Business Summary: Raymond James Financial, Inc. is a diversified financial services company that provides services to individuals, corporations and municipalities. The Company's segments include Private Client Group (PCG), Capital Markets, Asset Management, Bank and Other. PCG segment provides financial planning, investment advisory, and securities transaction services to clients through financial advisors. Capital Markets segment conducts investment banking, institutional sales, securities trading, equity research, and the syndication and management of investments in low-income housing funds and funds of a similar nature. Asset Management segment provides asset management, portfolio management and related administrative services to retail and institutional clients. Bank segment includes Raymond James Bank, a Florida-chartered state member bank, and TriState Capital Bank, a Pennsylvania-chartered state member bank. Other segment includes corporate cash balances and its private equity investments.
Financial Summary: BRIEF: For the six months ended 31 March 2026, Raymond James Financial Inc revenues increased 7% to $8.44B. Net income applicable to common stockholders increased 1% to $1.1B. Revenues reflect Private Client Group segment increase of 11% to $5.58B, United States segment increase of 9% to $6.94B, Net Interest Margin, Total -% increase of 7% to 2.81%. Net income was partially offset by Compensation.