Jefferies Financial (JEF) Invested Capital (2009 - 2026)
Jefferies Financial's (JEF) quarterly Invested Capital came in at $3.1 billion in Q2 2026, up 52.05% YoY from $2.0 billion in Q2 2025, and up 61.91% on a QoQ basis from $1.9 billion in Q1 2026.
Jefferies Financial (JEF) Invested Capital (2009 - 2026) Analysis & Trends
Jefferies Financial (JEF) has 18 years of Invested Capital data on file, last reported at $3.1 billion in Q2 2026.
- Quarterly Invested Capital rose 52.05% year-over-year to $3.1 billion in Q2 2026, while the trailing twelve-month figure through May 2026 was $7.5 billion (up 6.0% YoY) and the FY2025 annual result came in at $1.3 million, down 38.23% from the prior year.
- Invested Capital rose to $3.1 billion in Q2 2026, from $1.9 billion in the prior quarter.
- In the past five years, Invested Capital ranged from a high of $3.1 billion in Q2 2026 to a low of $683000.0 in Q4 2023.
- A 5-year average of $1.5 billion and a median of $1.7 billion in 2022 frame the typical range for Invested Capital.
- The widest YoY moves for Invested Capital: up 339.3% in 2022, down 81.43% in 2022.
- Tracing JEF's Invested Capital over 5 years: stood at $1.0 million in 2022, then slumped by 32.11% to $683000.0 in 2023, then jumped by 207.91% to $2.1 million in 2024, then plunged by 38.23% to $1.3 million in 2025, then soared by 238900.31% to $3.1 billion in 2026.
- The last three Invested Capital figures came in at $3.1 billion (Q2 2026), $1.9 billion (Q1 2026), and $1.3 million (Q4 2025), per Business Quant data.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Invested Cap. (Qtr) |
|---|---|---|---|---|---|
| 1 | Morgan Stanley | 338.83 Bn | 205.30 Bn | - | 392.56 Bn |
| 2 | Goldman Sachs | 316.34 Bn | -660.01 Bn | - | 55.64 Bn |
| 3 | Schwab Charles | 220.55 Bn | 135.80 Bn | - | - |
| 4 | Futu Holdings | 121.48 Bn | 105.59 Bn | 733.58 Mn | 8.63 Mn |
| 5 | Robinhood Markets | 84.07 Bn | 66.74 Bn | 1.20 Bn | 20.54 Bn |
| 6 | Iren | 68.17 Bn | 65.95 Bn | 104.86 Mn | 274.26 Mn |
| 7 | ATIF Holdings | 45.42 Bn | 45.42 Bn | - | -250,000.00 |
| 8 | Interactive Brokers | 39.54 Bn | -3.28 Bn | - | 32.02 Bn |
| 9 | LPL Financial Holdings | 28.27 Bn | 25.57 Bn | - | - |
| 10 | Jefferies Financial | 11.33 Bn | -4.08 Bn | 3.09 Bn | 3.10 Bn |
Historic Data
Download Data| Date | Value |
|---|---|
| May 31, 2026 | 3.10 Bn |
| Feb 28, 2026 | 1.92 Bn |
| Nov 30, 2025 | 1.30 Mn |
| Aug 31, 2025 | 2.50 Bn |
| May 31, 2025 | 2.04 Bn |
| Feb 28, 2025 | 2.50 Bn |
| Nov 30, 2024 | 2.10 Mn |
| Aug 31, 2024 | 2.55 Bn |
| May 31, 2024 | 2.24 Bn |
| Feb 29, 2024 | 2.71 Bn |
| Nov 30, 2023 | 683,000.00 |
| Aug 31, 2023 | 1.42 Bn |
| May 31, 2023 | 1.22 Bn |
| Feb 28, 2023 | 1.55 Bn |
| Nov 30, 2022 | 1.01 Mn |
| Aug 31, 2022 | 564.24 Mn |
| May 31, 2022 | 1.88 Bn |
| Feb 28, 2022 | 467.85 Mn |
| Nov 30, 2021 | 229,000.00 |
| Aug 31, 2021 | 1.76 Bn |