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
Download Data
Historic Data
| Date | Value |
|---|---|
| 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 |