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
DateValue
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