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| 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 |