Jefferies Financial (JEF) Long-Term Investments (2009 - 2026)
Jefferies Financial (JEF) recorded Long-Term Investments of $1.65 billion in fiscal Q3 2026 (quarter ended Aug 31, 2026), up 13.4% from $1.46 billion a year earlier and up 6.3% from the prior quarter.
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Analysis
Jefferies Financial (JEF) Long-Term Investments (2009 - 2026) Analysis & Trends
At the end of FY2025 (ended Nov 30, 2025), Jefferies Financial reported Long-Term Investments of $1.5 billion, up 8.0% from FY2024.
- Annual Long-Term Investments has a five-year compound annual growth rate of -2.4% (FY2020 to FY2025).
- Across earlier fiscal years, Long-Term Investments came in at $1.39 billion in FY2024 (+11.8%), $1.24 billion in FY2023 (-13.1%), $1.43 billion in FY2022 (-10.1%) and $1.59 billion in FY2021 (-5.9%).
- The fiscal Q3 2026 figure is the highest quarterly Long-Term Investments since fiscal Q3 2022.
- On a year-over-year basis, Long-Term Investments has increased for eight consecutive quarters, with growth averaging 10.2% over the last eight quarters.
- Peak year-over-year performance for Long-Term Investments in the last five years was growth of 13.4% in fiscal Q3 2026, against a decline of 24.1% in fiscal Q1 2023 at the low end.
- Per Business Quant, the preceding three fiscal quarters came in at $1.56 billion (Q2 2026), $1.56 billion (Q1 2026) and $1.5 billion (Q4 2025).
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Long-Term Investments (Qtr) |
|---|---|---|---|---|---|
| 1 | Cme | 106.61 Bn | 94.70 Bn | - | - |
| 2 | Robinhood Markets | 91.70 Bn | 72.73 Bn | - | - |
| 3 | Intercontinental Exchange | 88.95 Bn | 82.69 Bn | - | 136.00 Mn |
| 4 | Nasdaq | 54.22 Bn | 51.65 Bn | 1.50 Bn | - |
| 5 | Interactive Brokers | 38.25 Bn | 15.37 Bn | - | - |
| 6 | Cboe Global Markets | 33.42 Bn | 25.08 Bn | 731.60 Mn | 40.60 Mn |
| 7 | LPL Financial Holdings | 25.64 Bn | 20.96 Bn | - | - |
| 8 | Tradeweb Markets | 25.45 Bn | 17.47 Bn | - | 291.59 Mn |
| 9 | Circle Internet | 22.26 Bn | 16.14 Bn | 288.85 Mn | 103.80 Mn |
| 10 | Jefferies Financial | 8.94 Bn | -48.27 Bn | 3.21 Bn | 1.65 Bn |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Aug 31, 2026 | 1.65 Bn |
| 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 | 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 |
API Access
Jefferies Financial Long-Term Investments API
Pull this series into your own models, spreadsheets and apps with the Business Quant
Historical Metrics API. The request below matches the chart above — change the
frequency, period or values and it follows. Swap YOUR_API_KEY for your own key.
https://data.businessquant.com/historic?slug=long-term-investments&ticker=JEF&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "long-term-investments", "ticker": "JEF", "period": "max", "api_key": "YOUR_API_KEY"}
data = requests.get(url, params=params).json()const res = await fetch("https://data.businessquant.com/historic?slug=long-term-investments&ticker=JEF&period=max&api_key=YOUR_API_KEY");
const data = await res.json();