Jefferies Financial (JEF) Long-Term Investments (2009 - 2026)

Jefferies Financial (JEF) has reported Long-Term Investments for 18 consecutive years, with $1.6 billion the latest figure, recorded in Q2 2026.

• For the quarter ending Q2 2026, Long-Term Investments rose 8.25% year-over-year to $1.6 billion; the trailing twelve-month figure through May 2026 stood at $1.6 billion (up 8.25% YoY), and the FY2025 full-year result was $1.5 billion, up 7.97% from the prior year.
• Long-Term Investments was little changed at $1.6 billion in Q2 2026 per JEF's latest filing, from $1.6 billion in the prior quarter.
• Across five years, Long-Term Investments topped out at $1.8 billion in Q2 2022 and bottomed at $1.2 billion in Q4 2023.
• Historically, Long-Term Investments has averaged $1.5 billion across 5 years, with a median of $1.4 billion in 2022.
• The sharpest annual moves came in 2023 and 2026: Long-Term Investments retreated 24.08% in 2023, then gained 12.82% in 2026.
• Over 5 years, Long-Term Investments stood at $1.4 billion in 2022, then slipped by 13.14% to $1.2 billion in 2023, then advanced by 11.81% to $1.4 billion in 2024, then rose by 7.97% to $1.5 billion in 2025, then rose by 3.94% to $1.6 billion in 2026.
• According to Business Quant data, Long-Term Investments over the past three periods registered $1.6 billion, $1.6 billion, and $1.5 billion for Q2 2026, Q1 2026, and Q4 2025 respectively.