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
DateValue
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