Equity
AOCI
Raymond James Financial AOCI decreased by 5.7% to -$368M in Q1 2026 compared to the prior quarter. Year-over-year, this metric grew by 32.6%, from -$546M to -$368M. Over 5 years (FY 2020 to FY 2025), AOCI shows a downward trend with a 104.8% CAGR.
Analysis
StatementBalance Sheet Statement
SectionEquity
CategoryRisk
SignalContext dependent
VolatilityVolatile
First reportedQ4 2014
Last reportedQ2 2026May 6, 2026
How to read this metric
High volatility can signal sensitivity to interest rate changes or currency fluctuations affecting the investment portfolio.
Detailed definition
Accumulated Other Comprehensive Income includes unrealized gains and losses that are excluded from net income, such as c...
Peer comparison
Highly relevant for financial institutions with large investment portfolios.
Metric ID:
aociHistorical Data
20 periods
| Q3 '21 | Q4 '21 | Q1 '22 | Q2 '22 | Q3 '22 | Q4 '22 | Q1 '23 | Q2 '23 | Q3 '23 | Q4 '23 | Q1 '24 | Q2 '24 | Q3 '24 | Q4 '24 | Q1 '25 | Q2 '25 | Q3 '25 | Q4 '25 | Q1 '26 | Q2 '26 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Value | -$10M | -$41M | -$87M | -$389M | -$576M | -$982M | -$891M | -$798M | -$842M | -$971M | -$693M | -$724M | -$717M | -$502M | -$655M | -$546M | -$438M | -$396M | -$348M | -$368M |
| QoQ Change | — | -310.0% | -112.2% | -347.1% | -48.1% | -70.5% | +9.3% | +10.4% | -5.5% | -15.3% | +28.6% | -4.5% | +1.0% | +30.0% | -30.5% | +16.6% | +19.8% | +9.6% | +12.1% | -5.7% |
| YoY Change | — | — | — | — | <-999% | <-999% | -924.1% | -105.1% | -46.2% | +1.1% | +22.2% | +9.3% | +14.8% | +48.3% | +5.5% | +24.6% | +38.9% | +21.1% | +46.9% | +32.6% |
Range-$982M – -$10M
CAGR+113.6%
Avg YoY Growth-547.8%
Median YoY Growth+12.1%
AOCI at Other Companies
Frequently Asked Questions
- What is Raymond James Financial's aoci?
- Raymond James Financial (RJF) reported aoci of -$368M in Q1 2026.
- How has Raymond James Financial's aoci changed year-over-year?
- Raymond James Financial's aoci increased by 32.6% year-over-year, from -$546M to -$368M.
- What is the long-term trend for Raymond James Financial's aoci?
- Over 5 years (2020 to 2025), Raymond James Financial's aoci has grown at a 104.8% compound annual growth rate (CAGR), from $11M to -$396M.
- What does aoci mean?
- Cumulative unrealized gains and losses not included in net income.