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| Date | Value |
|---|---|
| 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 |