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% on a YoY basis from $8.3 billion in Q2 2025, and up 1.83% quarter-over-quarter from $8.6 billion in Q1 2026.
Analysis
Jefferies Financial (JEF) Retained Earnings (2009 - 2026) Analysis & Trends
Jefferies Financial (JEF) has reported Retained Earnings for 18 consecutive years, with $8.8 billion the latest figure, recorded in Q2 2026.
- For the quarter ending Q2 2026, Retained Earnings rose 5.96% year-over-year to $8.8 billion; the trailing twelve-month figure through May 2026 stood at $8.8 billion (up 5.96% YoY), and the FY2025 full-year result was $8.6 billion, up 3.68% from the prior year.
- Retained Earnings improved to $8.8 billion in Q2 2026 per JEF's latest filing, from $8.6 billion in the prior quarter.
- Across five years, Retained Earnings topped out at $8.8 billion in Q2 2026 and bottomed at $7.8 billion in Q4 2023.
- Historically, Retained Earnings has averaged $8.2 billion across 5 years, with a median of $8.2 billion in 2022.
- The sharpest annual moves came in 2022 and 2023: Retained Earnings grew 16.31% in 2022, then fell 6.75% in 2023.
- Over 5 years, Retained Earnings stood at $8.4 billion in 2022, then declined by 6.75% to $7.8 billion in 2023, then climbed by 5.35% to $8.3 billion in 2024, then advanced by 3.68% to $8.6 billion in 2025, then grew by 2.68% to $8.8 billion in 2026.
- According to Business Quant data, Retained Earnings over the past three periods registered $8.8 billion, $8.6 billion, and $8.6 billion for Q2 2026, Q1 2026, and Q4 2025 respectively.
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Retained Earnings (Qtr) |
|---|---|---|---|---|---|
| 1 | Evercore | 10.14 Bn | 8.05 Bn | 975.67 Mn | 4.27 Bn |
| 2 | Jefferies Financial | 9.74 Bn | -5.67 Bn | 3.09 Bn | 8.80 Bn |
| 3 | Houlihan Lokey | 9.07 Bn | 7.99 Bn | - | 1.65 Bn |
| 4 | Cluster Group Holdings | 8.00 Bn | 8.00 Bn | - | -7.68 Mn |
| 5 | PJT Partners | 5.75 Bn | 5.81 Bn | 481.98 Mn | 477.57 Mn |
| 6 | Moelis | 5.25 Bn | 5.17 Bn | - | -822.41 Mn |
| 7 | Piper Sandler Companies | 4.88 Bn | 4.77 Bn | - | 733.99 Mn |
| 8 | Lazard | 3.95 Bn | 2.96 Bn | - | 1.51 Bn |
| 9 | BRBI BR Partners | 3.50 Bn | 3.38 Bn | 16.77 Mn | 10.65 Mn |
| 10 | Perella Weinberg Partners | 1.40 Bn | 1.59 Bn | - | -136.64 Mn |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| May 31, 2026 | 8.80 Bn |
| Feb 28, 2026 | 8.65 Bn |
| Nov 30, 2025 | 8.57 Bn |
| Aug 31, 2025 | 8.46 Bn |
| May 31, 2025 | 8.31 Bn |
| Feb 28, 2025 | 8.31 Bn |
| Nov 30, 2024 | 8.27 Bn |
| Aug 31, 2024 | 8.12 Bn |
| May 31, 2024 | 8.02 Bn |
| Feb 29, 2024 | 7.94 Bn |
| 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 | 8.42 Bn |
| Aug 31, 2022 | 8.35 Bn |
| May 31, 2022 | 8.23 Bn |
| Feb 28, 2022 | 8.19 Bn |
| Nov 30, 2021 | 7.94 Bn |
| Aug 31, 2021 | 7.68 Bn |