Unrealized Gain (Loss) On Company Owned Life Insurance, Net Of Expenses
Raymond James Financial Unrealized Gain (Loss) On Company Owned Life Insurance, Net Of Expenses decreased by 245.5% to -$32.00M in Q1 2026 compared to the prior quarter. Year-over-year, this metric declined by 3.2%, from -$31.00M to -$32.00M. Over 3 years (FY 2021 to FY 2025), Unrealized Gain (Loss) On Company Owned Life Insurance, Net Of Expenses shows a downward trend with a -5.8% CAGR.
Analysis
How to read this metric
Fluctuations are generally driven by market performance of the underlying assets within the insurance policies rather than core business operations.
Detailed definition
This reflects the change in the cash surrender value of company-owned life insurance (COLI) policies. These adjustments...
Peer comparison
Common in financial services firms that use COLI as a tax-advantaged investment vehicle.
operating_unrealized_gain_loss_on_company_owned_life_ins_6c325aHistorical Data
| Q3 '21 | Q4 '21 | Q1 '22 | Q2 '22 | Q3 '22 | Q4 '22 | Q1 '23 | Q2 '23 | Q3 '23 | Q1 '24 | Q2 '24 | Q3 '24 | Q4 '24 | Q1 '25 | Q2 '25 | Q3 '25 | Q4 '25 | Q1 '26 | Q2 '26 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Value | $42.00M | $0.00 | $38.00M | -$57.00M | -$117.00M | -$38.00M | $48.00M | $38.00M | $39.00M | $87.00M | $75.00M | $12.00M | $59.00M | $0.00 | -$31.00M | $99.00M | $65.00M | $22.00M | -$32.00M |
| QoQ Change | — | -100.0% | — | -250.0% | -105.3% | +67.5% | +226.3% | -20.8% | +2.6% | +123.1% | -13.8% | -84.0% | +391.7% | -100.0% | — | +419.4% | -34.3% | -66.2% | -245.5% |
| YoY Change | — | — | — | — | -378.6% | — | +26.3% | +166.7% | +133.3% | +81.3% | +97.4% | -69.2% | — | -100.0% | -141.3% | +725.0% | +10.2% | — | -3.2% |
Unrealized Gain (Loss) On Company Owned Life Insurance, Net Of Expenses at Other Companies
Frequently Asked Questions
- What is Raymond James Financial's unrealized gain (loss) on company owned life insurance, net of expenses?
- Raymond James Financial (RJF) reported unrealized gain (loss) on company owned life insurance, net of expenses of -$32.00M in Q1 2026.
- How has Raymond James Financial's unrealized gain (loss) on company owned life insurance, net of expenses changed year-over-year?
- Raymond James Financial's unrealized gain (loss) on company owned life insurance, net of expenses decreased by 3.2% year-over-year, from -$31.00M to -$32.00M.
- What is the long-term trend for Raymond James Financial's unrealized gain (loss) on company owned life insurance, net of expenses?
- Over 3 years (2021 to 2025), Raymond James Financial's unrealized gain (loss) on company owned life insurance, net of expenses has grown at a -5.8% compound annual growth rate (CAGR), from $159.00M to $133.00M.
- What does unrealized gain (loss) on company owned life insurance, net of expenses mean?
- Non-cash changes in the value of company-owned life insurance policies.