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Raymond James Financial RJF
$ 163.12 -0.48%

Annual report 2025
added 11-25-2025

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Raymond James Financial Balance Sheet 2011-2025 | RJF

Annual Balance Sheet Raymond James Financial

2025 2024 2023 2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011

Net Debt

- - - - - - 1.58 B 1.64 B -607 M 406 M -930 M -460 M -1.38 B -569 M -1.73 B

Long Term Debt

- - - - - - 2.44 B 2.45 B 2.45 B 2.3 B 1.76 B 1.73 B 1.26 B 1.41 B 712 M

Total Non Current Liabilities

- - - - - - 2.44 B 2.45 B 3.06 B 2.29 B 1.86 B 1.87 B 1.32 B 1.39 B 691 M

Total Liabilities

75.7 B 71.3 B 68.2 B 71.5 B 53.6 B 40.3 B 32.2 B 31 B 29.2 B 26.4 B 21.7 B 18.9 B 19.2 B 17.5 B 15.1 B

Retained Earnings

13.6 B 11.9 B 10.2 B 8.84 B 7.63 B 6.48 B 5.87 B 5.03 B 4.34 B 3.83 B 3.42 B 3.02 B 2.64 B 2.35 B 2.13 B

Total Assets

88.2 B 83 B 78.4 B 81 B 61.9 B 47.5 B 38.8 B 37.4 B 34.9 B 31.6 B 26.5 B 23.3 B 23.2 B 21.2 B 18 B

Cash and Cash Equivalents

11.4 B 11 B 9.31 B 14.7 B 16.4 B 9.63 B 3.96 B 3.5 B 3.67 B 1.65 B 2.6 B 2.2 B 2.6 B 1.98 B 2.44 B

Book Value

12.5 B 11.7 B 10.2 B 9.43 B 8.3 B 7.18 B 6.64 B 6.45 B 5.69 B 5.15 B 4.79 B 4.43 B 4 B 3.68 B 2.91 B

Total Shareholders Equity

12.5 B 11.7 B 10.2 B 9.43 B 8.3 B 7.18 B 6.58 B 6.37 B 5.58 B 4.91 B 4.52 B 4.14 B 3.66 B 3.27 B 2.59 B

All numbers in USD currency

Quarterly Balance Sheet Raymond James Financial

2025-Q2 2025-Q1 2024-Q4 2024-Q3 2024-Q2 2024-Q1 2023-Q4 2023-Q3 2023-Q2 2023-Q1 2022-Q4 2022-Q3 2022-Q2 2022-Q1 2021-Q4 2021-Q3 2021-Q2 2021-Q1 2020-Q4 2020-Q3 2020-Q2 2020-Q1 2019-Q4 2019-Q3 2019-Q2 2019-Q1 2018-Q4 2018-Q3 2018-Q2 2018-Q1 2017-Q4 2017-Q3 2017-Q2 2017-Q1 2016-Q4 2016-Q3 2016-Q2 2016-Q1 2015-Q4 2015-Q3 2015-Q2 2015-Q1 2014-Q4 2014-Q3 2014-Q2 2014-Q1 2013-Q4 2013-Q3 2013-Q2 2013-Q1 2012-Q4 2012-Q3 2012-Q2 2012-Q1 2011-Q4 2011-Q3 2011-Q2 2011-Q1

Long Term Debt

- - - - - - - - - - - 1 M 3 M - - 8 M - - - - - - - - - - - - - - - - - - - - - - - - 1.19 B 1.19 B 1.19 B 1.19 B 1.19 B 1.19 B - 1.19 B - - - - - - - - 613 M -

Total Liabilities

72.6 B 70.9 B 70.4 B 71.3 B 69.4 B 70.3 B 69.3 B 68.2 B 67.7 B 69.2 B 67.2 B 71.5 B 76.6 B 64.5 B 59.8 B 53.6 B 49.2 B 53.6 B 46.2 B 40.3 B 40.3 B 40.3 B 33.3 B 32.2 B 32.2 B 32.2 B 32.3 B 31 B 31 B 31 B 30.3 B 29.2 B 29.2 B 29.2 B 26.5 B 26.4 B 26.4 B 26.4 B 22 B 21.7 B 21.7 B 21.7 B 19.7 B 18.9 B 18.9 B 18.9 B 17.8 B 19.2 B 19.2 B 19.2 B 18.5 B 17.5 B 17.5 B 17.5 B 14.9 B 15.1 B 15.1 B 15.1 B

