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% YoY from $68.8 billion in Q2 2025, and up 2.35% on a QoQ basis from $75.2 billion in Q1 2026.
Jefferies Financial (JEF) Assets Average (2009 - 2026) Analysis & Trends
Jefferies Financial (JEF) has 17 years of Assets Average data on file, last reported at $77.0 billion in Q2 2026.
- Quarterly Assets Average rose 11.94% year-over-year to $77.0 billion in Q2 2026, while the trailing twelve-month figure through May 2026 was $77.0 billion (up 11.94% YoY) and the FY2025 annual result came in at $70.2 billion, up 14.81% from the prior year.
- Assets Average advanced to $77.0 billion in Q2 2026, from $75.2 billion in the prior quarter.
- In the past five years, Assets Average ranged from a high of $77.0 billion in Q2 2026 to a low of $51.5 billion in Q1 2023.
- A 5-year average of $62.2 billion and a median of $60.7 billion in 2024 frame the typical range for Assets Average.
- Annual changes were most pronounced in 2023 — Assets Average dropped 11.24% — and 2024, when it rose 17.17%.
- Tracing JEF's Assets Average over 5 years: 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 increased by 13.86% to $72.7 billion in 2025, then climbed by 5.91% to $77.0 billion in 2026.
- The last three Assets Average figures came in at $77.0 billion (Q2 2026), $75.2 billion (Q1 2026), and $72.7 billion (Q4 2025), per Business Quant data.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Assets Avg. (Qtr) |
|---|---|---|---|---|---|
| 1 | Morgan Stanley | 338.83 Bn | 205.30 Bn | - | 1,628.24 Bn |
| 2 | Goldman Sachs | 316.34 Bn | -660.01 Bn | - | 2,093.95 Bn |
| 3 | Schwab Charles | 220.55 Bn | 135.80 Bn | - | 492.16 Bn |
| 4 | Futu Holdings | 121.48 Bn | 105.59 Bn | 733.58 Mn | 30.33 Bn |
| 5 | Robinhood Markets | 84.07 Bn | 66.74 Bn | 1.20 Bn | 51.01 Bn |
| 6 | Iren | 68.17 Bn | 65.95 Bn | 104.86 Mn | 7.15 Bn |
| 7 | ATIF Holdings | 45.42 Bn | 45.42 Bn | - | 25.42 Mn |
| 8 | Interactive Brokers | 39.54 Bn | -3.28 Bn | - | 210.99 Bn |
| 9 | LPL Financial Holdings | 28.27 Bn | 25.57 Bn | - | 19.31 Bn |
| 10 | Jefferies Financial | 11.33 Bn | -4.08 Bn | 3.09 Bn | 76.96 Bn |
Historic Data
Download 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 |