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Material updates from SEC filings (8-K, 10-Q, 10-K) ranked by impact, with no firehose noise.
Regulation FD Disclosure On May 13, 2026, Raymond James Financial, Inc. (the “Company”) issued a press release (the “Press Release”) announcing that the Board of Directors had declared on May 13, 2026 a quarterly dividend of $0.54 per share for each outstanding share of common stock of the Company. The dividend is payable on July 15, 2026 to shareholders of record on July 1, 2026. A copy of the Press Release is attached to this Current Report as Exhibit 99.1 and is incorporated herein by refe…
Results of Operations and Financial Condition On April 22, 2026, Raymond James Financial, Inc. (the “Company”) issued a press release disclosing its results for the fiscal second quarter ended March 31, 2026. A copy of this press release is attached to this Current Report as Exhibit 99.1 and incorporated by reference herein. In addition, a copy of the Company’s Financial Supplement and Earnings Presentation for the fiscal second quarter ended March 31, 2026 are attached as Exhibits 99.2 and 9…
Regulation FD Disclosure On February 19, 2026, the Company issued a press release (the “Press Release”) announcing that the Board of Directors had declared a quarterly dividend of $0.54 per share for each outstanding share of common stock of the Company. The dividend is payable on April 15, 2026 to shareholders of record on April 1, 2026. A copy of the Press Release is attached to this Current Report as Exhibit 99.1 and is incorporated herein by reference. The information in this Item 7.01, i…
Results of Operations and Financial Condition On January 28, 2026, Raymond James Financial, Inc. (the “Company”) issued a press release disclosing its results for the fiscal first quarter ended December 31, 2025. A copy of this press release is attached to this Current Report as Exhibit 99.1 and incorporated by reference herein. In addition, a copy of the Company’s Financial Supplement and Earnings Presentation for the fiscal first quarter ended December 31, 2025 are attached as Exhibits 99.2…
Regulation FD Disclosure On December 3, 2025, the Company issued a press release (the “Press Release”) announcing that the Board had declared on December 3, 2025 a quarterly dividend of $0.54 per share for each outstanding share of common stock of the Company. The dividend is payable on January 16, 2026 to shareholders of record on January 2, 2026. The Press Release also announced that the Board declared a quarterly cash dividend of $0.3984375 per depositary share of 6.375% Fixed-to-Floating…
Other Events The Press Release also announced that the Board had authorized repurchase of the Company’s shares of common stock (“Common Stock”) in an aggregate amount of up to $2 billion. The $2 billion authorization replaces the previous repurchase authorization of $1.5 billion announced on December 3, 2024, under which approximately $105 million was remaining as of December 2, 2025. The repurchases may be made from time to time at prices that the company deems appropriate and subject to mar…
Results of Operations and Financial Condition On October 22, 2025, Raymond James Financial, Inc. (the “Company”) issued a press release disclosing its results for the fiscal fourth quarter and year ended September 30, 2025. A copy of this press release is attached to this Current Report as Exhibit 99.1 and incorporated by reference herein. In addition, a copy of the Company’s Financial Supplement and Earnings Presentation for the fiscal fourth quarter and year ended September 30, 2025 are att…
Entry into a Material Definitive Agreement On September 23, 2025, Raymond James Financial, Inc. (the “Company”) entered into the Second Amended and Restated Credit Agreement (the “Second Amended and Restated Credit Agreement”) with respect to its existing unsecured Amended and Restated Credit Agreement, dated as of April 6, 2023 (the “Credit Agreement”), as amended, among the Company, Raymond James & Associates, Inc., and a syndicate of lenders led by Bank of America, N.A. as administrative a…
Creation of a Direct Financial Obligation or an Obligation under an Off-Balance Sheet Arrangement of a Registrant. The information contained in
Other Events On September 11, 2025, Raymond James Financial, Inc. (the “Company”) closed a public underwritten offering (the “Offering”) of (i) $650,000,000 aggregate principal amount of 4.900% senior notes due 2035 (the “2035 Notes”) and (ii) $850,000,000 aggregate principal amount of 5.650% senior notes due 2055 (the “2055 Notes” and, together with the 2035 Notes, the “Notes”). The Notes were issued pursuant to the Underwriting Agreement, dated September 9, 2025, by and among the Company an…
Regulation FD Disclosure On August 20, 2025, the Company issued a press release (the “Press Release”) announcing that the Board had declared on August 20, 2025 a quarterly dividend of $0.50 per share for each outstanding share of common stock of the Company. The dividend is payable on October 15, 2025 to shareholders of record on October 1, 2025. The Press Release also announced that the Board had declared on August 20, 2025 a quarterly cash dividend of $0.3984375 per depositary share of 6.37…
Results of Operations and Financial Condition On July 23, 2025, Raymond James Financial, Inc. (the “Company”) issued a press release disclosing its results for the fiscal third quarter ended June 30, 2025. A copy of this press release is attached to this Current Report as Exhibit 99.1 and incorporated by reference herein. In addition, a copy of the Company’s Financial Supplement and Earnings Presentation for the fiscal third quarter ended June 30, 2025 are attached as Exhibits 99.2 and 99.3,…
