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For the quarter ending 2026-03-31, RJF has $91,944M in assets. $79,334M in debts. $11,219M in cash and cash equivalents.

Balance Sheets Overview

Debt to Asset Ratio
86.29%
Unit: Million (M) dollars
Assets Breakdown
    • Loans, net-Nonrelated Party
    • Cash and cash equivalents
    • Available-for-sale securities (8...
    • Others
Liabilities Breakdown
    • Money market and savings account...
    • Interest-bearing demand deposits
    • Retained earnings
    • Others

Balance Sheets
2026-03-31
2025-12-31
2025-09-30
2025-06-30
Cash and cash equivalents
11,219 9,890 11,389 9,195
Assets segregated for regulatory purposes and restricted cash
3,745 3,680 3,398 3,770
Collateralized agreements
608 740 698 941
Trading assets (1,353 and 1,248 pledged as collateral)
1,434 1,530 1,538 1,349
Available-for-sale securities (8 and 9 pledged as collateral)
6,402 6,648 6,888 7,165
Derivative assets
71 70 68 73
Other investments (20 and 8 pledged as collateral)
399 398 390 315
Brokerage client receivables, net
3,300 2,961 2,821 2,917
Other receivables, net
1,812 1,487 1,814 1,791
Loans Held For Investment
55,075 53,715 51,603 50,050
Loans Held For Sale
198 168 416 255
Total loans held for sale and investment
55,273 53,883 52,019 50,305
Allowance for credit losses
440 440 452 465
Loans, net-Nonrelated Party
54,833 53,443 51,567 49,840
Loans, net-Related Party
1,894 1,770 1,626 1,500
Deferred income taxes, net
549 623 671 642
Goodwill
--1,451 -
Identifiable intangible assets, net
--396 -
Goodwill and identifiable intangible assets, net
1,983 1,838 1,847 1,860
Investments in corporate-owned life insurance policies
--1,575 -
Property and equipment, net
--670 -
Rou lease assets
--583 -
Prepaid expenses
--218 -
Investments in fhlb and frb stock
--103 -
Client-owned fractional shares
--171 -
All other
--195 -
Other assets
3,695 3,682 3,515 3,457
Total assets
91,944 88,760 88,230 84,815
Money market and savings accounts
37,532 35,714 33,881 33,289
Interest-bearing demand deposits
22,032 21,797 22,532 21,651
Certificates of deposit
2,320 1,974 1,937 1,785
Non-interest-bearing demand deposits
539 667 547 524
Bank deposits
62,423 60,152 58,897 57,249
Collateralized financings
1,142 882 1,111 883
Trading liabilities
726 883 891 920
Derivative liabilities
198 181 190 210
Brokerage client payables
6,607 6,084 5,853 6,215
Accrued compensation, commissions and benefits
2,110 1,945 2,603 2,215
Other payables
1,907 1,838 1,961 1,973
Other borrowings
700 700 700 849
Senior notes payable
3,521 3,521 3,520 2,040
Total liabilities
79,334 76,186 75,726 72,554
Preferred stock
0 79 79 79
Common stock .01 par value 650,000,000 shares authorized 250,084,168 shares issued and 194,643,210 shares outstanding as of march31, 2026 250,084,168 shares issued and 198,139,594 shares outstanding as of september30, 2025
3 3 3 3
Additional paid-in capital
3,156 3,106 3,235 3,202
Retained earnings
14,487 14,051 13,604 13,104
Treasury stock, at cost 55,440,958 and 51,944,574 common shares as of march31, 2026 and september30, 2025, respectively
4,711 4,321 4,022 3,691
Accumulated other comprehensive loss
-368 -348 -396 -438
Total equity attributable to raymond james financial, inc
12,567 12,570 12,503 12,259
Noncontrolling interests
43 4 1 2
Total shareholders equity
12,610 12,574 12,504 12,261
Total liabilities and shareholders equity
91,944 88,760 88,230 84,815
Unit: Million (M) dollars (except for numbers of shares and EPS). Numbers labeled with * are estimated quarterly values.

Time Plot

Show the time plot by selecting a row from the table.

Balance Sheets

Loans Held ForInvestment$55,075M (13.55%↑ Y/Y)Loans Held For Sale$198M (-11.21%↓ Y/Y)Total loans held forsale and investment$55,273M (13.44%↑ Y/Y)Loans, net-NonrelatedParty$54,833M (13.59%↑ Y/Y)Cash and cashequivalents$11,219M (16.11%↑ Y/Y)Available-for-sale securities (8and 9 pledged as...$6,402M (-13.94%↓ Y/Y)Assets segregated forregulatory purposes and...$3,745M (9.34%↑ Y/Y)Other assets$3,695M (11.46%↑ Y/Y)Brokerage clientreceivables, net$3,300M (18.41%↑ Y/Y)Goodwill andidentifiable intangible...$1,983M (6.90%↑ Y/Y)Loans, net-RelatedParty$1,894M (34.14%↑ Y/Y)Other receivables,net$1,812M (-3.46%↓ Y/Y)Trading assets (1,353and 1,248 pledged as...$1,434M (-6.15%↓ Y/Y)Collateralized agreements$608M (10.34%↑ Y/Y)Deferred income taxes,net$549M (-10.00%↓ Y/Y)Other investments (20and 8 pledged as...$399M (30.39%↑ Y/Y)Derivative assets$71M (-22.83%↓ Y/Y)Allowance for creditlosses$440M (-2.65%↓ Y/Y)Total assets$91,944M (10.60%↑ Y/Y)Total liabilities andshareholders equity$91,944M (10.60%↑ Y/Y)Total liabilities$79,334M (11.89%↑ Y/Y)Total shareholdersequity$12,610M (3.13%↑ Y/Y)Bank deposits$62,423M (10.67%↑ Y/Y)Brokerage client payables$6,607M (12.56%↑ Y/Y)Senior notes payable$3,521M (72.60%↑ Y/Y)Accrued compensation,commissions and benefits$2,110M (10.24%↑ Y/Y)Other payables$1,907M (4.15%↑ Y/Y)Collateralized financings$1,142M (45.11%↑ Y/Y)Trading liabilities$726M (-24.61%↓ Y/Y)Other borrowings$700M (-17.55%↓ Y/Y)Derivative liabilities$198M (-20.16%↓ Y/Y)Total equityattributable to raymond james...$12,567M (2.91%↑ Y/Y)Noncontrolling interests$43M (186.67%↑ Y/Y)Treasury stock, at cost55,440,958 and 51,944,574...$4,711M (45.22%↑ Y/Y)Accumulated othercomprehensive loss-$368M (32.60%↑ Y/Y)Money market andsavings accounts$37,532M (13.10%↑ Y/Y)Interest-bearing demand deposits$22,032M (5.11%↑ Y/Y)Certificates of deposit$2,320M (31.22%↑ Y/Y)Non-interest-bearing demand deposits$539M (10.22%↑ Y/Y)Retained earnings$14,487M (13.45%↑ Y/Y)Additional paid-in capital$3,156M (0.16%↑ Y/Y)Common stock .01 parvalue 650,000,000...$3M (0.00%↑ Y/Y)

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RAYMOND JAMES FINANCIAL INC (RJF)

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RAYMOND JAMES FINANCIAL INC (RJF)