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| 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 |