Jefferies Financial (JEF) Invested Capital (2009 - 2026)

Jefferies Financial (JEF) has reported Invested Capital for 18 consecutive years, with $33.4 billion the latest figure, recorded in Q2 2026.

• For the quarter ending Q2 2026, Invested Capital rose 14.66% year-over-year to $33.4 billion; the trailing twelve-month figure through May 2026 stood at $33.4 billion (up 14.66% YoY), and the FY2025 full-year result was $30.8 billion, up 15.36% from the prior year.
• Invested Capital climbed to $33.4 billion in Q2 2026 per JEF's latest filing, from $32.5 billion in the prior quarter.
• Across five years, Invested Capital topped out at $33.4 billion in Q2 2026 and bottomed at $20.8 billion in Q1 2023.
• Historically, Invested Capital has averaged $25.8 billion across 5 years, with a median of $26.0 billion in 2024.
• The sharpest annual moves came in 2023 and 2024: Invested Capital declined 4.53% in 2023, then advanced 24.11% in 2024.
• Over 5 years, Invested Capital stood at $21.0 billion in 2022, then gained by 12.35% to $23.6 billion in 2023, then climbed by 13.53% to $26.7 billion in 2024, then increased by 15.36% to $30.8 billion in 2025, then climbed by 8.14% to $33.4 billion in 2026.
• According to Business Quant data, Invested Capital over the past three periods registered $33.4 billion, $32.5 billion, and $30.8 billion for Q2 2026, Q1 2026, and Q4 2025 respectively.