Discontinued — last reported Q4 '25
Equity
Unrealized Gains on Investments
Raymond James Financial Unrealized Gains on Investments decreased by 54.5% to $5.00M in Q1 2026 compared to the prior quarter. Year-over-year, this metric declined by 16.7%, from $6.00M to $5.00M. This decline may warrant attention — for this metric, higher values are generally preferred.
Analysis
StatementBalance Sheet Statement
SectionEquity
CategoryCapital Allocation
SignalHigher is better
VolatilityVolatile
First reportedQ3 2018
Last reportedQ4 2025
How to read this metric
An increase indicates favorable market conditions for the company's investment portfolio, enhancing the overall book value of the firm.
Detailed definition
This represents the positive difference between the current market value and the amortized cost of available-for-sale in...
Peer comparison
Reflects market-wide interest rate and credit spread environments; comparable across all firms with large investment portfolios.
Metric ID:
unrealized_gains_on_investmentsHistorical Data
7 periods
| Q3 '24 | Q4 '24 | Q1 '25 | Q2 '25 | Q3 '25 | Q4 '25 | Q1 '26 | |
|---|---|---|---|---|---|---|---|
| Value | $7.00M | $3.00M | $6.00M | $7.00M | $10.00M | $11.00M | $5.00M |
| QoQ Change | — | -57.1% | +100.0% | +16.7% | +42.9% | +10.0% | -54.5% |
| YoY Change | — | — | — | — | +42.9% | +266.7% | -16.7% |
Range$3.00M – $11.00M
CAGR-20.1%
Avg YoY Growth+97.6%
Median YoY Growth+42.9%
Unrealized Gains on Investments at Other Companies
Frequently Asked Questions
- What is Raymond James Financial's unrealized gains on investments?
- Raymond James Financial (RJF) reported unrealized gains on investments of $5.00M in Q1 2026.
- How has Raymond James Financial's unrealized gains on investments changed year-over-year?
- Raymond James Financial's unrealized gains on investments decreased by 16.7% year-over-year, from $6.00M to $5.00M.
- What does unrealized gains on investments mean?
- The total profit on investments that the company owns but has not yet sold.