Form 8-K

8-K — RAYMOND JAMES FINANCIAL INC

Accession: 0000720005-26-000075

Filed: 2026-09-01

Period: 2026-08-26

CIK: 0000720005

SIC: 6211 (SECURITY BROKERS, DEALERS & FLOTATION COMPANIES)

Item: Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers: Compensatory Arrangements of Certain Officers

Item: Regulation FD Disclosure

Documents

8-K — rjf-20260826.htm (Primary)

EX-99.1 — EX-99.1 PRESS RELEASE DATED AUGUST 31, 2026 (ex991rjf20260831prdir.htm)

EX-99.2 — EX-99.2 PRESS RELEASE DATED AUGUST 26, 2026 (ex992rjf20260826prdiv.htm)

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8-K

8-K (Primary)

Filename: rjf-20260826.htm · Sequence: 1

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UNITED STATES

SECURITIES AND EXCHANGE COMMISSION

Washington, D.C. 20549

FORM 8-K

CURRENT REPORT

Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934

August 26, 2026

Date of Report (date of earliest event reported)

RAYMOND JAMES FINANCIAL, INC.

(Exact name of registrant as specified in its charter)

Florida

1-9109

59-1517485

(State or other jurisdiction of incorporation)

(Commission File Number)

(I.R.S. Employer Identification No.)

880 Carillon Parkway

St. Petersburg

Florida

33716

(Address of principal executive offices)

(Zip Code)

(727) 567-1000

(Registrant’s telephone number, including area code)

None

(Former name or former address, if changed since last report)

Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions:

☐ Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)

☐ Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)

☐ Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b))

☐ Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))

Securities registered pursuant to Section 12(b) of the Exchange Act:

Title of each class Trading Symbol(s) Name of each exchange on which registered

Common Stock, $.01 par value RJF New York Stock Exchange

Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act (17 CFR 230.405) or Rule 12b-2 of the Exchange Act (17 CFR 240.12b-2).

Emerging growth company ☐

If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act.

☐

Item 5.02 Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers

Appointment of New Director

(d) On August 27, 2026, the Board of Directors (“Board”) of Raymond James Financial, Inc. (“Company”) appointed William W. Weatherford, age 46, as a director, effective December 15, 2026. In connection therewith, Mr. Weatherford was also appointed to the Board’s Audit Committee and its Risk Committee. The Board has affirmatively determined that Mr. Weatherford is an independent director.

Mr. Weatherford serves as the managing partner of Weatherford Capital, a family-owned private investment firm, since its founding in 2015. Prior to the founding of Weatherford Capital, Mr. Weatherford served in the Florida Legislature from 2006 until 2014, including as the 84th Speaker of the Florida House of Representatives from 2012. He currently serves as a director of Dream Finders Homes, Inc. (NYSE: DFH), as Chairman of the University of South Florida’s Board of Trustees, as well as on the boards of Kitson & Partners, PayIt, Utility, Inc. and American Enterprise Institute. Mr. Weatherford was a director of Sunshine Bancorp, Inc. (NASDAQ: SBCP) from 2015 until its merger with CenterState Bank Corporation in 2018. Mr. Weatherford holds a bachelor’s degree in international business from Davis College of Business, Jacksonville University.

There are no arrangements or understandings between Mr. Weatherford and any other person pursuant to which he was selected as a director, and there are no transactions in which he has an interest requiring disclosure under Item 404(a) of Regulation S-K. Mr. Weatherford will participate in the standard fee arrangements for non-executive directors, which are described in the Company’s Proxy Statement for the 2026 Annual Meeting of Shareholders under the caption “Director Compensation,” filed with the Securities and Exchange Commission on January 7, 2026. Mr. Weatherford will also enter into the Company’s standard indemnification agreement which the Company concludes with all directors, pursuant to which we will indemnify him for certain actions he takes in his capacity as a director. A copy of the form of indemnification agreement is filed as Exhibit 10.1 to the Company’s Current Report on Form 8-K, filed with the Securities and Exchange Commission on March 6, 2019, and is incorporated herein by reference.

In connection with the above appointment, the size of the Board was increased from twelve (12) to thirteen (13) directors.

A copy of the press release issued by the Company in connection with the above is attached to this Current Report as Exhibit 99.1 and is incorporated herein by reference.

Item 7.01 Regulation FD Disclosure

On August 26, 2026, Raymond James Financial, Inc. (the “Company”) issued a press release (the “Press Release”) announcing that the Board of Directors had declared on August 26, 2026 a quarterly dividend of $0.54 per share for each outstanding share of common stock of the Company. The dividend is payable on October 15, 2026 to shareholders of record on October 1, 2026.

A copy of the Press Release is attached to this Current Report as Exhibit 99.2 and is incorporated herein by reference.

