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| 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 |