Jefferies Financial JEF
NYSE JEF
$47.88 +0.00 (+0.00%)
At close: Sep 18, 2026 · 4:00 PM EDT

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

Historic Data

Download Data
DateValue
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