The record asset levels and strong advisor recruiting pipeline are positive operational indicators, but the filing is a monthly data update with no earnings or guidance. Monitor the next quarterly 10-Q for actual revenue and EPS impact from the asset growth and Clark Capital acquisition.
Price Chart
Executive Summary
Raymond James Financial reported record client assets under administration of $1.92 trillion for May 2026, up 21% YoY and 3% sequentially, driven by higher equity markets and net inflows. The monthly operating data release is a routine FD disclosure with no earnings or guidance provided.
Key Facts
- Client assets under administration reached a record $1.92 trillion as of May 31, 2026, up 21% YoY and 3% sequentially.
- Private Client Group assets under administration were $1.851 trillion, up 22% YoY and 3% sequentially.
- Financial assets under management were $342.7 billion, up 35% YoY and 15% sequentially, including $37 billion from the Clark Capital acquisition on April 30, 2026.
- Bank loans, net were $55.3 billion, up 13% YoY and nearly flat sequentially.
- Client domestic cash sweep and Enhanced Savings Program balances were $55.8 billion, up 3% YoY and modestly from the prior month.
- The press release explicitly states that a consistent correlation to earnings should not be assumed from this limited data.
Financial Impact
Record client assets of $1.92 trillion (+21% YoY) and strong AUM growth (+35% YoY) indicate robust organic and market-driven growth, but no earnings or revenue figures are provided.
Risk Factors
- Timing of investment banking closings remains uncertain, which could affect future revenue recognition.
- Bank loan balances were nearly flat sequentially, with growth in securities-based loans and residential mortgages offset by lower corporate loans.
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 4 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0000720005-26-000063 |
| Document: 0000720005-26-000063-index-headers.html | 0000720005-26-000063 |
| Document: 0000720005-26-000063-index.html | 0000720005-26-000063 |
| Document: 0000720005-26-000063.txt | 0000720005-26-000063 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Aug 26, 2026 5w ago | Press Release | $176.11 $158.76 | ▼ −9.85% | ▼ −9.34% | $157.15 (−10.77%) |
Jul 29, 2026 9w ago | Insider Cluster | $174.16 $176.69 | ▲ +1.45% | ▼ −3.57% | $157.15 (−9.77%) |
Jul 22, 2026 10w ago | Press Release | $166.14 $171.98 | ▲ +3.52% | ▲ +0.21% | $157.15 (−5.41%) |
Jun 24, 2026 14w ago | 8-K | $150.52 $166.14 | ▲ +10.38% | ▲ +9.85% | $157.15 (+4.40%) |
May 27, 2026 18w ago | 8-K | $145.26 $154.79 | ▲ +6.56% | ▲ +8.85% | $157.15 (+8.18%) |
May 13, 2026 20w ago | Press Release | $155.45 $154.40 | ▼ −0.68% | ▲ +0.18% | $157.15 (+1.09%) |
Apr 22, 2026 23w ago | 8-K | $153.10 $152.07 | ▼ −0.67% | ▼ −5.31% | $157.15 (+2.64%) |
Apr 22, 2026 23w ago | Press Release | $153.10 $152.07 | ▼ −0.67% | ▼ −5.31% | $157.15 (+2.64%) |
Mar 18, 2026 28w ago | Press Release | $142.86 $151.58 | ▲ +6.10% | ▼ −1.52% | $157.15 (+10.00%) |
US Market Status
Subscribe to SecBot
Get Real-Time SEC Filing Intelligence
Comprehensive SEC filing analysis delivered the moment filings hit EDGAR. Sentiment scoring, impact analysis, and actionable insights for every material event.
Try SecBot Free Coming soon: SecBot Pro with alerts, watchlists, and API access