Raymond James Financial : reports February 2025 operating data

Published: 2025-03-19 16:34:11 ET RJF

March 19, 2025

FOR IMMEDIATE RELEASE

Media Contact: Steve Hollister, 727.567.2824

Investor Contact: Kristina Waugh, 727.567.7654

raymondjames.com/news-and-media/press-releases

RAYMOND JAMES FINANCIAL REPORTS FEBRUARY 2025 OPERATING DATA

ST. PETERSBURG, Fla. - Raymond James Financial, Inc. (NYSE: RJF) today reported selected operating data for February 2025, in an effort to provide timely information to investors about monthly developments in certain key performance metrics. Due to the limited nature of this data, a consistent correlation to earnings should not be assumed.

"Client assets under administration increased 12% over the prior-year period; however, declined 1% compared to the preceding month primarily due to lower equity markets in February, partially offset by modest net inflows," said CEO Paul Shoukry. "Clients' domestic cash sweep and Enhanced Savings Program (ESP) balances of $56.6 billion declined 3% year-over-year and 1% sequentially. Our investment banking pipeline remains strong, although macroeconomic uncertainty has resulted in lower levels of closings in the first two months of the quarter as compared to the preceding quarter."

Operating Data

As of

% change from

$ in billions

February 28,

February 29,

January 31,

February 29,

January 31,

2025

2024

2025

2024

2025

Client assets under administration

$

1,579.2

$

1,416.1

$

1,590.0

12%

(1)%

Private Client Group assets under administration

$

1,517.9

$

1,357.6

$

1,524.7

12%

-%

Private Client Group assets in fee-based accounts

$

896.7

$

775.4

$

898.4

16%

-%

Financial assets under management

$

251.1

$

220.5

$

250.9

14%

-%

Bank loans, net

$

47.6

$

44.0

$

47.5

8%

-%

Clients' domestic cash sweep and Enhanced Savings

$

56.6

$

58.2

$

57.3

(3)%

(1)%

Program balances

About Raymond James Financial, Inc.

Raymond James Financial, Inc. (NYSE: RJF) is a leading diversified financial services company providing private client group, capital markets, asset management, banking and other services to individuals, corporations and municipalities. Total client assets are $1.58 trillion. Public since 1983, the firm is listed on the New York Stock Exchange under the symbol RJF. Additional information is available at www.raymondjames.com.

Disclaimer

Raymond James Financial Inc. published this content on March 19, 2025, and is solely responsible for the information contained therein. Distributed by Public, unedited and unaltered, on March 19, 2025 at 20:33:53.771.