Skip to main content
Autobound logo
Raymond James Financial10-Q: Margin pressure

Raymond James holds 6% of its corporate loan portfolio in office real estate.

Read at SEC EDGAR

What happened

The company's corporate loan portfolio has a 6% concentration in the challenged office real estate sector. This exposure requires intensive monitoring and could lead to increased credit losses, putting pressure on profitability and margins.

Source

SEC EDGARMay 6, 2026

Quarterly report (Form 10-Q)

Raymond James Financial 10-Q

Filing excerpt

CRE: Multi-family 11% 4% Industrial warehouse 9% 3% Office real estate 6% 2%

sec.gov/Archives/edgar/data/720005/000072000526000051/rjf-20260331.htmRead the full source

Other signals in this filing (8)

Extracted by Autobound

From the Signal API record
Signal
10-Q: Margin pressure

What this signalsFilings often name leadership changes, deals and spending plans.

Fiscal year end
03/31
Filed
May 6, 2026

More from Raymond James Financial

Company page →

More 10-Q signals at other companies

The full record

From the Signal API record

Numbers

Percent
6% (Office real estate loans as a percentage of total corporate bank loans held for sale and investment.)

Details

CIK
720005
Accession number
0000720005-26-000051
Timeframe
Current quarter
Filing year
2026
Fiscal year
0
Why it matters
Efficiency tools needed
Signal category
Financial

Topics and mentions

Regions named

  • United States
  • Canada

Extraction

Confidence
High
Relevance
70%
Sentiment
Negative
Detected
May 12, 2026
signal_type
sec-10q
signal_subtype
marginPressure

Use this data

Get every 10-Q signal for Raymond James Financial and the companies you sell to, in the tools you already use.

  1. Ask Claude about it

    Connect Autobound to Claude, Claude Code or Cursor with MCP. Then ask: “What changed at Raymond James Financial this week?”

    MCP setup guide

  2. Send it to your own tools

    The Signal API returns 10-Q signals for any list of companies as JSON, for your CRM, warehouse or app.

    Signal API

  3. Try it free

    Sign up and spend your free credits on the companies you sell to.

    Start Free1,000 free credits

The API returns more than this page shows

This page shows a preview. The full sec-10q record in the Signal API and MCP can also have these 8 fields. Some fields are empty for some signals.

Company

  • linkedin_urlValue in the API
  • industriesValue in the API
  • employee_count_lowValue in the API
  • employee_count_highValue in the API
  • revenueValue in the API
  • descriptionValue in the API

Signal

  • signal_nameValue in the API
  • associationValue in the API
Start Free1,000 free creditsUse it in Claude via MCP
Show the full JSONThe record on this page and the API request

GET /v1/signals/a2f2506f-a258-4618-a4d9-807a281c46bd returns this record as JSON. POST /v1/companies/enrich returns every signal for raymondjames.com.

{
  "signal_id": "a2f2506f-a258-4618-a4d9-807a281c46bd",
  "signal_type": "sec-10q",
  "signal_subtype": "marginPressure",
  "detected_at": "2026-05-12T09:24:56.238+00:00",
  "company": {
    "name": "Raymond James Financial",
    "domain": "raymondjames.com"
  },
  "data": {
    "detail": "The company's corporate loan portfolio has a 6% concentration in the challenged office real estate sector. This exposure requires intensive monitoring and could lead to increased credit losses, putting pressure on profitability and margins.",
    "metrics": {
      "pct": 0.06,
      "timeframe": "current_quarter",
      "pct_context": "Office real estate loans as a percentage of total corporate bank loans held for sale and investment."
    },
    "summary": "Raymond James holds 6% of its corporate loan portfolio in office real estate.",
    "excerpts": "CRE: Multi-family 11% 4% Industrial warehouse 9% 3% Office real estate 6% 2%",
    "relevance": 0.7,
    "sentiment": "negative",
    "confidence": "high",
    "source_url": "https://www.sec.gov/Archives/edgar/data/720005/000072000526000051/rjf-20260331.htm",
    "filing_date": "2026-05-06",
    "filing_year": 2026,
    "fiscal_year": 0,
    "fiscal_year_end": "03/31",
    "sales_relevance": "Efficiency tools needed",
    "signal_category": "financial",
    "regions_mentioned": [
      "United States",
      "Canada"
    ]
  }
}

Long text fields are shortened on this page.

Looking up one signal by its id is free. Enrich costs 2 credits per signal returned; a call with no results is free.