Raymond James Financial (RJF) Tax Rate (2009 - 2026)
Raymond James Financial (RJF) posted Tax Rate of 25.99% for Q1 2026, up 14.66% on a QoQ basis from 22.66% in Q4 2025, and down 24.0% year-over-year from 34.19% in Q1 2025.
Raymond James Financial (RJF) Tax Rate (2009 - 2026) Analysis & Trends
Raymond James Financial's Tax Rate history runs 18 years deep, the most recent figure standing at 25.99% for Q1 2026.
- Quarterly Tax Rate fell 24.0% year-over-year to 25.99% in Q1 2026, while the trailing twelve-month figure through Mar 2026 was 22.13% (down 36.0% YoY) and the FY2025 annual result came in at 21.33%, down 42.0% from the prior year.
- Tax Rate was 25.99% for Q1 2026 at Raymond James Financial, up from 22.66% in the prior quarter.
- Across five years, Tax Rate topped out at 28.73% in Q3 2022 and bottomed at 17.37% in Q3 2025.
- A 5-year average of 23.45% and a median of 23.34% in 2023 frame the typical range for Tax Rate.
- Annual changes were most pronounced in 2022 — Tax Rate soared 721 bps — and 2024, when it sank 502 bps.
- Raymond James Financial's Tax Rate stood at 21.93% in 2022, then decreased by 4 bps to 20.95% in 2023, then decreased by 5 bps to 19.89% in 2024, then grew by 14 bps to 22.66% in 2025, then advanced by 15 bps to 25.99% in 2026.
- Business Quant data shows RJF's Tax Rate at 25.99% in Q1 2026, 22.66% in Q4 2025, and 17.37% in Q3 2025.
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Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Tax Rate (Qtr) |
|---|---|---|---|---|---|
| 1 | Brookfield | 1,236.60 Bn | 1,311.20 Bn | 18.56 Bn | -1.22% |
| 2 | BlackRock | 161.01 Bn | 148.08 Bn | - | 18.16% |
| 3 | Blackstone | 97.77 Bn | 96.72 Bn | - | 13.55% |
| 4 | Apollo Global Management | 70.80 Bn | 90.38 Bn | -409.00 Mn | 598.59% |
| 5 | State Street | 51.30 Bn | 51.30 Bn | - | 21.16% |
| 6 | Ameriprise Financial | 48.54 Bn | 39.27 Bn | 4.57 Bn | 20.02% |
| 7 | Northern Trust | 32.93 Bn | 32.93 Bn | - | 24.99% |
| 8 | Raymond James Financial | 32.59 Bn | 17.67 Bn | - | 25.99% |
| 9 | Price T Rowe | 24.70 Bn | 21.13 Bn | - | 23.43% |
| 10 | Principal Financial | 23.31 Bn | -27.00 Bn | -463.00 Mn | 14.30% |
Historic Data
Download Data| Date | Value |
|---|---|
| Mar 31, 2026 | 25.99% |
| Mar 31, 2026 | 25.99% |
| Mar 31, 2026 | 25.99% |
| Dec 31, 2025 | 22.66% |
| Dec 31, 2025 | 22.66% |
| Dec 31, 2025 | 22.66% |
| Sep 30, 2025 | 17.37% |
| Sep 30, 2025 | 17.37% |
| Sep 30, 2025 | 17.37% |
| Jun 30, 2025 | 22.56% |
| Jun 30, 2025 | 22.56% |
| Jun 30, 2025 | 22.56% |
| Mar 31, 2025 | 26.23% |
| Mar 31, 2025 | 26.23% |
| Mar 31, 2025 | 26.23% |
| Dec 31, 2024 | 19.89% |
| Dec 31, 2024 | 19.89% |
| Dec 31, 2024 | 19.89% |
| Sep 30, 2024 | 20.79% |
| Sep 30, 2024 | 20.79% |