8-KAccepted Sep 23, 4:23 PM ET
Raymond James Financial Discloses August 2026 Operating Data
Accepted (ET)
4:23 PM
Sep 23, 2026
Filed
Sep 23, 2026
Documents
13
Size
504.6 KB
Summary
Raymond James Financial Discloses August 2026 Operating Data
What Happened
Raymond James Financial, Inc. (RJF) filed a Form 8-K on September 23, 2026 (Item 7.01 — Regulation FD Disclosure) to furnish a press release disclosing the company’s operating data for August 2026. The press release is attached as Exhibit 99.1 to the filing. The company notes the information is being “furnished” (not “filed”) and therefore is not subject to Section 18 liability or automatically incorporated by reference into other SEC filings. The report is signed by Jonathan W. Oorlog, Jr., Chief Financial Officer.
Key Details
- Filing date: September 23, 2026; press release dated September 23, 2026.
- Content disclosed: operating data for August 2026 (the press release is the source of the disclosed metrics).
- Regulatory note: information is furnished under Regulation FD and expressly stated as not “filed” for Section 18 purposes.
- Exhibit included: Exhibit 99.1 (press release).
Why It Matters
This 8-K provides investors with timely operating metrics for August 2026 that can signal recent business trends ahead of formal quarterly results (e.g., flows, client assets, revenue-related indicators). Because the information is furnished rather than filed, it is intended for investor transparency but is not subject to the same legal liability standards as a filed disclosure. Investors should review the attached press release for the specific metrics and compare them with prior months and upcoming quarterly reports for full context.