Retained Earnings

13.1 B 12.8 B 12.4 B 11.9 B 11.4 B 11 B 10.6 B 10.2 B 9.87 B 9.59 B 9.25 B 8.84 B 8.48 B 8.26 B 8 B 7.63 B 7.26 B 7.63 B 6.7 B 6.48 B 6.48 B 6.48 B 6.09 B 5.87 B 5.87 B 5.87 B 5.24 B 5.03 B 5.03 B 5.03 B 4.42 B 4.34 B 4.34 B 4.34 B 3.95 B 3.83 B 3.83 B 3.83 B 3.5 B 3.42 B 3.42 B 3.42 B 3.12 B 3.02 B 3.02 B 3.02 B 2.73 B 2.64 B 2.64 B 2.64 B 2.41 B 2.35 B 2.35 B 2.35 B 2.17 B 2.13 B 2.13 B 2.13 B

Total Assets

84.8 B 83.1 B 82.3 B 83 B 80.6 B 81.2 B 80.1 B 78.4 B 77.6 B 79.2 B 77 B 81 B 86.1 B 73.1 B 68.5 B 61.9 B 57.2 B 61.9 B 53.7 B 47.5 B 47.5 B 47.5 B 40.2 B 38.8 B 38.8 B 38.8 B 38.5 B 37.4 B 37.4 B 37.4 B 36.1 B 34.9 B 34.9 B 34.9 B 31.7 B 31.5 B 31.5 B 31.5 B 26.9 B 26.5 B 26.5 B 26.5 B 24.3 B 23.3 B 23.3 B 23.3 B 21.9 B 23.2 B 23.2 B 23.2 B 22.3 B 21.2 B 21.2 B 21.2 B 17.9 B 18 B 18 B 18 B

Cash and Cash Equivalents

9.2 B 9.66 B 10 B 11 B 9.1 B 10 B 10.2 B 12.5 B 8.38 B 8.66 B 6.18 B 14.7 B 5.96 B 5.72 B 8.22 B 7.2 B 5.98 B 7.2 B 5.38 B 9.63 B 5.39 B 5.38 B 4.11 B 3.96 B 3.96 B 4.11 B 4.32 B 3.5 B 3.5 B 4.32 B 3.9 B 3.67 B 3.67 B 3.9 B 2.53 B 1.65 B 1.65 B 2.53 B 2.6 B 2.6 B 2.6 B 2.6 B 2.65 B 2.2 B 2.2 B 2.65 B 2.8 B 2.6 B 2.6 B 2.8 B 2.19 B 1.98 B 1.98 B 2.19 B 1.92 B 2.44 B 2.44 B 1.92 B

Book Value

12.3 B 12.2 B 11.9 B 11.7 B 11.2 B 11 B 10.8 B 10.2 B 9.92 B 9.97 B 9.83 B 9.43 B 9.49 B 8.61 B 8.65 B 8.3 B 7.92 B 8.3 B 7.44 B 7.18 B 7.18 B 7.18 B 6.9 B 6.64 B 6.64 B 6.64 B 6.22 B 6.45 B 6.45 B 6.45 B 5.8 B 5.69 B 5.69 B 5.69 B 5.2 B 5.06 B 5.06 B 5.06 B 4.92 B 4.79 B 4.79 B 4.79 B 4.56 B 4.43 B 4.43 B 4.43 B 4.13 B 4 B 4 B 4 B 3.81 B 3.68 B 3.68 B 3.68 B 2.96 B 2.91 B 2.91 B 2.91 B

Total Shareholders Equity

12.3 B 12.2 B 11.9 B 11.7 B 11.2 B 11 B 10.8 B 10.2 B 9.92 B 9.97 B 9.83 B 9.46 B 9.49 B 8.61 B 8.65 B 8.24 B 7.92 B 8.24 B 7.36 B 7.11 B 7.11 B 7.11 B 6.84 B 6.58 B 6.58 B 6.58 B 6.14 B 6.37 B 6.37 B 6.37 B 5.7 B 5.58 B 5.58 B 5.58 B 5.08 B 4.92 B 4.92 B 4.92 B 4.65 B 4.52 B 4.52 B 4.52 B 4.27 B 4.14 B 4.14 B 4.14 B 3.78 B 3.66 B 3.66 B 3.66 B 3.38 B 3.27 B 3.27 B 3.27 B 2.64 B 2.59 B 2.59 B 2.59 B

All numbers in USD currency

Balance Sheet is a fundamental financial report of Raymond James Financial, providing a complete picture of the company’s financial position at a specific point in time. Unlike the income statement, which records the results of operations over a certain period, the balance sheet shows what assets the company owns, what liabilities it has to creditors, and what equity is available to the owners.

