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
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