Jefferies Financial (JEF) Cash & Current Investments (2009 - 2026)
Jefferies Financial's Cash & Current Investments came in at $16.88 billion for fiscal Q3 2026 (quarter ended Aug 31, 2026), up 47.3% from $11.46 billion a year earlier and up 17.9% from the prior quarter.
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Analysis
Jefferies Financial (JEF) Cash & Current Investments (2009 - 2026) Analysis & Trends
At the end of FY2025 (ended Nov 30, 2025), Jefferies Financial's Cash & Current Investments was $14.04 billion, up 15.6% from FY2024.
- Cash & Current Investments carries a five-year compound annual growth rate of 9.2% (FY2020 to FY2025).
- Going back by fiscal year, Cash & Current Investments was $12.15 billion in FY2024 (+42.5%), $8.53 billion in FY2023 (-12.1%), $9.7 billion in FY2022 (-9.8%) and $10.76 billion in FY2021 (+18.8%).
- The fiscal Q3 2026 figure represents the highest quarterly Cash & Current Investments in data going back to fiscal Q1 2009.
- Year-over-year, Cash & Current Investments has increased for 11 consecutive quarters, with growth averaging 24.8% over the last eight quarters.
- The fastest year-over-year change in Cash & Current Investments over five years came in fiscal Q3 2026 (growth of 47.3%), and the weakest in fiscal Q4 2023 (a decline of 12.1%).
- Business Quant data shows JEF's Cash & Current Investments at $14.31 billion (Q2 2026), $11.96 billion (Q1 2026) and $14.04 billion (Q4 2025) in the three fiscal quarters before Q3 2026.
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Cash & Current Investments (Qtr) |
|---|---|---|---|---|---|
| 1 | Cme | 110.29 Bn | 98.39 Bn | - | 2.28 Bn |
| 2 | Intercontinental Exchange | 91.73 Bn | 85.47 Bn | - | 1.95 Bn |
| 3 | Robinhood Markets | 85.57 Bn | 66.60 Bn | - | 5.36 Bn |
| 4 | Nasdaq | 57.08 Bn | 54.52 Bn | 1.48 Bn | 516.00 Mn |
| 5 | Interactive Brokers | 36.00 Bn | 13.12 Bn | - | 7.71 Bn |
| 6 | Cboe Global Markets | 35.61 Bn | 27.26 Bn | 731.60 Mn | 2.39 Bn |
| 7 | Tradeweb Markets | 26.02 Bn | 18.03 Bn | - | 2.06 Bn |
| 8 | LPL Financial Holdings | 25.19 Bn | 20.51 Bn | - | 1.28 Bn |
| 9 | Circle Internet | 21.29 Bn | 15.17 Bn | 288.85 Mn | 1.73 Bn |
| 10 | Jefferies Financial | 8.88 Bn | -48.32 Bn | 3.21 Bn | 16.88 Bn |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Aug 31, 2026 | 16.88 Bn |
| May 31, 2026 | 14.31 Bn |
| Feb 28, 2026 | 11.96 Bn |
| Nov 30, 2025 | 14.04 Bn |
| Aug 31, 2025 | 11.46 Bn |
| May 31, 2025 | 11.26 Bn |
| Feb 28, 2025 | 11.18 Bn |
| Nov 30, 2024 | 12.15 Bn |
| Aug 31, 2024 | 10.57 Bn |
| May 31, 2024 | 10.84 Bn |
| Feb 29, 2024 | 7.62 Bn |
| Nov 30, 2023 | 8.53 Bn |
| Aug 31, 2023 | 8.82 Bn |
| May 31, 2023 | 8.00 Bn |
| Feb 28, 2023 | 7.51 Bn |
| Nov 30, 2022 | 9.70 Bn |
| Aug 31, 2022 | 9.48 Bn |
| May 31, 2022 | 8.52 Bn |
| Feb 28, 2022 | 8.50 Bn |
| Nov 30, 2021 | 10.76 Bn |
API Access
Jefferies Financial Cash & Current Investments API
Pull this series into your own models, spreadsheets and apps with the Business Quant
Historical Metrics API. The request below matches the chart above — change the
frequency, period or values and it follows. Swap YOUR_API_KEY for your own key.
https://data.businessquant.com/historic?slug=cash-and-current-investments&ticker=JEF&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "cash-and-current-investments", "ticker": "JEF", "period": "max", "api_key": "YOUR_API_KEY"}
data = requests.get(url, params=params).json()const res = await fetch("https://data.businessquant.com/historic?slug=cash-and-current-investments&ticker=JEF&period=max&api_key=YOUR_API_KEY");
const data = await res.json();