The information in this Item 7.01, including Exhibit 99.2 hereto, is being “furnished” and shall not be deemed to be “filed” for purposes of Section 18 of the Securities Exchange Act of 1934, as amended, or otherwise subject to the liabilities of that section, nor shall it be deemed incorporated by reference into any filing of the Company with the Securities and Exchange Commission, whether made before or after the date hereof, regardless of any general incorporation language in such filings (unless the Company specifically states that the information or exhibit in this particular report is incorporated by reference).

Item 9.01 Financial Statements and Exhibits

(d) Exhibits. The following are filed as exhibits to this report:

Exhibit No. Description

99.1

Press release, dated August 31, 2026, issued by Raymond James Financial, Inc.

99.2

Press release, dated August 26, 2026, issued by Raymond James Financial, Inc.

104 Cover Page Interactive Data File (embedded within the Inline XBRL document).

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 1, 2026

By:

/s/ Jonathan W. Oorlog, Jr.

Jonathan W. Oorlog, Jr.

Chief Financial Officer

EX-99.1 — EX-99.1 PRESS RELEASE DATED AUGUST 31, 2026

EX-99.1

Filename: ex991rjf20260831prdir.htm · Sequence: 2

Document

Exhibit 99.1

August 31, 2026 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 BOARD APPOINTS NEW DIRECTOR

ST. PETERSBURG, Fla. – On August 26, 2026, Raymond James Financial, Inc. (NYSE: RJF) announced the election of Will Weatherford, managing partner of Weatherford Capital, to its Board of Directors, effective December 15, 2026. A native of the Tampa Bay area with longstanding civic ties to the region, he will serve on the board’s Audit Committee and Risk Committee.

“Will brings an impressive combination of business leadership, investment experience and public service to Raymond James,” said Paul Reilly, executive chair. “His perspective on innovation, governance and long-term value creation will help support Raymond James' continued growth and bring valuable perspective to our board. Will’s commitment to integrity and service aligns well with our culture and positions him to make meaningful contributions to the firm's continued success.”

Weatherford co-founded Weatherford Capital in Tampa, Fla. with his two brothers in 2015, leads the firm’s investment strategy, capital formation and operations and serves as the chair of its Investment Committee. The family-owned private investment firm manages over $1.2 billion in assets, partnering with visionary leaders to build enduring companies across technology, financial services, business services, sports and public-sector markets. Weatherford serves on the boards of several companies within the firm’s portfolio.

Before co-founding Weatherford Capital, Weatherford was elected to the Florida House of Representatives and served from 2006 to 2014, including as the state’s 84th Speaker of the House from 2012 to 2014. Weatherford serves as a Trustee of the University of South Florida, where he previously served as Chair, and as a Trustee of Jacksonville University, his alma mater. He previously served as Co-Chairman of the Super Bowl LV Host Committee and sits on the boards of Dream Finders Homes (NYSE: DFH) and GuideWell, among others. Weatherford holds a bachelor’s degree in international business from Jacksonville University, where he played collegiate football.

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 $1.93 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.

To download assets and photography for editorial use, visit https://www.raymondjames.com/news-and-media/media-resources.

EX-99.2 — EX-99.2 PRESS RELEASE DATED AUGUST 26, 2026

EX-99.2

Filename: ex992rjf20260826prdiv.htm · Sequence: 3

Document

Exhibit 99.2

August 26, 2026 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 DECLARES

QUARTERLY DIVIDEND ON COMMON STOCK

ST. PETERSBURG, Fla. – On August 26, 2026, the Raymond James Financial, Inc. (NYSE: RJF) Board of Directors declared a quarterly cash dividend on shares of its common stock of $0.54 per share, payable October 15, 2026 to shareholders of record on October 1, 2026.

About Raymond James Financial, Inc.

Forward-Looking Statements

Certain statements made in this press release may constitute “forward-looking statements” under the Private Securities Litigation Reform Act of 1995. Forward-looking statements include information concerning future shareholder distributions. Forward-looking statements are not guarantees, and they involve risks, uncertainties and assumptions. Although we make such statements based on assumptions that we believe to be reasonable, there can be no assurance that actual results will not differ materially from those expressed in the forward-looking statements. We caution investors not to rely unduly on any forward-looking statements and urge you to carefully consider the risks described in our filings with the Securities and Exchange Commission (the “SEC”) from time to time, including our most recent Annual Report on Form 10-K and subsequent Quarterly Reports on Form 10-Q, which are available at www.raymondjames.com and the SEC’s website at www.sec.gov. We expressly disclaim any obligation to update any forward-looking statement in the event it later turns out to be inaccurate, whether as a result of new information, future events, or otherwise.

To download assets and photography for editorial use, visit https://www.raymondjames.com/news-and-media/media-resources.

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