[8-K] Raymond James Financial, Inc. Reports Material Event

Rhea-AI Filing Summary

Raymond James Financial, Inc. (NYSE: RJF) filed a Form 8-K dated June 25, 2025 to furnish a press release containing May 2025 operating data. The disclosure is made under Item 7.01 Regulation FD, meaning the information is provided for investor transparency but is not deemed “filed” for liability purposes. Exhibit 99.1 holds the full press release, while Exhibit 104 contains the Inline XBRL cover page. No financial statements, earnings figures, or material transactions are included in this filing. The company notes that the data may be referenced in subsequent SEC filings only if specifically incorporated by reference. The document was signed by CFO Jonathan W. Oorlog, Jr.

Insights

Financial Analyst

TL;DR: Routine 8-K furnishes May operating data; neutral impact, no financial metrics disclosed.

This 8-K is a standard Regulation FD filing meant to maintain transparency. Because the underlying operating data is not included, investors cannot assess performance, margins, or trends from this document alone. The absence of earnings or guidance keeps the market impact muted. Investors should review Exhibit 99.1 once available to gauge any revenue or asset-gathering momentum for May 2025. Until those figures are seen, the filing neither strengthens nor weakens the investment thesis.

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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

June 25, 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 June 25, 2025, Raymond James Financial, Inc. (the “Company”) issued a press release to disclose its operating data for May 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 June 25, 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: June 25, 2025			By:			/s/ Jonathan W. Oorlog, Jr.
						Jonathan W. Oorlog, Jr.
						Chief Financial Officer

FAQ

Why did Raymond James Financial (RJF) file a Form 8-K on June 25, 2025?

The company furnished a press release with May 2025 operating data under Item 7.01 Regulation FD.

What information is contained in Exhibit 99.1 of RJF's 8-K?

The full press release detailing Raymond James' May 2025 operating data.

Is the operating data considered "filed" with the SEC?

No. It is "furnished," limiting RJF’s liability under Section 18 of the Exchange Act.

Did the 8-K include any earnings figures or guidance for RJF?

No. The filing itself contains no earnings metrics, only the reference to Exhibit 99.1.

Who signed the Form 8-K for Raymond James Financial?

Chief Financial Officer Jonathan W. Oorlog, Jr. signed on June 25, 2025.