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| 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 |