Raymond James Financial (RJF) Short-term Investments (2009 - 2026)
Raymond James Financial posted quarterly Short-term Investments of $71.0 million for Q1 2026, down 22.83% year-on-year from $92.0 million in Q1 2025, and up 1.43% on a QoQ basis from $70.0 million in Q4 2025.
Raymond James Financial (RJF) has 18 years of Short-term Investments data on file, last reported at $71.0 million in Q1 2026.
- For the quarter ending Q1 2026, Short-term Investments fell 22.83% year-over-year to $71.0 million; the trailing twelve-month figure through Mar 2026 stood at $71.0 million (down 22.83% YoY), and the FY2025 full-year result was $68.0 million, down 33.98% from the prior year.
- Short-term Investments for Q1 2026 stood at $71.0 million, up from $70.0 million in the prior quarter.
- Across five years, Short-term Investments topped out at $265.0 million in Q3 2023 and bottomed at $68.0 million in Q3 2025.
- The 5-year median for Short-term Investments is $103.0 million (2024), against an average of $133.5 million.
- Peak annual rise in Short-term Investments reached 126.37% in 2024, while the deepest fall reached 62.88% in 2024.
- A 5-year view of Short-term Investments shows it stood at $107.0 million in 2022, then surged by 82.24% to $195.0 million in 2023, then plunged by 53.33% to $91.0 million in 2024, then decreased by 23.08% to $70.0 million in 2025, then grew by 1.43% to $71.0 million in 2026.
- The last three Short-term Investments figures came in at $71.0 million (Q1 2026), $70.0 million (Q4 2025), and $68.0 million (Q3 2025), per Business Quant data.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) |
|---|---|---|---|---|
| 1 | BlackRock | 158.51 Bn | 148.89 Bn | - |
| 2 | Blackstone | 92.68 Bn | 91.63 Bn | - |
| 3 | Kkr | 84.94 Bn | 132.45 Bn | - |
| 4 | Brookfield Asset Management | 77.34 Bn | 77.68 Bn | - |
| 5 | Apollo Global Management | 76.27 Bn | 95.00 Bn | 5.04 Bn |
| 6 | State Street | 44.42 Bn | 18.75 Bn | - |
| 7 | Ameriprise Financial | 41.68 Bn | 41.55 Bn | 4.57 Bn |
| 8 | Northern Trust | 31.21 Bn | 31.21 Bn | - |
| 9 | Ares Management | 28.85 Bn | 32.22 Bn | - |
| 10 | Raymond James Financial | 28.62 Bn | 17.38 Bn | - |
Historic Data
Download Data| Date | Value |
|---|---|
| Mar 31, 2026 | 71.00 Mn |
| Dec 31, 2025 | 70.00 Mn |
| Sep 30, 2025 | 68.00 Mn |
| Jun 30, 2025 | 73.00 Mn |
| Mar 31, 2025 | 92.00 Mn |
| Dec 31, 2024 | 91.00 Mn |
| Sep 30, 2024 | 103.00 Mn |
| Jun 30, 2024 | 85.00 Mn |
| Mar 31, 2024 | 206.00 Mn |
| Dec 31, 2023 | 195.00 Mn |
| Sep 30, 2023 | 265.00 Mn |
| Jun 30, 2023 | 229.00 Mn |
| Mar 31, 2023 | 91.00 Mn |
| Dec 31, 2022 | 107.00 Mn |
| Sep 30, 2022 | 188.00 Mn |
| Jun 30, 2022 | 152.00 Mn |
| Mar 31, 2022 | 183.00 Mn |
| Dec 31, 2021 | 214.00 Mn |
| Sep 30, 2021 | 255.00 Mn |
| Jun 30, 2021 | 291.00 Mn |
| Mar 31, 2021 | 304.00 Mn |
| Dec 31, 2020 | 368.00 Mn |
| Sep 30, 2020 | 438.00 Mn |
| Jun 30, 2020 | 452.00 Mn |
| Mar 31, 2020 | 447.00 Mn |
| Dec 31, 2019 | 288.00 Mn |
| Sep 30, 2019 | 338.00 Mn |
| Jun 30, 2019 | 304.00 Mn |
| Mar 31, 2019 | 251.00 Mn |
| Dec 31, 2018 | 213.00 Mn |
| Sep 30, 2018 | 180.00 Mn |
| Jun 30, 2018 | 670.35 Mn |
| Mar 31, 2018 | 824.89 Mn |
| Dec 31, 2017 | 597.58 Mn |
| Sep 30, 2017 | 318.78 Mn |
| Jun 30, 2017 | 699.30 Mn |
| Mar 31, 2017 | 736.78 Mn |
| Dec 31, 2016 | 517.79 Mn |
| Sep 30, 2016 | 480.11 Mn |
| Jun 30, 2016 | 844.95 Mn |
| Mar 31, 2016 | 799.45 Mn |
| Dec 31, 2015 | 471.72 Mn |
| Sep 30, 2015 | 690.55 Mn |
| Jun 30, 2015 | 674.04 Mn |
| Mar 31, 2015 | 797.53 Mn |
| Dec 31, 2014 | 606.68 Mn |
| Sep 30, 2014 | 679.39 Mn |
| Jun 30, 2014 | 607.78 Mn |
| Mar 31, 2014 | 647.75 Mn |
| Dec 31, 2013 | 453.05 Mn |
| Sep 30, 2013 | 579.71 Mn |
| Jun 30, 2013 | 374.86 Mn |
| Mar 31, 2013 | 827.63 Mn |
| Dec 31, 2012 | 826.19 Mn |
| Sep 30, 2012 | 804.27 Mn |
| Jun 30, 2012 | 908.43 Mn |
| Mar 31, 2012 | 451.85 Mn |
| Dec 31, 2011 | 564.44 Mn |
| Sep 30, 2011 | 492.77 Mn |
| Jun 30, 2011 | 575.08 Mn |
| Mar 31, 2011 | 529.64 Mn |
| Dec 31, 2010 | 612.36 Mn |
| Sep 30, 2010 | 591.45 Mn |
| Jun 30, 2010 | 586.93 Mn |
| Sep 30, 2009 | 431.45 Mn |