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
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