Jefferies Financial (JEF) Liabilities and Shareholders Equity (2009 - 2026)
Jefferies Financial (JEF) posted Liabilities and Shareholders Equity of $74.4 billion for Q1 2026, down 2.15% quarter-over-quarter from $76.0 billion in Q4 2025, and up 5.93% year-on-year from $70.2 billion in Q1 2025.
Jefferies Financial (JEF) Liabilities and Shareholders Equity (2009 - 2026) Analysis & Trends
Jefferies Financial (JEF) has reported Liabilities and Shareholders Equity for 18 consecutive years, with $74.4 billion the latest figure, recorded in Q1 2026.
- Liabilities and Shareholders Equity for Q1 2026 came in at $74.4 billion, up 5.93% year-over-year; the trailing twelve-month figure through Feb 2026 was $287.0 billion (up 10.02% YoY), and the FY2025 annual result was $76.0 billion, up 18.1% from the prior year.
- Liabilities and Shareholders Equity was $74.4 billion for Q1 2026 at Jefferies Financial, down from $76.0 billion in the prior quarter.
- Over five years, Liabilities and Shareholders Equity peaked at $76.0 billion in Q4 2025 and troughed at $51.1 billion in Q4 2022.
- Average Liabilities and Shareholders Equity over 5 years is $61.9 billion, with a median of $60.9 billion recorded in 2024.
- Year-over-year, Liabilities and Shareholders Equity slipped 13.33% in 2023 and increased 18.1% in 2025.
- Over 5 years, Liabilities and Shareholders Equity stood at $51.1 billion in 2022, then increased by 13.41% to $57.9 billion in 2023, then gained by 11.15% to $64.4 billion in 2024, then rose by 18.1% to $76.0 billion in 2025, then declined by 2.15% to $74.4 billion in 2026.
- Per Business Quant data, the three most recent Liabilities and Shareholders Equity figures were $74.4 billion in Q1 2026, $76.0 billion in Q4 2025, and $69.3 billion in Q3 2025.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Liabilities and Shareholders Equity (Qtr) |
|---|---|---|---|---|---|
| 1 | Morgan Stanley | 330.70 Bn | 197.17 Bn | - | 1,581.42 Bn |
| 2 | Goldman Sachs | 309.79 Bn | -627.76 Bn | - | 2,060.18 Bn |
| 3 | Schwab Charles | 167.21 Bn | 122.24 Bn | - | 493.32 Bn |
| 4 | Futu Holdings | 111.36 Bn | 109.19 Bn | 733.58 Mn | 29.37 Bn |
| 5 | Robinhood Markets | 97.69 Bn | 93.05 Bn | 960.00 Mn | 45.47 Bn |
| 6 | LPL Financial Holdings | 23.49 Bn | 22.47 Bn | - | 18.84 Bn |
| 7 | Tradeweb Markets | 21.59 Bn | 20.34 Bn | - | 8.30 Bn |
| 8 | Circle Internet | 15.14 Bn | 13.62 Bn | 35.01 Mn | 80.54 Bn |
| 9 | Iren | 14.46 Bn | 12.24 Bn | 144.76 Mn | 7.26 Bn |
| 10 | Jefferies Financial | 11.06 Bn | -848.67 Mn | 2.84 Bn | 74.38 Bn |
Historic Data
Download Data| Date | Value |
|---|---|
| Feb 28, 2026 | 74.38 Bn |
| Nov 30, 2025 | 76.01 Bn |
| Aug 31, 2025 | 69.32 Bn |
| May 31, 2025 | 67.29 Bn |
| Feb 28, 2025 | 70.22 Bn |
| Nov 30, 2024 | 64.36 Bn |
| Aug 31, 2024 | 63.28 Bn |
| May 31, 2024 | 63.00 Bn |
| Feb 29, 2024 | 60.93 Bn |
| Nov 30, 2023 | 57.91 Bn |
| Aug 31, 2023 | 56.04 Bn |
| May 31, 2023 | 53.74 Bn |
| Feb 28, 2023 | 52.03 Bn |
| Nov 30, 2022 | 51.06 Bn |
| Aug 31, 2022 | 55.23 Bn |
| May 31, 2022 | 57.21 Bn |
| Feb 28, 2022 | 60.04 Bn |
| Nov 30, 2021 | 56.11 Bn |
| Aug 31, 2021 | 58.04 Bn |
| May 31, 2021 | 57.98 Bn |