Jefferies Financial (JEF) Assets Average (2009 - 2026)
Jefferies Financial's (JEF) quarterly Assets Average came in at $77.0 billion in Q2 2026, up 11.94% on a YoY basis from $68.8 billion in Q2 2025, and up 2.35% quarter-over-quarter from $75.2 billion in Q1 2026.
Analysis
Jefferies Financial (JEF) Assets Average (2009 - 2026) Analysis & Trends
Jefferies Financial (JEF) has reported Assets Average for 17 consecutive years, with $77.0 billion the latest figure, recorded in Q2 2026.
- For the quarter ending Q2 2026, Assets Average rose 11.94% year-over-year to $77.0 billion; the trailing twelve-month figure through May 2026 stood at $77.0 billion (up 11.94% YoY), and the FY2025 full-year result was $70.2 billion, up 14.81% from the prior year.
- Assets Average climbed to $77.0 billion in Q2 2026 per JEF's latest filing, from $75.2 billion in the prior quarter.
- Across five years, Assets Average topped out at $77.0 billion in Q2 2026 and bottomed at $51.5 billion in Q1 2023.
- Historically, Assets Average has averaged $62.2 billion across 5 years, with a median of $60.7 billion in 2024.
- The sharpest annual moves came in 2023 and 2024: Assets Average slipped 11.24% in 2023, then advanced 17.17% in 2024.
- Over 5 years, Assets Average stood at $53.1 billion in 2022, then rose 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 increased by 5.91% to $77.0 billion in 2026.
- According to Business Quant data, Assets Average over the past three periods registered $77.0 billion, $75.2 billion, and $72.7 billion for Q2 2026, Q1 2026, and Q4 2025 respectively.
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Assets Avg. (Qtr) |
|---|---|---|---|---|---|
| 1 | Evercore | 10.14 Bn | 8.05 Bn | 975.67 Mn | 4.51 Bn |
| 2 | Jefferies Financial | 9.74 Bn | -5.67 Bn | 3.09 Bn | 76.96 Bn |
| 3 | Houlihan Lokey | 9.07 Bn | 7.99 Bn | - | 4.12 Bn |
| 4 | Cluster Group Holdings | 8.00 Bn | 8.00 Bn | - | - |
| 5 | PJT Partners | 5.75 Bn | 5.81 Bn | 481.98 Mn | 1.66 Bn |
| 6 | Moelis | 5.25 Bn | 5.17 Bn | - | 1.35 Bn |
| 7 | Piper Sandler Companies | 4.88 Bn | 4.77 Bn | - | 2.23 Bn |
| 8 | Lazard | 3.95 Bn | 2.96 Bn | - | 4.30 Bn |
| 9 | BRBI BR Partners | 3.50 Bn | 3.38 Bn | 16.77 Mn | 3.55 Bn |
| 10 | Perella Weinberg Partners | 1.40 Bn | 1.59 Bn | - | 620.38 Mn |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| May 31, 2026 | 76.96 Bn |
| 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 |