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

Jefferies Financial's (JEF) quarterly Retained Earnings came in at $8.8 billion in Q2 2026, up 5.96% YoY from $8.3 billion in Q2 2025, and up 2894.85% on a QoQ basis from -$315.0 million in Q1 2026.

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

Jefferies Financial (JEF) has 18 years of Retained Earnings data on file, last reported at $8.8 billion in Q2 2026.

  • Quarterly Retained Earnings rose 5.96% year-over-year to $8.8 billion in Q2 2026, while the trailing twelve-month figure through May 2026 was $8.8 billion (up 5.96% YoY) and the FY2025 annual result came in at $8.6 billion, up 2126.52% from the prior year.
  • Retained Earnings grew to $8.8 billion in Q2 2026, from -$315.0 million in the prior quarter.
  • In the past five years, Retained Earnings ranged from a high of $8.8 billion in Q2 2026 to a low of -$423.1 million in Q4 2024.
  • A 5-year average of $3.9 billion and a median of $3.8 billion in 2023 frame the typical range for Retained Earnings.
  • Annual changes were most pronounced in 2023 — Retained Earnings surged 2500.98% — and 2024, when it sank 105.39%.
  • Tracing JEF's Retained Earnings over 5 years: stood at $8.4 billion in 2022, then slipped by 6.75% to $7.8 billion in 2023, then slumped by 105.39% to -$423.1 million in 2024, then surged by 2126.52% to $8.6 billion in 2025, then advanced by 2.68% to $8.8 billion in 2026.
  • The last three Retained Earnings figures came in at $8.8 billion (Q2 2026), -$315.0 million (Q1 2026), and $8.6 billion (Q4 2025), per Business Quant data.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Retained Earnings (Qtr)
1 Morgan Stanley 338.83 Bn 205.30 Bn - 122.77 Bn
2 Goldman Sachs 316.34 Bn -660.01 Bn - 174.35 Bn
3 Schwab Charles 220.55 Bn 135.80 Bn - 28.05 Bn
4 Futu Holdings 121.48 Bn 105.59 Bn 733.58 Mn 3.34 Bn
5 Robinhood Markets 84.07 Bn 66.74 Bn 1.20 Bn 10.73 Bn
6 Iren 68.17 Bn 65.95 Bn 104.86 Mn -1.73 Bn
7 ATIF Holdings 45.42 Bn 45.42 Bn - -35.74 Mn
8 Interactive Brokers 39.54 Bn -3.28 Bn - 3.60 Bn
9 LPL Financial Holdings 28.27 Bn 25.57 Bn - 6.52 Bn
10 Jefferies Financial 11.33 Bn -4.08 Bn 3.09 Bn 8.80 Bn

Historic Data

Download Data
DateValue
May 31, 2026 8.80 Bn
Feb 28, 2026 -315.02 Mn
Nov 30, 2025 8.57 Bn
Aug 31, 2025 -374.93 Mn
May 31, 2025 8.31 Bn
Feb 28, 2025 -408.07 Mn
Nov 30, 2024 -423.13 Mn
Aug 31, 2024 -369.97 Mn
May 31, 2024 -410.73 Mn
Feb 29, 2024 -396.44 Mn
Nov 30, 2023 7.85 Bn
Aug 31, 2023 -398.25 Mn
May 31, 2023 7.87 Bn
Feb 28, 2023 7.93 Bn
Nov 30, 2022 8.42 Bn
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 7.68 Bn