Jefferies Financial (JEF) Assets (2009 - 2026)

Jefferies Financial (JEF) reported Assets of $74.4 billion for Q1 2026, up 5.93% on a YoY basis from $70.2 billion in Q1 2025, and down 2.15% quarter-over-quarter from $76.0 billion in Q4 2025.

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

Jefferies Financial has reported Assets for 18 years, with the latest figure at $74.4 billion in Q1 2026.

  • For the quarter ending Q1 2026, Assets rose 5.93% year-over-year to $74.4 billion; the trailing twelve-month figure through Feb 2026 stood at $74.4 billion (up 5.93% YoY), and the FY2025 full-year result was $76.0 billion, up 18.1% from the prior year.
  • Assets for Q1 2026 stood at $74.4 billion, down from $76.0 billion in the prior quarter.
  • The five-year high for Assets was $76.0 billion in Q4 2025, with the low at $51.1 billion in Q4 2022.
  • Historically, Assets has averaged $61.9 billion across 5 years, with a median of $60.9 billion in 2024.
  • Annual changes were most pronounced in 2023 — Assets retreated 13.33% — and 2025, when it climbed 18.1%.
  • Jefferies Financial's Assets stood at $51.1 billion in 2022, then advanced by 13.41% to $57.9 billion in 2023, then grew by 11.15% to $64.4 billion in 2024, then climbed by 18.1% to $76.0 billion in 2025, then decreased by 2.15% to $74.4 billion in 2026.
  • The last three Assets figures came in at $74.4 billion (Q1 2026), $76.0 billion (Q4 2025), and $69.3 billion (Q3 2025), per Business Quant data.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Assets (Qtr)
1 SOL Strategies 100,773.79 Bn 100,773.79 Bn - -
2 Morgan Stanley 331.35 Bn 197.82 Bn - 1,581.42 Bn
3 Goldman Sachs 317.73 Bn -619.82 Bn - 2,060.18 Bn
4 Schwab Charles 153.74 Bn 108.77 Bn - 493.32 Bn
5 Robinhood Markets 75.98 Bn 71.34 Bn 960.00 Mn 45.47 Bn
6 Interactive Brokers 38.91 Bn 49.50 Bn - 218.75 Bn
7 LPL Financial Holdings 22.76 Bn 21.73 Bn - 18.84 Bn
8 Tradeweb Markets 20.90 Bn 19.65 Bn - 8.30 Bn
9 Circle Internet 20.00 Bn 18.49 Bn 35.01 Mn 80.54 Bn
10 Jefferies Financial 12.48 Bn 565.29 Mn 2.84 Bn 74.38 Bn

Historic Data

Download Data
DateValue
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
May 31, 2021 57.98 Bn