For an investor, the balance sheet is important because it allows assessing the company’s financial stability, understanding how much debt it carries, and how dependent it is on borrowed financing. It helps calculate key liquidity and leverage ratios. When analyzing, attention should be paid to the debt-to-equity ratio (Debt/Equity), the amount of cash on the balance sheet, and the ratio of current liabilities to liquid assets.

Features of balance sheet analysis
  • Vertical and horizontal analysis
    Vertical analysis shows the structure of the balance sheet as a percentage of total assets or liabilities, while horizontal analysis shows the dynamics of changes over multiple periods.
  • Asset quality
    It is important to evaluate not only the amount of assets but also their liquidity and realizability.
  • Accounting for off-balance sheet liabilities
    Some liabilities may not be directly reflected in the balance sheet, which requires additional attention.

Balance sheet of other industry stocks – Capital markets

Issuer Price % 24h Market Cap Country
Associated Capital Group Associated Capital Group
AC
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BGCP
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ATIF Holdings Limited ATIF Holdings Limited
ATIF
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Focus Financial Partners Focus Financial Partners
FOCS
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The Goldman Sachs Group The Goldman Sachs Group
GS
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AMTD International Inc. AMTD International Inc.
HKIB
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JMP Group LLC JMP Group LLC
JMP
- 0.27 % $ 150 M usaUSA
China Finance Online Co. Limited China Finance Online Co. Limited
JRJC
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National Holdings Corporation National Holdings Corporation
NHLD
- - $ 44.7 M usaUSA
A-Mark Precious Metals A-Mark Precious Metals
AMRK
- - $ 675 M usaUSA
Freedom Holding Corp. Freedom Holding Corp.
FRHC
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Futu Holdings Limited Futu Holdings Limited
FUTU
$ 171.14 -0.94 % $ 189 B chinaChina
MarketAxess Holdings MarketAxess Holdings
MKTX
$ 179.18 0.75 % $ 6.74 B usaUSA
Interactive Brokers Group Interactive Brokers Group
IBKR
$ 64.15 -2.9 % $ 6.94 B usaUSA
Oppenheimer Holdings Oppenheimer Holdings
OPY
$ 73.31 1.02 % $ 759 M usaUSA
LPL Financial Holdings LPL Financial Holdings
LPLA
$ 384.41 -0.79 % $ 28.7 B usaUSA
Donnelley Financial Solutions Donnelley Financial Solutions
DFIN
$ 45.95 -0.65 % $ 1.34 B usaUSA
Evercore Evercore
EVR
$ 335.51 -2.66 % $ 12.9 B usaUSA
Hudson Capital Hudson Capital
HUSN
- 5.06 % $ 12 M chinaChina
Cowen Cowen
COWN
- - $ 1.1 B usaUSA
Nomura Holdings Nomura Holdings
NMR
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Morgan Stanley Morgan Stanley
MS
$ 178.08 -1.23 % $ 283 B usaUSA
Moelis & Company Moelis & Company
MC
$ 69.19 -2.53 % $ 5.42 B usaUSA
GAMCO Investors GAMCO Investors
GBL
- -8.2 % $ 390 M usaUSA
Greenhill & Co. Greenhill & Co.
GHL
- -0.13 % $ 272 M usaUSA
Houlihan Lokey Houlihan Lokey
HLI
$ 178.97 -0.5 % $ 11.8 B usaUSA
Heritage Global Heritage Global
HGBL
$ 1.33 - $ 48.8 M usaUSA
Piper Sandler Companies Piper Sandler Companies
PIPR
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PJT Partners PJT Partners
PJT
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Lazard Ltd Lazard Ltd
LAZ
$ 50.53 -0.4 % $ 4.71 B bermudaBermuda
The Charles Schwab Corporation The Charles Schwab Corporation
SCHW
$ 96.02 -1.06 % $ 176 B usaUSA
Tradeweb Markets Tradeweb Markets
TW
$ 107.0 -0.94 % $ 22.8 B usaUSA
Scully Royalty Ltd. Scully Royalty Ltd.
SRL
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UP Fintech Holding Limited UP Fintech Holding Limited
TIGR
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Stifel Financial Corp. Stifel Financial Corp.
SF
$ 129.24 -1.82 % $ 13.4 B usaUSA
Virtu Financial Virtu Financial
VIRT
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XP XP
XP
$ 17.41 -1.94 % $ 13.8 B brasilBrasil
StoneX Group StoneX Group
SNEX
$ 97.48 -2.84 % $ 4.62 B usaUSA
Westwood Holdings Group Westwood Holdings Group
WHG
$ 17.78 3.98 % $ 145 M usaUSA