Jefferies Financial (JEF) Loans - Loss Allowance (2010 - 2026)
Jefferies Financial's (JEF) quarterly Loans - Loss Allowance came in at $12.0 million in Q1 2026, up 484.56% on a YoY basis from $2.0 million in Q1 2025, and up 416.63% quarter-over-quarter from $2.3 million in Q2 2025.
Analysis
Jefferies Financial (JEF) Loans - Loss Allowance (2010 - 2026) Analysis & Trends
Jefferies Financial (JEF) has reported Loans - Loss Allowance for 11 consecutive years, with $12.0 million the latest figure, recorded in Q1 2026.
- For the quarter ending Q1 2026, Loans - Loss Allowance rose 484.56% year-over-year to $12.0 million; the trailing twelve-month figure through Feb 2026 stood at $12.0 million (up 484.56% YoY), and the FY2022 full-year result was $5.9 million, down 91.2% from the prior year.
- Loans - Loss Allowance grew to $12.0 million in Q1 2026 per JEF's latest filing, from $2.3 million in the prior quarter.
- Across five years, Loans - Loss Allowance topped out at $79.4 million in Q3 2022 and bottomed at $2.0 million in Q1 2025.
- Historically, Loans - Loss Allowance has averaged $23.9 million across 5 years, with a median of $5.9 million in 2022.
- The sharpest annual moves came in 2023 and 2026: Loans - Loss Allowance tumbled 97.27% in 2023, then jumped 484.56% in 2026.
- Over 5 years, Loans - Loss Allowance stood at $5.9 million in 2022, then slumped by 65.02% to $2.1 million in 2023, then soared by 38.62% to $2.9 million in 2024, then decreased by 19.28% to $2.3 million in 2025, then soared by 416.63% to $12.0 million in 2026.
- According to Business Quant data, Loans - Loss Allowance over the past three periods registered $12.0 million, $2.3 million, and $2.0 million for Q1 2026, Q2 2025, and Q1 2025 respectively.
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Loans - Loss Allowance (Qtr) |
|---|---|---|---|---|---|
| 1 | Evercore | 10.14 Bn | 8.05 Bn | 975.67 Mn | - |
| 2 | Jefferies Financial | 9.74 Bn | -5.67 Bn | 3.09 Bn | - |
| 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 |
|---|---|
| Feb 28, 2026 | 11.96 Mn |
| May 31, 2025 | 2.32 Mn |
| Feb 28, 2025 | 2.05 Mn |
| May 31, 2024 | 2.87 Mn |
| Feb 29, 2024 | 2.96 Mn |
| May 31, 2023 | 2.07 Mn |
| Feb 28, 2023 | 7.27 Mn |
| Nov 30, 2022 | 5.91 Mn |
| Aug 31, 2022 | 79.39 Mn |
| May 31, 2022 | 75.66 Mn |
| Feb 28, 2022 | 70.11 Mn |
| Nov 30, 2021 | 67.24 Mn |
| Nov 30, 2020 | 30.15 Mn |
| Nov 30, 2019 | 23.61 Mn |
| Dec 31, 2012 | 4.67 Mn |
| Dec 31, 2011 | 3.86 Mn |
| Dec 31, 2010 | 4.71 Mn |