Raymond James Financial (RJF) Tax Rate (2009 - 2026)
Raymond James Financial's (RJF) quarterly Tax Rate came in at 25.99% in Q1 2026, down 24.0% YoY from 34.19% in Q1 2025, and up 14.66% on a QoQ basis from 22.66% in Q4 2025.
Raymond James Financial (RJF) Tax Rate (2009 - 2026) Analysis & Trends
Raymond James Financial (RJF) has 18 years of Tax Rate data on file, last reported at 25.99% in 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 grew to 25.99% in Q1 2026, from 22.66% in the prior quarter.
- In the past five years, Tax Rate ranged from a high of 28.73% in Q3 2022 to a low of 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 slumped 502 bps.
- Tracing RJF's Tax Rate over 5 years: stood at 21.93% in 2022, then fell by 4 bps to 20.95% in 2023, then fell by 5 bps to 19.89% in 2024, then advanced by 14 bps to 22.66% in 2025, then rose by 15 bps to 25.99% in 2026.
- The last three Tax Rate figures came in at 25.99% (Q1 2026), 22.66% (Q4 2025), and 17.37% (Q3 2025), per Business Quant data.
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Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Tax Rate (Qtr) |
|---|---|---|---|---|---|
| 1 | BlackRock | 176.99 Bn | 163.12 Bn | - | 24.90% |
| 2 | Blackstone | 113.16 Bn | 110.65 Bn | - | 16.11% |
| 3 | Kkr | 96.05 Bn | -181.02 Bn | - | 17.91% |
| 4 | Brookfield | 92.54 Bn | 45.14 Bn | - | - |
| 5 | Brookfield Asset Management | 82.31 Bn | 80.81 Bn | - | 12.14% |
| 6 | Apollo Global Management | 77.14 Bn | 51.77 Bn | 10.54 Bn | 15.94% |
| 7 | State Street | 50.64 Bn | 50.64 Bn | - | 21.96% |
| 8 | Ameriprise Financial | 50.31 Bn | 39.27 Bn | 4.72 Bn | 22.82% |
| 9 | Northern Trust | 33.61 Bn | 33.61 Bn | - | 25.59% |
| 10 | Raymond James Financial | 33.40 Bn | 20.15 Bn | - | 20.67% |
Historic Data
Download Data| Date | Value |
|---|---|
| Jun 30, 2026 | 20.67% |
| Jun 30, 2026 | 20.67% |
| Jun 30, 2026 | 20.67% |
| 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% |