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

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

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

Jefferies Financial has reported Long-Term Investments for 18 years, with the latest figure at $1.6 billion in Q1 2026.

  • For the quarter ending Q1 2026, Long-Term Investments rose 12.82% year-over-year to $1.6 billion; the trailing twelve-month figure through Feb 2026 stood at $1.6 billion (up 12.82% YoY), and the FY2025 full-year result was $1.5 billion, up 7.97% from the prior year.
  • Long-Term Investments for Q1 2026 stood at $1.6 billion, up from $1.5 billion in the prior quarter.
  • The five-year high for Long-Term Investments was $1.8 billion in Q2 2022, with the low 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 2023.
  • Annual changes were most pronounced in 2023 — Long-Term Investments fell 24.08% — and 2026, when it increased 12.82%.
  • Jefferies Financial's Long-Term Investments stood at $1.4 billion in 2022, then dropped by 13.14% to $1.2 billion in 2023, then rose by 11.81% to $1.4 billion in 2024, then grew by 7.97% to $1.5 billion in 2025, then advanced by 4.31% to $1.6 billion in 2026.
  • The last three Long-Term Investments figures came in at $1.6 billion (Q1 2026), $1.5 billion (Q4 2025), and $1.5 billion (Q3 2025), per Business Quant data.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Long-Term Investments (Qtr)
1 SOL Strategies 100,773.79 Bn 100,773.79 Bn - 356,421.89
2 Morgan Stanley 331.35 Bn 197.82 Bn - -
3 Goldman Sachs 317.73 Bn -619.82 Bn - 25.73 Bn
4 Schwab Charles 153.74 Bn 108.77 Bn - -
5 Robinhood Markets 75.98 Bn 71.34 Bn 960.00 Mn -
6 Interactive Brokers 38.91 Bn 49.50 Bn - -
7 LPL Financial Holdings 22.76 Bn 21.73 Bn - -
8 Tradeweb Markets 20.90 Bn 19.65 Bn - 296.16 Mn
9 Circle Internet 20.00 Bn 18.49 Bn 35.01 Mn 100.10 Mn
10 Jefferies Financial 12.48 Bn 565.29 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