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
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