Jefferies Financial (JEF) Liabilities and Shareholders Equity (2009 - 2026)
Jefferies Financial's (JEF) quarterly Liabilities and Shareholders Equity came in at $79.5 billion in Q2 2026, up 18.21% YoY from $67.3 billion in Q2 2025, and up 6.94% on a QoQ basis from $74.4 billion in Q1 2026.
Jefferies Financial (JEF) Liabilities and Shareholders Equity (2009 - 2026) Analysis & Trends
Jefferies Financial (JEF) has 18 years of Liabilities and Shareholders Equity data on file, last reported at $79.5 billion in Q2 2026.
- Quarterly Liabilities and Shareholders Equity rose 18.21% year-over-year to $79.5 billion in Q2 2026, while the trailing twelve-month figure through May 2026 was $299.3 billion (up 12.87% YoY) and the FY2025 annual result came in at $76.0 billion, up 18.1% from the prior year.
- Liabilities and Shareholders Equity improved to $79.5 billion in Q2 2026, from $74.4 billion in the prior quarter.
- In the past five years, Liabilities and Shareholders Equity ranged from a high of $79.5 billion in Q2 2026 to a low of $51.1 billion in Q4 2022.
- A 5-year average of $62.9 billion and a median of $62.0 billion in 2024 frame the typical range for Liabilities and Shareholders Equity.
- Annual changes were most pronounced in 2023 — Liabilities and Shareholders Equity retreated 13.33% — and 2026, when it advanced 18.21%.
- Tracing JEF's Liabilities and Shareholders Equity over 5 years: stood at $51.1 billion in 2022, then advanced by 13.41% to $57.9 billion in 2023, then grew by 11.15% to $64.4 billion in 2024, then gained by 18.1% to $76.0 billion in 2025, then gained by 4.64% to $79.5 billion in 2026.
- The last three Liabilities and Shareholders Equity figures came in at $79.5 billion (Q2 2026), $74.4 billion (Q1 2026), and $76.0 billion (Q4 2025), per Business Quant data.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Liabilities and Shareholders Equity (Qtr) |
|---|---|---|---|---|---|
| 1 | Morgan Stanley | 338.83 Bn | 205.30 Bn | - | 1,675.06 Bn |
| 2 | Goldman Sachs | 316.34 Bn | -660.01 Bn | - | 2,127.71 Bn |
| 3 | Schwab Charles | 220.55 Bn | 135.80 Bn | - | 493.32 Bn |
| 4 | Futu Holdings | 121.48 Bn | 105.59 Bn | 733.58 Mn | 29.37 Bn |
| 5 | Robinhood Markets | 84.07 Bn | 66.74 Bn | 1.20 Bn | 56.55 Bn |
| 6 | Iren | 68.17 Bn | 65.95 Bn | 104.86 Mn | 7.26 Bn |
| 7 | ATIF Holdings | 45.42 Bn | 45.42 Bn | - | 40.41 Mn |
| 8 | Interactive Brokers | 39.54 Bn | -3.28 Bn | - | 218.75 Bn |
| 9 | LPL Financial Holdings | 28.27 Bn | 25.57 Bn | - | 19.79 Bn |
| 10 | Jefferies Financial | 11.33 Bn | -4.08 Bn | 3.09 Bn | 79.54 Bn |
Historic Data
Download Data| Date | Value |
|---|---|
| May 31, 2026 | 79.54 Bn |
| 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 |