RJF · Raymond James Financial Inc · Financials
Income-statement, balance-sheet and cash-flow figures from SEC filings, plus a debt profile anchored in the latest 10-K and updated by each 10-Q and debt exhibit.
Chart any reported metric, KPI or segment over time — the full statement history lives here
| Line Item | TTM | FY2025 | FY2024 | FY2023 | FY2022 | FY2021 | FY2020 | FY2019 | FY2018 | FY2017 | FY2016 | FY2015 | FY2014 | FY2013 | FY2012 | FY2011 | FY2010 | FY2009 | FY2008 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| $16.99B | $15.91B | $14.92B | $12.99B | $11.31B | $9.91B | $8.17B | $8.02B | $7.48B | $6.53B | $5.52B | $5.31B | $4.97B | $4.6B | $3.9B | $3.4B | $2.98B | $2.6B | $3.2B | |
| $2.23B | $2.15B | $2.13B | $2.38B | $1.2B | $673M | $822M | $998M | $842M | $648M | $524.34M | $437.21M | $376.8M | $363.23M | $361.89M | $326.49M | $308.04M | $386.63M | — | |
| $13.02B | $11.92B | $10.69B | $9.24B | — | — | $7.17B | $6.74B | $6.43B | $5.72B | — | — | — | — | — | — | — | — | — | |
| $15.25B | $14.07B | $12.82B | $11.62B | $11B | $9.76B | $7.99B | $7.74B | $7.27B | $6.37B | $5.41B | $5.2B | $4.86B | $4.49B | $3.81B | — | — | — | — | |
| — | $41M | $44M | $45M | $33M | $21M | $13M | $15M | $14M | $12.85M | $9.72M | $8.29M | $7.61M | $9.57M | $4.91M | $1.37M | $1.77M | — | — | |
| $206M | $195M | $179M | $165M | $145M | $134M | $119M | $97M | $85M | $71M | $63M | $68.32M | $64.16M | $66.36M | $51.45M | $40.34M | $39.53M | $34.56M | $27.98M | |
| $1.74B | $1.85B | $2.1B | $1.37B | $305M | $150M | $178M | $283M | $202M | $154M | $116.06M | $106.07M | $104.09M | $110.37M | $91.37M | — | — | — | — | |
| $3.98B | $3.99B | $4.23B | $3.75B | $1.51B | $823M | $1B | $1.28B | $1.04B | $802M | $640.4M | $543.28M | $480.89M | $473.6M | $453.26M | $392.32M | $370.89M | $443.58M | $724.06M | |
| — | — | — | $2.28B | $2.02B | $1.79B | $1.05B | $1.38B | $1.31B | $925.35M | $800.64M | $798.17M | $748.05M | $564.19M | $467.92M | $450.75M | $356.14M | $236.4M | $382.55M | |
| $638M | $579M | $575M | $541M | $513M | $388M | $234M | $341M | $454M | $289M | $271.29M | $296.03M | $267.8M | $197.03M | $175.66M | $182.89M | $133.63M | $96.02M | $151.78M | |
| $2.31B | $2.14B | $2.07B | $1.74B | $1.51B | $1.4B | $818M | $1.03B | $857M | $636M | $529.35M | $502.14M | $480.25M | $367.15M | $295.87M | $278.35M | $228.28M | $152.75M | $235.08M | |
| — | 13.42% | 13.86% | 13.39% | 13.34% | 14.16% | 10.01% | 12.89% | 11.46% | 9.75% | 9.59% | 9.46% | 9.67% | 7.99% | 7.59% | 8.19% | 7.66% | 5.87% | 7.33% | |
| -$21.78M | — | — | — | — | — | — | — | -$5.78M | $2.63M | $11.3M | $16.44M | -$32.1M | $29.72M | -$3.6M | -$10.5M | -$5.76M | -$12.37M | -$4.31M | |
| $2.3B | $2.13B | $2.06B | $1.73B | $1.51B | $1.4B | $818M | — | — | — | — | — | — | — | — | — | — | — | — | |
| $2.36B | $2.24B | $2.54B | $1.75B | $568M | $1.35B | $852M | $1.04B | $845M | $677M | $514.12M | $463.53M | $467.63M | $368.43M | $314.92M | $274.95M | $263.89M | $144.92M | $170.91M | |
| USD/shares | $11.69 | $10.53 | $9.94 | $8.16 | $7.16 | $6.81 | $3.96 | $4.88 | $3.93 | $2.95 | $2.48 | $2.34 | $2.27 | $1.76 | $1.48 | $1.47 | $1.22 | $0.83 | $1.30 |
