Jefferies Financial (JEF) Assets (2009 - 2026)

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

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

Jefferies Financial (JEF) has 18 years of Assets data on file, last reported at $79.5 billion in Q2 2026.

  • Quarterly Assets rose 18.21% year-over-year to $79.5 billion in Q2 2026, while the trailing twelve-month figure through May 2026 was $79.5 billion (up 18.21% YoY) and the FY2025 annual result came in at $76.0 billion, up 18.1% from the prior year.
  • Assets improved to $79.5 billion in Q2 2026, from $74.4 billion in the prior quarter.
  • In the past five years, Assets ranged from a high of $79.5 billion in Q2 2026 to a low of $51.1 billion in Q4 2022.
  • A 5-year average of $62.9 billion and a median of $62.0 billion in 2024 frame the typical range for Assets.
  • Annual changes were most pronounced in 2023 — Assets retreated 13.33% — and 2026, when it advanced 18.21%.
  • Tracing JEF's Assets over 5 years: 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 gained by 18.1% to $76.0 billion in 2025, then gained by 4.64% to $79.5 billion in 2026.
  • The last three Assets figures came in at $79.5 billion (Q2 2026), $74.4 billion (Q1 2026), and $76.0 billion (Q4 2025), per Business Quant data.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Assets (Qtr)
1 Morgan Stanley 338.83 Bn 205.30 Bn - 1,675.06 Bn
2 Goldman Sachs 316.34 Bn -660.01 Bn - 2,127.71 Bn
3 Schwab Charles 220.55 Bn 135.80 Bn - 493.32 Bn
4 Futu Holdings 121.48 Bn 105.59 Bn 733.58 Mn 29.37 Bn
5 Robinhood Markets 84.07 Bn 66.74 Bn 1.20 Bn 56.55 Bn
6 Iren 68.17 Bn 65.95 Bn 104.86 Mn 7.26 Bn
7 ATIF Holdings 45.42 Bn 45.42 Bn - 40.41 Mn
8 Interactive Brokers 39.54 Bn -3.28 Bn - 218.75 Bn
9 LPL Financial Holdings 28.27 Bn 25.57 Bn - 19.79 Bn
10 Jefferies Financial 11.33 Bn -4.08 Bn 3.09 Bn 79.54 Bn

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