Raymond James Financial Announces Preferred Stock Agreement
Ticker: RJF · Form: 8-K · Filed: Sep 23, 2025 · CIK: 720005
Sentiment: neutral
Topics: preferred-stock, debt-offering, definitive-agreement
Related Tickers: RJF
TL;DR
RJF filed an 8-K for a preferred stock deal, watch the Series B.
AI Summary
Raymond James Financial, Inc. announced on September 23, 2025, the entry into a material definitive agreement related to its 6.375% Fixed-to-Floating Rate Series B Non-Cumulative Perpetual Preferred Stock. This filing also covers the creation of a direct financial obligation and includes financial statements and exhibits.
Why It Matters
This filing indicates a significant financial transaction involving preferred stock, which could impact the company's capital structure and investor returns.
Risk Assessment
Risk Level: low — The filing is a standard disclosure of a definitive agreement and financial obligations, not indicating immediate operational or financial distress.
Key Numbers
- 6.375% — Preferred Stock Rate (Interest rate on the Series B Non-Cumulative Perpetual Preferred Stock)
Key Players & Entities
- RAYMOND JAMES FINANCIAL, INC. (company) — Registrant
- 6.375% Fixed-to-Floating Rate Series B Non-Cumulative Perpetual Preferred Stock (financial_instrument) — Subject of the agreement
- September 23, 2025 (date) — Date of report and earliest event
FAQ
What is the specific nature of the material definitive agreement entered into by Raymond James Financial?
The filing indicates the agreement pertains to the company's 6.375% Fixed-to-Floating Rate Series B Non-Cumulative Perpetual Preferred Stock.
What type of financial obligation is created by this filing?
The filing reports the creation of a direct financial obligation or an obligation under an off-balance sheet arrangement of the registrant.
When was this 8-K report filed and what is the earliest event date reported?
The report was filed on September 23, 2025, and the earliest event reported is also September 23, 2025.
What is the ticker symbol for Raymond James Financial?
While not explicitly stated in this excerpt, Raymond James Financial, Inc. is a publicly traded company and its ticker is commonly known (RJF).
What is the SIC code for Raymond James Financial?
The Standard Industrial Classification (SIC) code for Raymond James Financial is 6211, which corresponds to SECURITY BROKERS, DEALERS & FLOTATION COMPANIES.
Filing Stats: 759 words · 3 min read · ~3 pages · Grade level 10.6 · Accepted 2025-09-23 16:52:41
Key Financial Figures
- $1,000,000,000 — 0, (ii) increase the facility amount to $1,000,000,000 and (iii) decrease the applicable rate
Filing Documents
- d34977d8k.htm (8-K) — 29KB
- d34977dex101.htm (EX-10.1) — 690KB
- 0001193125-25-213526.txt ( ) — 1018KB
- rjf-20250923.xsd (EX-101.SCH) — 4KB
- rjf-20250923_def.xml (EX-101.DEF) — 13KB
- rjf-20250923_lab.xml (EX-101.LAB) — 21KB
- rjf-20250923_pre.xml (EX-101.PRE) — 14KB
- d34977d8k_htm.xml (XML) — 6KB
SIGNATURES
SIGNATURES Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized. RAYMOND JAMES FINANCIAL, INC. Date: September 23, 2025 By: /s/ Jonathan W. Oorlog, Jr. Jonathan W. Oorlog, Jr. Chief Financial Officer