Raymond James Financial (RJF) Long-Term Investments (2009 - 2026)
Raymond James Financial (RJF) reported Long-Term Investments of $399.0 million for Q1 2026, up 39800.0% on a YoY basis from N/an in Q1 2025, and up 5600.0% quarter-over-quarter from $7.0 million in Q4 2025.
Raymond James Financial (RJF) Long-Term Investments (2009 - 2026) Analysis & Trends
Raymond James Financial has reported Long-Term Investments for 18 years, with the latest figure at $399.0 million in Q1 2026.
- For the quarter ending Q1 2026, Long-Term Investments rose 39800.0% year-over-year to $399.0 million; the trailing twelve-month figure through Mar 2026 stood at $399.0 million (up 39800.0% YoY), and the FY2025 full-year result was $390.0 million, up 29.14% from the prior year.
- Long-Term Investments for Q1 2026 stood at $399.0 million, up from $7.0 million in the prior quarter.
- The five-year high for Long-Term Investments was $399.0 million in Q1 2026, with the low at $1.0 million in Q4 2023.
- Historically, Long-Term Investments has averaged $195.8 million across 5 years, with a median of $297.0 million in 2022.
- Annual changes were most pronounced in 2023 — Long-Term Investments plunged 96.67% — and 2026, when it jumped 39800.0%.
- Raymond James Financial's Long-Term Investments 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 | 163.18 Bn | 153.56 Bn | - | 14.57 Bn |
| 2 | Blackstone | 96.85 Bn | 95.80 Bn | - | 32.75 Bn |
| 3 | Kkr | 86.45 Bn | 133.96 Bn | - | 77.47 Bn |
| 4 | Apollo Global Management | 82.30 Bn | 101.04 Bn | 5.04 Bn | 3.10 Bn |
| 5 | State Street | 46.95 Bn | 21.27 Bn | - | 586.00 Mn |
| 6 | Ameriprise Financial | 43.65 Bn | 43.52 Bn | 4.57 Bn | 2.51 Bn |
| 7 | Northern Trust | 31.92 Bn | 31.92 Bn | - | - |
| 8 | Raymond James Financial | 30.62 Bn | 19.37 Bn | - | 399.00 Mn |
| 9 | Ares Management | 29.04 Bn | 32.41 Bn | - | -1.48 Bn |
| 10 | Principal Financial | 23.79 Bn | 20.28 Bn | -463.00 Mn | 110.86 Bn |
Historic Data
Download Data| Date | Value |
|---|---|
| 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 | 4.00 Mn |
| Dec 31, 2023 | 1.00 Mn |
| Sep 30, 2023 | 306.00 Mn |
| Jun 30, 2023 | 306.00 Mn |
| Mar 31, 2023 | 28.00 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 | 98.00 Mn |
| Sep 30, 2021 | 357.00 Mn |
| Jun 30, 2021 | 583.00 Mn |
| Mar 31, 2021 | 23.00 Mn |