| USD/shares | $11.48 | $10.30 | $9.70 | $7.97 | $6.98 | $6.63 | $3.88 | $4.78 | $3.83 | $2.89 | $2.43 | $2.29 | $2.21 | $1.72 | $1.47 | $1.46 | $1.22 | $0.83 | $1.29 |
| shares | — | 202M | 207.1M | 211.8M | 209.9M | 205.7M | 206.4M | 211.5M | 217.95M | 214.95M | 212.66M | 213.82M | 209.9M | 206.6M | 196.21M | 183.67M | 179M | 175.78M | 174.17M |
| shares | — | 206.6M | 212.3M | 216.9M | 215.3M | 211.2M | 210.3M | 216M | 223.2M | 219.9M | 216.77M | 218.91M | 215.38M | 210.81M | 197.69M | 184.25M | 179.39M | 175.93M | 175.71M |
Capital Returned to Shareholders
Cash spent on share repurchases and dividends per fiscal year, as reported on the cash-flow statement. Across FY2008–FY2021: $1.66B in buybacks, $1.57B in dividends.
Debt Profile
Reported borrowing balances, repayment dates and agreement terms, with links to the underlying filings.
Reported debt balances
Each amount keeps its reported scope. Related balance-sheet measures appear under the borrowing they describe.
| Reported balance | As of | Amount | Source |
|---|---|---|---|
| Advances from Federal Home Loan Banks | 2026-06-30 | USD 700,000,000 | 10-Q filed 2026-08-05 |
| Operating lease liabilities | 2026-06-30 | USD 568,000,000 | 10-Q filed 2026-08-05 |
| Other borrowings | 2026-06-30 | USD 950,000,000 | 10-Q filed 2026-08-05 |
Covenants
Covenant terms have not yet been verified for this profile.
The balance figures do not establish whether covenants apply or whether the company complies with them.
Loans, facilities and notes
The instrument breakdown is not yet verified. Read the debt note in the linked report for borrowing terms and maturity conditions.
Price & Valuation
Multiples computed on the strict TTM/EV methodology — today's snapshot against peers, and each ratio recomputed as of past filing dates.
Valuation
Peer medians compare against the 36 similar-size Asset Management companies (of 109 listed).
Valuation over time computed as of each quarter's filing date
Revenue Breakdown
Annual revenue as the company disaggregates it in its own XBRL filings. Years a component wasn't reported show a dash.
Share mode is each component's slice of the reported components that year — issuers rarely tag every revenue dollar, so slices need not sum to total revenue.
By Segment (USD)
| Component | FY2025 | FY2024 | FY2023 | FY2022 | FY2021 | FY2020 | FY2019 | FY2018 |
|---|---|---|---|---|---|---|---|---|
| Private Client Group | $10,282,000,000 | $9,578,000,000 | $8,754,000,000 | $7,752,000,000 | $6,621,000,000 | $5,575,000,000 | $5,401,000,000 | $5,121,000,000 |
| Rj Bank | $3,376,000,000 | $3,554,000,000 | $3,154,000,000 | $1,240,000,000 | $714,000,000 | $827,000,000 | $1,001,000,000 | $816,000,000 |
| Capital Markets | $1,869,000,000 | $1,575,000,000 | $1,299,000,000 | $1,836,000,000 | $1,895,000,000 | $1,307,000,000 | $1,117,000,000 | $992,000,000 |
| Bank Segment | $1,776,000,000 | $1,716,000,000 | $2,013,000,000 | $1,084,000,000 | $672,000,000 | $765,000,000 | — | — |
| Asset Management Segment | $1,188,000,000 | $1,027,000,000 | $885,000,000 | $914,000,000 | $867,000,000 | $715,000,000 | $691,000,000 | $654,000,000 |
| All Other Segments | — | $99,000,000 | $59,000,000 | -$50,000,000 | -$8,000,000 | -$82,000,000 | $5,000,000 | -$15,000,000 |
By Geography (USD)
