Raymond James Financial (RJF) Return on Invested Capital [ROIC] (2011 - 2026)
Raymond James Financial (RJF) reported Return on Invested Capital [ROIC] of 22.63% for fiscal Q3 2026 (quarter ended Jun 30, 2026), down 2.79 percentage points from 25.41% a year earlier but up 0.84 percentage points from the prior quarter.
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Analysis
Raymond James Financial (RJF) Return on Invested Capital [ROIC] (2011 - 2026) Analysis & Trends
For FY2025 (ended Sep 30, 2025), Raymond James Financial posted Return on Invested Capital [ROIC] of 24.13%, down 4.50 percentage points from FY2024.
- Return on Invested Capital [ROIC] has a five-year change of +13.15 percentage points (FY2020 to FY2025).
- By fiscal year, Return on Invested Capital [ROIC] came in at 28.63% in FY2024 (+5.11 pp), 23.52% in FY2023 (+7.59 pp), 15.92% in FY2022 (+0.38 pp) and 15.55% in FY2021 (+4.56 pp).
- Five-year quarterly Return on Invested Capital [ROIC] spans a low of 14.69% in fiscal Q3 2022 and a high of 27.56% in fiscal Q4 2024.
- Year over year, Return on Invested Capital [ROIC] has now declined in each of the last five quarters, with an average year-over-year change of -1.40 percentage points over the last eight quarters.
- The high point for year-over-year Return on Invested Capital [ROIC] in five years was fiscal Q4 2023 (a gain of 9.43 percentage points); the low point was fiscal Q1 2026 (a drop of 5.81 percentage points).
- Per Business Quant data, the three fiscal quarters before Q3 2026 came in at 21.79% (Q2 2026), 21.75% (Q1 2026) and 23.66% (Q4 2025).
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | ROIC (Qtr) |
|---|---|---|---|---|---|
| 1 | Jpmorgan Chase | 883.45 Bn | 912.92 Bn | - | 32.13% |
| 2 | Banco Santander Chile | 401.52 Bn | 521.46 Bn | - | - |
| 3 | Bank Of America | 377.43 Bn | -1,998.64 Bn | - | 25.16% |
| 4 | Hsbc Holdings | 330.31 Bn | 330.37 Bn | - | - |
| 5 | Morgan Stanley | 299.17 Bn | -209.92 Bn | - | 42.00% |
| 6 | Royal Bank Of Canada | 274.08 Bn | 124.82 Bn | - | 11.34% |
| 7 | Mitsubishi Ufj Financial | 270.70 Bn | -1,317.79 Bn | 10.89 Bn | 6.24% |
| 8 | Goldman Sachs | 263.13 Bn | -3,293.98 Bn | - | 14.05% |
| 9 | Wells Fargo & Company | 243.64 Bn | 245.78 Bn | - | 27.68% |
| 10 | Raymond James Financial | 30.40 Bn | -18.12 Bn | - | 22.63% |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | 22.63% |
| Mar 31, 2026 | 21.79% |
| Dec 31, 2025 | 21.75% |
| Sep 30, 2025 | 23.66% |
| Jun 30, 2025 | 25.41% |
| Mar 31, 2025 | 26.57% |
| Dec 31, 2024 | 27.56% |
| Sep 30, 2024 | 27.56% |
| Jun 30, 2024 | 26.35% |
| Mar 31, 2024 | 24.92% |
| Dec 31, 2023 | 25.26% |
| Sep 30, 2023 | 24.53% |
| Jun 30, 2023 | 22.85% |
| Mar 31, 2023 | 20.25% |
| Dec 31, 2022 | 16.71% |
| Sep 30, 2022 | 15.10% |
| Jun 30, 2022 | 14.69% |
| Mar 31, 2022 | 15.20% |
| Dec 31, 2021 | 15.73% |
| Sep 30, 2021 | 14.98% |
API Access
Raymond James Financial Return on Invested Capital [ROIC] 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=return-on-invested-capital-%5Broic%5D&ticker=RJF&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "return-on-invested-capital-[roic]", "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=return-on-invested-capital-%5Broic%5D&ticker=RJF&period=max&api_key=YOUR_API_KEY");
const data = await res.json();