Jefferies Financial (JEF) Assets Average (2009 - 2026)

Jefferies Financial (JEF) reported Assets Average of $75.2 billion for Q1 2026, up 11.75% on a YoY basis from $67.3 billion in Q1 2025, and up 3.48% quarter-over-quarter from $72.7 billion in Q4 2025.

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

Jefferies Financial has reported Assets Average for 17 years, with the latest figure at $75.2 billion in Q1 2026.

  • For the quarter ending Q1 2026, Assets Average rose 11.75% year-over-year to $75.2 billion; the trailing twelve-month figure through Feb 2026 stood at $75.2 billion (up 11.75% YoY), and the FY2025 full-year result was $70.2 billion, up 14.81% from the prior year.
  • Assets Average for Q1 2026 stood at $75.2 billion, up from $72.7 billion in the prior quarter.
  • The five-year high for Assets Average was $75.2 billion in Q1 2026, with the low at $51.5 billion in Q1 2023.
  • Historically, Assets Average has averaged $61.3 billion across 5 years, with a median of $59.4 billion in 2024.
  • Annual changes were most pronounced in 2023 — Assets Average retreated 11.24% — and 2024, when it gained 17.17%.
  • Jefferies Financial's Assets Average stood at $53.1 billion in 2022, then advanced by 7.21% to $57.0 billion in 2023, then climbed by 12.01% to $63.8 billion in 2024, then climbed by 13.86% to $72.7 billion in 2025, then rose by 3.48% to $75.2 billion in 2026.
  • The last three Assets Average figures came in at $75.2 billion (Q1 2026), $72.7 billion (Q4 2025), and $68.3 billion (Q3 2025), per Business Quant data.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Assets Avg. (Qtr)
1 SOL Strategies 100,773.79 Bn 100,773.79 Bn - -
2 Morgan Stanley 331.35 Bn 197.82 Bn - 1,500.84 Bn
3 Goldman Sachs 317.73 Bn -619.82 Bn - 1,934.75 Bn
4 Schwab Charles 153.74 Bn 108.77 Bn - 492.16 Bn
5 Robinhood Markets 75.98 Bn 71.34 Bn 960.00 Mn 41.81 Bn
6 Interactive Brokers 38.91 Bn 49.50 Bn - 210.99 Bn
7 LPL Financial Holdings 22.76 Bn 21.73 Bn - 18.66 Bn
8 Tradeweb Markets 20.90 Bn 19.65 Bn - 8.24 Bn
9 Circle Internet 20.00 Bn 18.49 Bn 35.01 Mn 79.62 Bn
10 Jefferies Financial 12.48 Bn 565.29 Mn 2.84 Bn 75.20 Bn

Historic Data

Download Data
DateValue
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