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Dec 31, 2025
Raymond James Q1 2026 Earnings Report
Raymond James reported strong Q1 results with record revenues and client assets, despite some segment-level pressures.
Key Takeaways
Raymond James delivered record net revenues of $3.74 billion and net income of $562 million in Q1 FY2026, supported by asset management growth and strong loan activity.
Net income reached $562 million, with adjusted EPS of $2.86.
Client assets under administration hit a record $1.77 trillion.
Asset management and related fees rose 15% to $2.0 billion.
Capital Markets revenue declined 21% YoY, reflecting weak investment banking.
Revenue by Segment
Forward Guidance
Raymond James remains optimistic, citing strong asset growth and a favorable acquisition, but notes weaker investment banking performance and macro uncertainties.
Positive Outlook
- Continued robust organic asset inflows.
- Record levels in client AUA and fee-based accounts.
- Strong pipeline for investment banking deals.
- Clark Capital acquisition to boost AUM.
- Resilient loan portfolio with low credit risk.
Challenges Ahead
- Lower investment banking revenues due to timing of deal closings.
- Capital Markets revenue down 21% YoY.
- Decline in affordable housing investment business.
- Decreased net income QoQ due to higher tax rate.
- Cash sweep balances declined YoY.
Historical Earnings Impact
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Avg. Return Before/After Earnings
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