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| Date | Value |
|---|---|
| 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 |