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| Date | Value |
|---|---|
| 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 |