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