Core Insights - Raymond James Financial, Inc. reported record net revenues of $3.73 billion and net income of $603 million for the fiscal fourth quarter ended September 30, 2025, marking a significant achievement in a challenging market environment [1][2] - The company achieved record annual net revenues of $14.07 billion for fiscal 2025, reflecting a 10% increase compared to fiscal 2024, with earnings per diluted share also reaching record levels [3][4] Financial Performance - Quarterly net revenues increased by 8% year-over-year and 10% sequentially, driven by higher asset management and investment banking revenues [2][4] - Quarterly adjusted net income available to common shareholders was $635 million, or $3.11 per diluted share, excluding acquisition-related expenses [1][2] - For fiscal 2025, record earnings per diluted share were $10.30, a 6% increase from fiscal 2024 [3][4] Client and Asset Management - The Private Client Group generated record net revenues, with assets under administration reaching $1.73 trillion, up 10% from September 2024 [4][10] - Domestic Private Client Group net new assets for the fiscal fourth quarter were $17.9 billion, reflecting an annualized growth rate of 5.0% [4][10] Investment Banking and Capital Markets - Quarterly net revenues in the Capital Markets segment increased by 6% year-over-year, with a notable 35% increase sequentially, driven by higher debt underwriting and advisory revenues [8][11] - The investment banking pipeline remains strong, with the recent acquisition of GreensLedge Holdings LLC expected to enhance the company's capital markets capabilities [8] Technology and Innovation - The company invested approximately $1 billion in technology, including AI, to improve service delivery and client insights [2] - New leadership positions were created, including Chief AI Officer and Head of AI Strategy, to spearhead ongoing technological advancements [2] Shareholder Returns - Over $1.5 billion was returned to shareholders through common share repurchases and dividends in fiscal 2025 [4][16] - The company repurchased $350 million of common stock during the fiscal fourth quarter, with $399 million remaining under the repurchase authorization [16]

October 22, 2025 FOR IMMEDIATE RELEASE Media Contact: Steve Hollister, 727.567.2824 Investor Contact: Kristina Waugh, 727.567.7654 raymondjames.com/news-and-media/press-releases RAYMOND JAMES FINANCIAL REPORTS FISCAL FOURTH QUARTER AND FISCAL 2025 RESULTS ST. PETERSBURG, Fla. – Raymond James Financial, Inc. (NYSE: RJF) today reported net revenues of $3.73 billion and net income available to common shareholders of $603 million, or $2.95 per diluted share, for the fiscal fourth quarter ended September 30, 202 ...

Key Takeaways RJF's Q4 revenues are expected to have been higher y/y, while earnings are likely to have dipped.Strong IB and trading activity are likely to have driven fee income in a volatile market backdrop.Non-interest expenses are anticipated to have risen 5.4% y/y due to advisor hiring and inflationary pressures.Raymond James (RJF) is scheduled to announce fourth-quarter fiscal 2025 (ended Sept. 30) results on Oct. 22, after market close. While the company’s earnings are expected to have declined on a ...

Group 1 - The Value Lab focuses on long-only value investment ideas, aiming for a portfolio yield of about 4% and has performed well over the last 5 years by engaging in international markets [1][2] - Raymond James has experienced a positive trend in dealmaking, particularly with an increase in megadeals, although it is perceived as somewhat conservative [2] - The Valkyrie Trading Society consists of analysts sharing high conviction investment ideas that are expected to yield non-correlated and outsized returns in the current economic environment [3]

Core Insights - EQ collaborates with Raymond James to enhance equity management services, combining EQ's technology with Raymond James' wealth management expertise [2][3] - The partnership aims to provide comprehensive support for corporate clients throughout the entire lifecycle of equity plans, from inception to post-IPO [3][4] - Raymond James will leverage EQ's services to offer tailored financial advice and solutions for employee equity plans, enhancing their Workplace Wealth initiative [3][4] Company Overview - EQ specializes in equity management and supports 2,200 global issuer clients and 20 million shareholders across the UK, U.S., and India [4] - Raymond James Financial, Inc. is a diversified financial services company with total client assets of $1.69 trillion, providing a range of services including private client group, capital markets, and asset management [5]

Core Insights - Raymond James is enhancing its capital markets capabilities through the acquisition of a majority stake in GreensLedge Holdings LLC [1] Company Summary - The acquisition signifies a strategic move by Raymond James to strengthen its position in the capital markets sector [1]

