Company / Return on Equity (ROE)
Raymond James Financial Return on Equity (ROE) History
FY2016-FY2025 · Annual data · Source: SEC filings
At a glance
Latest annual filing availableLatest Return on Equity (ROE)
17.1%
FY2025
5-year range
8.6% / 17.7%
FY2021-FY2025
Trend
-3.6%
vs FY2024
Sector context
#86 of 390
Financials
What the data says
Raymond James Financial's return on equity (roe) of 17.1% is higher than 78% of companies in the Financials sector (FY2025). Return on Equity (ROE) has fluctuated over the past 10 years, ranging from 8.6% in FY2022 to 17.7% in FY2024.
Based on SEC 10-K filings.
17.1% in FY2025 with a 5-year CAGR of +5.0%. Top quartile in the Financials sector.
Improved from 13.7% to 17.1% over the past 2 years.
Financials sector context is included.
Return on Equity (ROE) over time
Growth rates
- 3-Year Change
- +8.4pp
- 5-Year Change
- +5.0pp
- 10-Year Change
- -
Sector benchmark
-2.6% below sector average
Key checks
Key Insights
- In FY2025, return on equity (roe) decreased 3.6% year-over-year.
- Currently 0.5pp below the Financials sector average.
- Peak return on equity (roe) was recorded in FY2024.
- Lowest return on equity (roe) in the period was in FY2022.
Company context
Key Data Points
- Altman Z-Score 0.38 (distress zone, below 1.8 threshold)
Data sourced from SEC EDGAR filings. Not investment advice.
Annual data
| Year | Return on Equity (ROE)Value | YoY GrowthYoY |
|---|---|---|
| FY2025 | 17.1% | -3.6% |
| FY2024 | 17.7% | +29.0% |
| FY2023 | 13.7% | +58.8% |
| FY2022 | 8.6% | -31.0% |
| FY2021 | 12.5% | +4.1% |
| FY2020 | 12.0% | +24.7% |
| FY2019 | 9.7% | -28.2% |
| FY2018 | 13.5% | +49.6% |
| FY2017 | 9.0% | -16.4% |
| FY2016 | 10.8% | -3.0% |
As of FY2025 · SEC Form 10-K · Last checked Jun 30, 2026