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
CategoryRisk
SignalContext dependent
VolatilityModerate
First reportedQ4 2021
Last reportedQ4 2023
How to read this metric
An increase may signal unrealized losses or tax-deductible investment adjustments that can offset future tax liabilities.
Detailed definition
This represents deferred tax assets arising from temporary differences in the valuation of investment portfolios where t...
Peer comparison
Standard for financial institutions managing large, diverse investment portfolios.
Metric ID:
dta_investmentsHistorical 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
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?
- Future tax benefits expected from investment valuation differences.