced Savings Program balances as of February 28, 2026 were $54.6 billion, down 4% from February 28, 2025 and down 1% from January 31, 2026.

4. 04

   The company said investment banking revenues for the first two months of the current quarter were up approximately 5% from the first two months of the prior-year comparable period, and that the timing of closings continues to impact revenues.

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.

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

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