Raymond James Financial (RJF) Short-term Investments (2009 - 2026)

Raymond James Financial (RJF) reported Short-term Investments of $71.0 million for Q1 2026, down 22.83% on a YoY basis from $92.0 million in Q1 2025, and up 1.43% quarter-over-quarter from $70.0 million in Q4 2025.

Raymond James Financial (RJF) Short-term Investments (2009 - 2026) Analysis & Trends

Raymond James Financial has reported Short-term Investments for 18 years, with the latest figure 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.
  • The five-year high for Short-term Investments was $265.0 million in Q3 2023, with the low at $68.0 million in Q3 2025.
  • Historically, Short-term Investments has averaged $133.5 million across 5 years, with a median of $103.0 million in 2024.
  • The largest YoY upside for Short-term Investments was 126.37% in 2024 against a maximum downside of 62.88% in 2024.
  • Raymond James Financial's Short-term Investments stood at $107.0 million in 2022, then jumped by 82.24% to $195.0 million in 2023, then sank by 53.33% to $91.0 million in 2024, then retreated by 23.08% to $70.0 million in 2025, then climbed 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 163.18 Bn 153.56 Bn -
2 Blackstone 96.85 Bn 95.80 Bn -
3 Kkr 86.45 Bn 133.96 Bn -
4 Apollo Global Management 82.30 Bn 101.04 Bn 5.04 Bn
5 State Street 46.95 Bn 21.27 Bn -
6 Ameriprise Financial 43.65 Bn 43.52 Bn 4.57 Bn
7 Northern Trust 31.92 Bn 31.92 Bn -
8 Raymond James Financial 30.62 Bn 19.37 Bn -
9 Ares Management 29.04 Bn 32.41 Bn -
10 Principal Financial 23.79 Bn 20.28 Bn -463.00 Mn

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