AI English summary of an SEC filing — figures as filed
Raymond James Financial RJFThe company said it recorded net revenues of $15,791 million, net income available to common shareholders of $2,365 million and diluted earnings per share of $11.91 for the fiscal year ended September 30, 2026. These were increases of 12%, 11% and 16%, respectively, from the prior year.
Key points
AI summaryThe company said it recorded net revenues of $15,791 million, net income available to common shareholders of $2,365 million and diluted earnings per share of $11.91 for the fiscal year ended September 30, 2026. These were increases of 12%, 11% and 16%, respectively, from the prior year.
Raymond James said it recorded net revenues of $4,269 million, net income available to common shareholders of $666 million and diluted earnings per share of $3.40 for the fiscal fourth quarter ended September 30, 2026. It said net revenues rose 9% and diluted earnings per share rose 13% from the preceding quarter.
The company said adjusted net income available to common shareholders for Q4, which excluded $37 million in acquisition-related expenses, net of tax, was $703 million ($3.59 per diluted share). Adjusted diluted earnings per share for the full year were $12.41.
Raymond James said client assets under administration were $1.94 trillion and Private Client Group assets in fee-based accounts were $1.16 trillion as of September 30, 2026. Domestic Private Client Group net new assets were $22.8 billion for Q4, or $98.3 billion annualized.
Summary
AI-writtenAnalysis 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.
Record annual net revenues of $15.79 billion and diluted EPS of $11.91
The company said it recorded net revenues of $15,791 million, net income available to common shareholders of $2,365 million and diluted earnings per share of $11.91 for the fiscal year ended September 30, 2026. These were increases of 12%, 11% and 16%, respectively, from the prior year.
Source · Based on the filing body and exhibits
Q4 net revenues of $4,269 million and diluted EPS of $3.40
Raymond James said it recorded net revenues of $4,269 million, net income available to common shareholders of $666 million and diluted earnings per share of $3.40 for the fiscal fourth quarter ended September 30, 2026. It said net revenues rose 9% and diluted earnings per share rose 13% from the preceding quarter.
Source · Based on the filing body and exhibits
Adjusted net income of $703 million excluding acquisition-related expenses
The company said adjusted net income available to common shareholders for Q4, which excluded $37 million in acquisition-related expenses, net of tax, was $703 million ($3.59 per diluted share). Adjusted diluted earnings per share for the full year were $12.41.
Source · Based on the filing body and exhibits
Client assets and Private Client Group net new assets
Raymond James said client assets under administration were $1.94 trillion and Private Client Group assets in fee-based accounts were $1.16 trillion as of September 30, 2026. Domestic Private Client Group net new assets were $22.8 billion for Q4, or $98.3 billion annualized.
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.
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