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| 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 |