Jefferies Financial JEF
NYSE JEF
$47.88 +0.00 (+0.00%)
At close: Sep 18, 2026 · 4:00 PM EDT

Jefferies Financial (JEF) Assets (2009 - 2026)

Jefferies Financial's (JEF) quarterly Assets came in at $79.5 billion in Q2 2026, up 18.21% on a YoY basis from $67.3 billion in Q2 2025, and up 6.94% quarter-over-quarter from $74.4 billion in Q1 2026.

Analysis

Jefferies Financial (JEF) Assets (2009 - 2026) Analysis & Trends

Jefferies Financial (JEF) has reported Assets for 18 consecutive years, with $79.5 billion the latest figure, recorded in Q2 2026.

  • For the quarter ending Q2 2026, Assets rose 18.21% year-over-year to $79.5 billion; the trailing twelve-month figure through May 2026 stood at $79.5 billion (up 18.21% YoY), and the FY2025 full-year result was $76.0 billion, up 18.1% from the prior year.
  • Assets improved to $79.5 billion in Q2 2026 per JEF's latest filing, from $74.4 billion in the prior quarter.
  • Across five years, Assets topped out at $79.5 billion in Q2 2026 and bottomed at $51.1 billion in Q4 2022.
  • Historically, Assets has averaged $62.9 billion across 5 years, with a median of $62.0 billion in 2024.
  • The sharpest annual moves came in 2023 and 2026: Assets decreased 13.33% in 2023, then increased 18.21% in 2026.
  • Over 5 years, Assets stood at $51.1 billion in 2022, then gained by 13.41% to $57.9 billion in 2023, then climbed by 11.15% to $64.4 billion in 2024, then increased by 18.1% to $76.0 billion in 2025, then advanced by 4.64% to $79.5 billion in 2026.
  • According to Business Quant data, Assets over the past three periods registered $79.5 billion, $74.4 billion, and $76.0 billion for Q2 2026, Q1 2026, and Q4 2025 respectively.
Peer Set

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Assets (Qtr)
1 Evercore 10.14 Bn 8.05 Bn 975.67 Mn 4.70 Bn
2 Jefferies Financial 9.74 Bn -5.67 Bn 3.09 Bn 79.54 Bn
3 Houlihan Lokey 9.07 Bn 7.99 Bn - 4.31 Bn
4 Cluster Group Holdings 8.00 Bn 8.00 Bn - -
5 PJT Partners 5.75 Bn 5.81 Bn 481.98 Mn 1.76 Bn
6 Moelis 5.25 Bn 5.17 Bn - 1.41 Bn
7 Piper Sandler Companies 4.88 Bn 4.77 Bn - 2.33 Bn
8 Lazard 3.95 Bn 2.96 Bn - 4.36 Bn
9 BRBI BR Partners 3.50 Bn 3.38 Bn 16.77 Mn 3.65 Bn
10 Perella Weinberg Partners 1.40 Bn 1.59 Bn - 644.97 Mn
Historic Data

Historic Data

Download Data
DateValue
May 31, 2026 79.54 Bn
Feb 28, 2026 74.38 Bn
Nov 30, 2025 76.01 Bn
Aug 31, 2025 69.32 Bn
May 31, 2025 67.29 Bn
Feb 28, 2025 70.22 Bn
Nov 30, 2024 64.36 Bn
Aug 31, 2024 63.28 Bn
May 31, 2024 63.00 Bn
Feb 29, 2024 60.93 Bn
Nov 30, 2023 57.91 Bn
Aug 31, 2023 56.04 Bn
May 31, 2023 53.74 Bn
Feb 28, 2023 52.03 Bn
Nov 30, 2022 51.06 Bn
Aug 31, 2022 55.23 Bn
May 31, 2022 57.21 Bn
Feb 28, 2022 60.04 Bn
Nov 30, 2021 56.11 Bn
Aug 31, 2021 58.04 Bn