Jefferies Financial (JEF) Retained Earnings (2009 - 2026)
Jefferies Financial (JEF) posted Retained Earnings of $9 billion for fiscal Q3 2026 (quarter ended Aug 31, 2026), up 6.3% from $8.46 billion a year earlier and up 2.2% from the prior quarter.
Jefferies Financial (JEF) Retained Earnings (2009 - 2026) Analysis & Trends
At the end of FY2025 (ended Nov 30, 2025), Jefferies Financial's Retained Earnings came in at $8.57 billion, up 3.7% from FY2024.
- Annual Retained Earnings shows a five-year compound annual growth rate of 5.6% (FY2020 to FY2025).
- In prior fiscal years, Jefferies Financial's Retained Earnings was $8.27 billion in FY2024 (+5.4%), $7.85 billion in FY2023 (-6.8%), $8.42 billion in FY2022 (+6.0%) and $7.94 billion in FY2021 (+21.6%).
- The fiscal Q3 2026 figure stands as the highest quarterly Retained Earnings in data going back to fiscal Q2 2009.
- On a year-over-year basis, Retained Earnings has increased in each of the last 11 quarters, with growth averaging 4.7% over the last eight quarters.
- The strongest year-over-year quarter for Retained Earnings in the past five years was fiscal Q4 2021, with growth of 21.6%; the weakest was fiscal Q4 2023, with a decline of 6.8%.
- According to Business Quant data, Retained Earnings for the three prior fiscal quarters was $8.8 billion (Q2 2026), $8.65 billion (Q1 2026) and $8.57 billion (Q4 2025).
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Retained Earnings (Qtr) |
|---|---|---|---|---|---|
| 1 | Cme | 106.56 Bn | 94.66 Bn | - | 5.46 Bn |
| 2 | Intercontinental Exchange | 89.45 Bn | 83.19 Bn | - | 22.06 Bn |
| 3 | Robinhood Markets | 88.18 Bn | 69.22 Bn | - | -1.24 Bn |
| 4 | Nasdaq | 53.47 Bn | 50.90 Bn | 1.50 Bn | 10.29 Bn |
| 5 | Interactive Brokers | 37.14 Bn | 14.26 Bn | - | 3.87 Bn |
| 6 | Cboe Global Markets | 33.00 Bn | 24.66 Bn | 731.60 Mn | 4.13 Bn |
| 7 | LPL Financial Holdings | 25.71 Bn | 21.03 Bn | - | 6.52 Bn |
| 8 | Tradeweb Markets | 25.33 Bn | 17.34 Bn | - | 1.69 Bn |
| 9 | Circle Internet | 21.30 Bn | 15.18 Bn | 288.85 Mn | -1.19 Bn |
| 10 | Jefferies Financial | 8.93 Bn | -48.28 Bn | 3.21 Bn | 9.00 Bn |
Historic Data
| Date | Value |
|---|---|
| Aug 31, 2026 | 9.00 Bn |
| 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 |
Jefferies Financial Retained Earnings API
Pull this series into your own models, spreadsheets and apps with the Business Quant
Historical Metrics API. The request below matches the chart above — change the
frequency, period or values and it follows. Swap YOUR_API_KEY for your own key.
https://data.businessquant.com/historic?slug=retained-earnings&ticker=JEF&period=max&api_key=YOUR_API_KEY
import requests
url = "https://data.businessquant.com/historic"
params = {"slug": "retained-earnings", "ticker": "JEF", "period": "max", "api_key": "YOUR_API_KEY"}
data = requests.get(url, params=params).json()
const res = await fetch("https://data.businessquant.com/historic?slug=retained-earnings&ticker=JEF&period=max&api_key=YOUR_API_KEY");
const data = await res.json();