Jefferies Financial (JEF) Assets Average (2009 - 2026)
Jefferies Financial (JEF) posted Assets Average of $75.2 billion for Q1 2026, up 3.48% quarter-over-quarter from $72.7 billion in Q4 2025, and up 11.75% year-on-year from $67.3 billion in Q1 2025.
Jefferies Financial (JEF) Assets Average (2009 - 2026) Analysis & Trends
Jefferies Financial (JEF) has reported Assets Average for 17 consecutive years, with $75.2 billion the latest figure, recorded in Q1 2026.
- Assets Average for Q1 2026 came in at $75.2 billion, up 11.75% year-over-year; the trailing twelve-month figure through Feb 2026 was $75.2 billion (up 11.75% YoY), and the FY2025 annual result was $70.2 billion, up 14.81% from the prior year.
- Assets Average was $75.2 billion for Q1 2026 at Jefferies Financial, up from $72.7 billion in the prior quarter.
- Over five years, Assets Average peaked at $75.2 billion in Q1 2026 and troughed at $51.5 billion in Q1 2023.
- Average Assets Average over 5 years is $61.3 billion, with a median of $59.4 billion recorded in 2024.
- Year-over-year, Assets Average slipped 11.24% in 2023 and climbed 17.17% in 2024.
- Over 5 years, Assets Average stood at $53.1 billion in 2022, then increased by 7.21% to $57.0 billion in 2023, then rose by 12.01% to $63.8 billion in 2024, then rose by 13.86% to $72.7 billion in 2025, then climbed by 3.48% to $75.2 billion in 2026.
- Per Business Quant data, the three most recent Assets Average figures were $75.2 billion in Q1 2026, $72.7 billion in Q4 2025, and $68.3 billion in Q3 2025.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Assets Avg. (Qtr) |
|---|---|---|---|---|---|
| 1 | Morgan Stanley | 330.70 Bn | 197.17 Bn | - | 1,500.84 Bn |
| 2 | Goldman Sachs | 309.79 Bn | -627.76 Bn | - | 1,934.75 Bn |
| 3 | Schwab Charles | 167.21 Bn | 122.24 Bn | - | 492.16 Bn |
| 4 | Futu Holdings | 111.36 Bn | 109.19 Bn | 733.58 Mn | 30.33 Bn |
| 5 | Robinhood Markets | 97.69 Bn | 93.05 Bn | 960.00 Mn | 41.81 Bn |
| 6 | LPL Financial Holdings | 23.49 Bn | 22.47 Bn | - | 18.66 Bn |
| 7 | Tradeweb Markets | 21.59 Bn | 20.34 Bn | - | 8.24 Bn |
| 8 | Circle Internet | 15.14 Bn | 13.62 Bn | 35.01 Mn | 79.62 Bn |
| 9 | Iren | 14.46 Bn | 12.24 Bn | 144.76 Mn | 7.15 Bn |
| 10 | Jefferies Financial | 11.06 Bn | -848.67 Mn | 2.84 Bn | 75.20 Bn |
Historic Data
Download Data| Date | Value |
|---|---|
| Feb 28, 2026 | 75.20 Bn |
| Nov 30, 2025 | 72.67 Bn |
| Aug 31, 2025 | 68.30 Bn |
| May 31, 2025 | 68.75 Bn |
| Feb 28, 2025 | 67.29 Bn |
| Nov 30, 2024 | 63.82 Bn |
| Aug 31, 2024 | 63.14 Bn |
| May 31, 2024 | 61.97 Bn |
| Feb 29, 2024 | 59.42 Bn |
| Nov 30, 2023 | 56.97 Bn |
| Aug 31, 2023 | 54.89 Bn |
| May 31, 2023 | 52.89 Bn |
| Feb 28, 2023 | 51.55 Bn |
| Nov 30, 2022 | 53.14 Bn |
| Aug 31, 2022 | 56.22 Bn |
| May 31, 2022 | 58.63 Bn |
| Feb 28, 2022 | 58.07 Bn |
| Nov 30, 2021 | 57.07 Bn |
| Aug 31, 2021 | 58.01 Bn |
| May 31, 2021 | 57.42 Bn |