Jefferies Financial (JEF) Retained Earnings (2009 - 2026)
Jefferies Financial (JEF) reported Retained Earnings of -$315.0 million for Q1 2026, down 103.79% on a YoY basis from $8.3 billion in Q1 2025, and up 18.06% quarter-over-quarter from -$384.4 million in Q4 2025.
Jefferies Financial (JEF) Retained Earnings (2009 - 2026) Analysis & Trends
Jefferies Financial has reported Retained Earnings for 18 years, with the latest figure at -$315.0 million in Q1 2026.
- For the quarter ending Q1 2026, Retained Earnings fell 103.79% year-over-year to -$315.0 million; the trailing twelve-month figure through Feb 2026 stood at -$315.0 million (down 103.79% YoY), and the FY2025 full-year result was -$384.4 million, up 9.15% from the prior year.
- Retained Earnings for Q1 2026 stood at -$315.0 million, up from -$384.4 million in the prior quarter.
- The five-year high for Retained Earnings was $8.5 billion in Q3 2025, with the low at -$423.1 million in Q4 2024.
- Historically, Retained Earnings has averaged $4.1 billion across 5 years, with a median of $7.8 billion in 2023.
- Annual changes were most pronounced in 2023 — Retained Earnings surged 2500.98% — and 2024, when it sank 105.39%.
- Jefferies Financial's Retained Earnings stood at -$379.4 million in 2022, then jumped by 2168.91% to $7.8 billion in 2023, then slumped by 105.39% to -$423.1 million in 2024, then advanced by 9.15% to -$384.4 million in 2025, then rose by 18.06% to -$315.0 million in 2026.
- The last three Retained Earnings figures came in at -$315.0 million (Q1 2026), -$384.4 million (Q4 2025), and $8.5 billion (Q3 2025), per Business Quant data.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Retained Earnings (Qtr) |
|---|---|---|---|---|---|
| 1 | SOL Strategies | 100,773.79 Bn | 100,773.79 Bn | - | -103.29 Mn |
| 2 | Morgan Stanley | 331.35 Bn | 197.82 Bn | - | -5.51 Bn |
| 3 | Goldman Sachs | 317.73 Bn | -619.82 Bn | - | 169.32 Bn |
| 4 | Schwab Charles | 153.74 Bn | 108.77 Bn | - | -10.76 Bn |
| 5 | Robinhood Markets | 75.98 Bn | 71.34 Bn | 960.00 Mn | -1.80 Bn |
| 6 | Interactive Brokers | 38.91 Bn | 49.50 Bn | - | 3.60 Bn |
| 7 | LPL Financial Holdings | 22.76 Bn | 21.73 Bn | - | 6.17 Bn |
| 8 | Tradeweb Markets | 20.90 Bn | 19.65 Bn | - | 7.93 Mn |
| 9 | Circle Internet | 20.00 Bn | 18.49 Bn | 35.01 Mn | -1.24 Bn |
| 10 | Jefferies Financial | 12.48 Bn | 565.29 Mn | 2.84 Bn | -315.02 Mn |
Historic Data
Download Data| Date | Value |
|---|---|
| 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 |