Discontinued — last reported Q4 '25
Equity
Unrealized Losses on Investments (Before Tax)
Raymond James Financial Unrealized Losses on Investments (Before Tax) increased by 1.3% to $483.00M in Q1 2026 compared to the prior quarter. Year-over-year, this metric declined by 27.8%, from $669.00M to $483.00M. This increase may warrant attention — for this metric, lower values are generally preferred.
Analysis
StatementBalance Sheet Statement
SectionEquity
CategoryRisk
SignalLower is better
VolatilityVolatile
First reportedQ3 2018
Last reportedQ4 2025
How to read this metric
An increase suggests rising interest rates or credit deterioration in the underlying assets, which may pressure capital levels.
Detailed definition
These represent the decline in market value of investment securities below their amortized cost, which have not yet been...
Peer comparison
A key focus area for investors during periods of interest rate volatility across the banking sector.
Metric ID:
unrealized_losses_on_investmentsHistorical Data
7 periods
| Q3 '24 | Q4 '24 | Q1 '25 | Q2 '25 | Q3 '25 | Q4 '25 | Q1 '26 | |
|---|---|---|---|---|---|---|---|
| Value | $653.00M | $791.00M | $669.00M | $599.00M | $532.00M | $477.00M | $483.00M |
| QoQ Change | — | +21.1% | -15.4% | -10.5% | -11.2% | -10.3% | +1.3% |
| YoY Change | — | — | — | — | -18.5% | -39.7% | -27.8% |
Range$477.00M – $791.00M
CAGR-18.2%
Avg YoY Growth-28.7%
Median YoY Growth-27.8%
Unrealized Losses on Investments (Before Tax) at Other Companies
Frequently Asked Questions
- What is Raymond James Financial's unrealized losses on investments (before tax)?
- Raymond James Financial (RJF) reported unrealized losses on investments (before tax) of $483.00M in Q1 2026.
- How has Raymond James Financial's unrealized losses on investments (before tax) changed year-over-year?
- Raymond James Financial's unrealized losses on investments (before tax) decreased by 27.8% year-over-year, from $669.00M to $483.00M.
- What does unrealized losses on investments (before tax) mean?
- Paper losses on investments that the bank still holds.