Regulation FD Disclosure On May 21, 2025, the Company also issued a press release (the “Press Release”) announcing that the Board had declared a quarterly dividend of $0.50 per share for each outstanding share of common stock of the Company. The dividend is payable on July 15, 2025 to shareholders of record on July 1, 2025. The Press Release also announced that the Board had declared on May 21, 2025 a quarterly cash dividend of $0.3984375 per depositary share of 6.375% Fixed-to-Floating Rate…
Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers Appointment of New Director (d) On May 21, 2025, the Board of Directors (“Board”) of Raymond James Financial, Inc. (“Company”) appointed Mark W. Begor, age 66, as a director, effective immediately. In connection therewith, Mr. Begor was also appointed to the Board’s Audit Committee and to its Risk Committee. The Board has affirmatively determined th…
Results of Operations and Financial Condition On April 23, 2025, Raymond James Financial, Inc. (the “Company”) issued a press release disclosing its results for the fiscal second quarter ended March 31, 2025. A copy of this press release is attached to this Current Report as Exhibit 99.1 and incorporated by reference herein. In addition, a copy of the Company’s Financial Supplement and Earnings Presentation for the fiscal second quarter ended March 31, 2025 are attached as Exhibits 99.2 and 9…
Regulation FD Disclosure On February 21, 2025, the Company issued a press release (the “Press Release”) announcing that the Board had declared a quarterly dividend of $0.50 per share for each outstanding share of common stock of the Company. The dividend is payable on April 15, 2025 to shareholders of record on April 1, 2025. The Press Release also announced that the Board had declared on February 21, 2025 a quarterly cash dividend of $0.3984375 per depositary share of 6.375% Fixed-to-Floatin…
Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers In accordance with Raymond James Financial, Inc.’s (the “Company”) previously disclosed leadership succession plan, effective at the close of the Annual Shareholders Meeting of the Company on February 20, 2025, Paul C. Reilly stepped down from the chief executive officer (“CEO”) role and was appointed Executive Chair of the Board of Directors. As pr…
Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers On February 20, 2025, the Compensation and Talent Committee of the Company’s Board of Directors (“Committee”) approved new compensation for Mr. Shoukry in connection with his appointment as CEO, consisting of (i) an increase to Mr. Shoukry’s 2025 annual base salary from $500,000 to $750,000, effective March 1, 2025, and (ii) an award of Restricted S…
Results of Operations and Financial Condition On January 29, 2025, Raymond James Financial, Inc. (the “Company”) issued a press release disclosing its results for the fiscal first quarter ended December 31, 2024. A copy of this press release is attached to this Current Report as Exhibit 99.1 and incorporated by reference herein. In addition, a copy of the Company’s Financial Supplement and Earnings Presentation for the fiscal first quarter ended December 31, 2024 are attached as Exhibits 99.2…
Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers On December 3, 2024, Raymond James Financial, Inc. (the “Company”) announced that, in accordance with its previously-disclosed leadership succession plan, Paul C. Reilly, Chair of the Board of Directors (“Board”) and Chief Executive Officer (“CEO”), would step down as CEO, effective at the close of the Annual Shareholders Meeting of the Company to b…
Regulation FD Disclosure On December 3, 2024, the Company issued a press release (the “Press Release”) announcing that the Board had declared on December 3, 2024 a quarterly cash dividend of $0.50 per share for each outstanding share of common stock of the Company. The dividend is payable on January 16, 2025 to shareholders of record on January 2, 2025. The Press Release also announced that the Board had declared on December 3, 2024 a quarterly cash dividend of $0.3984375 per depositary share…
Other Events The Press Release also announced that the Board had authorized repurchase of the Company’s shares of common stock (“Common Stock”) in an aggregate amount of up to $1.5 billion. The $1.5 billion authorization replaced the previous repurchase authorization announced on November 30, 2023, under which approximately $644 million remained available as of December 3, 2024. These repurchases may be made from time to time at prices that the Company deems appropriate and subject to market…
Results of Operations and Financial Condition On October 23, 2024, Raymond James Financial, Inc. (the “Company”) issued a press release disclosing its results for the fiscal fourth quarter and year ended September 30, 2024. A copy of this press release is attached to this Current Report as Exhibit 99.1 and incorporated by reference herein. In addition, a copy of the Company’s Financial Supplement and Earnings Presentation for the fiscal fourth quarter and year ended September 30, 2024 are att…
Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers (c) On August 30, 2024, Raymond James Financial, Inc. (the “Company”) appointed Ms. Katherine H. Larson (44) as the Company’s Chief Accounting Officer, effective October 1, 2024. Ms. Larson joined the Company in 2016 in the Financial Reporting group, where she served in a variety of roles of increasing responsibility, including oversight of financia…
Regulation FD Disclosure On August 22, 2024, the Company issued a press release (the “Press Release”) announcing that the Board had declared on August 21, 2024 a quarterly dividend of $0.45 per share for each outstanding share of common stock of the Company. The dividend is payable on October 15, 2024 to shareholders of record on October 1, 2024. The Press Release also announced that the Board had declared on August 21, 2024 a quarterly cash dividend of $0.3984375 per depositary share of 6.37…
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