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
Download Data
Historic Data
| Date | Value |
|---|---|
| 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 |