Raymond James Financial (RJF) Invested Capital (2009 - 2026)
Raymond James Financial posted quarterly Invested Capital of $12.6 billion for Q1 2026, up 2.78% year-on-year from $12.2 billion in Q1 2025, and up 251240.0% on a QoQ basis from $5.0 million in Q4 2025.
Raymond James Financial (RJF) has 18 years of Invested Capital data on file, last reported 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.
- Across five years, Invested Capital topped out at $12.6 billion in Q1 2026 and bottomed at -$165.0 million in Q4 2023.
- The 5-year median for Invested Capital is $9.5 billion (2022), against an average of $6.7 billion.
- The widest annual swing landed in 2023, when Invested Capital tumbled 114.29%; it then soared 15377.22% in 2025.
- A 5-year view of Invested Capital shows it stood at -$77.0 million in 2022, then sank by 114.29% to -$165.0 million in 2023, then soared by 107.88% to $13.0 million in 2024, then sank by 61.54% to $5.0 million in 2025, then surged 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 | 158.51 Bn | 148.89 Bn | - | 69.22 Bn |
| 2 | Blackstone | 92.68 Bn | 91.63 Bn | - | 8.37 Bn |
| 3 | Kkr | 84.94 Bn | 132.45 Bn | - | 30.50 Bn |
| 4 | Brookfield Asset Management | 77.34 Bn | 77.68 Bn | - | 8.59 Bn |
| 5 | Apollo Global Management | 76.27 Bn | 95.00 Bn | 5.04 Bn | 53.75 Bn |
| 6 | State Street | 44.42 Bn | 18.75 Bn | - | - |
| 7 | Ameriprise Financial | 41.68 Bn | 41.55 Bn | 4.57 Bn | 8.75 Bn |
| 8 | Northern Trust | 31.21 Bn | 31.21 Bn | - | 12.99 Bn |
| 9 | Ares Management | 28.85 Bn | 32.22 Bn | - | 12.75 Bn |
| 10 | Raymond James Financial | 28.62 Bn | 17.38 Bn | - | 12.57 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 |
| Dec 31, 2020 | -1.35 Bn |
| Sep 30, 2020 | 7.18 Bn |
| Jun 30, 2020 | 7.02 Bn |
| Mar 31, 2020 | 6.21 Bn |
| Dec 31, 2019 | -16.00 Mn |
| Sep 30, 2019 | 6.64 Bn |
| Jun 30, 2019 | 6.56 Bn |
| Mar 31, 2019 | 1.92 Bn |
| Dec 31, 2018 | -39.00 Mn |
| Sep 30, 2018 | -4.00 Mn |
| Jun 30, 2018 | 6.25 Bn |
| Mar 31, 2018 | 30.00 Mn |
| Dec 31, 2017 | 4.42 Bn |
| Sep 30, 2017 | 5.69 Bn |
| Jun 30, 2017 | 5.50 Bn |
| Mar 31, 2017 | 5.33 Bn |
| Dec 31, 2016 | 5.20 Bn |
| Sep 30, 2016 | 3.84 Bn |
| Jun 30, 2016 | 4.99 Bn |
| Mar 31, 2016 | 4.64 Bn |
| Dec 31, 2015 | 4.92 Bn |
| Sep 30, 2015 | -40.50 Mn |
| Jun 30, 2015 | 5.93 Bn |
| Mar 31, 2015 | 5.56 Bn |
| Dec 31, 2014 | 5.75 Bn |
| Sep 30, 2014 | 1.35 Bn |
| Jun 30, 2014 | 5.21 Bn |
| Mar 31, 2014 | 5.40 Bn |
| Dec 31, 2013 | 4.98 Bn |
| Sep 30, 2013 | 1.20 Bn |
| Jun 30, 2013 | 5.07 Bn |
| Mar 31, 2013 | 4.67 Bn |
| Dec 31, 2012 | 4.58 Bn |
| Sep 30, 2012 | 1.34 Bn |
| Jun 30, 2012 | 4.49 Bn |
| Mar 31, 2012 | 4.62 Bn |
| Dec 31, 2011 | 3.57 Bn |
| Sep 30, 2011 | 936.19 Mn |
| Jun 30, 2011 | 3.17 Bn |
| Mar 31, 2011 | 3.17 Bn |
| Dec 31, 2010 | 2.76 Bn |
| Sep 30, 2010 | 349.77 Mn |
| Jun 30, 2010 | 2.58 Bn |
| Mar 31, 2010 | 1.81 Bn |
| Dec 31, 2009 | 435.79 Mn |
| Sep 30, 2009 | 362.23 Mn |