Raymond James (RJF) furnishes July 2025 operating data press release

Rhea-AI Filing Summary

Raymond James Financial, Inc. filed a current report to furnish a press release containing its operating data for July 2025. The company states that this information, dated August 20, 2025 and attached as Exhibit 99.1, is provided under Regulation FD to ensure fair disclosure to all investors. The exhibit is incorporated by reference in this report but is expressly described as being “furnished,” not “filed,” which means it is not subject to certain liability provisions of the securities laws.

The report also confirms that Raymond James’ common stock and certain depositary shares continue to trade on the New York Stock Exchange under the symbols RJF and RJF PrB. The filing is signed on behalf of the company by its Chief Financial Officer, Jonathan W. Oorlog, Jr.

8-K Event Classification

2 items: 7.01, 9.01

2 items

Item 7.01 Regulation FD Disclosure Disclosure

Material non-public information disclosed under Regulation Fair Disclosure, often investor presentations or guidance.

Item 9.01 Financial Statements and Exhibits Exhibits

Financial statements, pro forma financial information, and exhibit attachments filed with this report.

Understanding 8-K Material Events →

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UNITED STATES

SECURITIES AND EXCHANGE COMMISSION

Washington, D.C.  20549

FORM 8-K

CURRENT REPORT

Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934

August 20, 2025

Date of Report (date of earliest event reported)

RAYMOND JAMES FINANCIAL, INC.

(Exact name of registrant as specified in its charter)

Florida

1-9109

59-1517485

(State or other jurisdiction of incorporation)

(Commission File Number)

(I.R.S. Employer Identification No.)

880 Carillon Parkway

St. Petersburg

Florida

33716

(Address of principal executive offices)

(Zip Code)

(727) 567-1000

(Registrant’s telephone number, including area code)

None

(Former name or former address, if changed since last report)

Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions:

☐  Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)

☐  Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)

☐  Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b))

☐  Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))

Securities registered pursuant to Section 12(b) of the Exchange Act:

Title of each class			Trading Symbol(s)			Name of each exchange on which registered
Common Stock, $.01 par value			RJF			New York Stock Exchange
Depositary Shares, Each Representing a 1/40th Interest in a Share of 6.375% Fixed-to-Floating Rate Series B Non-Cumulative Perpetual Preferred Stock			RJF PrB			New York Stock Exchange

Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act (17 CFR 230.405) or Rule 12b-2 of the Exchange Act (17 CFR 240.12b-2).

Emerging growth company ☐

If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act.

☐

Item 7.01 Regulation FD Disclosure

On August 20, 2025, Raymond James Financial, Inc. (the “Company”) issued a press release to disclose its operating data for July 2025. A copy of this press release is attached to this Current Report as Exhibit 99.1 and is incorporated herein by reference.

The information in this Current Report, including any exhibits hereto, is being “furnished” and shall not be deemed to be “filed” for purposes of Section 18 of the Securities Exchange Act of 1934, as amended, or otherwise subject to the liabilities of that section, nor shall it be deemed incorporated by reference into any filing of the Company with the Securities and Exchange Commission, whether made before or after the date hereof, regardless of any general incorporation language in such filings (unless the Company specifically states that the information or exhibit in this particular report is incorporated by reference).

Item 9.01 Financial Statements and Exhibits

(d) Exhibits. The following are filed as exhibits to this report:

Exhibit No.

99.1 Press release, dated August 20, 2025, issued by Raymond James Financial, Inc.

104 Cover Page Interactive Data File (embedded within the Inline XBRL document).

SIGNATURES

Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.

			RAYMOND JAMES FINANCIAL, INC.
Date: August 20, 2025			By:			/s/ Jonathan W. Oorlog, Jr.
						Jonathan W. Oorlog, Jr.
						Chief Financial Officer

FAQ

What did Raymond James Financial (RJF) disclose in this 8-K filing?

Raymond James Financial, Inc. furnished a press release that provides its operating data for July 2025. The press release is attached as Exhibit 99.1 and is incorporated by reference into the report.

Is the July 2025 operating data for RJF considered filed with the SEC?

No. The company states that the information in this report, including Exhibit 99.1, is being “furnished” and not “filed” for purposes of Section 18 of the Securities Exchange Act of 1934.

Which securities of Raymond James Financial are listed and where do they trade?

The filing lists common stock, $.01 par value, trading under the symbol RJF, and depositary shares representing a 1/40th interest in Series B preferred stock, trading under the symbol RJF PrB, both on the New York Stock Exchange.

Who signed this RJF 8-K report and in what capacity?

The report was signed on behalf of Raymond James Financial, Inc. by Jonathan W. Oorlog, Jr., who is identified as the company’s Chief Financial Officer.

What exhibits are included with this Raymond James (RJF) 8-K?

The report includes Exhibit 99.1, a press release dated August 20, 2025 providing July 2025 operating data, and Exhibit 104, the cover page interactive data file embedded within the Inline XBRL document.

Why is Raymond James using Item 7.01 Regulation FD Disclosure in this filing?

Item 7.01 is used to furnish information under Regulation FD, which is intended to promote fair and simultaneous disclosure of material information to all investors. Raymond James uses this item to provide its July 2025 operating data via the attached press release.