Raymond James Financial (RJF) Long-Term Investments (2009 - 2026)
Raymond James Financial's (RJF) quarterly Long-Term Investments came in at $399.0 million in Q1 2026, up 39800.0% YoY from N/an in Q1 2025, and up 5600.0% on a QoQ basis from $7.0 million in Q4 2025.
Raymond James Financial (RJF) Long-Term Investments (2009 - 2026) Analysis & Trends
Raymond James Financial (RJF) has 18 years of Long-Term Investments data on file, last reported at $399.0 million in Q1 2026.
- Quarterly Long-Term Investments rose 39800.0% year-over-year to $399.0 million in Q1 2026, while the trailing twelve-month figure through Mar 2026 was $399.0 million (up 39800.0% YoY) and the FY2025 annual result came in at $390.0 million, up 29.14% from the prior year.
- Long-Term Investments grew to $399.0 million in Q1 2026, from $7.0 million in the prior quarter.
- In the past five years, Long-Term Investments ranged from a high of $399.0 million in Q1 2026 to a low of $1.0 million in Q4 2023.
- A 5-year average of $195.8 million and a median of $297.0 million in 2022 frame the typical range for Long-Term Investments.
- Annual changes were most pronounced in 2023 — Long-Term Investments plunged 96.67% — and 2026, when it jumped 39800.0%.
- Tracing RJF's Long-Term Investments over 5 years: stood at $30.0 million in 2022, then slumped by 96.67% to $1.0 million in 2023, then surged by 30100.0% to $302.0 million in 2024, then sank by 97.68% to $7.0 million in 2025, then soared by 5600.0% to $399.0 million in 2026.
- The last three Long-Term Investments figures came in at $399.0 million (Q1 2026), $7.0 million (Q4 2025), and $390.0 million (Q3 2025), per Business Quant data.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Long-Term Investments (Qtr) |
|---|---|---|---|---|---|
| 1 | BlackRock | 179.54 Bn | 165.67 Bn | - | 15.14 Bn |
| 2 | Blackstone | 114.83 Bn | 112.32 Bn | - | 34.59 Bn |
| 3 | Kkr | 97.26 Bn | -179.81 Bn | - | 837.70 Mn |
| 4 | Brookfield | 93.07 Bn | 45.66 Bn | - | 87.68 Bn |
| 5 | Brookfield Asset Management | 83.46 Bn | 81.96 Bn | - | 10.36 Bn |
| 6 | Apollo Global Management | 78.41 Bn | 53.04 Bn | 10.54 Bn | 333.84 Bn |
| 7 | State Street | 51.66 Bn | 51.66 Bn | - | 4.10 Bn |
| 8 | Ameriprise Financial | 51.12 Bn | 40.07 Bn | 4.72 Bn | 59.65 Bn |
| 9 | Raymond James Financial | 33.99 Bn | 20.74 Bn | - | 383.00 Mn |
| 10 | Northern Trust | 33.87 Bn | 33.87 Bn | - | - |
Historic Data
Download Data| Date | Value |
|---|---|
| Jun 30, 2026 | 383.00 Mn |
| Mar 31, 2026 | 399.00 Mn |
| Dec 31, 2025 | 7.00 Mn |
| Sep 30, 2025 | 390.00 Mn |
| Jun 30, 2025 | 315.00 Mn |
| Mar 31, 2025 | 1.00 Mn |
| Sep 30, 2024 | 302.00 Mn |
| Jun 30, 2024 | 333.00 Mn |
| Mar 31, 2024 | 29.00 Mn |
| Dec 31, 2023 | 1.00 Mn |
| Sep 30, 2023 | 306.00 Mn |
| Jun 30, 2023 | 306.00 Mn |
| Mar 31, 2023 | 3.00 Mn |
| Dec 31, 2022 | 30.00 Mn |
| Sep 30, 2022 | 292.00 Mn |
| Jun 30, 2022 | 365.00 Mn |
| Mar 31, 2022 | 53.00 Mn |
| Dec 31, 2021 | 2.00 Mn |
| Sep 30, 2021 | 357.00 Mn |
| Jun 30, 2021 | 583.00 Mn |