Item 7.01 Regulation FD Disclosure: Raymond James Financial, Inc. issued a press release on August 19, 2026, disclosing its operating data for July 2026 Exhibit 99.1: A copy of the press release containing the July 2026 operating data is attached and incorporated by reference Non-Filed Status: The information is being "furnished" rather than "filed" and is not subject to Section 18 liabilities of…

Our analysis rates this filing BULLISH. This filing presents a fundamentally positive picture with minimal substantive concerns. The company achieved record client assets with strong double-digit growth (17% YoY), demonstrating market share gains and client inflows. The 21% growth in fee-based…

Concern level: MODERATE (2.3/10). Key factors: Investment banking pipeline timing uncertainty noted by CEO - typical operational disclosure for banking business with inherent deal closing variability; Cash sweep balance declined 4% month-over-month due to quarterly fee billings - normal seasonal pattern reflecting client behavior and fee collection cycles, not operational weakness; No forward…

Notable risk changes: Record client assets under administration reached $1.93 trillion (17% YoY growth) - positive momentum driven by equity market gains and net inflows; Fee-based assets in Private Client Group grew 21% YoY to $1.155 trillion, indicating strong shift toward recurring revenue model; CEO commentary emphasizes strong advisor retention and recruiting pipeline alongside robust investment banking…

The model predicts RJF will outperform the S&P 500 by about 0.0% over 30 days. This is model analysis for research, not investment advice.