Raymond James Financial (RJF) Short-term Investments (2009 - 2026)
Raymond James Financial (RJF) posted Short-term Investments of $3.7 billion for Q1 2026, up 1.77% on a QoQ basis from $3.7 billion in Q4 2025, and up 9.34% year-over-year from $3.4 billion in Q1 2025.
Raymond James Financial (RJF) Short-term Investments (2009 - 2026) Analysis & Trends
Raymond James Financial's Short-term Investments history runs 18 years deep, the most recent figure standing at $3.7 billion for Q1 2026.
- Quarterly Short-term Investments rose 9.34% year-over-year to $3.7 billion in Q1 2026, while the trailing twelve-month figure through Mar 2026 was $3.7 billion (up 9.34% YoY) and the FY2025 annual result came in at $3.4 billion, up 1.43% from the prior year.
- Short-term Investments was $3.7 billion for Q1 2026 at Raymond James Financial, up from $3.7 billion in the prior quarter.
- Across five years, Short-term Investments topped out at $19.5 billion in Q1 2022 and bottomed at $3.2 billion in Q3 2023.
- A 5-year average of $5.7 billion and a median of $3.7 billion in 2023 frame the typical range for Short-term Investments.
- Annual changes were most pronounced in 2022 — Short-term Investments jumped 101.89% — and 2023, when it tumbled 76.38%.
- Raymond James Financial's Short-term Investments stood at $5.1 billion in 2022, then fell by 27.07% to $3.7 billion in 2023, then fell by 5.33% to $3.5 billion in 2024, then gained by 4.19% to $3.7 billion in 2025, then increased by 1.77% to $3.7 billion in 2026.
- Business Quant data shows RJF's Short-term Investments at $3.7 billion in Q1 2026, $3.7 billion in Q4 2025, and $3.4 billion in Q3 2025.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) |
|---|---|---|---|---|
| 1 | Brookfield | 1,236.60 Bn | 1,311.20 Bn | 18.56 Bn |
| 2 | BlackRock | 161.01 Bn | 148.08 Bn | - |
| 3 | Blackstone | 97.77 Bn | 96.72 Bn | - |
| 4 | Apollo Global Management | 70.80 Bn | 90.38 Bn | -409.00 Mn |
| 5 | State Street | 51.30 Bn | 51.30 Bn | - |
| 6 | Ameriprise Financial | 48.54 Bn | 39.27 Bn | 4.57 Bn |
| 7 | Northern Trust | 32.93 Bn | 32.93 Bn | - |
| 8 | Raymond James Financial | 32.59 Bn | 17.67 Bn | - |
| 9 | Price T Rowe | 24.70 Bn | 21.13 Bn | - |
| 10 | Principal Financial | 23.31 Bn | -27.00 Bn | -463.00 Mn |
Historic Data
Download Data| Date | Value |
|---|---|
| Mar 31, 2026 | 3.75 Bn |
| Dec 31, 2025 | 3.68 Bn |
| Sep 30, 2025 | 3.40 Bn |
| Jun 30, 2025 | 3.77 Bn |
| Mar 31, 2025 | 3.43 Bn |
| Dec 31, 2024 | 3.53 Bn |
| Sep 30, 2024 | 3.35 Bn |
| Jun 30, 2024 | 3.64 Bn |
| Mar 31, 2024 | 3.71 Bn |
| Dec 31, 2023 | 3.73 Bn |
| Sep 30, 2023 | 3.24 Bn |
| Jun 30, 2023 | 3.84 Bn |
| Mar 31, 2023 | 4.70 Bn |
| Dec 31, 2022 | 5.12 Bn |
| Sep 30, 2022 | 8.48 Bn |
| Jun 30, 2022 | 16.25 Bn |
| Mar 31, 2022 | 19.53 Bn |
| Dec 31, 2021 | 15.49 Bn |
| Sep 30, 2021 | 11.35 Bn |
| Jun 30, 2021 | 8.88 Bn |