Free · no account · quoted from the filing

What changed in RJF's 10-Q

Source: 10-Q filed 2026-05-06 · compared against 10-Q 2026-02-06. Every passage below is quoted verbatim from the filing itself.

Credit quality

This filing
a weakened economic outlook towards the end of the period, specific reserves on certain CRE loans, and loan downgrades primarily related to our CRE and C&I loan portfolios

Loans to financial advisors

This filing
The increase in the allowance for credit losses as of March 31, 2026 compared with September 30, 2025 was primarily due to loan growth.

Share-based compensation

This filing
On February 19, 2026 our shareholders approved an amendment to the Plan increasing the number of authorized shares by 2.6 million, to a total of 99.0 million shares.
What it means — the analyst reading

The passages above are the company's own words. The plain-English reading of them — what changed, why it matters, and the direction of travel, plus 3 further changes without a quotable passage — is part of the Filing Change Monitor.

See the Filing Change Monitor →

Compared from narrative excerpts (outlook, risks, MD&A) of both filings — quotes are verbatim from the new filing. Not advice. Source: company SEC filings via stockportfolio.pro. Educational, not investment advice.