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
DateValue
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