Raymond James Financial (RJF) Long-Term Investments (2009 - 2026)
Raymond James Financial's Long-Term Investments came in at $383 million for fiscal Q3 2026 (quarter ended Jun 30, 2026), up 21.6% from $315 million a year earlier but down 4.0% from the prior quarter.
Powered by 
Analysis
Raymond James Financial (RJF) Long-Term Investments (2009 - 2026) Analysis & Trends
At the end of FY2025 (ended Sep 30, 2025), Raymond James Financial's Long-Term Investments was $390 million, up 29.1% from FY2024.
- Long-Term Investments carries a five-year compound annual growth rate of 3.1% (FY2020 to FY2025).
- Going back by fiscal year, Long-Term Investments was $302 million in FY2024 (-1.3%), $306 million in FY2023 (+4.8%), $292 million in FY2022 (-18.2%) and $357 million in FY2021 (+6.9%).
- The five-year range for quarterly Long-Term Investments is $292 million (fiscal Q4 2022) to $711 million (fiscal Q1 2022).
- Year-over-year, Long-Term Investments has increased for four consecutive quarters, with growth averaging 13.0% over the last eight quarters.
- The fastest year-over-year change in Long-Term Investments over five years came in fiscal Q1 2026 (growth of 33.1%), and the weakest in fiscal Q1 2023 (a decline of 58.4%).
- Business Quant data shows RJF's Long-Term Investments at $399 million (Q2 2026), $398 million (Q1 2026) and $390 million (Q4 2025) in the three fiscal quarters before Q3 2026.
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Long-Term Investments (Qtr) |
|---|---|---|---|---|---|
| 1 | Jpmorgan Chase | 886.05 Bn | 915.53 Bn | - | - |
| 2 | Banco Santander Chile | 409.93 Bn | 529.88 Bn | - | - |
| 3 | Bank Of America | 377.01 Bn | -1,999.06 Bn | - | 24.30 Bn |
| 4 | Hsbc Holdings | 329.11 Bn | 329.16 Bn | - | - |
| 5 | Morgan Stanley | 295.54 Bn | -213.55 Bn | - | - |
| 6 | Royal Bank Of Canada | 273.59 Bn | 124.33 Bn | - | - |
| 7 | Mitsubishi Ufj Financial | 268.33 Bn | -1,320.16 Bn | 10.89 Bn | - |
| 8 | Goldman Sachs | 261.29 Bn | -3,295.82 Bn | - | 255.63 Bn |
| 9 | Wells Fargo & Company | 243.13 Bn | 245.26 Bn | - | - |
| 10 | Raymond James Financial | 30.69 Bn | -17.83 Bn | - | 383.00 Mn |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | 383.00 Mn |
| Mar 31, 2026 | 399.00 Mn |
| Dec 31, 2025 | 398.00 Mn |
| Sep 30, 2025 | 390.00 Mn |
| Jun 30, 2025 | 315.00 Mn |
| Mar 31, 2025 | 306.00 Mn |
| Dec 31, 2024 | 299.00 Mn |
| Sep 30, 2024 | 302.00 Mn |
| Jun 30, 2024 | 333.00 Mn |
| Mar 31, 2024 | 306.00 Mn |
| Dec 31, 2023 | 310.00 Mn |
| Sep 30, 2023 | 306.00 Mn |
| Jun 30, 2023 | 306.00 Mn |
| Mar 31, 2023 | 318.00 Mn |
| Dec 31, 2022 | 296.00 Mn |
| Sep 30, 2022 | 292.00 Mn |
| Jun 30, 2022 | 365.00 Mn |
| Mar 31, 2022 | 407.00 Mn |
| Dec 31, 2021 | 711.00 Mn |
| Sep 30, 2021 | 357.00 Mn |
API Access
Raymond James Financial Long-Term Investments 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=long-term-investments&ticker=RJF&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "long-term-investments", "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=long-term-investments&ticker=RJF&period=max&api_key=YOUR_API_KEY");
const data = await res.json();