$RJF

RAYMOND JAMES FINANCIAL INC (RJF): Results of Operations and Financial Condition

RAYMOND JAMES FINANCIAL INC (RJF) filed an SEC Form 8-K — Results of Operations and Financial Condition. EX-99.1 2 rjf20260630q326earnings.htm EX-99.1 PRESS RELEASE DATED JULY 22, 2026 Document July 22, 2026 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 FI

Original reporting
Published Jul 22, 2026, 8:15 PM UTC
Analysis
alphai AI DeskAI-generated
Added to alphai Jul 22, 2026, 8:19 PM UTC. Informational, not investment advice.
How this was made
alphai summarizes source reporting and applies a structured AI analysis for relevance, timing, sentiment and ticker impact. Always verify material claims with the original publisher.
alphai market briefEarnings
Primary signal
$RJF
Bullish
medium confidence
Mentioned
$RJF
Relevance
7/10
alphai data visualization · based on SEC EDGAR 8-K
Decision brief

The 30-second read

$RJFBullishMed
01

Why it matters

Key decision inputs are the reported record net revenues and net income, adjusted EPS, and segment drivers: PCG fee-based asset growth and capital markets/investment banking revenue strength.

02

Market read

Provides fresh, primary earnings datapoints that can reprice near-term expectations for RJF, especially around wealth management inflows and capital markets activity.

03

What to watch

The release highlights strong inflows and fee-based assets, but traders may need to watch credit loss benefit trends and the sustainability of investment banking revenue levels into Q4.

Relevance 7/10Novelty 8/10Timing: after-hours following the July 22, 2026 fiscal Q3 earnings release

Background

The filing is an SEC 8-K attaching a press release for Raymond James fiscal third quarter ended June 30, 2026 (Item 2.02).

Company-level read

Ticker impact

$RJFBullishMedium confidence
Context

Raymond James reported fiscal Q3 2026 results, including record net revenues of $3.93B and net income of $595M, plus PCG net new assets of $21.7B.

Expected impact

Likely supports an upward bias versus prior expectations, with focus on whether PCG inflows and investment banking pipelines can sustain.

Evidence & confidence

This is a primary earnings release with multiple upside datapoints (record revenues, record client assets, higher adjusted EPS) but no explicit guidance or forward-looking numbers in the provided text.

Market effects

Reinforces strength in diversified wealth management and capital markets activity, particularly fee-based asset growth and investment banking momentum.

Primarily US wealth management sentiment; may influence expectations for domestic broker-dealers and private client flows.

Limited direct global read-through, though asset-management fee growth can reflect broader market appreciation.

Counterpoint

Lower interest rates and investment in growth were cited as offsets; if rates remain a headwind, earnings quality could be less durable than the headline records imply.

Key entities

  • Raymond James Financial, Inc.

    Reported fiscal Q3 2026 results with record revenues, net income, and client asset metrics, plus segment performance across PCG, Capital Markets, Asset Management, and Bank.

Related articles

$RJFMed

Raymond James (NYSE:RJF) Reports Upbeat Q2 CY2026

Raymond James Financial (NYSE: RJF) reported Q2 CY2026 results. Revenue rose 28.4% year on year to $4.36 billion, topping Wall Street estimates by 12.6%. Non-GAAP profit was $3.14 per share, 7.8% above analysts’ consensus. The stock reportedly fell about 1% to $166.37 after the release.

$RJFMed

Raymond James profit rises 37% as client assets reach $1.92 trillion

Raymond James Financial reported fiscal third-quarter net income available to common shareholders of $595 million, up from $435 million a year earlier, with adjusted net income of $620 million. Client assets reached $1.92 trillion. Revenue and pretax income rose across advisory, investment banking and lending, while asset management revenue increased 24% to $362 million. The firm repurchased $400 million of shares and reported $1.1 billion remaining under authorization.

$RJFMedAI 8/10

Raymond James profit rises on capital markets strength By Reuters

Raymond James Financial (RJF) reported higher third-quarter profit, citing strength in its capital markets unit. Private client assets under administration rose 18% to $1.86T, and private client net revenue rose 14% to $2.84B. Capital markets revenue increased 25% to $477M, investment banking revenue rose 40% to $285M. Adjusted net income was $620M, or $3.14/share.

$RJFMed

What Are Wall Street Analysts' Target Price for Raymond James Stock?

Raymond James Financial (RJF), with a $29.5B market cap, has lagged the S&P 500 over the past year and in 2026, though its shares are up 3.4% over 52 weeks and down 5.6% YTD. For FY ending Sept. 2026, analysts expect diluted EPS of $11.83 (+11% YoY). Among 15 analysts, consensus is “Moderate Buy” (5 Strong Buy, 10 Hold). Morgan Stanley raised its target to $172; mean target is $173.92 and Street-high $198.

$LLYMedAI 8/10

Eli Lilly and Company Q2 Earnings Call Highlights

Eli Lilly (LLY) reported Q2 U.S. revenue up 33% led by ZEPBOUND and MOUNJARO volume, while U.S. price fell 3% (9% excluding rebate and discount estimate changes). International revenue rose in constant currency, with MOUNJARO a key driver. Lilly raised its 2026 revenue outlook to $85B-$87B and guided non-GAAP EPS $35.50-$36.50. It also discussed Medicare GLP-1 coverage expansion and retatrutide Phase III results.