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Raymond James Financial RJF Investments In Company-Owned Life Insurance
Investments In Company-Owned Life Insurance at other companies
Other financials
Where this comes from
Reported directly by Raymond James Financial in its filing.
Tagged under the XBRL concept rjf:InvestmentsInCompanyOwnedLifeInsurance.
The source filing: Raymond James Financial’s 10-Q, filed August 5, 2026.
- Filed
- Aug 5, 2026, 4:10 PM EDT
- Fiscal quarter
- Q3 FY2026
- Calendar quarter
- Q2 2026
- Accession
- 0000720005-26-000070
| $ in millions | June 30, 2026 | September 30, 2025 |
|---|---|---|
| Investments in corporate-owned life insurance policies | $1,795 | $1,575 |
| Property and equipment, net | 714 | 670 |
| ROU lease assets | 617 | 583 |
| Prepaid expenses | 252 | 218 |
| Investments in FHLB and FRB stock | 103 | 103 |
| Client-owned fractional shares | 216 | 171 |
| All other | 418 | 195 |
| Total other assets | $4,115 | $3,515 |
Item 1. Financial Statements (Unaudited)
FAQ
- What is Raymond James Financial's investments in company-owned life insurance?
- Raymond James Financial (RJF) reported investments in company-owned life insurance of $1.8B in Q2 2026.
- How has Raymond James Financial's investments in company-owned life insurance changed year-over-year?
- Raymond James Financial's investments in company-owned life insurance increased by 19.3% year-over-year, from $1.5B to $1.8B.
- What is the long-term trend for Raymond James Financial's investments in company-owned life insurance?
- Over 4 years (2021 to 2025), Raymond James Financial's investments in company-owned life insurance has grown at a 13.4% compound annual growth rate (CAGR), from $952M to $1.58B.
- What does investments in company-owned life insurance mean?
- This represents the cash surrender value of life insurance policies held by the company on the lives of its employees or executives. It is often used as a tax-advantaged investment vehicle to fund employee benefit obligations.
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