Raymond James Financial (RJF) Cash & Current Investments (2009 - 2026)
Raymond James Financial (RJF) reported Cash & Current Investments of $11.3 billion for Q1 2026, up 15.75% on a YoY basis from $9.8 billion in Q1 2025, and up 13.35% quarter-over-quarter from $10.0 billion in Q4 2025.
Raymond James Financial (RJF) Cash & Current Investments (2009 - 2026) Analysis & Trends
Raymond James Financial has reported Cash & Current Investments for 18 years, with the latest figure at $11.3 billion in Q1 2026.
- For the quarter ending Q1 2026, Cash & Current Investments rose 15.75% year-over-year to $11.3 billion; the trailing twelve-month figure through Mar 2026 stood at $11.3 billion (up 15.75% YoY), and the FY2025 full-year result was $11.5 billion, down 20.72% from the prior year.
- Cash & Current Investments for Q1 2026 stood at $11.3 billion, up from $10.0 billion in the prior quarter.
- The five-year high for Cash & Current Investments was $14.8 billion in Q3 2022, with the low at $5.9 billion in Q1 2022.
- Historically, Cash & Current Investments has averaged $9.8 billion across 5 years, with a median of $9.8 billion in 2025.
- The largest YoY upside for Cash & Current Investments was 65.52% in 2023 against a maximum downside of 35.49% in 2023.
- Raymond James Financial's Cash & Current Investments stood at $6.3 billion in 2022, then soared by 65.52% to $10.4 billion in 2023, then fell by 2.52% to $10.1 billion in 2024, then retreated by 1.77% to $10.0 billion in 2025, then rose by 13.35% to $11.3 billion in 2026.
- The last three Cash & Current Investments figures came in at $11.3 billion (Q1 2026), $10.0 billion (Q4 2025), and $11.5 billion (Q3 2025), per Business Quant data.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Cash & Current Investments (Qtr) |
|---|---|---|---|---|---|
| 1 | BlackRock | 163.18 Bn | 153.56 Bn | - | 9.84 Bn |
| 2 | Blackstone | 96.85 Bn | 95.80 Bn | - | 2.45 Bn |
| 3 | Kkr | 86.45 Bn | 133.96 Bn | - | - |
| 4 | Apollo Global Management | 82.30 Bn | 101.04 Bn | 5.04 Bn | 851.00 Mn |
| 5 | State Street | 46.95 Bn | 21.27 Bn | - | 8.49 Bn |
| 6 | Ameriprise Financial | 43.65 Bn | 43.52 Bn | 4.57 Bn | 128.00 Mn |
| 7 | Northern Trust | 31.92 Bn | 31.92 Bn | - | - |
| 8 | Raymond James Financial | 30.62 Bn | 19.37 Bn | - | 11.29 Bn |
| 9 | Ares Management | 29.04 Bn | 32.41 Bn | - | 869.31 Mn |
| 10 | Principal Financial | 23.79 Bn | 20.28 Bn | -463.00 Mn | 4.05 Bn |
Historic Data
Download Data| Date | Value |
|---|---|
| Mar 31, 2026 | 11.29 Bn |
| Dec 31, 2025 | 9.96 Bn |
| Sep 30, 2025 | 11.46 Bn |
| Jun 30, 2025 | 9.27 Bn |
| Mar 31, 2025 | 9.75 Bn |
| Dec 31, 2024 | 10.14 Bn |
| Sep 30, 2024 | 14.45 Bn |
| Jun 30, 2024 | 9.18 Bn |
| Mar 31, 2024 | 10.21 Bn |
| Dec 31, 2023 | 10.40 Bn |
| Sep 30, 2023 | 9.58 Bn |
| Jun 30, 2023 | 8.60 Bn |
| Mar 31, 2023 | 8.75 Bn |
| Dec 31, 2022 | 6.28 Bn |
| Sep 30, 2022 | 14.85 Bn |
| Jun 30, 2022 | 6.11 Bn |
| Mar 31, 2022 | 5.90 Bn |
| Dec 31, 2021 | 8.43 Bn |
| Sep 30, 2021 | 16.70 Bn |
| Jun 30, 2021 | 6.27 Bn |