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
DateValue
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