Core Insights - Raymond James has been selected by First National Bank of Sparta to support its investment program, Patton Wealth Management, enhancing its wealth management services [1][4] - Patton Wealth Management, led by Brian Patton, manages approximately $261 million in client assets and aims to provide personalized services while expanding capabilities for high-net-worth clients [2][4] - The partnership is driven by cultural alignment and a shared commitment to client-first values, with Raymond James offering a robust platform and resources to support FNBS's growth [3][4] Company Overview - First National Bank of Sparta is a community bank based in Sparta, Illinois, with a history of 140 years serving local families [7] - Raymond James Financial Services, a subsidiary of Raymond James Financial, Inc., provides a wide range of investment and wealth planning services, managing approximately $1.69 trillion in client assets as of August 31, 2025 [6]

Core Insights - Raymond James Financial Services has welcomed five financial advisors from The Manning Companies, enhancing its independent advisor channel [1][2][3] Group 1: Company Overview - Raymond James Financial Services, Inc. is a financial services firm that supports independent financial advisors across the nation, with total client assets of approximately $1.69 trillion as of August 31, 2025 [5] Group 2: New Advisors - The new advisors include Michael A. Manning, William B. Corder, Roger D. Groves, Heather R. Nicholas, and Richard Carlquist, who collectively managed around $1.1 billion in client assets at their previous firm [2][3] Group 3: Strategic Partnership - The Manning Companies chose Raymond James after a thorough evaluation, citing its prestigious independent broker/dealer status and advisor-centric model as key factors [3] - The transition is expected to enhance service delivery for high-net-worth clients and retirement solutions [5]

Core Insights - Raymond James Financial, Inc. (RJF) is a diversified financial services company based in Saint Petersburg, Florida, with a market cap of $32.9 billion, providing services to individuals, corporations, and municipalities across the U.S., Canada, and Europe [1] Earnings Expectations - Analysts anticipate RJF to report a diluted profit of $2.74 per share for the fiscal fourth quarter of 2025, reflecting a 7.1% decrease from $2.95 per share in the same quarter last year [2] - For the full fiscal year, RJF is expected to achieve an EPS of $10.28, which is a 2.3% increase from $10.05 in fiscal 2024, and a further rise to $11.57 in fiscal 2026, representing a 12.6% year-over-year growth [3] Stock Performance - RJF's stock has outperformed the S&P 500 Index, which gained 17.4% over the past 52 weeks, with RJF shares increasing by 32.2% during the same period [4] - The stock also surpassed the Financial Select Sector SPDR Fund's (XLF) 18% gains in the same timeframe [4] Business Drivers - The company's strong performance is attributed to robust investment banking and trading operations, impressive asset management results, and strategic acquisitions that have enhanced financials [5] - RJF's investment banking pipeline remains strong, indicating continued growth potential [5] Recent Financial Results - In Q3, RJF reported revenues of $3.4 billion, marking a 5.3% increase year-over-year, although adjusted EPS fell by 8.8% to $2.18 compared to the previous year [6] Analyst Ratings - The consensus among analysts is moderately bullish, with a "Moderate Buy" rating for RJF stock; out of 15 analysts, four recommend a "Strong Buy" and 11 suggest a "Hold" [7] - The average analyst price target for RJF is $179.69, suggesting a potential upside of 8.8% from current levels [7]

Core Insights - Raymond James Financial Services has welcomed financial advisors Paul Williamson and Matt Hamilton, enhancing its independent advisor channel [1][2] Group 1: Advisor Transition - Paul Williamson and Matt Hamilton previously managed approximately $200 million in client assets at Commonwealth Financial Network [2] - They are joined by Registered Sales Assistant Donna Clark and Bookkeeper & Client Relations Manager Mary Williamson [2] Group 2: Advisor Background - Paul Williamson has a background in healthcare as a respiratory therapist before transitioning to financial services in 1994, with 15 years at Commonwealth Financial Network [3] - He holds multiple certifications including CERTIFIED FINANCIAL PLANNER®, Retirement Income Certified Professional, and Accredited Investment Fiduciary [3] - Matt Hamilton began his career in 2017 and also holds the CERTIFIED FINANCIAL PLANNER® and Accredited Asset Management Specialist designations [4] Group 3: Company Overview - Raymond James Financial Services, Inc. supports independent financial advisors and has approximately $1.69 trillion in total client assets as of August 31, 2025 [5]