Growth Metrics

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 🔒
DateValue
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