Raymond James Financial (RJF) Return on Invested Capital [ROIC] (2009 - 2026)
Raymond James Financial (RJF) reported Return on Invested Capital [ROIC] of 21.53% for fiscal Q3 2026 (quarter ended Jun 30, 2026), down 2.45 percentage points from 23.99% a year earlier but up 0.65 percentage points from the prior quarter.
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Analysis
Raymond James Financial (RJF) Return on Invested Capital [ROIC] (2009 - 2026) Analysis & Trends
For FY2025 (ended Sep 30, 2025), Raymond James Financial posted Return on Invested Capital [ROIC] of 22.79%, down 3.65 percentage points from FY2024.
- Return on Invested Capital [ROIC] has a five-year change of +12.83 percentage points (FY2020 to FY2025).
- By fiscal year, Return on Invested Capital [ROIC] came in at 26.44% in FY2024 (+5.08 pp), 21.36% in FY2023 (+6.86 pp), 14.50% in FY2022 (+0.22 pp) and 14.27% in FY2021 (+4.31 pp).
- Five-year quarterly Return on Invested Capital [ROIC] spans a low of 13.36% in fiscal Q3 2022 and a high of 25.62% in fiscal Q1 2025.
- 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 -0.87 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 8.94 percentage points); the low point was fiscal Q1 2026 (a drop of 4.78 percentage points).
- Per Business Quant data, the three fiscal quarters before Q3 2026 came in at 20.88% (Q2 2026), 20.84% (Q1 2026) and 22.51% (Q4 2025).
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | ROIC (Qtr) |
|---|---|---|---|---|---|
| 1 | Jpmorgan Chase | 909.02 Bn | 886.77 Bn | - | 3.60% |
| 2 | Banco Santander Chile | 406.67 Bn | -7,110.43 Bn | - | - |
| 3 | Bank Of America | 350.91 Bn | -2,025.20 Bn | - | 12.95% |
| 4 | Hsbc Holdings | 308.71 Bn | -2,966.46 Bn | - | - |
| 5 | Morgan Stanley | 293.66 Bn | -249.15 Bn | - | 11.83% |
| 6 | Royal Bank Of Canada | 283.56 Bn | -546.44 Bn | - | 49.27% |
| 7 | Goldman Sachs | 262.71 Bn | -3,480.74 Bn | - | 6.60% |
| 8 | Wells Fargo & Company | 257.44 Bn | 92.87 Bn | - | 3.32% |
| 9 | Mitsubishi Ufj Financial | 256.82 Bn | -75.42 Bn | 10.89 Bn | 3.69% |
| 10 | Raymond James Financial | 32.28 Bn | 32.28 Bn | - | - |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | 21.53% |
| Mar 31, 2026 | 20.88% |
| Dec 31, 2025 | 20.84% |
| Sep 30, 2025 | 22.51% |
| Jun 30, 2025 | 23.99% |
| Mar 31, 2025 | 24.89% |
| Dec 31, 2024 | 25.62% |
| Sep 30, 2024 | 25.57% |
| Jun 30, 2024 | 24.18% |
| Mar 31, 2024 | 22.80% |
| Dec 31, 2023 | 23.22% |
| Sep 30, 2023 | 22.48% |
| Jun 30, 2023 | 20.49% |
| Mar 31, 2023 | 18.13% |
| Dec 31, 2022 | 15.13% |
| Sep 30, 2022 | 13.54% |
| Jun 30, 2022 | 13.36% |
| Mar 31, 2022 | 14.07% |
| Dec 31, 2021 | 14.55% |
| Sep 30, 2021 | 13.82% |
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();