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
DateValue
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