Raymond James Financial (RJF) Cash & Current Investments (2009 - 2026)
Raymond James Financial (RJF) posted Cash & Current Investments of $15.0 billion for Q1 2026, up 10.27% on a QoQ basis from $13.6 billion in Q4 2025, and up 14.34% year-over-year from $13.1 billion in Q1 2025.
Raymond James Financial (RJF) Cash & Current Investments (2009 - 2026) Analysis & Trends
Raymond James Financial's Cash & Current Investments history runs 18 years deep, the most recent figure standing at $15.0 billion for 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 was $15.0 billion for Q1 2026 at Raymond James Financial, up from $13.6 billion in the prior quarter.
- Across five years, Cash & Current Investments topped out at $25.2 billion in Q1 2022 and bottomed at $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.
- Peak annual rise in Cash & Current Investments reached 62.62% in 2022, while the deepest fall reached 52.36% in 2022.
- Raymond James Financial's Cash & Current Investments stood at $11.3 billion in 2022, then advanced by 23.41% to $13.9 billion in 2023, then decreased by 2.56% to $13.6 billion in 2024, then slipped by 0.07% to $13.6 billion in 2025, then advanced by 10.27% to $15.0 billion in 2026.
- Business Quant data shows RJF's Cash & Current Investments at $15.0 billion in Q1 2026, $13.6 billion in Q4 2025, and $14.8 billion in Q3 2025.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Cash & Current Investments (Qtr) |
|---|---|---|---|---|---|
| 1 | Brookfield | 1,261.80 Bn | 1,217.21 Bn | 18.56 Bn | 44.59 Bn |
| 2 | BlackRock | 165.12 Bn | 151.98 Bn | - | 13.15 Bn |
| 3 | Blackstone | 103.58 Bn | 101.13 Bn | - | 2.45 Bn |
| 4 | Brookfield Asset Management | 76.31 Bn | 75.26 Bn | - | 1.05 Bn |
| 5 | Apollo Global Management | 73.95 Bn | 73.95 Bn | -409.00 Mn | - |
| 6 | State Street | 51.18 Bn | 51.18 Bn | - | - |
| 7 | Ameriprise Financial | 50.08 Bn | 40.82 Bn | 4.57 Bn | 9.27 Bn |
| 8 | Raymond James Financial | 34.03 Bn | 19.06 Bn | - | 14.96 Bn |
| 9 | Northern Trust | 33.84 Bn | 33.84 Bn | - | - |
| 10 | Price T Rowe | 25.85 Bn | 22.12 Bn | - | 3.73 Bn |
Historic Data
Download Data| Date | Value |
|---|---|
| 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 |
| Jun 30, 2021 | 14.86 Bn |