Raymond James Financial (RJF) Invested Capital (2009 - 2026)

Raymond James Financial (RJF) reported Invested Capital of $12.6 billion for Q1 2026, up 2.78% on a YoY basis from $12.2 billion in Q1 2025, and up 251240.0% quarter-over-quarter from $5.0 million in Q4 2025.

Raymond James Financial (RJF) Invested Capital (2009 - 2026) Analysis & Trends

Raymond James Financial has reported Invested Capital for 18 years, with the latest figure at $12.6 billion in Q1 2026.

  • For the quarter ending Q1 2026, Invested Capital rose 2.78% year-over-year to $12.6 billion; the trailing twelve-month figure through Mar 2026 stood at $12.6 billion (up 2.78% YoY), and the FY2025 full-year result was $12.5 billion, up 7.12% from the prior year.
  • Invested Capital for Q1 2026 stood at $12.6 billion, up from $5.0 million in the prior quarter.
  • The five-year high for Invested Capital was $12.6 billion in Q1 2026, with the low at -$165.0 million in Q4 2023.
  • Historically, Invested Capital has averaged $6.7 billion across 5 years, with a median of $9.5 billion in 2022.
  • Annual changes were most pronounced in 2023 — Invested Capital sank 114.29% — and 2025, when it soared 15377.22%.
  • Raymond James Financial's Invested Capital stood at -$77.0 million in 2022, then slumped by 114.29% to -$165.0 million in 2023, then surged by 107.88% to $13.0 million in 2024, then slumped by 61.54% to $5.0 million in 2025, then jumped by 251240.0% to $12.6 billion in 2026.
  • The last three Invested Capital figures came in at $12.6 billion (Q1 2026), $5.0 million (Q4 2025), and $12.5 billion (Q3 2025), per Business Quant data.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Invested Cap. (Qtr)
1 BlackRock 163.18 Bn 153.56 Bn - 69.22 Bn
2 Blackstone 96.85 Bn 95.80 Bn - 8.37 Bn
3 Kkr 86.45 Bn 133.96 Bn - 30.50 Bn
4 Apollo Global Management 82.30 Bn 101.04 Bn 5.04 Bn 53.75 Bn
5 State Street 46.95 Bn 21.27 Bn - -
6 Ameriprise Financial 43.65 Bn 43.52 Bn 4.57 Bn 8.75 Bn
7 Northern Trust 31.92 Bn 31.92 Bn - 12.99 Bn
8 Raymond James Financial 30.62 Bn 19.37 Bn - 12.57 Bn
9 Ares Management 29.04 Bn 32.41 Bn - 12.75 Bn
10 Principal Financial 23.79 Bn 20.28 Bn -463.00 Mn 15.78 Bn

Historic Data

Download Data
DateValue
Mar 31, 2026 12.57 Bn
Dec 31, 2025 5.00 Mn
Sep 30, 2025 12.50 Bn
Jun 30, 2025 12.26 Bn
Mar 31, 2025 12.23 Bn
Dec 31, 2024 13.00 Mn
Sep 30, 2024 11.67 Bn
Jun 30, 2024 11.19 Bn
Mar 31, 2024 79.00 Mn
Dec 31, 2023 -165.00 Mn
Sep 30, 2023 10.19 Bn
Jun 30, 2023 9.92 Bn
Mar 31, 2023 3.04 Bn
Dec 31, 2022 -77.00 Mn
Sep 30, 2022 9.43 Bn
Jun 30, 2022 9.49 Bn
Mar 31, 2022 -20.00 Mn
Sep 30, 2021 8.30 Bn
Jun 30, 2021 7.92 Bn
Mar 31, 2021 -38.00 Mn