Raymond James Financial RJF
NYSE RJF
$158.21 -1.53 (-0.96%)
At close: Oct 2, 2026 · 4:00 PM EDT

Raymond James Financial (RJF) Invested Capital (2010 - 2026)

Updated

Raymond James Financial (RJF) reported Invested Capital of $16.31 billion for fiscal Q3 2026 (quarter ended Jun 30, 2026), up 14.0% from $14.3 billion a year earlier and up 1.1% from the prior quarter.

Analysis

Raymond James Financial (RJF) Invested Capital (2010 - 2026) Analysis & Trends

For FY2025 (ended Sep 30, 2025), Raymond James Financial posted Invested Capital of $16.02 billion, up 16.9% from FY2024.

  • Invested Capital has increased for 14 consecutive fiscal years, with a five-year compound annual growth rate of 11.7% (FY2020 to FY2025).
  • By fiscal year, Invested Capital came in at $13.71 billion in FY2024 (+12.2%), $12.23 billion in FY2023 (+6.6%), $11.47 billion in FY2022 (+10.9%) and $10.34 billion in FY2021 (+12.1%).
  • The fiscal Q3 2026 figure ranks as the highest quarterly Invested Capital in data going back to fiscal Q4 2010.
  • Year over year, Invested Capital has now increased in each of the last 42 quarters, with growth averaging 12.2% over the last eight quarters.
  • Across the past five years, year-over-year growth in Invested Capital ran from 3.7% in fiscal Q3 2023 to 16.9% in fiscal Q4 2025.
  • Per Business Quant data, the three fiscal quarters before Q3 2026 came in at $16.13 billion (Q2 2026), $16.1 billion (Q1 2026) and $16.02 billion (Q4 2025).
Peer Set

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Invested Cap. (Qtr)
1 Jpmorgan Chase 886.05 Bn 915.53 Bn - 447.03 Bn
2 Banco Santander Chile 409.93 Bn 529.88 Bn - 9,394.86 Bn
3 Bank Of America 377.01 Bn -1,999.06 Bn - 361.07 Bn
4 Hsbc Holdings 329.11 Bn 329.16 Bn - -
5 Morgan Stanley 295.54 Bn -213.55 Bn - 147.26 Bn
6 Royal Bank Of Canada 273.59 Bn 124.33 Bn - 490.36 Bn
7 Mitsubishi Ufj Financial 268.33 Bn -1,320.16 Bn 10.89 Bn 224.49 Bn
8 Goldman Sachs 261.29 Bn -3,295.82 Bn - 560.62 Bn
9 Wells Fargo & Company 243.13 Bn 245.26 Bn - 207.49 Bn
10 Raymond James Financial 30.69 Bn -17.83 Bn - 16.31 Bn
Historic Data

Historic Data

Download Data
DateValue
Jun 30, 2026 16.31 Bn
Mar 31, 2026 16.13 Bn
Dec 31, 2025 16.10 Bn
Sep 30, 2025 16.02 Bn
Jun 30, 2025 14.30 Bn
Mar 31, 2025 14.27 Bn
Dec 31, 2024 13.97 Bn
Sep 30, 2024 13.71 Bn
Jun 30, 2024 13.23 Bn
Mar 31, 2024 13.02 Bn
Dec 31, 2023 12.82 Bn
Sep 30, 2023 12.23 Bn
Jun 30, 2023 11.96 Bn
Mar 31, 2023 12.01 Bn
Dec 31, 2022 11.87 Bn
Sep 30, 2022 11.47 Bn
Jun 30, 2022 11.53 Bn
Mar 31, 2022 10.65 Bn
Dec 31, 2021 10.69 Bn
Sep 30, 2021 10.34 Bn
API Access

Raymond James Financial Invested Capital API

Pull this series into your own models, spreadsheets and apps with the Business Quant Historical Metrics API. The request below matches the chart above — change the frequency, period or values and it follows. Swap YOUR_API_KEY for your own key.

https://data.businessquant.com/historic?slug=invested-capital&ticker=RJF&period=max&api_key=YOUR_API_KEY