Raymond James Financial (RJF) Invested Capital (2009 - 2026)
Raymond James Financial (RJF) reported Invested Capital of $17.26 billion for fiscal Q3 2026 (quarter ended Jun 30, 2026), up 13.9% from $15.15 billion a year earlier and up 2.5% from the prior quarter.
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Analysis
Raymond James Financial (RJF) Invested Capital (2009 - 2026) Analysis & Trends
For FY2025 (ended Sep 30, 2025), Raymond James Financial posted Invested Capital of $16.72 billion, up 13.3% from FY2024.
- Invested Capital has increased for 14 consecutive fiscal years, with a five-year compound annual growth rate of 10.6% (FY2020 to FY2025).
- By fiscal year, Invested Capital came in at $14.76 billion in FY2024 (+10.8%), $13.33 billion in FY2023 (+4.4%), $12.76 billion in FY2022 (+14.0%) and $11.2 billion in FY2021 (+10.8%).
- The fiscal Q3 2026 figure ranks as the highest quarterly Invested Capital in data going back to fiscal Q4 2009.
- Year over year, Invested Capital has now increased in each of the last 41 quarters, with growth averaging 10.1% over the last eight quarters.
- Across the past five years, year-over-year growth in Invested Capital ran from 1.4% in fiscal Q3 2023 to 19.1% in fiscal Q3 2022.
- Per Business Quant data, the three fiscal quarters before Q3 2026 came in at $16.83 billion (Q2 2026), $16.8 billion (Q1 2026) and $16.72 billion (Q4 2025).
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Invested Cap. (Qtr) |
|---|---|---|---|---|---|
| 1 | Jpmorgan Chase | 909.02 Bn | 886.77 Bn | - | 3,955.81 Bn |
| 2 | Banco Santander Chile | 406.67 Bn | -7,110.43 Bn | - | 53.87 Bn |
| 3 | Bank Of America | 350.91 Bn | -2,025.20 Bn | - | 677.67 Bn |
| 4 | Hsbc Holdings | 308.71 Bn | -2,966.46 Bn | - | - |
| 5 | Morgan Stanley | 293.66 Bn | -249.15 Bn | - | 506.91 Bn |
| 6 | Royal Bank Of Canada | 283.56 Bn | -546.44 Bn | - | 113.21 Bn |
| 7 | Goldman Sachs | 262.71 Bn | -3,480.74 Bn | - | 1,214.47 Bn |
| 8 | Wells Fargo & Company | 257.44 Bn | 92.87 Bn | - | 1,795.44 Bn |
| 9 | Mitsubishi Ufj Financial | 256.82 Bn | -75.42 Bn | 10.89 Bn | 220.98 Bn |
| 10 | Raymond James Financial | 32.28 Bn | 32.28 Bn | - | - |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | 17.26 Bn |
| Mar 31, 2026 | 16.83 Bn |
| Dec 31, 2025 | 16.80 Bn |
| Sep 30, 2025 | 16.72 Bn |
| Jun 30, 2025 | 15.15 Bn |
| Mar 31, 2025 | 15.12 Bn |
| Dec 31, 2024 | 15.02 Bn |
| Sep 30, 2024 | 14.76 Bn |
| Jun 30, 2024 | 14.28 Bn |
| Mar 31, 2024 | 14.32 Bn |
| Dec 31, 2023 | 13.92 Bn |
| Sep 30, 2023 | 13.33 Bn |
| Jun 30, 2023 | 13.06 Bn |
| Mar 31, 2023 | 13.66 Bn |
| Dec 31, 2022 | 13.02 Bn |
| Sep 30, 2022 | 12.76 Bn |
| Jun 30, 2022 | 12.88 Bn |
| Mar 31, 2022 | 11.50 Bn |
| Dec 31, 2021 | 11.55 Bn |
| Sep 30, 2021 | 11.20 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_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "invested-capital", "ticker": "RJF", "period": "max", "api_key": "YOUR_API_KEY"}
data = requests.get(url, params=params).json()const res = await fetch("https://data.businessquant.com/historic?slug=invested-capital&ticker=RJF&period=max&api_key=YOUR_API_KEY");
const data = await res.json();