Raymond James Financial (RJF) Tax Rate (2009 - 2026)
Raymond James Financial (RJF) recorded Tax Rate of 20.67% in fiscal Q3 2026 (quarter ended Jun 30, 2026), down 1.89 percentage points from 22.56% a year earlier and down 5.32 percentage points from the prior quarter.
Raymond James Financial (RJF) Tax Rate (2009 - 2026) Analysis & Trends
On a TTM basis, Raymond James Financial's Tax Rate came in at 21.67% as of Jun 30, 2026, down 0.57 percentage points year-over-year; for FY2025 (ended Sep 30, 2025), it was 21.33%, down 0.42 percentage points from FY2024.
- Annual Tax Rate has declined for three straight fiscal years, with a five-year change of -0.91 percentage points (FY2020 to FY2025).
- Across earlier fiscal years, Tax Rate came in at 21.76% in FY2024 (-1.97 pp), 23.73% in FY2023 (-1.64 pp), 25.37% in FY2022 (+3.71 pp) and 21.66% in FY2021 (-0.58 pp).
- Quarterly Tax Rate has ranged from 17.37% in fiscal Q4 2025 to 28.73% in fiscal Q4 2022 over the past five years.
- On a year-over-year basis, Tax Rate rose in two of the last eight quarters, with an average year-over-year change of -0.69 percentage points.
- Peak year-over-year performance for Tax Rate in the last five years was a gain of 7.21 percentage points in fiscal Q3 2022, against a drop of 5.02 percentage points in fiscal Q4 2024 at the low end.
- Per Business Quant, the preceding three fiscal quarters came in at 25.99% (Q2 2026), 22.66% (Q1 2026) and 17.37% (Q4 2025).
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Tax Rate (Qtr) |
|---|---|---|---|---|---|
| 1 | Jpmorgan Chase | 879.54 Bn | 909.01 Bn | - | 23.12% |
| 2 | Banco Santander Chile | 418.48 Bn | 538.42 Bn | - | - |
| 3 | Bank Of America | 381.92 Bn | -1,994.15 Bn | - | 21.54% |
| 4 | Hsbc Holdings | 341.10 Bn | 341.15 Bn | - | - |
| 5 | Morgan Stanley | 295.71 Bn | -213.38 Bn | - | 23.07% |
| 6 | Royal Bank Of Canada | 275.38 Bn | 126.13 Bn | - | 22.26% |
| 7 | Mitsubishi Ufj Financial | 273.79 Bn | -1,314.70 Bn | 10.89 Bn | 16.66% |
| 8 | Goldman Sachs | 262.78 Bn | -3,294.34 Bn | - | 22.60% |
| 9 | Wells Fargo & Company | 242.61 Bn | 244.75 Bn | - | 17.42% |
| 10 | Raymond James Financial | 30.37 Bn | -18.15 Bn | - | 20.67% |
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | 20.67% |
| Mar 31, 2026 | 25.99% |
| Dec 31, 2025 | 22.66% |
| Sep 30, 2025 | 17.37% |
| Jun 30, 2025 | 22.56% |
| Mar 31, 2025 | 26.23% |
| Dec 31, 2024 | 19.89% |
| Sep 30, 2024 | 20.79% |
| Jun 30, 2024 | 23.60% |
| Mar 31, 2024 | 21.84% |
| Dec 31, 2023 | 20.95% |
| Sep 30, 2023 | 25.81% |
| Jun 30, 2023 | 24.07% |
| Mar 31, 2023 | 23.34% |
| Dec 31, 2022 | 21.93% |
| Sep 30, 2022 | 28.73% |
| Jun 30, 2022 | 27.47% |
| Mar 31, 2022 | 25.40% |
| Dec 31, 2021 | 20.07% |
| Sep 30, 2021 | 23.39% |
Raymond James Financial Tax Rate API
Pull this series into your own models, spreadsheets and apps with the Business Quant
Historical Metrics API. The request below matches the chart above — change the
frequency, period or values and it follows. Swap YOUR_API_KEY for your own key.
https://data.businessquant.com/historic?slug=tax-rate&ticker=RJF&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "tax-rate", "ticker": "RJF", "period": "max", "api_key": "YOUR_API_KEY"}
data = requests.get(url, params=params).json()const res = await fetch("https://data.businessquant.com/historic?slug=tax-rate&ticker=RJF&period=max&api_key=YOUR_API_KEY");
const data = await res.json();