Raymond James Financial (RJF) Invested Capital (2010 - 2026)
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.
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 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
| Date | Value |
|---|---|
| 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 |
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
import 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();