Jefferies Financial (JEF) Retained Earnings (2009 - 2026)

Jefferies Financial (JEF) posted Retained Earnings of -$315.0 million for Q1 2026, up 18.06% quarter-over-quarter from -$384.4 million in Q4 2025, and down 103.79% year-on-year from $8.3 billion in Q1 2025.

Jefferies Financial (JEF) Retained Earnings (2009 - 2026) Analysis & Trends

Jefferies Financial (JEF) has reported Retained Earnings for 18 consecutive years, with -$315.0 million the latest figure, recorded in Q1 2026.

  • Retained Earnings for Q1 2026 came in at -$315.0 million, down 103.79% year-over-year; the trailing twelve-month figure through Feb 2026 was -$315.0 million (down 103.79% YoY), and the FY2025 annual result was -$384.4 million, up 9.15% from the prior year.
  • Retained Earnings was -$315.0 million for Q1 2026 at Jefferies Financial, up from -$384.4 million in the prior quarter.
  • Over five years, Retained Earnings peaked at $8.5 billion in Q3 2025 and troughed at -$423.1 million in Q4 2024.
  • Average Retained Earnings over 5 years is $4.1 billion, with a median of $7.8 billion recorded in 2023.
  • Year-over-year, Retained Earnings jumped 2500.98% in 2023 and tumbled 105.39% in 2024.
  • Over 5 years, Retained Earnings stood at -$379.4 million in 2022, then jumped by 2168.91% to $7.8 billion in 2023, then sank by 105.39% to -$423.1 million in 2024, then increased by 9.15% to -$384.4 million in 2025, then climbed by 18.06% to -$315.0 million in 2026.
  • Per Business Quant data, the three most recent Retained Earnings figures were -$315.0 million in Q1 2026, -$384.4 million in Q4 2025, and $8.5 billion in Q3 2025.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Retained Earnings (Qtr)
1 Morgan Stanley 330.70 Bn 197.17 Bn - -5.51 Bn
2 Goldman Sachs 309.79 Bn -627.76 Bn - 169.32 Bn
3 Schwab Charles 167.21 Bn 122.24 Bn - -10.76 Bn
4 Futu Holdings 111.36 Bn 109.19 Bn 733.58 Mn 3.34 Bn
5 Robinhood Markets 97.69 Bn 93.05 Bn 960.00 Mn -1.80 Bn
6 LPL Financial Holdings 23.49 Bn 22.47 Bn - 6.17 Bn
7 Tradeweb Markets 21.59 Bn 20.34 Bn - 7.93 Mn
8 Circle Internet 15.14 Bn 13.62 Bn 35.01 Mn -1.24 Bn
9 Iren 14.46 Bn 12.24 Bn 144.76 Mn -39.40 Mn
10 Jefferies Financial 11.06 Bn -848.67 Mn 2.84 Bn -315.02 Mn

Historic Data

Download Data
DateValue
Feb 28, 2026 -315.02 Mn
Nov 30, 2025 -384.43 Mn
Aug 31, 2025 8.46 Bn
May 31, 2025 -339.70 Mn
Feb 28, 2025 8.31 Bn
Nov 30, 2024 -423.13 Mn
Aug 31, 2024 -369.97 Mn
May 31, 2024 8.02 Bn
Feb 29, 2024 -396.44 Mn
Nov 30, 2023 7.85 Bn
Aug 31, 2023 7.85 Bn
May 31, 2023 7.87 Bn
Feb 28, 2023 7.93 Bn
Nov 30, 2022 -379.42 Mn
Aug 31, 2022 8.35 Bn
May 31, 2022 8.23 Bn
Feb 28, 2022 -330.31 Mn
Nov 30, 2021 7.94 Bn
Aug 31, 2021 -357.97 Mn
May 31, 2021 7.34 Bn