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

Jefferies Financial's (JEF) quarterly Long-Term Investments came in at $1.6 billion in Q2 2026, up 8.25% YoY from $1.4 billion in Q2 2025, and little changed on a QoQ basis from $1.6 billion in Q1 2026.

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

Jefferies Financial (JEF) has 18 years of Long-Term Investments data on file, last reported at $1.6 billion in Q2 2026.

  • Quarterly Long-Term Investments rose 8.25% year-over-year to $1.6 billion in Q2 2026, while the trailing twelve-month figure through May 2026 was $1.6 billion (up 8.25% YoY) and the FY2025 annual result came in at $1.5 billion, up 7.97% from the prior year.
  • Long-Term Investments held at $1.6 billion in Q2 2026, from $1.6 billion in the prior quarter.
  • In the past five years, Long-Term Investments ranged from a high of $1.8 billion in Q2 2022 to a low of $201.6 million in Q4 2023.
  • A 5-year average of $1.4 billion and a median of $1.4 billion in 2022 frame the typical range for Long-Term Investments.
  • Annual changes were most pronounced in 2023 — Long-Term Investments tumbled 85.87% — and 2024, when it soared 587.35%.
  • Tracing JEF's Long-Term Investments over 5 years: stood at $1.4 billion in 2022, then plunged by 85.87% to $201.6 million in 2023, then soared by 587.35% to $1.4 billion in 2024, then grew by 7.97% to $1.5 billion in 2025, then grew by 3.94% to $1.6 billion in 2026.
  • The last three Long-Term Investments figures came in at $1.6 billion (Q2 2026), $1.6 billion (Q1 2026), and $1.5 billion (Q4 2025), per Business Quant data.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Long-Term Investments (Qtr)
1 Morgan Stanley 338.83 Bn 205.30 Bn - -
2 Goldman Sachs 316.34 Bn -660.01 Bn - 255.63 Bn
3 Schwab Charles 220.55 Bn 135.80 Bn - -
4 Futu Holdings 121.48 Bn 105.59 Bn 733.58 Mn 79.10 Mn
5 Robinhood Markets 84.07 Bn 66.74 Bn 1.20 Bn -
6 Iren 68.17 Bn 65.95 Bn 104.86 Mn 192.00 Mn
7 ATIF Holdings 45.42 Bn 45.42 Bn - 31,902.00
8 Interactive Brokers 39.54 Bn -3.28 Bn - -
9 LPL Financial Holdings 28.27 Bn 25.57 Bn - -
10 Jefferies Financial 11.33 Bn -4.08 Bn 3.09 Bn 1.56 Bn

Historic Data

Download Data
DateValue
May 31, 2026 1.56 Bn
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 201.60 Mn
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