Raymond James Financial (RJF) Long-Term Investments (2009 - 2026)

Raymond James Financial (RJF) posted Long-Term Investments of $399.0 million for Q1 2026, up 5600.0% on a QoQ basis from $7.0 million in Q4 2025, and up 39800.0% year-over-year from N/an in Q1 2025.

Raymond James Financial (RJF) Long-Term Investments (2009 - 2026) Analysis & Trends

Raymond James Financial's Long-Term Investments history runs 18 years deep, the most recent figure standing at $399.0 million for 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 was $399.0 million for Q1 2026 at Raymond James Financial, up from $7.0 million in the prior quarter.
  • Across five years, Long-Term Investments topped out at $399.0 million in Q1 2026 and bottomed at $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 tumbled 96.67% — and 2026, when it jumped 39800.0%.
  • Raymond James Financial's Long-Term Investments stood at $30.0 million in 2022, then plunged by 96.67% to $1.0 million in 2023, then jumped by 30100.0% to $302.0 million in 2024, then tumbled by 97.68% to $7.0 million in 2025, then surged by 5600.0% to $399.0 million in 2026.
  • Business Quant data shows RJF's Long-Term Investments at $399.0 million in Q1 2026, $7.0 million in Q4 2025, and $390.0 million in Q3 2025.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Long-Term Investments (Qtr)
1 Brookfield 1,236.60 Bn 1,311.20 Bn 18.56 Bn 82.87 Bn
2 BlackRock 161.01 Bn 148.08 Bn - 14.57 Bn
3 Blackstone 97.77 Bn 96.72 Bn - 32.75 Bn
4 Apollo Global Management 70.80 Bn 90.38 Bn -409.00 Mn 2.28 Bn
5 State Street 51.30 Bn 51.30 Bn - 3.88 Bn
6 Ameriprise Financial 48.54 Bn 39.27 Bn 4.57 Bn 58.97 Bn
7 Northern Trust 32.93 Bn 32.93 Bn - -
8 Raymond James Financial 32.59 Bn 17.67 Bn - 399.00 Mn
9 Price T Rowe 24.70 Bn 21.13 Bn - 3.17 Bn
10 Principal Financial 23.31 Bn -27.00 Bn -463.00 Mn 2.34 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 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
Mar 31, 2021 23.00 Mn