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

Raymond James Financial (RJF) posted Invested Capital of $1.1 billion for Q1 2026, up 29.48% on a QoQ basis from $882.0 million in Q4 2025, and up 45.11% year-over-year from $787.0 million in Q1 2025.

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

Raymond James Financial's Invested Capital history runs 18 years deep, the most recent figure standing at $1.1 billion for Q1 2026.

  • Quarterly Invested Capital rose 45.11% year-over-year to $1.1 billion in Q1 2026, while the trailing twelve-month figure through Mar 2026 was $4.0 billion (up 10.17% YoY) and the FY2025 annual result came in at $1.1 billion, up 18.44% from the prior year.
  • Invested Capital was $1.1 billion for Q1 2026 at Raymond James Financial, up from $882.0 million in the prior quarter.
  • Across five years, Invested Capital topped out at $1.2 billion in Q2 2024 and bottomed at $181.0 million in Q2 2023.
  • A 5-year average of $676.6 million and a median of $768.0 million in 2024 frame the typical range for Invested Capital.
  • Annual changes were most pronounced in 2023 — Invested Capital sank 58.58% — and 2024, when it jumped 537.57%.
  • Raymond James Financial's Invested Capital stood at $194.0 million in 2022, then surged by 165.98% to $516.0 million in 2023, then surged by 48.84% to $768.0 million in 2024, then grew by 14.84% to $882.0 million in 2025, then increased by 29.48% to $1.1 billion in 2026.
  • Business Quant data shows RJF's Invested Capital at $1.1 billion in Q1 2026, $882.0 million in Q4 2025, and $1.1 billion in Q3 2025.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Invested Cap. (Qtr)
1 Brookfield 1,236.60 Bn 1,311.20 Bn 18.56 Bn 533.83 Bn
2 BlackRock 161.01 Bn 148.08 Bn - 7.87 Bn
3 Blackstone 97.77 Bn 96.72 Bn - -
4 Apollo Global Management 70.80 Bn 90.38 Bn -409.00 Mn -
5 State Street 51.30 Bn 51.30 Bn - -
6 Ameriprise Financial 48.54 Bn 39.27 Bn 4.57 Bn -
7 Northern Trust 32.93 Bn 32.93 Bn - -
8 Raymond James Financial 32.59 Bn 17.67 Bn - 1.14 Bn
9 Price T Rowe 24.70 Bn 21.13 Bn - -
10 Principal Financial 23.31 Bn -27.00 Bn -463.00 Mn 18.20 Mn

Historic Data

Download Data
DateValue
Mar 31, 2026 1.14 Bn
Dec 31, 2025 882.00 Mn
Sep 30, 2025 1.11 Bn
Jun 30, 2025 883.00 Mn
Mar 31, 2025 787.00 Mn
Dec 31, 2024 768.00 Mn
Sep 30, 2024 938.00 Mn
Jun 30, 2024 1.15 Bn
Mar 31, 2024 955.00 Mn
Dec 31, 2023 516.00 Mn
Sep 30, 2023 337.00 Mn
Jun 30, 2023 181.00 Mn
Mar 31, 2023 327.00 Mn
Dec 31, 2022 194.00 Mn
Sep 30, 2022 466.00 Mn
Jun 30, 2022 437.00 Mn
Mar 31, 2022 425.00 Mn
Dec 31, 2021 268.00 Mn
Sep 30, 2021 277.00 Mn
Jun 30, 2021 285.00 Mn