What is Raymond James Financial's deferred tax assets - investments?

Raymond James Financial (RJF) reported deferred tax assets - investments of $131.00M in Q3 2025.

How has Raymond James Financial's deferred tax assets - investments changed year-over-year?

Raymond James Financial's deferred tax assets - investments decreased by 18.6% year-over-year, from $161.00M to $131.00M.

What does deferred tax assets - investments mean?

Tax benefits resulting from differences in how investments are valued for accounting versus tax purposes.

Discontinued — last reported Q4 '23

Non-Current Assets

Deferred Tax Assets - Investments

Raymond James Financial Deferred Tax Assets - Investments decreased by 18.6% to $131.00M in Q3 2025 compared to the prior quarter. Year-over-year, this metric declined by 18.6%, from $161.00M to $131.00M.

Analysis

StatementBalance Sheet Statement

SectionNon-Current Assets

CategoryCapital Allocation

SignalContext dependent

VolatilityVolatile

First reportedQ4 2021

Last reportedQ4 2023

How to read this metric

Changes often track market fluctuations in the value of the bank's investment portfolio.

Detailed definition

This represents the deferred tax asset arising from temporary differences between the book value and tax basis of invest...

Peer comparison

Standard for banks with large Available-for-Sale (AFS) or Held-to-Maturity (HTM) portfolios.

Metric ID: dta_investments

Historical Data

5 periods

	Q3 '21	Q3 '22	Q3 '23	Q3 '24	Q3 '25
Value	$2.00M	$343.00M	$310.00M	$161.00M	$131.00M
QoQ Change	—	>999%	-9.6%	-48.1%	-18.6%
YoY Change	—	>999%	-9.6%	-48.1%	-18.6%

Range$2.00M – $343.00M

CAGR>999%

Avg YoY Growth>999%

Median YoY Growth-14.1%

Current Streak3 quarters decline

Deferred Tax Assets - Investments at Other Companies

Bank of New York MellonBK View metric

Frequently Asked Questions

What is Raymond James Financial's deferred tax assets - investments?: Raymond James Financial (RJF) reported deferred tax assets - investments of $131.00M in Q3 2025.
How has Raymond James Financial's deferred tax assets - investments changed year-over-year?: Raymond James Financial's deferred tax assets - investments decreased by 18.6% year-over-year, from $161.00M to $131.00M.
What does deferred tax assets - investments mean?: Tax benefits resulting from differences in how investments are valued for accounting versus tax purposes.