Jefferies Financial JEF
NYSE JEF
$47.88 +0.00 (+0.00%)
At close: Sep 18, 2026 · 4:00 PM EDT

Jefferies Financial (JEF) Investment Gain (Loss) (2010 - 2026)

Jefferies Financial's (JEF) quarterly Investment Gain (Loss) came in at $6.1 million in Q2 2026, down 53.88% on a YoY basis from $13.2 million in Q2 2025, and up 110.35% quarter-over-quarter from -$58.9 million in Q1 2026.

Analysis

Jefferies Financial (JEF) Investment Gain (Loss) (2010 - 2026) Analysis & Trends

Jefferies Financial (JEF) has reported Investment Gain (Loss) for 17 consecutive years, with $6.1 million the latest figure, recorded in Q2 2026.

  • For the quarter ending Q2 2026, Investment Gain (Loss) fell 53.88% year-over-year to $6.1 million; the trailing twelve-month figure through May 2026 stood at -$129.6 million (down 122.29% YoY), and the FY2025 full-year result was -$45.5 million, up 60.75% from the prior year.
  • Investment Gain (Loss) advanced to $6.1 million in Q2 2026 per JEF's latest filing, from -$58.9 million in the prior quarter.
  • Across five years, Investment Gain (Loss) topped out at $161.4 million in Q2 2022 and bottomed at -$84.3 million in Q3 2024.
  • Historically, Investment Gain (Loss) has averaged $8.4 million across 5 years, with a median of $9.7 million in 2025.
  • The widest YoY moves for Investment Gain (Loss): up 138.72% in 2024, down 7011.86% in 2024.
  • Over 5 years, Investment Gain (Loss) stood at $26.6 million in 2022, then slumped by 100.22% to -$59000.0 in 2023, then slumped by 7011.86% to -$4.2 million in 2024, then slumped by 336.92% to -$18.3 million in 2025, then surged by 133.27% to $6.1 million in 2026.
  • According to Business Quant data, Investment Gain (Loss) over the past three periods registered $6.1 million, -$58.9 million, and -$18.3 million for Q2 2026, Q1 2026, and Q4 2025 respectively.
Peer Set

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Investment Gain (Loss) (Qtr)
1 Evercore 10.14 Bn 8.05 Bn 975.67 Mn -
2 Jefferies Financial 9.74 Bn -5.67 Bn 3.09 Bn 6.10 Mn
3 Houlihan Lokey 9.07 Bn 7.99 Bn - -
4 Cluster Group Holdings 8.00 Bn 8.00 Bn - -
5 PJT Partners 5.75 Bn 5.81 Bn 481.98 Mn -
6 Moelis 5.25 Bn 5.17 Bn - -
7 Piper Sandler Companies 4.88 Bn 4.77 Bn - -
8 Lazard 3.95 Bn 2.96 Bn - -
9 BRBI BR Partners 3.50 Bn 3.38 Bn 16.77 Mn -
10 Perella Weinberg Partners 1.40 Bn 1.59 Bn - -
Historic Data

Historic Data

Download Data
DateValue
May 31, 2026 6.10 Mn
Feb 28, 2026 -58.92 Mn
Nov 30, 2025 -18.33 Mn
Aug 31, 2025 -58.43 Mn
May 31, 2025 13.23 Mn
Feb 28, 2025 16.94 Mn
Nov 30, 2024 -4.20 Mn
Aug 31, 2024 -84.27 Mn
May 31, 2024 16.37 Mn
Feb 29, 2024 -43.82 Mn
Nov 30, 2023 -59,000.00
Aug 31, 2023 17.88 Mn
May 31, 2023 -42.28 Mn
Feb 28, 2023 45.83 Mn
Nov 30, 2022 26.64 Mn
Aug 31, 2022 62.48 Mn
May 31, 2022 161.38 Mn
Feb 28, 2022 94.55 Mn
Nov 30, 2021 -194.76 Mn
Aug 31, 2021 87.80 Mn