Raymond James Financial (RJF) Cash & Current Investments (2009 - 2026)
Raymond James Financial posted quarterly Cash & Current Investments of $11.3 billion for Q1 2026, up 15.75% year-on-year from $9.8 billion in Q1 2025, and up 13.35% on a QoQ basis from $10.0 billion in Q4 2025.
Raymond James Financial (RJF) has 18 years of Cash & Current Investments data on file, last reported 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.
- Across five years, Cash & Current Investments topped out at $14.8 billion in Q3 2022 and bottomed at $5.9 billion in Q1 2022.
- The 5-year median for Cash & Current Investments is $9.8 billion (2025), against an average of $9.8 billion.
- Peak annual rise in Cash & Current Investments reached 65.52% in 2023, while the deepest fall reached 35.49% in 2023.
- A 5-year view of Cash & Current Investments shows it stood at $6.3 billion in 2022, then jumped by 65.52% to $10.4 billion in 2023, then retreated by 2.52% to $10.1 billion in 2024, then decreased by 1.77% to $10.0 billion in 2025, then gained 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 | 158.51 Bn | 148.89 Bn | - | 9.84 Bn |
| 2 | Blackstone | 92.68 Bn | 91.63 Bn | - | 2.45 Bn |
| 3 | Kkr | 84.94 Bn | 132.45 Bn | - | - |
| 4 | Brookfield Asset Management | 77.34 Bn | 77.68 Bn | - | 1.05 Bn |
| 5 | Apollo Global Management | 76.27 Bn | 95.00 Bn | 5.04 Bn | 851.00 Mn |
| 6 | State Street | 44.42 Bn | 18.75 Bn | - | 8.49 Bn |
| 7 | Ameriprise Financial | 41.68 Bn | 41.55 Bn | 4.57 Bn | 128.00 Mn |
| 8 | Northern Trust | 31.21 Bn | 31.21 Bn | - | - |
| 9 | Ares Management | 28.85 Bn | 32.22 Bn | - | 869.31 Mn |
| 10 | Raymond James Financial | 28.62 Bn | 17.38 Bn | - | 11.29 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 |
| Mar 31, 2021 | 6.16 Bn |
| Dec 31, 2020 | 5.75 Bn |
| Sep 30, 2020 | 10.07 Bn |
| Jun 30, 2020 | 6.08 Bn |
| Mar 31, 2020 | 11.10 Bn |
| Dec 31, 2019 | 4.40 Bn |
| Sep 30, 2019 | 6.31 Bn |
| Jun 30, 2019 | 3.90 Bn |
| Mar 31, 2019 | 4.08 Bn |
| Dec 31, 2018 | 4.54 Bn |
| Sep 30, 2018 | 3.68 Bn |
| Jun 30, 2018 | 3.85 Bn |
| Mar 31, 2018 | 3.96 Bn |
| Dec 31, 2017 | 4.50 Bn |
| Sep 30, 2017 | 7.46 Bn |
| Jun 30, 2017 | 3.31 Bn |
| Mar 31, 2017 | 3.37 Bn |
| Dec 31, 2016 | 3.05 Bn |
| Sep 30, 2016 | 2.13 Bn |
| Jun 30, 2016 | 2.82 Bn |
| Mar 31, 2016 | 2.28 Bn |
| Dec 31, 2015 | 3.07 Bn |
| Sep 30, 2015 | 3.29 Bn |
| Jun 30, 2015 | 3.26 Bn |
| Mar 31, 2015 | 3.34 Bn |
| Dec 31, 2014 | 3.26 Bn |
| Sep 30, 2014 | 2.88 Bn |
| Jun 30, 2014 | 3.45 Bn |
| Mar 31, 2014 | 3.29 Bn |
| Dec 31, 2013 | 3.25 Bn |
| Sep 30, 2013 | 3.18 Bn |
| Jun 30, 2013 | 2.96 Bn |
| Mar 31, 2013 | 3.00 Bn |
| Dec 31, 2012 | 3.01 Bn |
| Sep 30, 2012 | 2.78 Bn |
| Jun 30, 2012 | 2.64 Bn |
| Mar 31, 2012 | 3.33 Bn |
| Dec 31, 2011 | 2.48 Bn |
| Sep 30, 2011 | 2.93 Bn |
| Jun 30, 2011 | 3.01 Bn |
| Mar 31, 2011 | 1.78 Bn |
| Dec 31, 2010 | 1.82 Bn |
| Sep 30, 2010 | 3.53 Bn |
| Jun 30, 2010 | 3.53 Bn |
| Mar 31, 2010 | 928.99 Mn |
| Dec 31, 2009 | 1.02 Bn |
| Sep 30, 2009 | 2.74 Bn |
| Jun 30, 2009 | 539.35 Mn |