Jefferies Financial (JEF) Invested Capital (2009 - 2026)
Jefferies Financial (JEF) reported Invested Capital of $27.9 billion for Q1 2026, up 88.58% on a YoY basis from $14.8 billion in Q1 2025, and up 5.37% quarter-over-quarter from $26.5 billion in Q4 2025.
Jefferies Financial (JEF) Invested Capital (2009 - 2026) Analysis & Trends
Jefferies Financial has reported Invested Capital for 18 years, with the latest figure at $27.9 billion in Q1 2026.
- For the quarter ending Q1 2026, Invested Capital rose 88.58% year-over-year to $27.9 billion; the trailing twelve-month figure through Feb 2026 stood at $27.9 billion (up 88.58% YoY), and the FY2025 full-year result was $26.5 billion, up 11.43% from the prior year.
- Invested Capital for Q1 2026 stood at $27.9 billion, up from $26.5 billion in the prior quarter.
- The five-year high for Invested Capital was $27.9 billion in Q1 2026, with the low at $8.2 billion in Q1 2023.
- Historically, Invested Capital has averaged $16.1 billion across 5 years, with a median of $14.8 billion in 2025.
- Annual changes were most pronounced in 2022 — Invested Capital sank 52.69% — and 2024, when it soared 144.64%.
- Jefferies Financial's Invested Capital stood at $10.7 billion in 2022, then dropped by 9.6% to $9.7 billion in 2023, then soared by 144.64% to $23.8 billion in 2024, then grew by 11.43% to $26.5 billion in 2025, then gained by 5.37% to $27.9 billion in 2026.
- The last three Invested Capital figures came in at $27.9 billion (Q1 2026), $26.5 billion (Q4 2025), and $26.4 billion (Q3 2025), per Business Quant data.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Invested Cap. (Qtr) |
|---|---|---|---|---|---|
| 1 | SOL Strategies | 96,012.83 Bn | 96,012.83 Bn | - | 1,166.73 Bn |
| 2 | Morgan Stanley | 328.23 Bn | 194.70 Bn | - | 486.95 Bn |
| 3 | Goldman Sachs | 313.22 Bn | -624.33 Bn | - | 122.78 Bn |
| 4 | Schwab Charles | 154.90 Bn | 109.92 Bn | - | 49.23 Bn |
| 5 | Robinhood Markets | 75.17 Bn | 70.53 Bn | 960.00 Mn | 9.69 Bn |
| 6 | Interactive Brokers | 38.41 Bn | 49.00 Bn | - | 5.59 Bn |
| 7 | LPL Financial Holdings | 23.13 Bn | 22.10 Bn | - | 12.87 Bn |
| 8 | Tradeweb Markets | 21.12 Bn | 19.87 Bn | - | 7.31 Bn |
| 9 | Circle Internet | 19.75 Bn | 18.24 Bn | 35.01 Mn | 3.43 Bn |
| 10 | Jefferies Financial | 12.71 Bn | 802.57 Mn | 2.84 Bn | 27.89 Bn |
Historic Data
Download Data| Date | Value |
|---|---|
| Feb 28, 2026 | 27.89 Bn |
| Nov 30, 2025 | 26.47 Bn |
| Aug 31, 2025 | 26.45 Bn |
| May 31, 2025 | 15.35 Bn |
| Feb 28, 2025 | 14.79 Bn |
| Nov 30, 2024 | 23.76 Bn |
| Aug 31, 2024 | 22.97 Bn |
| May 31, 2024 | 12.67 Bn |
| Feb 29, 2024 | 9.52 Bn |
| Nov 30, 2023 | 9.71 Bn |
| Aug 31, 2023 | 19.23 Bn |
| May 31, 2023 | 8.79 Bn |
| Feb 28, 2023 | 8.20 Bn |
| Nov 30, 2022 | 10.74 Bn |
| Aug 31, 2022 | 19.00 Bn |
| May 31, 2022 | 8.95 Bn |
| Feb 28, 2022 | 8.95 Bn |
| Nov 30, 2021 | 8.75 Bn |
| Aug 31, 2021 | 19.07 Bn |
| May 31, 2021 | 18.92 Bn |