What is Raymond James Financial's tax credit carryforward valuation allowance?

Raymond James Financial (RJF) reported tax credit carryforward valuation allowance of $9.00M in Q3 2025.

What is the long-term trend for Raymond James Financial's tax credit carryforward valuation allowance?

Over 3 years (2022 to 2025), Raymond James Financial's tax credit carryforward valuation allowance has grown at a 65.1% compound annual growth rate (CAGR), from $2.00M to $9.00M.

What does tax credit carryforward valuation allowance mean?

A reserve account reducing the value of tax credits that the company may not be able to use.

Non-Current Assets

Tax Credit Carryforward Valuation Allowance

Raymond James Financial Tax Credit Carryforward Valuation Allowance remained flat by 0.0% to $9.00M in Q3 2025 compared to the prior quarter. Over 3 years (FY 2022 to FY 2025), Tax Credit Carryforward Valuation Allowance shows an upward trend with a 65.1% CAGR. This is a positive signal — lower values indicate better performance for this metric.

Analysis

StatementBalance Sheet Statement

SectionNon-Current Assets

CategoryRisk

SignalLower is better

VolatilityStable

First reportedQ4 2016

Last reportedQ4 2025

How to read this metric

An increase signals management's reduced confidence in utilizing tax credits, while a decrease suggests improved prospects for tax savings.

Detailed definition

This is a contra-asset account established against deferred tax assets related to tax credit carryforwards when it is mo...

Peer comparison

Varies significantly based on profitability and tax jurisdiction; peers with stable earnings typically maintain lower valuation allowances.

Metric ID: tax_credit_carryforward_valuation_allowance

Historical Data

4 periods

	Q3 '22	Q3 '23	Q3 '24	Q3 '25
Value	$2.00M	$5.00M	$9.00M	$9.00M
QoQ Change	—	+150.0%	+80.0%	+0.0%
YoY Change	—	+150.0%	+80.0%	+0.0%

Range$2.00M – $9.00M

Avg YoY Growth+76.7%

Median YoY Growth+80.0%

Current Streak3+ quarters growth

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Frequently Asked Questions

What is Raymond James Financial's tax credit carryforward valuation allowance?: Raymond James Financial (RJF) reported tax credit carryforward valuation allowance of $9.00M in Q3 2025.
What is the long-term trend for Raymond James Financial's tax credit carryforward valuation allowance?: Over 3 years (2022 to 2025), Raymond James Financial's tax credit carryforward valuation allowance has grown at a 65.1% compound annual growth rate (CAGR), from $2.00M to $9.00M.
What does tax credit carryforward valuation allowance mean?: A reserve account reducing the value of tax credits that the company may not be able to use.