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

Jefferies Financial (JEF) posted Long-Term Investments of $1.6 billion for Q1 2026, up 4.31% quarter-over-quarter from $1.5 billion in Q4 2025, and up 12.82% year-on-year from $1.4 billion in Q1 2025.

Jefferies Financial (JEF) Long-Term Investments (2009 - 2026) Analysis & Trends

Jefferies Financial (JEF) has reported Long-Term Investments for 18 consecutive years, with $1.6 billion the latest figure, recorded in Q1 2026.

  • Long-Term Investments for Q1 2026 came in at $1.6 billion, up 12.82% year-over-year; the trailing twelve-month figure through Feb 2026 was $1.6 billion (up 12.82% YoY), and the FY2025 annual result was $1.5 billion, up 7.97% from the prior year.
  • Long-Term Investments was $1.6 billion for Q1 2026 at Jefferies Financial, up from $1.5 billion in the prior quarter.
  • Over five years, Long-Term Investments peaked at $1.8 billion in Q2 2022 and troughed at $1.2 billion in Q4 2023.
  • Average Long-Term Investments over 5 years is $1.5 billion, with a median of $1.4 billion recorded in 2023.
  • Year-over-year, Long-Term Investments decreased 24.08% in 2023 and gained 12.82% in 2026.
  • Over 5 years, Long-Term Investments stood at $1.4 billion in 2022, then retreated by 13.14% to $1.2 billion in 2023, then climbed by 11.81% to $1.4 billion in 2024, then gained by 7.97% to $1.5 billion in 2025, then increased by 4.31% to $1.6 billion in 2026.
  • Per Business Quant data, the three most recent Long-Term Investments figures were $1.6 billion in Q1 2026, $1.5 billion in Q4 2025, and $1.5 billion in Q3 2025.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Long-Term Investments (Qtr)
1 Morgan Stanley 330.70 Bn 197.17 Bn - -
2 Goldman Sachs 309.79 Bn -627.76 Bn - 25.73 Bn
3 Schwab Charles 167.21 Bn 122.24 Bn - -
4 Futu Holdings 111.36 Bn 109.19 Bn 733.58 Mn 78.39 Mn
5 Robinhood Markets 97.69 Bn 93.05 Bn 960.00 Mn -
6 LPL Financial Holdings 23.49 Bn 22.47 Bn - -
7 Tradeweb Markets 21.59 Bn 20.34 Bn - 296.16 Mn
8 Circle Internet 15.14 Bn 13.62 Bn 35.01 Mn 100.10 Mn
9 Iren 14.46 Bn 12.24 Bn 144.76 Mn 192.00 Mn
10 Jefferies Financial 11.06 Bn -848.67 Mn 2.84 Bn 1.56 Bn

Historic Data

Download Data
DateValue
Feb 28, 2026 1.56 Bn
Nov 30, 2025 1.50 Bn
Aug 31, 2025 1.46 Bn
May 31, 2025 1.44 Bn
Feb 28, 2025 1.38 Bn
Nov 30, 2024 1.39 Bn
Aug 31, 2024 1.35 Bn
May 31, 2024 1.31 Bn
Feb 29, 2024 1.27 Bn
Nov 30, 2023 1.24 Bn
Aug 31, 2023 1.38 Bn
May 31, 2023 1.41 Bn
Feb 28, 2023 1.37 Bn
Nov 30, 2022 1.43 Bn
Aug 31, 2022 1.75 Bn
May 31, 2022 1.80 Bn
Feb 28, 2022 1.80 Bn
Nov 30, 2021 1.59 Bn
Aug 31, 2021 1.74 Bn
May 31, 2021 1.73 Bn