Raymond James Financial (RJF) Cash & Current Investments (2009 - 2026)
Raymond James Financial's (RJF) quarterly Cash & Current Investments came in at $15.0 billion in Q1 2026, up 14.34% YoY from $13.1 billion in Q1 2025, and up 10.27% on a QoQ basis from $13.6 billion in Q4 2025.
Raymond James Financial (RJF) Cash & Current Investments (2009 - 2026) Analysis & Trends
Raymond James Financial (RJF) has 18 years of Cash & Current Investments data on file, last reported at $15.0 billion in Q1 2026.
- Quarterly Cash & Current Investments rose 14.34% year-over-year to $15.0 billion in Q1 2026, while the trailing twelve-month figure through Mar 2026 was $15.0 billion (up 14.34% YoY) and the FY2025 annual result came in at $14.8 billion, down 16.45% from the prior year.
- Cash & Current Investments climbed to $15.0 billion in Q1 2026, from $13.6 billion in the prior quarter.
- In the past five years, Cash & Current Investments ranged from a high of $25.2 billion in Q1 2022 to a low of $11.3 billion in Q4 2022.
- A 5-year average of $15.4 billion and a median of $13.6 billion in 2024 frame the typical range for Cash & Current Investments.
- The widest YoY moves for Cash & Current Investments: up 62.62% in 2022, down 52.36% in 2022.
- Tracing RJF's Cash & Current Investments over 5 years: stood at $11.3 billion in 2022, then rose by 23.41% to $13.9 billion in 2023, then fell by 2.56% to $13.6 billion in 2024, then retreated by 0.07% to $13.6 billion in 2025, then rose by 10.27% to $15.0 billion in 2026.
- The last three Cash & Current Investments figures came in at $15.0 billion (Q1 2026), $13.6 billion (Q4 2025), and $14.8 billion (Q3 2025), per Business Quant data.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Cash & Current Investments (Qtr) |
|---|---|---|---|---|---|
| 1 | BlackRock | 179.54 Bn | 165.67 Bn | - | 13.87 Bn |
| 2 | Blackstone | 114.83 Bn | 112.32 Bn | - | 2.51 Bn |
| 3 | Kkr | 97.26 Bn | -179.81 Bn | - | 277.07 Bn |
| 4 | Brookfield | 93.07 Bn | 45.66 Bn | - | 47.40 Bn |
| 5 | Brookfield Asset Management | 83.46 Bn | 81.96 Bn | - | 1.50 Bn |
| 6 | Apollo Global Management | 78.41 Bn | 53.04 Bn | 10.54 Bn | 25.37 Bn |
| 7 | State Street | 51.66 Bn | 51.66 Bn | - | - |
| 8 | Ameriprise Financial | 51.12 Bn | 40.07 Bn | 4.72 Bn | 11.05 Bn |
| 9 | Raymond James Financial | 33.99 Bn | 20.74 Bn | - | 13.25 Bn |
| 10 | Northern Trust | 33.87 Bn | 33.87 Bn | - | - |
Historic Data
Download Data| Date | Value |
|---|---|
| Jun 30, 2026 | 13.25 Bn |
| Mar 31, 2026 | 14.96 Bn |
| Dec 31, 2025 | 13.57 Bn |
| Sep 30, 2025 | 14.79 Bn |
| Jun 30, 2025 | 12.97 Bn |
| Mar 31, 2025 | 13.09 Bn |
| Dec 31, 2024 | 13.58 Bn |
| Sep 30, 2024 | 17.70 Bn |
| Jun 30, 2024 | 12.74 Bn |
| Mar 31, 2024 | 13.71 Bn |
| Dec 31, 2023 | 13.94 Bn |
| Sep 30, 2023 | 12.55 Bn |
| Jun 30, 2023 | 12.21 Bn |
| Mar 31, 2023 | 13.36 Bn |
| Dec 31, 2022 | 11.29 Bn |
| Sep 30, 2022 | 23.14 Bn |
| Jun 30, 2022 | 22.21 Bn |
| Mar 31, 2022 | 25.25 Bn |
| Dec 31, 2021 | 23.71 Bn |
| Sep 30, 2021 | 27.80 Bn |