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

Jefferies Financial (JEF) posted Invested Capital of $27.9 billion for Q1 2026, up 5.37% quarter-over-quarter from $26.5 billion in Q4 2025, and up 88.58% year-on-year from $14.8 billion in Q1 2025.

Jefferies Financial (JEF) Invested Capital (2009 - 2026) Analysis & Trends

Jefferies Financial (JEF) has reported Invested Capital for 18 consecutive years, with $27.9 billion the latest figure, recorded in Q1 2026.

  • Invested Capital for Q1 2026 came in at $27.9 billion, up 88.58% year-over-year; the trailing twelve-month figure through Feb 2026 was $27.9 billion (up 88.58% YoY), and the FY2025 annual result was $26.5 billion, up 11.43% from the prior year.
  • Invested Capital was $27.9 billion for Q1 2026 at Jefferies Financial, up from $26.5 billion in the prior quarter.
  • Over five years, Invested Capital peaked at $27.9 billion in Q1 2026 and troughed at $8.2 billion in Q1 2023.
  • Average Invested Capital over 5 years is $16.1 billion, with a median of $14.8 billion recorded in 2025.
  • Year-over-year, Invested Capital tumbled 52.69% in 2022 and surged 144.64% in 2024.
  • Over 5 years, Invested Capital stood at $10.7 billion in 2022, then retreated by 9.6% to $9.7 billion in 2023, then soared by 144.64% to $23.8 billion in 2024, then gained by 11.43% to $26.5 billion in 2025, then grew by 5.37% to $27.9 billion in 2026.
  • Per Business Quant data, the three most recent Invested Capital figures were $27.9 billion in Q1 2026, $26.5 billion in Q4 2025, and $26.4 billion in Q3 2025.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Invested Cap. (Qtr)
1 Morgan Stanley 330.70 Bn 197.17 Bn - 486.95 Bn
2 Goldman Sachs 309.79 Bn -627.76 Bn - 122.78 Bn
3 Schwab Charles 167.21 Bn 122.24 Bn - 49.23 Bn
4 Futu Holdings 111.36 Bn 109.19 Bn 733.58 Mn 6.75 Bn
5 Robinhood Markets 97.69 Bn 93.05 Bn 960.00 Mn 9.69 Bn
6 LPL Financial Holdings 23.49 Bn 22.47 Bn - 12.87 Bn
7 Tradeweb Markets 21.59 Bn 20.34 Bn - 7.31 Bn
8 Circle Internet 15.14 Bn 13.62 Bn 35.01 Mn 3.43 Bn
9 Iren 14.46 Bn 12.24 Bn 144.76 Mn 2.94 Bn
10 Jefferies Financial 11.06 Bn -848.67 Mn 2.84 Bn 27.89 Bn

Historic Data

Download Data
DateValue
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