| Component | FY2025 | FY2024 | FY2023 | FY2022 | FY2021 | FY2020 | FY2019 | FY2018 |
|---|---|---|---|---|---|---|---|---|
| United States | $12,871,000,000 | $11,728,000,000 | $10,609,000,000 | $10,065,000,000 | $9,067,000,000 | $7,446,000,000 | $7,211,000,000 | $6,754,000,000 |
| Canada | $645,000,000 | $599,000,000 | $563,000,000 | $542,000,000 | $485,000,000 | $386,000,000 | $391,000,000 | $381,000,000 |
| Europe | $549,000,000 | $494,000,000 | $447,000,000 | $396,000,000 | $208,000,000 | $158,000,000 | $138,000,000 | $139,000,000 |
By Product & Service (USD)
| Component | FY2025 | FY2024 | FY2023 | FY2022 | FY2021 | FY2020 | FY2019 | FY2018 |
|---|---|---|---|---|---|---|---|---|
| Asset Management and Related Administrative Fee Revenue | $7,078,000,000 | $6,196,000,000 | $5,363,000,000 | $5,563,000,000 | $4,868,000,000 | $3,834,000,000 | $3,451,000,000 | $3,119,000,000 |
| Brokerage Revenue, Securities Commissions | $1,775,000,000 | $1,651,000,000 | $1,459,000,000 | $1,589,000,000 | $1,651,000,000 | $1,468,000,000 | $1,450,000,000 | $1,626,000,000 |
| Account and Service Fee Revenue | $1,262,000,000 | $1,314,000,000 | $1,125,000,000 | $833,000,000 | $635,000,000 | $624,000,000 | $738,000,000 | $713,000,000 |
| Investment Banking Revenue | $1,069,000,000 | $858,000,000 | $648,000,000 | $1,100,000,000 | $1,143,000,000 | $650,000,000 | $596,000,000 | $501,000,000 |
| Equities ETFs and Fixed Income Products | $650,000,000 | $557,000,000 | $473,000,000 | $520,000,000 | $530,000,000 | $492,000,000 | $427,000,000 | $495,000,000 |
| Investment Banking Revenue Mergers And Acquisition And Advisory | $623,000,000 | $521,000,000 | $418,000,000 | $709,000,000 | $639,000,000 | $290,000,000 | $379,000,000 | $312,000,000 |
| Brokerage Revenue Securities Commissions Mutual And Other Fund Products | $614,000,000 | $575,000,000 | $547,000,000 | $631,000,000 | $683,000,000 | $579,000,000 | $611,000,000 | $717,000,000 |
| Mutual Fund and Other | $530,000,000 | $470,000,000 | $414,000,000 | $427,000,000 | $406,000,000 | $348,000,000 | $326,000,000 | $325,000,000 |
| Brokerage Revenue Securities Commissions Insurance And Annuity Products | $511,000,000 | $519,000,000 | $439,000,000 | $438,000,000 | $438,000,000 | $397,000,000 | $412,000,000 | $414,000,000 |
| Account and Service Fee Revenue, RJBDP Fees | $486,000,000 | $607,000,000 | $498,000,000 | $202,000,000 | $76,000,000 | $150,000,000 | $280,000,000 | $265,000,000 |
| Investment Banking Revenue Debt Underwriting | $261,000,000 | $168,000,000 | $110,000,000 | $143,000,000 | $172,000,000 | $133,000,000 | $85,000,000 | $61,000,000 |
| Account And Service Fee Revenue Client Account And Other Fees | $246,000,000 | $237,000,000 | $213,000,000 | $204,000,000 | $153,000,000 | $126,000,000 | $132,000,000 | $123,000,000 |
| Other Revenue | $205,000,000 | $180,000,000 | $187,000,000 | $188,000,000 | $229,000,000 | $104,000,000 | $150,000,000 | — |
| Investment Banking Revenue Equity Underwriting | $185,000,000 | $169,000,000 | $120,000,000 | $248,000,000 | $332,000,000 | $227,000,000 | $132,000,000 | $128,000,000 |
| Affordable Housing Investments Business | $140,000,000 | $118,000,000 | $109,000,000 | $127,000,000 | $105,000,000 | $83,000,000 | $86,000,000 | $79,000,000 |