Jefferies Financial (JEF) Invested Capital (2009 - 2026)
Jefferies Financial (JEF) recorded Invested Capital of $14.55 billion in fiscal Q3 2026 (quarter ended Aug 31, 2026), up 1.0% from $14.42 billion a year earlier and up 0.2% from the prior quarter.
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Analysis
Jefferies Financial (JEF) Invested Capital (2009 - 2026) Analysis & Trends
For FY2025 (ended Nov 30, 2025), Jefferies Financial reported Invested Capital of $15.3 billion, up 19.0% from FY2024.
- Annual Invested Capital has a five-year compound annual growth rate of 2.5% (FY2020 to FY2025).
- Across earlier fiscal years, Invested Capital came in at $12.85 billion in FY2024 (+5.1%), $12.22 billion in FY2023 (-5.0%), $12.86 billion in FY2022 (-15.9%) and $15.29 billion in FY2021 (+13.3%).
- Quarterly Invested Capital has ranged from $12.22 billion in fiscal Q4 2023 to $15.3 billion in fiscal Q4 2025 over the past five years.
- On a year-over-year basis, Invested Capital has increased for 11 consecutive quarters, with growth averaging 7.4% over the last eight quarters.
- Peak year-over-year performance for Invested Capital in the last five years was growth of 19.0% in fiscal Q4 2025, against a decline of 15.9% in fiscal Q4 2022 at the low end.
- Per Business Quant, the preceding three fiscal quarters came in at $14.52 billion (Q2 2026), $14.87 billion (Q1 2026) and $15.3 billion (Q4 2025).
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Invested Cap. (Qtr) |
|---|---|---|---|---|---|
| 1 | Cme | 110.43 Bn | 98.52 Bn | - | 29.94 Bn |
| 2 | Intercontinental Exchange | 92.22 Bn | 85.96 Bn | - | 49.47 Bn |
| 3 | Robinhood Markets | 86.78 Bn | 67.81 Bn | - | - |
| 4 | Nasdaq | 58.09 Bn | 55.52 Bn | 1.50 Bn | 20.75 Bn |
| 5 | Interactive Brokers | 36.85 Bn | 13.96 Bn | - | 22.26 Bn |
| 6 | Cboe Global Markets | 34.46 Bn | 26.11 Bn | 731.60 Mn | 7.07 Bn |
| 7 | Tradeweb Markets | 25.89 Bn | 17.90 Bn | - | - |
| 8 | LPL Financial Holdings | 25.45 Bn | 20.77 Bn | - | 13.22 Bn |
| 9 | Circle Internet | 21.46 Bn | 15.33 Bn | 288.85 Mn | 3.51 Bn |
| 10 | Jefferies Financial | 9.03 Bn | -48.18 Bn | 3.21 Bn | 14.55 Bn |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Aug 31, 2026 | 14.55 Bn |
| May 31, 2026 | 14.52 Bn |
| Feb 28, 2026 | 14.87 Bn |
| Nov 30, 2025 | 15.30 Bn |
| Aug 31, 2025 | 14.42 Bn |
| May 31, 2025 | 14.44 Bn |
| Feb 28, 2025 | 13.72 Bn |
| Nov 30, 2024 | 12.85 Bn |
| Aug 31, 2024 | 13.58 Bn |
| May 31, 2024 | 13.12 Bn |
| Feb 29, 2024 | 12.55 Bn |
| Nov 30, 2023 | 12.22 Bn |
| Aug 31, 2023 | 13.01 Bn |
| May 31, 2023 | 12.40 Bn |
| Feb 28, 2023 | 12.32 Bn |
| Nov 30, 2022 | 12.86 Bn |
| Aug 31, 2022 | 13.08 Bn |
| May 31, 2022 | 13.39 Bn |
| Feb 28, 2022 | 14.57 Bn |
| Nov 30, 2021 | 15.29 Bn |
API Access
Jefferies Financial Invested Capital 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=invested-capital&ticker=JEF&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "invested-capital", "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=invested-capital&ticker=JEF&period=max&api_key=YOUR_API_KEY");
const data = await res.json();