Raymond James Financial Investments In Company-Owned Life Insurance decreased by 1.1% to $1.61B in Q1 2026 compared to the prior quarter. Year-over-year, this metric grew by 14.4%, from $1.41B to $1.61B. Over 5 years (FY 2020 to FY 2025), Investments In Company-Owned Life Insurance shows an upward trend with a 15.3% CAGR. This decline may warrant attention — for this metric, higher values are generally preferred.
Growth in this asset class reflects the company's strategy to hedge benefit liabilities or utilize tax-efficient investment vehicles.
This represents the cash surrender value of life insurance policies held by the company on the lives of its employees or...
Common among large financial institutions; peers use this as a standard treasury management tool.
other_investments_in_company_owned_life_insurance| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Value | $952.00M | $1.01B | $973.00M | $964.00M | $944.00M | $1.02B | $1.08B | $1.13B | $1.11B | $1.23B | $1.31B | $1.33B | $1.40B | $1.42B | $1.41B | $1.50B | $1.58B | $1.63B | $1.61B |
| QoQ Change | — | +6.4% | -3.9% | -0.9% | -2.1% | +8.5% | +5.2% | +5.2% | -2.0% | +10.6% | +6.8% | +1.4% | +5.0% | +2.0% | -1.2% | +6.9% | +4.7% | +3.4% | -1.1% |
| YoY Change | — | — | — | — | -0.8% | +1.1% | +10.7% | +17.5% | +17.6% | +19.9% | +21.8% | +17.4% | +25.8% | +16.0% | +7.2% | +13.1% | +12.8% | +14.3% | +14.4% |